MayTech Global Investments, LLC Concentrated Active

Location: New York, NY

CIK: 0001731134 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 11, 2023

Total Value: $364M (100.0% shares, 0.0% debt)

Holdings (30)

NVDA NVIDIA CORPORATION 10.3%

Value $37.65M Shares 135,542 Est. Cost $16.69 Unrealized +29.5%

AAPL APPLE INC 7.8%

Value $28.48M Shares 172,711 Est. Cost $103.26 Unrealized +40.9%

META META PLATFORMS INC 7.8%

Value $28.27M Shares 133,410 Est. Cost $153.91 Unrealized +9.9%

MELI MERCADOLIBRE INC 6.6%

Value $24.11M Shares 18,295 Est. Cost $421.27 Unrealized +170.0%

MA MASTERCARD INCORPORATED 6.6%

Value $23.98M Shares 65,980 Est. Cost $180.60 Unrealized +97.9%

AMZN AMAZON COM INC 6.2%

Value $22.63M Shares 219,075 Est. Cost $121.50 Unrealized -20.5%

GOOG ALPHABET INC 6.1%

Value $22.37M Shares 215,062 Est. Cost $107.06 Unrealized -10.5%

CRM SALESFORCE INC 5.4%

Value $19.73M Shares 98,775 Est. Cost $123.27 Unrealized +35.4%

— PIONEER NAT RES CO 4.7%

Value $17.08M Shares 83,620 Est. Cost $247.79 Unrealized —

NVO NOVO-NORDISK A S 4.6%

Value $16.81M Shares 105,657 Est. Cost $113.98 Unrealized —

NOW SERVICENOW INC 3.8%

Value $13.86M Shares 29,826 Est. Cost $70.86 Unrealized +22.9%

DXCM DEXCOM INC 3.7%

Value $13.52M Shares 116,382 Est. Cost $80.26 Unrealized +39.5%

PYPL PAYPAL HLDGS INC 3.6%

Value $13.21M Shares 173,938 Est. Cost $84.57 Unrealized -9.1%

PANW PALO ALTO NETWORKS INC 3.6%

Value $12.98M Shares 64,981 Est. Cost $86.41 Unrealized -1.9%

ISRG INTUITIVE SURGICAL INC 3.4%

Value $12.5M Shares 48,918 Est. Cost $275.07 Unrealized -10.4%

SE SEA LTD 3.3%

Value $11.95M Shares 138,031 Est. Cost $44.52 Unrealized —

BKNG BOOKING HOLDINGS INC 3.1%

Value $11.46M Shares 4,319 Est. Cost $1969.49 Unrealized +21.6%

GOOGL ALPHABET INC 2.8%

Value $10.01M Shares 96,545 Est. Cost $106.22 Unrealized -10.4%

SYK STRYKER CORPORATION 2.2%

Value $8.17M Shares 28,621 Est. Cost $160.65 Unrealized +60.4%

RDY DR REDDYS LABS LTD 1.4%

Value $5.183M Shares 91,041 Est. Cost $53.32 Unrealized —

MMYT MAKEMYTRIP LIMITED MAURITIUS 1.1%

Value $4.017M Shares 164,144 Est. Cost $28.27 Unrealized -5.9%

WMMVY WAL-MART DE MEXICO SA SPON ADR 0.5%

Value $1.695M Shares 42,576 Est. Cost $38.18 Unrealized —

IVV ISHARES TR 0.4%

Value $1.383M Shares 3,365 Est. Cost $448.04 Unrealized —

MAA MID-AMER APT CMNTYS INC 0.2%

Value $671K Shares 4,445 Est. Cost $178.27 Unrealized -20.6%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%

