MayTech Global Investments, LLC Long-Term Concentrated

CIK: 0001731134 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value ($000): $848,867 (100.0% shares, 0.0% debt)

Holdings (24)

NVDA NVIDIA CORPORATION 18.5%

Value ($000) $157,283 Shares 1,171,220 Est. Cost $92.70 Unrealized +48.6%

AMZN AMAZON COM INC 7.1%

Value ($000) $60,269 Shares 274,713 Est. Cost $134.28 Unrealized +52.4%

META META PLATFORMS INC 6.9%

Value ($000) $58,900 Shares 100,596 Est. Cost $217.22 Unrealized +169.2%

GOOG ALPHABET INC 6.4%

Value ($000) $54,663 Shares 287,034 Est. Cost $124.55 Unrealized +41.0%

AAPL APPLE INC 6.0%

Value ($000) $50,895 Shares 203,239 Est. Cost $136.30 Unrealized +72.1%

NOW SERVICENOW INC 6.0%

Value ($000) $50,536 Shares 47,670 Est. Cost $105.81 Unrealized +91.5%

CRM SALESFORCE INC 5.0%

Value ($000) $42,480 Shares 127,061 Est. Cost $162.96 Unrealized +94.4%

MA MASTERCARD INCORPORATED 5.0%

Value ($000) $42,245 Shares 80,226 Est. Cost $259.62 Unrealized +98.2%

MELI MERCADOLIBRE INC 4.8%

Value ($000) $40,956 Shares 24,086 Est. Cost $832.98 Unrealized +133.8%

ISRG INTUITIVE SURGICAL INC 4.2%

Value ($000) $35,527 Shares 68,064 Est. Cost $324.19 Unrealized +60.7%

PANW PALO ALTO NETWORKS INC 4.0%

Value ($000) $34,063 Shares 187,202 Est. Cost $150.32 Unrealized +25.7%

NVO NOVO-NORDISK A S 3.8%

Value ($000) $32,494 Shares 377,752 Est. Cost $102.15 Unrealized —

MMYT MAKEMYTRIP LIMITED MAURITIUS 3.8%

Value ($000) $32,348 Shares 288,100 Est. Cost $40.50 Unrealized +164.6%

BKNG BOOKING HOLDINGS INC 3.6%

Value ($000) $30,313 Shares 6,101 Est. Cost $2637.65 Unrealized +80.6%

ASML ASML HOLDING N V 2.9%

Value ($000) $24,360 Shares 35,148 Est. Cost $689.32 Unrealized —

— DESPEGAR COM CORP 2.6%

Value ($000) $22,182 Shares 1,152,330 Est. Cost $13.35 Unrealized —

DXCM DEXCOM INC 2.6%

Value ($000) $21,835 Shares 280,766 Est. Cost $87.13 Unrealized -15.0%

GOOGL ALPHABET INC 2.0%

Value ($000) $17,343 Shares 91,616 Est. Cost $107.31 Unrealized +62.3%

SYK STRYKER CORPORATION 1.7%

Value ($000) $14,804 Shares 41,116 Est. Cost $222.68 Unrealized +64.5%

UBER UBER TECHNOLOGIES INC 1.4%

Value ($000) $11,818 Shares 195,930 Est. Cost $70.50 Unrealized +1.3%

HDB HDFC BANK LTD 1.3%

Value ($000) $11,306 Shares 177,049 Est. Cost $60.06 Unrealized —

ACWI ISHARES TR 0.2%

Value ($000) $1,900 Shares 16,171 Est. Cost $117.30 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%

Value ($000) $337 Shares 743 Est. Cost $281.46 Unrealized +64.1%

— TEMPEST THERAPEUTICS INC 0.0%

Value ($000) $8 Shares 10,000 Est. Cost $2.19 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	1,171,220	$157,283	18.5%	$92.70	+48.6%	COM	67066G104
AMZN	AMAZON COM INC	274,713	$60,269	7.1%	$134.28	+52.4%	COM	023135106
META	META PLATFORMS INC	100,596	$58,900	6.9%	$217.22	+169.2%	CL A	30303M102
GOOG	ALPHABET INC	287,034	$54,663	6.4%	$124.55	+41.0%	CAP STK CL C	02079K107
AAPL	APPLE INC	203,239	$50,895	6.0%	$136.30	+72.1%	COM	037833100
NOW	SERVICENOW INC	47,670	$50,536	6.0%	$105.81	+91.5%	COM	81762P102
CRM	SALESFORCE INC	127,061	$42,480	5.0%	$162.96	+94.4%	COM	79466L302
MA	MASTERCARD INCORPORATED	80,226	$42,245	5.0%	$259.62	+98.2%	CL A	57636Q104
MELI	MERCADOLIBRE INC	24,086	$40,956	4.8%	$832.98	+133.8%	COM	58733R102
ISRG	INTUITIVE SURGICAL INC	68,064	$35,527	4.2%	$324.19	+60.7%	COM NEW	46120E602
PANW	PALO ALTO NETWORKS INC	187,202	$34,063	4.0%	$150.32	+25.7%	COM	697435105
NVO	NOVO-NORDISK A S	377,752	$32,494	3.8%	$102.15	—	ADR	670100205
MMYT	MAKEMYTRIP LIMITED MAURITIUS	288,100	$32,348	3.8%	$40.50	+164.6%	SHS	V5633W109
BKNG	BOOKING HOLDINGS INC	6,101	$30,313	3.6%	$2637.65	+80.6%	COM	09857L108
ASML	ASML HOLDING N V	35,148	$24,360	2.9%	$689.32	—	N Y REGISTRY SHS	N07059210
—	DESPEGAR COM CORP	1,152,330	$22,182	2.6%	$13.35	—	ORD SHS	G27358103
DXCM	DEXCOM INC	280,766	$21,835	2.6%	$87.13	-15.0%	COM	252131107
GOOGL	ALPHABET INC	91,616	$17,343	2.0%	$107.31	+62.3%	CAP STK CL A	02079K305
SYK	STRYKER CORPORATION	41,116	$14,804	1.7%	$222.68	+64.5%	COM	863667101
UBER	UBER TECHNOLOGIES INC	195,930	$11,818	1.4%	$70.50	+1.3%	COM	90353T100
HDB	HDFC BANK LTD	177,049	$11,306	1.3%	$60.06	—	SPONSORED ADS	40415F101
ACWI	ISHARES TR	16,171	$1,900	0.2%	$117.30	—	MSCI ACWI ETF	464288257
BRK/B	BERKSHIRE HATHAWAY INC DEL	743	$337	0.0%	$281.46	+64.1%	CL B NEW	084670702
—	TEMPEST THERAPEUTICS INC	10,000	$8	0.0%	$2.19	—	COM	87978U108