MayTech Global Investments, LLC Long-Term Concentrated

CIK: 0001731134 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value ($000): $770,434 (100.0% shares, 0.0% debt)

Holdings (23)

NVDA NVIDIA CORPORATION 16.1%

Value ($000) $124,027 Shares 1,144,373 Est. Cost $92.70 Unrealized +36.7%

META META PLATFORMS INC 7.8%

Value ($000) $59,822 Shares 103,793 Est. Cost $230.34 Unrealized +179.3%

AMZN AMAZON COM INC 7.2%

Value ($000) $55,606 Shares 292,261 Est. Cost $139.24 Unrealized +55.8%

MELI MERCADOLIBRE INC 6.4%

Value ($000) $49,009 Shares 25,122 Est. Cost $880.49 Unrealized +125.4%

AAPL APPLE INC 6.3%

Value ($000) $48,405 Shares 217,910 Est. Cost $142.66 Unrealized +61.8%

GOOG ALPHABET INC 6.0%

Value ($000) $46,405 Shares 297,028 Est. Cost $126.50 Unrealized +44.2%

MA MASTERCARD INCORPORATED 5.8%

Value ($000) $44,411 Shares 81,024 Est. Cost $259.62 Unrealized +108.8%

NOW SERVICENOW INC 5.1%

Value ($000) $38,970 Shares 48,948 Est. Cost $108.08 Unrealized +78.3%

CRM SALESFORCE INC 4.6%

Value ($000) $35,121 Shares 130,871 Est. Cost $167.21 Unrealized +84.8%

ISRG INTUITIVE SURGICAL INC 4.5%

Value ($000) $34,553 Shares 69,766 Est. Cost $329.77 Unrealized +67.7%

PANW PALO ALTO NETWORKS INC 4.3%

Value ($000) $33,122 Shares 194,104 Est. Cost $151.55 Unrealized +22.0%

MMYT MAKEMYTRIP LIMITED MAURITIUS 3.8%

Value ($000) $29,393 Shares 299,959 Est. Cost $42.98 Unrealized +140.1%

BKNG BOOKING HOLDINGS INC 3.7%

Value ($000) $28,238 Shares 6,130 Est. Cost $2637.65 Unrealized +80.1%

NVO NOVO-NORDISK A S 3.5%

Value ($000) $26,910 Shares 387,531 Est. Cost $101.32 Unrealized —

ASML ASML HOLDING N V 3.1%

Value ($000) $24,248 Shares 36,593 Est. Cost $688.26 Unrealized —

UBER UBER TECHNOLOGIES INC 3.0%

Value ($000) $23,164 Shares 317,920 Est. Cost $71.10 Unrealized +1.3%

DXCM DEXCOM INC 2.6%

Value ($000) $19,791 Shares 289,813 Est. Cost $86.96 Unrealized -6.2%

SYK STRYKER CORPORATION 2.2%

Value ($000) $17,285 Shares 46,434 Est. Cost $240.36 Unrealized +56.9%

GOOGL ALPHABET INC 1.8%

Value ($000) $14,165 Shares 91,599 Est. Cost $107.31 Unrealized +68.4%

HDB HDFC BANK LTD 1.6%

Value ($000) $12,075 Shares 181,744 Est. Cost $60.23 Unrealized —

ACWI ISHARES TR 0.7%

Value ($000) $5,339 Shares 45,874 Est. Cost $116.71 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%

Value ($000) $369 Shares 692 Est. Cost $281.46 Unrealized +72.7%

— TEMPEST THERAPEUTICS INC 0.0%

Value ($000) $7 Shares 10,000 Est. Cost $2.19 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	1,144,373	$124,027	16.1%	$92.70	+36.7%	COM	67066G104
META	META PLATFORMS INC	103,793	$59,822	7.8%	$230.34	+179.3%	CL A	30303M102
AMZN	AMAZON COM INC	292,261	$55,606	7.2%	$139.24	+55.8%	COM	023135106
MELI	MERCADOLIBRE INC	25,122	$49,009	6.4%	$880.49	+125.4%	COM	58733R102
AAPL	APPLE INC	217,910	$48,405	6.3%	$142.66	+61.8%	COM	037833100
GOOG	ALPHABET INC	297,028	$46,405	6.0%	$126.50	+44.2%	CAP STK CL C	02079K107
MA	MASTERCARD INCORPORATED	81,024	$44,411	5.8%	$259.62	+108.8%	CL A	57636Q104
NOW	SERVICENOW INC	48,948	$38,970	5.1%	$108.08	+78.3%	COM	81762P102
CRM	SALESFORCE INC	130,871	$35,121	4.6%	$167.21	+84.8%	COM	79466L302
ISRG	INTUITIVE SURGICAL INC	69,766	$34,553	4.5%	$329.77	+67.7%	COM NEW	46120E602
PANW	PALO ALTO NETWORKS INC	194,104	$33,122	4.3%	$151.55	+22.0%	COM	697435105
MMYT	MAKEMYTRIP LIMITED MAURITIUS	299,959	$29,393	3.8%	$42.98	+140.1%	SHS	V5633W109
BKNG	BOOKING HOLDINGS INC	6,130	$28,238	3.7%	$2637.65	+80.1%	COM	09857L108
NVO	NOVO-NORDISK A S	387,531	$26,910	3.5%	$101.32	—	ADR	670100205
ASML	ASML HOLDING N V	36,593	$24,248	3.1%	$688.26	—	N Y REGISTRY SHS	N07059210
UBER	UBER TECHNOLOGIES INC	317,920	$23,164	3.0%	$71.10	+1.3%	COM	90353T100
DXCM	DEXCOM INC	289,813	$19,791	2.6%	$86.96	-6.2%	COM	252131107
SYK	STRYKER CORPORATION	46,434	$17,285	2.2%	$240.36	+56.9%	COM	863667101
GOOGL	ALPHABET INC	91,599	$14,165	1.8%	$107.31	+68.4%	CAP STK CL A	02079K305
HDB	HDFC BANK LTD	181,744	$12,075	1.6%	$60.23	—	SPONSORED ADS	40415F101
ACWI	ISHARES TR	45,874	$5,339	0.7%	$116.71	—	MSCI ACWI ETF	464288257
BRK/B	BERKSHIRE HATHAWAY INC DEL	692	$369	0.0%	$281.46	+72.7%	CL B NEW	084670702
—	TEMPEST THERAPEUTICS INC	10,000	$7	0.0%	$2.19	—	COM	87978U108