MayTech Global Investments, LLC

Registered adviser

CIK

1731134

Location

New York, NY

Portfolio Value

Small $900,147,717

Diversification

Diversified

Filing Date

Global Rank

#2,697 / 8,827 ▼ 72

Top Industry

Semiconductors 22.0%

Period ended 4 months ago

Filed Jul 29, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 285985

Roster of Nov 1, 2026

Regulatory AUM

$895,132,001

Main clients

Individuals and high net worth (60% of AUM)

Private funds

1 fund · Hedge funds

Focus by fund count, roster of Nov 1, 2026

$83,555,084 gross assets

LEI

254900ZQB4BA7F7KBH66

Private funds on Schedule D 7.B.(1)

As filed Mar 14, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$48,015,038 gross assets in 1 fund Hedge funds $48,015,038 (1)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$895,132,001	Individuals and high net worth (60%)
Apr 2025 to Mar 2026	$848,468,606	Individuals and high net worth (59%)
Apr 2024 to Mar 2025	$627,225,047	Individuals and high net worth (55%)
May 2023 to Mar 2024	$366,211,422	Individuals and high net worth (56%)
Apr 2023	$366,211,422	Individuals and high net worth (56%)
Apr 2022 to Mar 2023	$519,368,431	Individuals and high net worth (72%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 79.9% of the book (60%+)

Turnover

Low turnover

10.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 21.4 quarters (12+), a floor since 71.2% of the book was already held when coverage starts

Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 70.7%; sector active share 37.0% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

22 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

19.5%

−0.3 pts

Top 5

56.0%

+0.9 pts

Top 10

79.9%

+2.2 pts

HHI

915

Diversified+16

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	43.9%	$395,281,887	6
Communication Services	21.2%	$191,257,062	3
Consumer Cyclical	14.7%	$132,311,853	3
Healthcare	10.1%	$90,562,374	4
Financial Services	8.0%	$71,656,454	3
Energy	1.5%	$13,230,589	1
Unclassified	0.6%	$5,847,498	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
BKNG	Booking Holdings Inc.	+139,136	145,347	$25,906,649
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	+3,652	5,224	$819,906
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
NU	Nu Holdings Ltd.	−94,251	1,588,187	$21,218,178
NVDA	Nvidia Corp	−53,086	878,980	$175,875,108
UBER	Uber Technologies, Inc	−21,877	312,962	$22,583,337
GOOG	Alphabet Inc.	−17,666	273,112	$96,498,662
DXCM	Dexcom Inc	−16,384	283,168	$19,071,364
AMZN	Amazon Com Inc	−15,381	281,682	$67,136,087
PANW	Palo Alto Networks Inc	−11,019	185,946	$63,411,304
ACWI	iShares MSCI ACWI ETF	−10,088	32,029	$5,027,592
AAPL	Apple Inc.	−7,292	148,882	$43,080,495
META	Meta Platforms, Inc.	−6,718	113,252	$63,793,719
ISRG	Intuitive Surgical Inc	−5,946	64,436	$25,624,908
MA	Mastercard Inc	−4,189	76,229	$39,151,214
GOOGL	Alphabet Inc.	−3,795	86,646	$30,964,681
SYK	Stryker Corp	−2,708	47,506	$14,956,789
ASML	Asml Holding NV	−2,420	34,952	$69,534,903
CME	Cme Group Inc.	−1,762	51,112	$11,287,062
LLY	ELI LILLY & Co	−1,413	25,770	$30,909,313
MELI	Mercadolibre Inc	−1,166	23,135	$39,269,117
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	43,547	$20,796,740
BKR	Baker Hughes Co	238,389	$13,230,589
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
NOW	ServiceNow, Inc.	240,834	$25,179,194
BRK-B	Berkshire Hathaway Inc	622	$298,062
IVV	iShares Core S&P 500 ETF	321	$209,680
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

22 tracked positions · $900,147,717 total · filing declares 22 positions · $900,191,627 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	878,980	-53,086	$175,875,108	+8.2%	26+	before history	19.54%
GOOG	Alphabet Inc. Communication Services	Reduced	273,112	-17,666	$96,498,662	+15.7%	26+	before history	10.72%
ASML	Asml Holding NV Technology	Reduced	34,952	-2,420	$69,534,903	+40.9%	13	$713.75	7.72%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	281,682	-15,381	$67,136,087	+8.5%	26+	before history	7.46%
META	Meta Platforms, Inc. Communication Services	Reduced	113,252	-6,718	$63,793,719	−7.1%	26+	before history	7.09%
PANW	Palo Alto Networks Inc Technology	Reduced	185,946	-11,019	$63,411,304	+100.8%	20	unpriced	7.04%
AAPL	Apple Inc. Technology	Reduced	148,882	-7,292	$43,080,495	+8.7%	26+	before history	4.79%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	23,135	-1,166	$39,269,117	−6.5%	26+	before history	4.36%
MA	Mastercard Inc Financial Services	Reduced	76,229	-4,189	$39,151,214	−2.6%	26+	before history	4.35%
GOOGL	Alphabet Inc. Communication Services	Reduced	86,646	-3,795	$30,964,681	+19.1%	26+	before history	3.44%
LLY	ELI LILLY & Co Healthcare	Reduced	25,770	-1,413	$30,909,313	+23.6%	3	$965.65	3.43%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	145,347	+139,136	$25,906,649	−0.9%	26+	before history	2.88%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	64,436	-5,946	$25,624,908	−21.0%	26+	before history	2.85%
UBER	Uber Technologies, Inc Technology	Reduced	312,962	-21,877	$22,583,337	−6.2%	8	$72.01	2.51%
NU	Nu Holdings Ltd. Financial Services	Reduced	1,588,187	-94,251	$21,218,178	−12.2%	5	$12.29	2.36%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	43,547	NEW	$20,796,740	NEW	1	$405.79	2.31%
DXCM	Dexcom Inc Healthcare	Reduced	283,168	-16,384	$19,071,364	+1.4%	26+	before history	2.12%
SYK	Stryker Corp Healthcare	Reduced	47,506	-2,708	$14,956,789	−9.4%	26+	before history	1.66%
BKR	Baker Hughes Co Energy	NEW	238,389	NEW	$13,230,589	NEW	1	$63.22	1.47%
CME	Cme Group Inc. Financial Services	Reduced	51,112	-1,762	$11,287,062	−27.7%	2	$297.03	1.25%
ACWI	iShares MSCI ACWI ETF	Reduced	32,029	-10,088	$5,027,592	−13.7%	3	unpriced	0.56%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Added	5,224	+3,652	$819,906	+277.1%	3	$148.72	0.09%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.