StockDriftsStockDriftsTop 22 MayTech Global Investments, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 19.54% | 879.0K | $175.9M | -5.70%(-53.09K) | $9.42(+2300.86%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 10.72% | 273.1K | $96.5M | -6.08%(-17.67K) | $104.49(+227.94%) | 2026-06-30 | |
| ASML | ASML HLDG NV | 7.73% | 35.0K | $69.5M | -6.48%(-2.42K) | $724.49(+157.81%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 7.46% | 281.7K | $67.1M | -5.18%(-15.38K) | $113.21(+131.89%) | 2026-06-30 | |
| META | META PLATFORMS INC | 7.09% | 113.3K | $63.8M | -5.60%(-6.72K) | $306.55(+89.30%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 7.04% | 185.9K | $63.4M | -5.59%(-11.02K) | $118.16(+220.09%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.79% | 148.9K | $43.1M | -4.67%(-7.29K) | $114.62(+166.44%) | 2026-06-30 | |
| MELI | MERCADOLIBRE INC | 4.36% | 23.1K | $39.3M | -4.80%(-1.17K) | $939.67(+89.43%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 4.35% | 76.2K | $39.2M | -5.21%(-4.19K) | $282.85(+100.41%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.44% | 86.6K | $31.0M | -4.20%(-3.79K) | $60.50(+469.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.68% | +98.52% | +13.07% | +84.80% |
| Top 20 Holdings Unweighted | +18.88% | +67.99% | +9.10% | +54.55% |
MayTech Global Investments, LLC reports $900.19M in US-listed equity holdings across 22 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (19.5%), GOOG (10.7%) and ASML (7.7%). The top 20 holdings account for 99.36% of reported assets. Its disclosed equity book has returned +98.52% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from MayTech Global Investments, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1731134). View MayTech Global Investments, LLC’s 13F filings on SEC