Q2 2026 13F · SEC CIK 1731134
MayTech Global Investments, LLC
Wealth managerFiled 2026-07-29 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $900.2M
- Reported positions
- 22
- Top holdings a year, 3 yrs
- +26.8%
- Assets under management
- $895.1M
MayTech Global Investments, LLC is a wealth manager that reported 22 positions worth $900.2M in its Q2 2026 13F, filed 2026-07-29. Its largest holdings were Nvidia Corporation Com (NVDA, 19.5%), Alphabet Inc (GOOG, 10.7%), Asml Hldg NV (ASML, 7.7%). A portfolio copying its top holdings returned 26.8% a year over the last 3 years, against 20.4% for the S&P 500.
MayTech Global Investments, LLC holdings all 22 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| NVDANvidia Corporation Com | 19.5% | -5.7% | $175.9M |
| GOOGAlphabet Inc | 10.7% | -6.1% | $96.5M |
| ASMLAsml Hldg NV | 7.7% | -6.5% | $69.5M |
| AMZNAmazon Com Inc Com | 7.5% | -5.2% | $67.1M |
| METAMeta Platforms Inc Class A | 7.1% | -5.6% | $63.8M |
| PANWPalo Alto Networks Inc | 7.0% | -5.6% | $63.4M |
| AAPLApple Inc | 4.8% | -4.7% | $43.1M |
| MELIMercadolibre Inc | 4.4% | -4.8% | $39.3M |
| MAMastercard Inc. | 4.3% | -5.2% | $39.2M |
| GOOGLAlphabet Inc | 3.4% | -4.2% | $31.0M |
| LLYLilly Eli & Co | 3.4% | -5.2% | $30.9M |
| BKNGBooking Holdings Inc Com | 2.9% | +2240.2% | $25.9M |
| ISRGIntuitive Surgical Inc | 2.8% | -8.4% | $25.6M |
| UBERUber Technologies Inc | 2.5% | -6.5% | $22.6M |
| NUNu Hldgs Ltd | 2.4% | -5.6% | $21.2M |
| TSMTaiwan Semiconductor Manufac | 2.3% | — | $20.8M |
| DXCMDexcom Inc | 2.1% | -5.5% | $19.1M |
| SYKStryker Corporation | 1.7% | -5.4% | $15.0M |
| BKRBaker Hughes Company Cl A | 1.5% | — | $13.2M |
| CMECme Group Inc | 1.3% | -3.3% | $11.3M |
| ACWIIshares Tr | 0.6% | -24.0% | $5.0M |
| VTVanguard Total World Stock Index Fund Et | 0.1% | +232.3% | $820K |
What MayTech Global Investments, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- TSM Taiwan Semiconductor Manufac2.3% of 13F
- BKR Baker Hughes Company Cl A1.5% of 13F
Added to
- BKNG Booking Holdings Inc Com+2240.2% shares
- VT Vanguard Total World Stock Index Fund Et+232.3% shares
Reduced
- ACWI Ishares Tr-24.0% shares
- ISRG Intuitive Surgical Inc-8.4% shares
- UBER Uber Technologies Inc-6.5% shares
- ASML Asml Hldg NV-6.5% shares
- GOOG Alphabet Inc-6.1% shares
- NVDA Nvidia Corporation Com-5.7% shares
- NU Nu Hldgs Ltd-5.6% shares
- META Meta Platforms Inc Class A-5.6% shares
Sold out
- NOW Servicenow Inc Comwas 3.1%
- BRK-B Berkshire Hathaway Inc Delwas 0.0%
- IVV Ishares Core S&p 500 ETFwas 0.0%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +11.7% /yr
- S&P 500 +20.1%
- 3 years
- +26.8% /yr
- S&P 500 +20.4%
- 5 years
- +11.3% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $900.2M | 22 |
| Q1 2026 | $819.8M | 23 |
| Q4 2025 | $987.7M | 27 |
| Q3 2025 | $958.3M | 24 |
| Q2 2025 | $965.4M | 24 |
| Q1 2025 | $770.4M | 23 |
| Q4 2024 | $848.9M | 24 |
| Q3 2024 | $757.3M | 30 |
| Q2 2024 | $667.8M | 30 |
| Q1 2024 | $611.0M | 28 |
| Q4 2023 | $494.4M | 31 |
| Q3 2023 | $429.6M | 28 |
Questions about MayTech Global Investments, LLC's portfolio
What stocks does MayTech Global Investments, LLC own?
MayTech Global Investments, LLC's latest 13F, for Q2 2026 and filed Jul 29, 2026, lists 22 positions worth $900.2M. The largest are Nvidia Corporation Com (NVDA) at 19.5%, Alphabet Inc (GOOG) at 10.7%, Asml Hldg NV (ASML) at 7.7%, Amazon Com Inc Com (AMZN) at 7.5% and Meta Platforms Inc Class A (META) at 7.1%.
What did MayTech Global Investments, LLC buy last quarter?
In Q2 2026, MayTech Global Investments, LLC added a new position in Taiwan Semiconductor Manufac (TSM), a new position in Baker Hughes Company Cl A (BKR), Booking Holdings Inc Com (BKNG) (+2240.2% shares) and Vanguard Total World Stock Index Fund Et (VT) (+232.3% shares), compared with its Q1 2026 filing.
What did MayTech Global Investments, LLC sell last quarter?
In Q2 2026, MayTech Global Investments, LLC sold all of Servicenow Inc Com (NOW), sold all of Berkshire Hathaway Inc Del (BRK-B), sold all of Ishares Core S&p 500 ETF (IVV), Ishares Tr (ACWI) (-24.0% shares), Intuitive Surgical Inc (ISRG) (-8.4% shares) and Uber Technologies Inc (UBER) (-6.5% shares), compared with its Q1 2026 filing.
How has MayTech Global Investments, LLC's portfolio performed?
A portfolio copying MayTech Global Investments, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +26.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +11.7% against +20.1%. Over 5 years: +11.3% a year against +11.6%.
When is MayTech Global Investments, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. MayTech Global Investments, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does MayTech Global Investments, LLC manage?
MayTech Global Investments, LLC reported $895.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $900.2M.