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
GOOGL
META
AMZN
MELI
NVDA18.0%
GOOGL9.5%
META8.1%
AMZN7.0%
MELI5.1%
MA4.7%
AAPL4.3%
ASML4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology46.4%
Other33.4%
Consumer13.1%
Financial4.7%
Healthcare2.5%
ETF0.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑16 increased
↓6 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022