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MayTech Global Investments, LLC

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13F filer, CIK 1731134, New York, NY

MayTech Global Investments, LLC reported $965,436,307 across 24 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-15. Its ten largest share positions make up 70.27% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-003561

Period
2025-06-30
Reported value
$965M
Holdings
24
Top 10 weight
70.27%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NUnew+1,433,124$19.2M
METAadded+22,110$16.5M
GOOGadded+21,651$3.92M
MELIadded+1,107$2.84M
AMZNadded+12,526$2.79M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AAPLreduced-55,909-$11.5M
NVDAreduced-51,791-$8.35M
ACWIreduced-33,552-$4.36M
GOOGLreduced-240-$42.3K
Tempest Therapeutics, Inc.exited-10,000-$7.38K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-003561, largest first. % of portfolio is the value over $965,436,307, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,205,994 shares; 2024Q4: 1,171,220 shares; 2025Q1: 1,144,373 shares; 2025Q2: 1,092,582 shares 1,092,582$176M18.24%-51,791Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,093 shares; 2024Q4: 100,596 shares; 2025Q1: 103,793 shares; 2025Q2: 125,903 shares 125,903$93.7M9.71%+22,110Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,606 shares; 2024Q4: 274,713 shares; 2025Q1: 292,261 shares; 2025Q2: 304,787 shares 304,787$67.9M7.03%+12,526Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,977 shares; 2024Q4: 24,086 shares; 2025Q1: 25,122 shares; 2025Q2: 26,229 shares 26,229$67.4M6.98%+1,107Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,256 shares; 2024Q4: 287,034 shares; 2025Q1: 297,028 shares; 2025Q2: 318,679 shares 318,679$57.7M5.98%+21,651Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,791 shares; 2024Q4: 47,670 shares; 2025Q1: 48,948 shares; 2025Q2: 51,403 shares 51,403$52M5.39%+2,455Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,168 shares; 2024Q4: 80,226 shares; 2025Q1: 81,024 shares; 2025Q2: 83,986 shares 83,986$47.3M4.9%+2,962Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,600 shares; 2024Q4: 187,202 shares; 2025Q1: 194,104 shares; 2025Q2: 201,379 shares 201,379$40M4.14%+7,275Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,719 shares; 2024Q4: 68,064 shares; 2025Q1: 69,766 shares; 2025Q2: 73,621 shares 73,621$39M4.04%+3,855Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,831 shares; 2024Q4: 127,061 shares; 2025Q1: 130,871 shares; 2025Q2: 138,140 shares 138,140$37.3M3.86%+7,269Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,773 shares; 2024Q4: 6,101 shares; 2025Q1: 6,130 shares; 2025Q2: 6,401 shares 6,401$36.7M3.8%+271Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,132 shares; 2024Q4: 203,239 shares; 2025Q1: 217,910 shares; 2025Q2: 162,001 shares 162,001$33.3M3.45%-55,909Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,812 shares; 2024Q4: 195,930 shares; 2025Q1: 317,920 shares; 2025Q2: 342,282 shares 342,282$31.6M3.27%+24,362Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,050 shares; 2024Q4: 35,148 shares; 2025Q1: 36,593 shares; 2025Q2: 38,823 shares 38,823$30.4M3.14%+2,230Timeline
MMYTMAKEMYTRIP LIMITED MAURITIUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,442 shares; 2024Q4: 288,100 shares; 2025Q1: 299,959 shares; 2025Q2: 311,744 shares 311,744$30.3M3.14%+11,785Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,257 shares; 2024Q4: 280,766 shares; 2025Q1: 289,813 shares; 2025Q2: 310,631 shares 310,631$26.7M2.76%+20,818Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,552 shares; 2024Q4: 377,752 shares; 2025Q1: 387,531 shares; 2025Q2: 410,241 shares 410,241$26.7M2.76%+22,710Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,367 shares; 2024Q4: 41,116 shares; 2025Q1: 46,434 shares; 2025Q2: 49,411 shares 49,411$19.5M2.02%+2,977Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,433,124 shares 1,433,124$19.2M1.99%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,750 shares; 2024Q4: 91,616 shares; 2025Q1: 91,599 shares; 2025Q2: 91,359 shares 91,359$16.1M1.67%-240Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,311 shares; 2024Q4: 177,049 shares; 2025Q1: 181,744 shares; 2025Q2: 188,950 shares 188,950$14.5M1.5%+7,206Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,485 shares; 2024Q4: 16,171 shares; 2025Q1: 45,874 shares; 2025Q2: 12,322 shares 12,322$1.6M0.17%-33,552Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,106 shares; 2024Q4: 743 shares; 2025Q1: 692 shares; 2025Q2: 692 shares 692$336K0.03%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 448 shares 448$223K0.02%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
Tempest Therapeutics, Inc.Tempest Therapeutics, Inc.10,000$7.38Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-003561 base2025-08-15acceptance time not in the bulk data set