Value $488K Shares 1,582 Est. Cost $281.46 Unrealized +9.5%

AXP AMERICAN EXPRESS CO 0.1%

Value $467K Shares 2,832 Est. Cost $110.13 Unrealized +45.3%

KR KROGER CO 0.1%

Value $395K Shares 8,000 Est. Cost $38.48 Unrealized +11.5%

KO COCA COLA CO 0.1%

Value $359K Shares 5,790 Est. Cost $49.18 Unrealized +12.7%

— TOTALENERGIES SE 0.1%

Value $270K Shares 4,572 Est. Cost $49.43 Unrealized —

ACWI ISHARES MSCI ACWI ETF 0.0%

Value $110K Shares 1,211 Est. Cost $84.88 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	135,542	$37.65M	10.3%	$16.69	+29.5%	COM	67066G104
AAPL	APPLE INC	172,711	$28.48M	7.8%	$103.26	+40.9%	COM	037833100
META	META PLATFORMS INC	133,410	$28.27M	7.8%	$153.91	+9.9%	CL A	30303M102
MELI	MERCADOLIBRE INC	18,295	$24.11M	6.6%	$421.27	+170.0%	COM	58733R102
MA	MASTERCARD INCORPORATED	65,980	$23.98M	6.6%	$180.60	+97.9%	CL A	57636Q104
AMZN	AMAZON COM INC	219,075	$22.63M	6.2%	$121.50	-20.5%	COM	023135106
GOOG	ALPHABET INC	215,062	$22.37M	6.1%	$107.06	-10.5%	CAP STK CL C	02079K107
CRM	SALESFORCE INC	98,775	$19.73M	5.4%	$123.27	+35.4%	COM	79466L302
—	PIONEER NAT RES CO	83,620	$17.08M	4.7%	$247.79	—	COM	723787107
NVO	NOVO-NORDISK A S	105,657	$16.81M	4.6%	$113.98	—	ADR	670100205
NOW	SERVICENOW INC	29,826	$13.86M	3.8%	$70.86	+22.9%	COM	81762P102
DXCM	DEXCOM INC	116,382	$13.52M	3.7%	$80.26	+39.5%	COM	252131107
PYPL	PAYPAL HLDGS INC	173,938	$13.21M	3.6%	$84.57	-9.1%	COM	70450Y103
PANW	PALO ALTO NETWORKS INC	64,981	$12.98M	3.6%	$86.41	-1.9%	COM	697435105
ISRG	INTUITIVE SURGICAL INC	48,918	$12.5M	3.4%	$275.07	-10.4%	COM NEW	46120E602
SE	SEA LTD	138,031	$11.95M	3.3%	$44.52	—	SPONSORD ADS	81141R100
BKNG	BOOKING HOLDINGS INC	4,319	$11.46M	3.1%	$1969.49	+21.6%	COM	09857L108
GOOGL	ALPHABET INC	96,545	$10.01M	2.8%	$106.22	-10.4%	CAP STK CL A	02079K305
SYK	STRYKER CORPORATION	28,621	$8.17M	2.2%	$160.65	+60.4%	COM	863667101
RDY	DR REDDYS LABS LTD	91,041	$5.183M	1.4%	$53.32	—	ADR	256135203
MMYT	MAKEMYTRIP LIMITED MAURITIUS	164,144	$4.017M	1.1%	$28.27	-5.9%	SHS	V5633W109
WMMVY	WAL-MART DE MEXICO SA SPON ADR	42,576	$1.695M	0.5%	$38.18	—	ADR	93114W107
IVV	ISHARES TR	3,365	$1.383M	0.4%	$448.04	—	CORE S&P500 ETF	464287200
MAA	MID-AMER APT CMNTYS INC	4,445	$671K	0.2%	$178.27	-20.6%	COM	59522J103
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,582	$488K	0.1%	$281.46	+9.5%	CL B NEW	084670702
AXP	AMERICAN EXPRESS CO	2,832	$467K	0.1%	$110.13	+45.3%	COM	025816109
KR	KROGER CO	8,000	$395K	0.1%	$38.48	+11.5%	COM	501044101
KO	COCA COLA CO	5,790	$359K	0.1%	$49.18	+12.7%	COM	191216100
—	TOTALENERGIES SE	4,572	$270K	0.1%	$49.43	—	SPONSORED ADS	89151E109
ACWI	ISHARES MSCI ACWI ETF	1,211	$110K	0.0%	$84.88	—	ETF	464288257