Portfolio (Quarterly)
Guide ↗
MayTech Global Investments, LLC
· CIK 0001731134| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | PANW | PALO ALTO NETWORKS INC | Technology | 196,965.0 | $31.6M | 3.85% | +4K | +1.9% | $160.32 | +144.6% |
| 2 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 6,211.0 | $26.2M | 3.19% | +42.0 | +0.7% | $168.55 | -2.8% |
| 3 | LLY | ELI LILLY & CO | Healthcare | 27,183.0 | $25.0M | 3.05% | +4K | +19.7% | $919.96 | +28.8% |
| 4 | UBER | UBER TECHNOLOGIES INC | Technology | 334,839.0 | $24.1M | 2.94% | +5K | +1.6% | $71.93 | -5.2% |
| 5 | SYK | STRYKER CORPORATION | Healthcare | 50,214.0 | $16.5M | 2.01% | +2K | +4.3% | $328.63 | -16.2% |
| 6 | ACWI | ISHARES TR | — | 42,117.0 | $5.8M | 0.71% | +8K | +23.5% | $138.37 | +15.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
45.5%
Consumer Cyclical
17.8%
Communication Services
13.0%
Healthcare
12.7%
Financial Services
11.0%