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 | NVDA | NVIDIA CORPORATION | Technology | 932,066.0 | $162.6M | 19.83% | -20K | -2.1% | $174.40 | +31.2% |
| 2 | GOOG | ALPHABET INC | — | 290,778.0 | $83.4M | 10.18% | -8K | -2.5% | $286.87 | — |
| 3 | META | META PLATFORMS INC | Communication Services | 119,970.0 | $68.6M | 8.37% | -2K | -1.3% | $572.15 | +25.1% |
| 4 | AMZN | AMAZON COM INC | Consumer Cyclical | 297,063.0 | $61.9M | 7.55% | -2K | -0.7% | $208.27 | +18.2% |
| 5 | ASML | ASML HLDG NV | Technology | 37,372.0 | $49.4M | 6.02% | -391.0 | -1.0% | $1321.02 | +34.1% |
| 6 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 24,301.0 | $42.0M | 5.13% | -915.0 | -3.6% | $1729.40 | -1.0% |
| 7 | MA | MASTERCARD INCORPORATED | Financial Services | 80,418.0 | $40.2M | 4.90% | -1K | -1.6% | $499.69 | +13.7% |
| 8 | AAPL | APPLE INC | Technology | 156,174.0 | $39.6M | 4.83% | -1K | -0.8% | $253.80 | +33.3% |
| 9 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 70,382.0 | $32.4M | 3.96% | -573.0 | -0.8% | $461.02 | -10.0% |
| 10 | NOW | SERVICENOW INC | Technology | 240,834.0 | $25.2M | 3.07% | -5K | -1.9% | $104.55 | +25.7% |
| 11 | DXCM | DEXCOM INC | Healthcare | 299,552.0 | $18.8M | 2.29% | -6K | -1.8% | $62.80 | +38.0% |
| 12 | VT | VANGUARD INTL EQUITY INDEX F | — | 1,572.0 | $218K | 0.03% | -941.0 | -37.5% | $138.36 | +14.8% |
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%