MayTech Global Investments, LLC
13F filer · CIK 1731134 · New York, NY
Summary
MayTech Global Investments, LLC reported $900.19M across 22 positions in its 13F for 2026 Q2, filed Jul 29, 2026. The largest holdings are NVDA (19.5%), GOOG (10.7%), ASML (7.7%). Versus 2026 Q1, leaving options aside, it opened 2 new positions, added to 2, trimmed 18 and sold out of 3.
Reported value$900.19M
Positions22
Report period2026 Q2
FiledJul 29, 2026
New positions2
Added2
Trimmed18
Sold out3
Top 22 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 19.5%Value $175.88MPrice $228.86Shares 879K -5.70%Since Jun 30 +14.38%
Weight 10.7%Value $96.50MPrice $339.16Shares 273K -6.08%Since Jun 30 -4.01%
Weight 7.7%Value $69.54MPrice $1834Shares 35K -6.48%Since Jun 30 -7.81%
Weight 7.5%Value $67.14MPrice $246.67Shares 282K -5.18%Since Jun 30 +3.49%
Weight 7.1%Value $63.80MPrice $715.62Shares 113K -5.60%Since Jun 30 +27.04%
Weight 7.0%Value $63.41MPrice $392.09Shares 186K -5.59%Since Jun 30 +14.97%
Weight 4.8%Value $43.08MPrice $329.40Shares 149K -4.67%Since Jun 30 +13.83%
Weight 4.4%Value $39.28MPrice $1712Shares 23K -4.80%Since Jun 30 +0.86%
Weight 4.3%Value $39.15MPrice $568.26Shares 76K -5.21%Since Jun 30 +10.63%
Weight 3.4%Value $30.96MPrice $342.75Shares 87K -4.20%Since Jun 30 -4.09%
Weight 3.4%Value $30.92MPrice $1185Shares 26K -5.20%Since Jun 30 -1.24%
Weight 2.9%Value $25.91MPrice $162.34Shares 145K +2240.15%Since Jun 30 -8.92%
Weight 2.8%Value $25.63MPrice $414.79Shares 64K -8.45%Since Jun 30 +4.29%
Weight 2.5%Value $22.58MPrice $68.16Shares 313K -6.53%Since Jun 30 -5.54%
Weight 2.4%Value $21.22MPrice $12.23Shares 1.59M -5.60%Since Jun 30 -8.46%
Weight 2.3%Value $20.80MPrice $452.88Shares 44KSince Jun 30 -5.18%
Weight 2.1%Value $19.07MPrice $86.68Shares 283K -5.47%Since Jun 30 +28.70%
Weight 1.7%Value $14.96MPrice $275.31Shares 48K -5.39%Since Jun 30 -12.56%
Weight 1.5%Value $13.23MPrice $55.92Shares 238KSince Jun 30 +0.75%
Weight 1.3%Value $11.29MPrice $263.24Shares 51K -3.33%Since Jun 30 +19.19%
Weight 0.6%Value $5.03MPrice $159.46Shares 32K -23.95%Since Jun 30 +1.58%
Weight 0.1%Value $820.0KPrice $158.81Shares 5,224 +232.32%Since Jun 30 +1.18%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 19.5% | $175.88M | +14.38% | -5.70% | Trim | |
| 10.7% | $96.50M | -4.01% | -6.08% | Trim | |
| 7.7% | $69.54M | -7.81% | -6.48% | Trim | |
| 7.5% | $67.14M | +3.49% | -5.18% | Trim | |
| 7.1% | $63.80M | +27.04% | -5.60% | Trim | |
| 7.0% | $63.41M | +14.97% | -5.59% | Trim | |
| 4.8% | $43.08M | +13.83% | -4.67% | Trim | |
| 4.4% | $39.28M | +0.86% | -4.80% | Trim | |
| 4.3% | $39.15M | +10.63% | -5.21% | Trim | |
| 3.4% | $30.96M | -4.09% | -4.20% | Trim | |
| 3.4% | $30.92M | -1.24% | -5.20% | Trim | |
| 2.9% | $25.91M | -8.92% | +2240.15% | Add | |
| 2.8% | $25.63M | +4.29% | -8.45% | Trim | |
| 2.5% | $22.58M | -5.54% | -6.53% | Trim | |
| 2.4% | $21.22M | -8.46% | -5.60% | Trim | |
| 2.3% | $20.80M | -5.18% | — | New | |
| 2.1% | $19.07M | +28.70% | -5.47% | Trim | |
| 1.7% | $14.96M | -12.56% | -5.39% | Trim | |
| 1.5% | $13.23M | +0.75% | — | New | |
| 1.3% | $11.29M | +19.19% | -3.33% | Trim | |
| 0.6% | $5.03M | +1.58% | -23.95% | Trim | |
| 0.1% | $820.0K | +1.18% | +232.32% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.