MayTech Global Investments, LLC — 13F holdings

MayTech Global Investments, LLC reported 22 holdings worth $900M in its 13F filing for Q2 2026, filed July 29, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $176M (19.5%)
2. GOOG ALPHABET INC — $96.5M (10.7%)
3. ASML ASML Holding N V — $69.5M (7.7%)
4. AMZN AMAZON COM INC — $67.1M (7.5%)
5. META META PLATFORMS INC — $63.8M (7.1%)
6. PANW PALO ALTO NETWORKS INC — $63.4M (7.0%)
7. AAPL APPLE INC — $43.1M (4.8%)
8. MELI MERCADOLIBRE INC — $39.3M (4.4%)
9. MA MASTERCARD INCORPORATED — $39.2M (4.3%)
10. GOOGL ALPHABET INC — $31.0M (3.4%)