MayTech Global Investments, LLC Long-Term Concentrated

CIK: 0001731134 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 15, 2025

Total Value ($000): $965,436 (100.0% shares, 0.0% debt)

Holdings (24)

NVDA NVIDIA CORPORATION 18.2%

Value ($000) $176,071 Shares 1,092,582 Est. Cost $92.70 Unrealized +35.7%

META META PLATFORMS INC 9.7%

Value ($000) $93,734 Shares 125,903 Est. Cost $298.18 Unrealized +106.8%

AMZN AMAZON COM INC 7.0%

Value ($000) $67,861 Shares 304,787 Est. Cost $141.65 Unrealized +39.7%

MELI MERCADOLIBRE INC 7.0%

Value ($000) $67,371 Shares 26,229 Est. Cost $941.89 Unrealized +147.9%

GOOG ALPHABET INC 6.0%

Value ($000) $57,720 Shares 318,679 Est. Cost $129.10 Unrealized +27.7%

NOW SERVICENOW INC 5.4%

Value ($000) $52,028 Shares 51,403 Est. Cost $111.93 Unrealized +68.6%

MA MASTERCARD INCORPORATED 4.9%

Value ($000) $47,267 Shares 83,986 Est. Cost $269.91 Unrealized +104.3%

PANW PALO ALTO NETWORKS INC 4.1%

Value ($000) $40,009 Shares 201,379 Est. Cost $152.78 Unrealized +21.5%

ISRG INTUITIVE SURGICAL INC 4.0%

Value ($000) $39,026 Shares 73,621 Est. Cost $339.89 Unrealized +53.8%

CRM SALESFORCE INC 3.9%

Value ($000) $37,313 Shares 138,140 Est. Cost $172.41 Unrealized +54.3%

BKNG BOOKING HOLDINGS INC 3.8%

Value ($000) $36,651 Shares 6,401 Est. Cost $2741.66 Unrealized +85.8%

AAPL APPLE INC 3.5%

Value ($000) $33,348 Shares 162,001 Est. Cost $142.66 Unrealized +41.2%

UBER UBER TECHNOLOGIES INC 3.3%

Value ($000) $31,583 Shares 342,282 Est. Cost $71.89 Unrealized +14.5%

ASML ASML HOLDING N V 3.1%

Value ($000) $30,360 Shares 38,823 Est. Cost $693.65 Unrealized —

MMYT MAKEMYTRIP LIMITED MAURITIUS 3.1%

Value ($000) $30,293 Shares 311,744 Est. Cost $45.17 Unrealized +123.3%

DXCM DEXCOM INC 2.8%

Value ($000) $26,681 Shares 310,631 Est. Cost $86.39 Unrealized -9.3%

NVO NOVO-NORDISK A S 2.8%

Value ($000) $26,662 Shares 410,241 Est. Cost $99.31 Unrealized —

SYK STRYKER CORPORATION 2.0%

Value ($000) $19,509 Shares 49,411 Est. Cost $248.26 Unrealized +49.7%

NU NU HLDGS LTD 2.0%

Value ($000) $19,198 Shares 1,433,124 Est. Cost $11.97 Unrealized 0.0%

GOOGL ALPHABET INC 1.7%

Value ($000) $16,100 Shares 91,359 Est. Cost $107.31 Unrealized +52.2%

HDB HDFC BANK LTD 1.5%

Value ($000) $14,490 Shares 188,950 Est. Cost $60.85 Unrealized —

ACWI ISHARES TR 0.2%

Value ($000) $1,601 Shares 12,322 Est. Cost $116.71 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%

Value ($000) $336 Shares 692 Est. Cost $281.46 Unrealized +80.4%

MSFT MICROSOFT CORP 0.0%

Value ($000) $223 Shares 448 Est. Cost $432.38 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	1,092,582	$176,071	18.2%	$92.70	+35.7%	COM	67066G104
META	META PLATFORMS INC	125,903	$93,734	9.7%	$298.18	+106.8%	CL A	30303M102
AMZN	AMAZON COM INC	304,787	$67,861	7.0%	$141.65	+39.7%	COM	023135106
MELI	MERCADOLIBRE INC	26,229	$67,371	7.0%	$941.89	+147.9%	COM	58733R102
GOOG	ALPHABET INC	318,679	$57,720	6.0%	$129.10	+27.7%	CAP STK CL C	02079K107
NOW	SERVICENOW INC	51,403	$52,028	5.4%	$111.93	+68.6%	COM	81762P102
MA	MASTERCARD INCORPORATED	83,986	$47,267	4.9%	$269.91	+104.3%	CL A	57636Q104
PANW	PALO ALTO NETWORKS INC	201,379	$40,009	4.1%	$152.78	+21.5%	COM	697435105
ISRG	INTUITIVE SURGICAL INC	73,621	$39,026	4.0%	$339.89	+53.8%	COM NEW	46120E602
CRM	SALESFORCE INC	138,140	$37,313	3.9%	$172.41	+54.3%	COM	79466L302
BKNG	BOOKING HOLDINGS INC	6,401	$36,651	3.8%	$2741.66	+85.8%	COM	09857L108
AAPL	APPLE INC	162,001	$33,348	3.5%	$142.66	+41.2%	COM	037833100
UBER	UBER TECHNOLOGIES INC	342,282	$31,583	3.3%	$71.89	+14.5%	COM	90353T100
ASML	ASML HOLDING N V	38,823	$30,360	3.1%	$693.65	—	N Y REGISTRY SHS	N07059210
MMYT	MAKEMYTRIP LIMITED MAURITIUS	311,744	$30,293	3.1%	$45.17	+123.3%	SHS	V5633W109
DXCM	DEXCOM INC	310,631	$26,681	2.8%	$86.39	-9.3%	COM	252131107
NVO	NOVO-NORDISK A S	410,241	$26,662	2.8%	$99.31	—	ADR	670100205
SYK	STRYKER CORPORATION	49,411	$19,509	2.0%	$248.26	+49.7%	COM	863667101
NU	NU HLDGS LTD	1,433,124	$19,198	2.0%	$11.97	0.0%	ORD SHS CL A	G6683N103
GOOGL	ALPHABET INC	91,359	$16,100	1.7%	$107.31	+52.2%	CAP STK CL A	02079K305
HDB	HDFC BANK LTD	188,950	$14,490	1.5%	$60.85	—	SPONSORED ADS	40415F101
ACWI	ISHARES TR	12,322	$1,601	0.2%	$116.71	—	MSCI ACWI ETF	464288257
BRK/B	BERKSHIRE HATHAWAY INC DEL	692	$336	0.0%	$281.46	+80.4%	CL B NEW	084670702
MSFT	MICROSOFT CORP	448	$223	0.0%	$432.38	0.0%	COM	594918104