MayTech Global Investments, LLC Long-Term Concentrated

CIK: 0001731134 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value ($000): $958,267 (100.0% shares, 0.0% debt)

Holdings (24)

NVDA NVIDIA CORPORATION 19.7%

Value ($000) $188,901 Shares 1,012,563 Est. Cost $92.70 Unrealized +88.0%

META META PLATFORMS INC 9.2%

Value ($000) $88,497 Shares 120,517 Est. Cost $298.18 Unrealized +149.3%

GOOG ALPHABET INC 7.7%

Value ($000) $73,934 Shares 303,618 Est. Cost $129.10 Unrealized +62.6%

AMZN AMAZON COM INC 6.7%

Value ($000) $64,566 Shares 294,091 Est. Cost $141.65 Unrealized +59.8%

MELI MERCADOLIBRE INC 6.1%

Value ($000) $58,616 Shares 25,081 Est. Cost $941.89 Unrealized +154.9%

MA MASTERCARD INCORPORATED 4.8%

Value ($000) $45,846 Shares 80,608 Est. Cost $269.91 Unrealized +112.5%

NOW SERVICENOW INC 4.7%

Value ($000) $45,349 Shares 49,281 Est. Cost $111.93 Unrealized +66.9%

AAPL APPLE INC 4.2%

Value ($000) $39,817 Shares 156,391 Est. Cost $142.66 Unrealized +58.1%

PANW PALO ALTO NETWORKS INC 4.1%

Value ($000) $39,261 Shares 192,843 Est. Cost $152.78 Unrealized +25.3%

ASML ASML HOLDING N V 3.8%

Value ($000) $36,266 Shares 37,463 Est. Cost $693.65 Unrealized —

BKNG BOOKING HOLDINGS INC 3.4%

Value ($000) $33,026 Shares 6,112 Est. Cost $2741.66 Unrealized +102.9%

UBER UBER TECHNOLOGIES INC 3.4%

Value ($000) $32,216 Shares 328,881 Est. Cost $71.89 Unrealized +30.1%

ISRG INTUITIVE SURGICAL INC 3.2%

Value ($000) $31,037 Shares 69,407 Est. Cost $339.89 Unrealized +41.2%

CRM SALESFORCE INC 3.2%

Value ($000) $30,876 Shares 130,295 Est. Cost $172.41 Unrealized +45.8%

MMYT MAKEMYTRIP LIMITED MAURITIUS 3.0%

Value ($000) $28,270 Shares 302,080 Est. Cost $45.17 Unrealized +115.2%

NU NU HLDGS LTD 2.8%

Value ($000) $26,776 Shares 1,672,709 Est. Cost $12.26 Unrealized +13.8%

GOOGL ALPHABET INC 2.3%

Value ($000) $22,227 Shares 91,433 Est. Cost $107.31 Unrealized +94.9%

NVO NOVO-NORDISK A S 2.2%

Value ($000) $21,476 Shares 387,083 Est. Cost $99.31 Unrealized —

DXCM DEXCOM INC 2.2%

Value ($000) $20,705 Shares 307,747 Est. Cost $86.39 Unrealized -8.4%

SYK STRYKER CORPORATION 1.8%

Value ($000) $17,633 Shares 47,701 Est. Cost $248.26 Unrealized +54.9%

HDB HDFC BANK LTD 1.3%

Value ($000) $12,177 Shares 356,520 Est. Cost $48.31 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%

Value ($000) $348 Shares 692 Est. Cost $281.46 Unrealized +72.1%

MSFT MICROSOFT CORP 0.0%

Value ($000) $232 Shares 448 Est. Cost $432.38 Unrealized +17.7%

IVV ISHARES TR 0.0%

Value ($000) $214 Shares 319 Est. Cost $669.38 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	1,012,563	$188,901	19.7%	$92.70	+88.0%	COM	67066G104
META	META PLATFORMS INC	120,517	$88,497	9.2%	$298.18	+149.3%	CL A	30303M102
GOOG	ALPHABET INC	303,618	$73,934	7.7%	$129.10	+62.6%	CAP STK CL C	02079K107
AMZN	AMAZON COM INC	294,091	$64,566	6.7%	$141.65	+59.8%	COM	023135106
MELI	MERCADOLIBRE INC	25,081	$58,616	6.1%	$941.89	+154.9%	COM	58733R102
MA	MASTERCARD INCORPORATED	80,608	$45,846	4.8%	$269.91	+112.5%	CL A	57636Q104
NOW	SERVICENOW INC	49,281	$45,349	4.7%	$111.93	+66.9%	COM	81762P102
AAPL	APPLE INC	156,391	$39,817	4.2%	$142.66	+58.1%	COM	037833100
PANW	PALO ALTO NETWORKS INC	192,843	$39,261	4.1%	$152.78	+25.3%	COM	697435105
ASML	ASML HOLDING N V	37,463	$36,266	3.8%	$693.65	—	N Y REGISTRY SHS	N07059210
BKNG	BOOKING HOLDINGS INC	6,112	$33,026	3.4%	$2741.66	+102.9%	COM	09857L108
UBER	UBER TECHNOLOGIES INC	328,881	$32,216	3.4%	$71.89	+30.1%	COM	90353T100
ISRG	INTUITIVE SURGICAL INC	69,407	$31,037	3.2%	$339.89	+41.2%	COM NEW	46120E602
CRM	SALESFORCE INC	130,295	$30,876	3.2%	$172.41	+45.8%	COM	79466L302
MMYT	MAKEMYTRIP LIMITED MAURITIUS	302,080	$28,270	3.0%	$45.17	+115.2%	SHS	V5633W109
NU	NU HLDGS LTD	1,672,709	$26,776	2.8%	$12.26	+13.8%	ORD SHS CL A	G6683N103
GOOGL	ALPHABET INC	91,433	$22,227	2.3%	$107.31	+94.9%	CAP STK CL A	02079K305
NVO	NOVO-NORDISK A S	387,083	$21,476	2.2%	$99.31	—	ADR	670100205
DXCM	DEXCOM INC	307,747	$20,705	2.2%	$86.39	-8.4%	COM	252131107
SYK	STRYKER CORPORATION	47,701	$17,633	1.8%	$248.26	+54.9%	COM	863667101
HDB	HDFC BANK LTD	356,520	$12,177	1.3%	$48.31	—	SPONSORED ADS	40415F101
BRK/B	BERKSHIRE HATHAWAY INC DEL	692	$348	0.0%	$281.46	+72.1%	CL B NEW	084670702
MSFT	MICROSOFT CORP	448	$232	0.0%	$432.38	+17.7%	COM	594918104
IVV	ISHARES TR	319	$214	0.0%	$669.38	—	CORE S&P500 ETF	464287200