2026 Q1 Portfolio Activity
In 2026 Q1, MayTech Global Investments, LLC maintained a portfolio of 28 distinct positions. The most significant new addition was CME GROUP INC, now representing 1.91% of the total fund value. They heavily accumulated shares in ELI LILLY & CO, increasing the position by 19.7%. Conversely, MayTech Global Investments, LLC completely exited their position in SALESFORCE INC.
Position History
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Total Positions
28
Quarter
2026 Q1
Top Holding
NVDA (19.8%)
Top 10 Concentration
74.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-28 of 28
MayTech Global Investments, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 19.83% | 17.97% |
#1
Prev: #1
|
6.5 |
—
|
-19,696 | -2.1% |
P
S
|
932,066 | $162,552,918 |
$104.53
+106.0%
|
2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
GOOG
ALPHABET INC
|
Communication Services | 10.17% | 9.48% |
#2
Prev: #2
|
6.0 |
—
|
-7,536 | -2.5% |
P
S
|
290,778 | $83,414,059 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 8.37% | 8.12% |
#3
Prev: #3
|
4.8 |
—
|
-1,564 | -1.3% |
P
S
|
119,970 | $68,641,041 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 7.55% | 6.99% |
#4
Prev: #4
|
4.0 |
—
|
-2,153 | -0.7% |
P
S
|
297,063 | $61,870,188 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ASML
ASML HLDG NV
|
Technology | 6.02% | 4.09% |
#5
3
Prev: #8
|
3.4 |
—
|
-391 | -1.0% |
P
S
|
37,372 | $49,369,125 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 5.13% | 5.14% |
#6
1
Prev: #5
|
2.6 |
—
|
-915 | -3.6% |
P
S
|
24,301 | $42,026,179 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 4.90% | 4.73% |
#7
1
Prev: #6
|
2.5 |
—
|
-1,332 | -1.6% |
P
S
|
80,418 | $40,184,088 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AAPL
APPLE INC
|
Technology | 4.83% | 4.33% |
#8
1
Prev: #7
|
2.4 |
—
|
-1,293 | -0.8% |
P
S
|
156,174 | $39,636,327 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 3.96% | 4.07% |
#9
Prev: #9
|
2.1 |
—
|
-573 | -0.8% |
P
S
|
70,382 | $32,447,762 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 3.85% | 3.60% |
#10
1
Prev: #11
|
2.0 |
—
|
3,738 | 1.9% |
P
S
|
196,965 | $31,578,225 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BKNG
BOOKING HOLDING...
|
Consumer Cyclical | 3.19% | 3.35% |
#11
2
Prev: #13
|
1.8 |
—
|
42 | 0.7% |
P
S
|
6,211 | $26,171,214 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.17% | 2.87% |
#12
2
Prev: #14
|
1.8 |
—
|
11 | 0.0% |
P
S
|
90,441 | $26,007,214 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NOW
SERVICENOW INC
|
Technology | 3.07% | 3.81% |
#13
3
Prev: #10
|
1.7 |
—
|
-4,532 | -1.8% |
P
S
|
240,834 | $25,179,716 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 3.05% | 2.47% |
#14
4
Prev: #18
|
3.2 |
—
|
4,469 | 19.7% |
P
S
|
27,183 | $25,007,338 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NU
NU HLDGS LTD
|
Financial Services | 2.95% | 2.86% |
#15
Prev: #15
|
1.7 |
—
|
-6,381 | -0.4% |
P
S
|
1,682,438 | $24,176,665 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 2.94% | 2.73% |
#16
Prev: #16
|
1.7 |
—
|
5,283 | 1.6% |
P
S
|
334,839 | $24,085,278 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DXCM
DEXCOM INC
|
Healthcare | 2.29% | 2.05% |
#17
2
Prev: #19
|
1.4 |
—
|
-5,597 | -1.8% |
P
S
|
299,552 | $18,812,137 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 2.01% | 1.71% |
#18
2
Prev: #20
|
1.3 |
—
|
2,079 | 4.3% |
P
S
|
50,214 | $16,501,603 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CME
CME GROUP INC
|
Financial Services | 1.91% | — |
#19
Prev: #—
|
4.3 |
—
|
52,874 | — |
NEW
|
52,874 | $15,617,844 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ACWI
ISHARES TR
|
ETF | 0.71% | 0.49% |
#20
3
Prev: #23
|
2.8 |
—
|
8,024 | 23.5% |
P
S
|
42,117 | $5,827,785 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.04% | 0.03% |
#21
4
Prev: #25
|
1.0 |
—
|
no change | no change |
P
S
|
622 | $298,062 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.03% | 0.04% |
#22
2
Prev: #24
|
0.0 |
—
|
-941 | -37.4% |
P
S
|
1,572 | $217,509 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IVV
ISHARES TR
|
ETF | 0.03% | 0.02% |
#23
3
Prev: #26
|
0.5 |
—
|
1 | 0.3% |
P
S
|
321 | $209,705 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.00% | 0.02% |
Sold All 😨
(Was: #27) |
0.0 |
—
|
-448 | -100.0% |
CLOSED
|
— | $— | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
HDB
HDFC BANK LTD
|
Financial Services | 0.00% | 1.32% |
Sold All 😨
(Was: #22) |
0.0 |
—
|
-356,320 | -100.0% |
CLOSED
|
— | $— | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SE
SEA LTD
|
Consumer Cyclical | 0.00% | 1.59% |
Sold All 😨
(Was: #21) |
0.0 |
—
|
-123,418 | -100.0% |
CLOSED
|
— | $— | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MMYT
MAKEMYTRIP LIMI...
|
Consumer Cyclical | 0.00% | 2.55% |
Sold All 😨
(Was: #17) |
0.0 |
—
|
-306,113 | -100.0% |
CLOSED
|
— | $— | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.00% | 3.57% |
Sold All 😨
(Was: #12) |
0.0 |
—
|
-133,036 | -100.0% |
CLOSED
|
— | $— | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-28 of 28 holdings