Data as of Q4 2025 (Dec 31, 2025)

MayTech Global Investments, LLC

•CIK: 1731134•Filing: Q4 2025

**MayTech Global Investments, LLC** manages $988M across a concentrated portfolio of 27 positions. The fund exhibits significant conviction in technology and growth leaders, with top holdings including NVDA at $177.5M and GOOG at $93.6M. Further allocations are notable in META ($80.2M), AMZN ($69.1M), and MA ($46.7M). This structure suggests a high-conviction, technology-forward mandate targeting market leaders.

Total AUM
$987.7M
QoQ Performance
+3.1%
Positions
25
Top 10 Concentration
68.7%
Latest Filing
Q4 2025

Top Holdings Allocation

NVDA
GOOG
META
AMZN
MLB1
NVDA18.0%
GOOG9.5%
META8.1%
AMZN7.0%
MLB15.1%
MA4.7%
AAPL4.3%
ASML4.1%

📈 Biggest Buys

NOW
SERVICENOW INC
+397.9%
3.8% of portfolio
LLY
ELI LILLY & CO
NEW
2.5% of portfolio
SE
SEA LTD
NEW
1.6% of portfolio
ACWI
ISHARES TR
NEW
0.5% of portfolio
AMZN
AMAZON COM INC
+1.7%
7.0% of portfolio

📉 Biggest Sells

NVDA
NVIDIA CORPORATION
-6.0%
18.0% of portfolio
GOOG
ALPHABET INC
-1.7%
9.5% of portfolio
GOOGL
ALPHABET INC
-1.1%
2.9% of portfolio
DC4
DEXCOM INC
-0.8%
2.1% of portfolio
BRK/B
BERKSHIRE HATHAWAY INC DEL
-10.1%
0.0% of portfolio

Sector Breakdown

Technology46.4%
Other33.3%
Consumer13.1%
Financial4.8%
Healthcare2.5%
ETF0.0%

🚪 Exited Positionssold since Q3 2025

NVO
NOVO-NORDISK A S
SOLD
$21.5M

Changes from Q3 2025

NEW4 new positions
↑16 increased
↓6 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

NVDA18.0%
NVIDIA CORPORATION
$177.5M
GOOG9.5%
ALPHABET INC
$93.6M
META8.1%
META PLATFORMS INC
$80.2M
AMZN7.0%
AMAZON COM INC
$69.1M
MLB15.1%
MERCADOLIBRE INC
$50.8M

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