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The Analysis of MayTech Global Investments, LLC's Holdings & P&L

Currently, MayTech Global Investments, LLC holds 22 types of securities in its portfolio with a total value $900.2M. In the most recent quarter, they have increased their positions in BKNG (+139.1K shares, valued at $24.8M), TSM (+43.5K shares, valued at $20.8M), BKR (+238.4K shares, valued at $13.2M); decreased their positions in NVDA (-53.1K shares, valued at $10.6M), GOOG (-17.7K shares, valued at $6.2M), ASML (-2.4K shares, valued at $4.8M); initiated new positions in TSM (+43.5K shares, valued at $20.8M), BKR (+238.4K shares, valued at $13.2M).

1M P&L

+40.6M+5.52%

3M P&L

+27.7M+3.70%

HY P&L

+103.2M+15.34%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors196.7M

25.3%

2Internet Content & Information127.5M

16.4%

3Internet Retail106.4M

13.7%

Top Industries by Stock Count

1Internet Content & Information2 stocks

10.5%

2Internet Retail2 stocks

10.5%

3N/A2 stocks

10.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION879.0K shares-5.70%2026-06-302026-07-29

GOOG ALPHABET INC273.1K shares-6.08%2026-06-302026-07-29

ASML ASML HLDG NV35.0K shares-6.48%2026-06-302026-07-29

AMZN AMAZON COM INC281.7K shares-5.18%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC113.3K shares-5.60%2026-06-302026-07-29

PANW PALO ALTO NETWORKS INC185.9K shares-5.59%2026-06-302026-07-29

AAPL APPLE INC148.9K shares-4.67%2026-06-302026-07-29

MELI MERCADOLIBRE INC23.1K shares-4.80%2026-06-302026-07-29

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MASTERCARD INCORPORATED MASTERCARD INCORPORATED76.2K shares-5.21%2026-06-302026-07-29

GOOGL ALPHABET INC86.6K shares-4.20%2026-06-302026-07-29

LLY ELI LILLY & CO25.8K shares-5.20%2026-06-302026-07-29

BKNG BOOKING HOLDINGS INC145.3K shares2240.15%2026-06-302026-07-29

ISRG INTUITIVE SURGICAL INC64.4K shares-8.45%2026-06-302026-07-29

UBER UBER TECHNOLOGIES INC313.0K shares-6.53%2026-06-302026-07-29

NU NU HLDGS LTD1.6M shares-5.60%2026-06-302026-07-29

TSM TAIWAN SEMICONDUCTOR MANUFAC43.5K sharesnew addition2026-06-302026-07-29

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DEXCOM INC DEXCOM INC283.2K shares-5.47%2026-06-302026-07-29

SYK STRYKER CORPORATION47.5K shares-5.39%2026-06-302026-07-29

BKR BAKER HUGHES COMPANY238.4K sharesnew addition2026-06-302026-07-29

CME CME GROUP INC51.1K shares-3.33%2026-06-302026-07-29

ACWI ISHARES TR32.0K shares-23.95%2026-06-302026-07-29

VT VANGUARD INTL EQUITY INDEX F5.2K shares232.32%2026-06-302026-07-29

NVDA

NVIDIA CORPORATION

-5.70%

Shares879.0K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

-6.08%

Shares273.1K

Event2026-06-30

Filed2026-07-29

ASML

ASML HLDG NV

-6.48%

Shares35.0K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

-5.18%

Shares281.7K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

-5.60%

Shares113.3K

Event2026-06-30

Filed2026-07-29

PANW

PALO ALTO NETWORKS INC

-5.59%

Shares185.9K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

-4.67%

Shares148.9K

Event2026-06-30

Filed2026-07-29

MELI

MERCADOLIBRE INC

-4.80%

Shares23.1K

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORATED

-5.21%

Shares76.2K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

-4.20%

Shares86.6K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO

-5.20%

Shares25.8K

Event2026-06-30

Filed2026-07-29

BKNG

BOOKING HOLDINGS INC

2240.15%

Shares145.3K

Event2026-06-30

Filed2026-07-29

ISRG

INTUITIVE SURGICAL INC

-8.45%

Shares64.4K

Event2026-06-30

Filed2026-07-29

UBER

UBER TECHNOLOGIES INC

-6.53%

Shares313.0K

Event2026-06-30

Filed2026-07-29

NU HLDGS LTD

-5.60%

Shares1.6M

Event2026-06-30

Filed2026-07-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares43.5K

Event2026-06-30

Filed2026-07-29

DEXCOM INC

-5.47%

Shares283.2K

Event2026-06-30

Filed2026-07-29

SYK

STRYKER CORPORATION

-5.39%

Shares47.5K

Event2026-06-30

Filed2026-07-29

BKR

BAKER HUGHES COMPANY

New

Shares238.4K

Event2026-06-30

Filed2026-07-29

CME

CME GROUP INC

-3.33%

Shares51.1K

Event2026-06-30

Filed2026-07-29

ACWI

ISHARES TR

-23.95%

Shares32.0K

Event2026-06-30

Filed2026-07-29

VANGUARD INTL EQUITY INDEX F

232.32%

Shares5.2K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

MayTech Global Investments, LLC Institutional Holdings, Portfolio & P&L — TradeFomo