MayTech Global Investments portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Jul 29, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
MayTech Global Investments reported a $900M portfolio of 21 companies (22 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are NVDA, GOOG, ASML. During the quarter it opened Taiwan Semiconductor Manufacturing and Baker Hughes and exited ServiceNow.
Sections with a free account
What changed this quarter
25 positions with a change (2 new, 1 added to, 19 trimmed, 3 sold). 6 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- ServiceNow−2.8 ppof portfolioSold out3.1% → —
- Taiwan Semiconductor Manufacturing+2.3 ppof portfolioNew— → 2.3%
- Baker Hughes+1.5 ppof portfolioNew— → 1.5%
- NVIDIA−5.7%fewer sharesReduced19.8% → 19.5%
- Alphabet−0.8 ppof portfolioReduced13.3% → 14.2%
- Asml Holding−6.5%fewer sharesReduced6.0% → 7.7%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- NVIDIANVDA19.5%
- AlphabetGOOG · GOOGL14.2%
- ASML HoldingASML7.7%
- Amazon.comAMZN7.5%
- Meta PlatformsMETA7.1%
- Palo Alto NetworksPANW7.0%
- AppleAAPL4.8%
- MercadoLibreMELI4.4%
- MastercardMA4.3%
- Eli LillyLLY3.4%
- Booking HoldingsBKNG2.9%
- Intuitive SurgicalISRG2.8%
- UBER TechnologiesUBER2.5%
- Nu HoldingsNU2.4%
- Taiwan Semiconductor ManufacturingTSM2.3%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Information Technology 41%
- ● Communication Services 21%
- ● Consumer Discretionary 15%
- ● Health Care 10%
- ● Financials 8%
- ● Industrials 3%
- ● Energy 1%
- ● No sector 1%
How its portfolio changed (8 quarters)
Q2 2026: 22
Q2 2026: 77%
Q2 2026: 6.3%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Mar 29, 2026 (medium confidence).
The data, as reported: MAYTECH GLOBAL INVESTMENTS (CRD 285985): 5.D assets by client type: high net worth 59%, governments 17%, pooled vehicles 9%, banks 8% (of $895M); 5.F 196 accounts, 0% non-discretionary; 5.D 126 clients, 111 individuals; no financial planning, adviser selection or non-discretionary assets: discretionary accounts
The type comes from a rule applied to that data. If it looks wrong, tell us.
Similar managers by type and size
Same type of filer and a 13F portfolio value between a third and three times this one. It is not a comparison of what they hold.
- North Peak Capital ManagementInvestment firm · $900M
- Nellore Capital ManagementInvestment firm · $901M
- Columbus Hill Capital ManagementInvestment firm · $899M
- Silverarc Capital ManagementInvestment firm · $899M
- TT International Asset ManagementInvestment firm · $898M
- Manchester Global Management (UK)Investment firm · $906M