$430 Million is the total value of MayTech Global Investments, LLC's 28 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVO | Buy | NOVO-NORDISK A Sadr | $19,656,564 | -1.1% | 216,149 | +76.0% | 4.58% | +16.2% |
| ASML | Buy | ASML HOLDING N V | $15,708,556 | +70.2% | 26,685 | +109.5% | 3.66% | +99.9% |
| DXCM | Buy | DEXCOM INC | $15,086,702 | -12.1% | 161,701 | +21.1% | 3.51% | +3.3% |
| MMYT | Buy | MAKEMYTRIP LIMITED MAURITIUS | $9,457,458 | +81.1% | 233,402 | +20.6% | 2.20% | +112.7% |
| HDB | New | HDFC BANK LTDsponsored ads | $7,649,208 | – | 129,626 | +100.0% | 1.78% | – |
| ACWI | New | ISHARES MSCI ACWI ETFetf | $41,342 | – | 448 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-12-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| META PLATFORMS INC | 24 | Q3 2023 | 12.3% |
| NVIDIA CORPORATION | 24 | Q3 2023 | 13.3% |
| MASTERCARD INCORPORATED | 24 | Q3 2023 | 7.9% |
| ALPHABET INC | 24 | Q3 2023 | 7.5% |
| SALESFORCE INC | 24 | Q3 2023 | 7.1% |
| PAYPAL HLDGS INC | 24 | Q3 2023 | 6.7% |
| INTUITIVE SURGICAL INC | 24 | Q3 2023 | 5.1% |
| ALPHABET INC | 24 | Q3 2023 | 3.7% |
| STRYKER CORPORATION | 24 | Q3 2023 | 2.3% |
| AMAZON COM INC | 23 | Q3 2023 | 10.9% |
View MayTech Global Investments, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR/A | 2023-12-22 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
| 13F-HR/A | 2022-02-23 |
View MayTech Global Investments, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.