MayTech Global Investments, LLC Concentrated Active

Location: New York, NY

CIK: 0001731134 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 29, 2026

Total Value: $900M (100.0% shares, 0.0% debt)

Holdings (22)

New Positions (2)

TSM TAIWAN SEMICONDUCTOR MANUFAC 2.3%

Value $20.8M Shares 43,547 Est. Cost $477.62 Unrealized —

BKR BAKER HUGHES COMPANY 1.5%

Value $13.23M Shares 238,389 Est. Cost $55.50 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TSM	TAIWAN SEMICONDUCTOR MANUFAC	43,547	$20.8M	2.3%	$477.62	—	SPONSORED ADS	874039100
BKR	BAKER HUGHES COMPANY	238,389	$13.23M	1.5%	$55.50	—	CL A	05722G100

Increased Positions (2)

VT VANGUARD INTL EQUITY INDEX F 0.1%

Value $820K (+277.0%) Shares 5,224 (+232.3%) Est. Cost $152.19 Unrealized —

BKNG BOOKING HOLDINGS INC 2.9%

Value $25.91M (-1.0%) Shares 145,347 (+2240.2%) Est. Cost $287.79 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VT	VANGUARD INTL EQUITY INDEX F	5,224 (+232.3%)	$820K (+277.0%)	0.1%	$152.19	—	TT WRLD ST ETF	922042742
BKNG	BOOKING HOLDINGS INC	145,347 (+2240.2%)	$25.91M (-1.0%)	2.9%	$287.79	—	COM	09857L108

Exited Positions (3)

NOW SERVICENOW INC 2.8%

Value $25.18M Shares 240,834 Est. Cost $159.57 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%

Value $298K Shares 622 Est. Cost $281.46 Unrealized —

IVV ISHARES TR 0.0%

Value $210K Shares 321 Est. Cost $669.38 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NOW	SERVICENOW INC	240,834	$25.18M	2.8%	$159.57	—	—	81762P102
BRK/B	BERKSHIRE HATHAWAY INC DEL	622	$298K	0.0%	$281.46	—	—	084670702
IVV	ISHARES TR	321	$210K	0.0%	$669.38	—	—	464287200

Decreased Positions (18)

