MayTech Global Investments, LLC Concentrated Active

Location: New York, NY

CIK: 0001731134 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 13, 2026

Total Value: $988M (100.0% shares, 0.0% debt)

Holdings (27)

NVDA NVIDIA CORPORATION 18.0%

Value $178M Shares 951,762 Est. Cost $92.70 Unrealized +100.8%

GOOG ALPHABET INC 9.5%

Value $93.61M Shares 298,314 Est. Cost $129.10 Unrealized +121.8%

META META PLATFORMS INC 8.1%

Value $80.23M Shares 121,534 Est. Cost $298.18 Unrealized +123.8%

AMZN AMAZON COM INC 7.0%

Value $69.07M Shares 299,216 Est. Cost $143.14 Unrealized +59.8%

MELI MERCADOLIBRE INC 5.1%

Value $50.8M Shares 25,216 Est. Cost $941.89 Unrealized +123.0%

MA MASTERCARD INCORPORATED 4.7%

Value $46.67M Shares 81,750 Est. Cost $273.95 Unrealized +104.0%

AAPL APPLE INC 4.3%

Value $42.81M Shares 157,467 Est. Cost $142.66 Unrealized +88.1%

ASML ASML HOLDING N V 4.1%

Value $40.41M Shares 37,763 Est. Cost $693.65 Unrealized —

ISRG INTUITIVE SURGICAL INC 4.1%

Value $40.19M Shares 70,955 Est. Cost $344.09 Unrealized +54.7%

NOW SERVICENOW INC 3.8%

Value $37.59M Shares 245,366 Est. Cost $159.57 Unrealized +7.5%

PANW PALO ALTO NETWORKS INC 3.6%

Value $35.59M Shares 193,227 Est. Cost $152.78 Unrealized +32.0%

CRM SALESFORCE INC 3.6%

Value $35.24M Shares 133,036 Est. Cost $173.97 Unrealized +42.6%

BKNG BOOKING HOLDINGS INC 3.3%

Value $33.07M Shares 6,169 Est. Cost $2741.66 Unrealized +87.4%

GOOGL ALPHABET INC 2.9%

Value $28.3M Shares 90,430 Est. Cost $107.31 Unrealized +166.1%

NU NU HLDGS LTD 2.9%

Value $28.27M Shares 1,688,819 Est. Cost $12.26 Unrealized +31.1%

UBER UBER TECHNOLOGIES INC 2.7%

Value $26.93M Shares 329,556 Est. Cost $71.89 Unrealized +25.2%

MMYT MAKEMYTRIP LIMITED MAURITIUS 2.5%

Value $25.14M Shares 306,113 Est. Cost $45.65 Unrealized +79.7%

LLY ELI LILLY & CO 2.5%

Value $24.42M Shares 22,714 Est. Cost $955.55 Unrealized 0.0%

DXCM DEXCOM INC 2.1%

Value $20.25M Shares 305,149 Est. Cost $86.39 Unrealized -25.2%

SYK STRYKER CORPORATION 1.7%

Value $16.92M Shares 48,135 Est. Cost $248.26 Unrealized +46.4%

SE SEA LTD 1.6%

Value $15.75M Shares 123,418 Est. Cost $127.58 Unrealized —

HDB HDFC BANK LTD 1.3%

Value $13.02M Shares 356,320 Est. Cost $48.31 Unrealized —

ACWI ISHARES TR 0.5%

Value $4.824M Shares 34,093 Est. Cost $141.50 Unrealized —

VT VANGUARD INTL EQUITY INDEX F 0.0%

Value $355K Shares 2,513 Est. Cost $141.12 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%

Value $313K Shares 622 Est. Cost $281.46 Unrealized +76.8%

IVV ISHARES TR 0.0%

Value $219K Shares 320 Est. Cost $669.38 Unrealized —

MSFT MICROSOFT CORP 0.0%

Value $217K Shares 448 Est. Cost $432.38 Unrealized +15.8%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	951,762	$178M	18.0%	$92.70	+100.8%	COM	67066G104
GOOG	ALPHABET INC	298,314	$93.61M	9.5%	$129.10	+121.8%	CAP STK CL C	02079K107
META	META PLATFORMS INC	121,534	$80.23M	8.1%	$298.18	+123.8%	CL A	30303M102
AMZN	AMAZON COM INC	299,216	$69.07M	7.0%	$143.14	+59.8%	COM	023135106
MELI	MERCADOLIBRE INC	25,216	$50.8M	5.1%	$941.89	+123.0%	COM	58733R102
MA	MASTERCARD INCORPORATED	81,750	$46.67M	4.7%	$273.95	+104.0%	CL A	57636Q104
AAPL	APPLE INC	157,467	$42.81M	4.3%	$142.66	+88.1%	COM	037833100
ASML	ASML HOLDING N V	37,763	$40.41M	4.1%	$693.65	—	N Y REGISTRY SHS	N07059210
ISRG	INTUITIVE SURGICAL INC	70,955	$40.19M	4.1%	$344.09	+54.7%	COM NEW	46120E602
NOW	SERVICENOW INC	245,366	$37.59M	3.8%	$159.57	+7.5%	COM	81762P102
PANW	PALO ALTO NETWORKS INC	193,227	$35.59M	3.6%	$152.78	+32.0%	COM	697435105
CRM	SALESFORCE INC	133,036	$35.24M	3.6%	$173.97	+42.6%	COM	79466L302
BKNG	BOOKING HOLDINGS INC	6,169	$33.07M	3.3%	$2741.66	+87.4%	COM	09857L108
GOOGL	ALPHABET INC	90,430	$28.3M	2.9%	$107.31	+166.1%	CAP STK CL A	02079K305
NU	NU HLDGS LTD	1,688,819	$28.27M	2.9%	$12.26	+31.1%	ORD SHS CL A	G6683N103
UBER	UBER TECHNOLOGIES INC	329,556	$26.93M	2.7%	$71.89	+25.2%	COM	90353T100
MMYT	MAKEMYTRIP LIMITED MAURITIUS	306,113	$25.14M	2.5%	$45.65	+79.7%	SHS	V5633W109
LLY	ELI LILLY & CO	22,714	$24.42M	2.5%	$955.55	0.0%	COM	532457108
DXCM	DEXCOM INC	305,149	$20.25M	2.1%	$86.39	-25.2%	COM	252131107
SYK	STRYKER CORPORATION	48,135	$16.92M	1.7%	$248.26	+46.4%	COM	863667101
SE	SEA LTD	123,418	$15.75M	1.6%	$127.58	—	SPONSORD ADS	81141R100
HDB	HDFC BANK LTD	356,320	$13.02M	1.3%	$48.31	—	SPONSORED ADS	40415F101
ACWI	ISHARES TR	34,093	$4.824M	0.5%	$141.50	—	MSCI ACWI ETF	464288257
VT	VANGUARD INTL EQUITY INDEX F	2,513	$355K	0.0%	$141.12	—	TT WRLD ST ETF	922042742
BRK/B	BERKSHIRE HATHAWAY INC DEL	622	$313K	0.0%	$281.46	+76.8%	CL B NEW	084670702
IVV	ISHARES TR	320	$219K	0.0%	$669.38	—	CORE S&P500 ETF	464287200
MSFT	MICROSOFT CORP	448	$217K	0.0%	$432.38	+15.8%	COM	594918104