2026 Q2 Portfolio Activity
In 2026 Q2, MayTech Global Investments, LLC maintained a portfolio of 25 distinct positions. The most significant new addition was TAIWAN SEMICONDUCTOR MANUFAC, now representing 2.31% of the total fund value. They heavily accumulated shares in VANGUARD INTL EQUITY INDEX F, increasing the position by 232.3%. Conversely, MayTech Global Investments, LLC completely exited their position in SERVICENOW INC.
Position History
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Total Positions
25
Quarter
2026 Q2
Top Holding
NVDA (19.5%)
Top 10 Concentration
76.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-25 of 25
MayTech Global Investments, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 19.54% | 19.83% |
#1
Prev: #1
|
6.5 |
—
|
-53,086 | -5.7% |
P
S
|
878,980 | $175,875,745 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 10.72% | 10.17% |
#2
Prev: #2
|
6.0 |
—
|
-17,666 | -6.1% |
P
S
|
273,112 | $96,500,260 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
ASML
ASML HLDG NV
|
Technology | 7.73% | 6.02% |
#3
2
Prev: #5
|
4.6 |
—
|
-2,420 | -6.5% |
P
S
|
34,952 | $69,544,107 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 7.46% | 7.55% |
#4
Prev: #4
|
4.0 |
—
|
-15,381 | -5.2% |
P
S
|
281,682 | $67,137,017 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
META
META PLATFORMS ...
|
Communication Services | 7.09% | 8.37% |
#5
2
Prev: #3
|
3.8 |
—
|
-6,718 | -5.6% |
P
S
|
113,252 | $63,796,260 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 7.04% | 3.85% |
#6
4
Prev: #10
|
3.3 |
—
|
-11,019 | -5.6% |
P
S
|
185,946 | $63,412,821 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
AAPL
APPLE INC
|
Technology | 4.79% | 4.83% |
#7
1
Prev: #8
|
2.4 |
—
|
-7,292 | -4.7% |
P
S
|
148,882 | $43,081,649 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 4.36% | 5.13% |
#8
2
Prev: #6
|
2.2 |
—
|
-1,166 | -4.8% |
P
S
|
23,135 | $39,277,804 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 4.35% | 4.90% |
#9
2
Prev: #7
|
2.2 |
—
|
-4,189 | -5.2% |
P
S
|
76,229 | $39,153,953 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.44% | 3.17% |
#10
2
Prev: #12
|
1.9 |
—
|
-3,795 | -4.2% |
P
S
|
86,646 | $30,964,681 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 3.43% | 3.05% |
#11
3
Prev: #14
|
1.9 |
—
|
-1,413 | -5.2% |
P
S
|
25,770 | $30,915,740 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
BKNG
BOOKING HOLDING...
|
Consumer Cyclical | 2.88% | 3.19% |
#12
1
Prev: #11
|
4.2 |
—
|
139,136 | 2240.2% |
P
S
|
145,347 | $25,907,582 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 2.85% | 3.96% |
#13
4
Prev: #9
|
1.6 |
—
|
-5,946 | -8.4% |
P
S
|
64,436 | $25,626,806 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 2.51% | 2.94% |
#14
2
Prev: #16
|
1.5 |
—
|
-21,877 | -6.5% |
P
S
|
312,962 | $22,583,642 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
NU
NU HLDGS LTD
|
Financial Services | 2.36% | 2.95% |
#15
Prev: #15
|
1.4 |
—
|
-94,251 | -5.6% |
P
S
|
1,588,187 | $21,218,206 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 2.31% | — |
#16
Prev: #—
|
4.4 |
—
|
43,547 | — |
NEW
|
43,547 | $20,798,786 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
DXCM
DEXCOM INC
|
Healthcare | 2.12% | 2.29% |
#17
Prev: #17
|
1.3 |
—
|
-16,384 | -5.5% |
P
S
|
283,168 | $19,071,680 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 1.66% | 2.01% |
#18
Prev: #18
|
1.2 |
—
|
-2,708 | -5.4% |
P
S
|
47,506 | $14,958,327 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
BKR
BAKER HUGHES CO...
|
Energy | 1.47% | — |
#19
Prev: #—
|
4.1 |
—
|
238,389 | — |
NEW
|
238,389 | $13,230,834 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
CME
CME GROUP INC
|
Financial Services | 1.25% | 1.91% |
#20
1
Prev: #19
|
1.0 |
—
|
-1,762 | -3.3% |
P
S
|
51,112 | $11,288,057 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
ACWI
ISHARES TR
|
ETF | 0.56% | 0.71% |
#21
1
Prev: #20
|
0.2 |
—
|
-10,088 | -24.0% |
P
S
|
32,029 | $5,027,694 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.09% | 0.03% |
#22
Prev: #22
|
3.0 |
—
|
3,652 | 232.3% |
P
S
|
5,224 | $819,976 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
IVV
ISHARES TR
|
ETF | 0.00% | 0.03% |
Sold All 😨
(Was: #23) |
0.0 |
—
|
-321 | -100.0% |
CLOSED
|
— | $— | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.00% | 0.04% |
Sold All 😨
(Was: #21) |
0.0 |
—
|
-622 | -100.0% |
CLOSED
|
— | $— | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.00% | 3.07% |
Sold All 😨
(Was: #13) |
0.0 |
—
|
-240,834 | -100.0% |
CLOSED
|
— | $— | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 |
Showing 1-25 of 25 holdings