PANW PALO ALTO NETWORKS INC 7.0%

Value $63.41M (+100.8%) Shares 185,946 (-5.6%) Est. Cost $153.15 Unrealized —

ASML ASML HLDG NV 7.7%

Value $69.54M (+40.9%) Shares 34,952 (-6.5%) Est. Cost $693.65 Unrealized —

NVDA NVIDIA CORPORATION 19.5%

Value $176M (+8.2%) Shares 878,980 (-5.7%) Est. Cost $92.70 Unrealized —

GOOG ALPHABET INC 10.7%

Value $96.5M (+15.7%) Shares 273,112 (-6.1%) Est. Cost $129.10 Unrealized —

ISRG INTUITIVE SURGICAL INC 2.8%

Value $25.63M (-21.0%) Shares 64,436 (-8.4%) Est. Cost $344.09 Unrealized —

LLY ELI LILLY & CO 3.4%

Value $30.92M (+23.6%) Shares 25,770 (-5.2%) Est. Cost $970.60 Unrealized —

AMZN AMAZON COM INC 7.5%

Value $67.14M (+8.5%) Shares 281,682 (-5.2%) Est. Cost $143.14 Unrealized —

GOOGL ALPHABET INC 3.4%

Value $30.96M (+19.1%) Shares 86,646 (-4.2%) Est. Cost $107.31 Unrealized —

META META PLATFORMS INC 7.1%

Value $63.8M (-7.1%) Shares 113,252 (-5.6%) Est. Cost $298.18 Unrealized —

CME CME GROUP INC 1.3%

Value $11.29M (-27.7%) Shares 51,112 (-3.3%) Est. Cost $289.33 Unrealized —

AAPL APPLE INC 4.8%

Value $43.08M (+8.7%) Shares 148,882 (-4.7%) Est. Cost $142.66 Unrealized —

NU NU HLDGS LTD 2.4%

Value $21.22M (-12.2%) Shares 1,588,187 (-5.6%) Est. Cost $12.26 Unrealized —

MELI MERCADOLIBRE INC 4.4%

Value $39.28M (-6.5%) Shares 23,135 (-4.8%) Est. Cost $941.89 Unrealized —

SYK STRYKER CORPORATION 1.7%

Value $14.96M (-9.4%) Shares 47,506 (-5.4%) Est. Cost $253.08 Unrealized —

UBER UBER TECHNOLOGIES INC 2.5%

Value $22.58M (-6.2%) Shares 312,962 (-6.5%) Est. Cost $72.00 Unrealized —

MA MASTERCARD INCORPORATED 4.3%

Value $39.15M (-2.6%) Shares 76,229 (-5.2%) Est. Cost $273.95 Unrealized —

ACWI ISHARES TR 0.6%

Value $5.028M (-13.7%) Shares 32,029 (-24.0%) Est. Cost $140.90 Unrealized —

DXCM DEXCOM INC 2.1%

Value $19.07M (+1.4%) Shares 283,168 (-5.5%) Est. Cost $86.39 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PANW	PALO ALTO NETWORKS INC	185,946 (-5.6%)	$63.41M (+100.8%)	7.0%	$153.15	—	COM	697435105
ASML	ASML HLDG NV	34,952 (-6.5%)	$69.54M (+40.9%)	7.7%	$693.65	—	N Y REGISTRY SHS	N07059210
NVDA	NVIDIA CORPORATION	878,980 (-5.7%)	$176M (+8.2%)	19.5%	$92.70	—	COM	67066G104
GOOG	ALPHABET INC	273,112 (-6.1%)	$96.5M (+15.7%)	10.7%	$129.10	—	CAP STK CL C	02079K107
ISRG	INTUITIVE SURGICAL INC	64,436 (-8.4%)	$25.63M (-21.0%)	2.8%	$344.09	—	COM NEW	46120E602
LLY	ELI LILLY & CO	25,770 (-5.2%)	$30.92M (+23.6%)	3.4%	$970.60	—	COM	532457108
AMZN	AMAZON COM INC	281,682 (-5.2%)	$67.14M (+8.5%)	7.5%	$143.14	—	COM	023135106
GOOGL	ALPHABET INC	86,646 (-4.2%)	$30.96M (+19.1%)	3.4%	$107.31	—	CAP STK CL A	02079K305
META	META PLATFORMS INC	113,252 (-5.6%)	$63.8M (-7.1%)	7.1%	$298.18	—	CL A	30303M102
CME	CME GROUP INC	51,112 (-3.3%)	$11.29M (-27.7%)	1.3%	$289.33	—	COM	12572Q105
AAPL	APPLE INC	148,882 (-4.7%)	$43.08M (+8.7%)	4.8%	$142.66	—	COM	037833100
NU	NU HLDGS LTD	1,588,187 (-5.6%)	$21.22M (-12.2%)	2.4%	$12.26	—	ORD SHS CL A	G6683N103
MELI	MERCADOLIBRE INC	23,135 (-4.8%)	$39.28M (-6.5%)	4.4%	$941.89	—	COM	58733R102
SYK	STRYKER CORPORATION	47,506 (-5.4%)	$14.96M (-9.4%)	1.7%	$253.08	—	COM	863667101
UBER	UBER TECHNOLOGIES INC	312,962 (-6.5%)	$22.58M (-6.2%)	2.5%	$72.00	—	COM	90353T100
MA	MASTERCARD INCORPORATED	76,229 (-5.2%)	$39.15M (-2.6%)	4.3%	$273.95	—	CL A	57636Q104
ACWI	ISHARES TR	32,029 (-24.0%)	$5.028M (-13.7%)	0.6%	$140.90	—	MSCI ACWI ETF	464288257
DXCM	DEXCOM INC	283,168 (-5.5%)	$19.07M (+1.4%)	2.1%	$86.39	—	COM	252131107