MGI

MayTech Global Investments Portfolio holdings

AUM $958M
1-Year Est. Return 28.82%
This Quarter Est. Return
1 Year Est. Return
+28.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
-$7.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
25
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$214K
3
+$18K

Top Sells

1
+$14.9M
2
+$3.96M
3
+$3.67M
4
MELI icon
Mercado Libre
MELI
+$2.68M
5
AMZN icon
Amazon
AMZN
+$2.35M

Sector Composition

1 Technology 43.09%
2 Communication Services 19.27%
3 Consumer Discretionary 19.25%
4 Healthcare 9.48%
5 Financials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.28T
$189M 19.71%
1,012,563
-80,019
META icon
2
Meta Platforms (Facebook)
META
$1.63T
$88.5M 9.24%
120,517
-5,386
GOOG icon
3
Alphabet (Google) Class C
GOOG
$3.73T
$73.9M 7.72%
303,618
-15,061
AMZN icon
4
Amazon
AMZN
$2.38T
$64.6M 6.74%
294,091
-10,696
MELI icon
5
Mercado Libre
MELI
$99.7B
$58.6M 6.12%
25,081
-1,148
MA icon
6
Mastercard
MA
$511B
$45.8M 4.78%
80,608
-3,378
NOW icon
7
ServiceNow
NOW
$159B
$45.3M 4.73%
49,281
-2,122
AAPL icon
8
Apple
AAPL
$4.05T
$39.8M 4.16%
156,391
-5,610
PANW icon
9
Palo Alto Networks
PANW
$130B
$39.3M 4.1%
192,843
-8,536
ASML icon
10
ASML
ASML
$422B
$36.3M 3.78%
37,463
-1,360
BKNG icon
11
Booking.com
BKNG
$176B
$33M 3.45%
6,112
-289
UBER icon
12
Uber
UBER
$170B
$32.2M 3.36%
328,881
-13,401
ISRG icon
13
Intuitive Surgical
ISRG
$198B
$31M 3.24%
69,407
-4,214
CRM icon
14
Salesforce
CRM
$239B
$30.9M 3.22%
130,295
-7,845
MMYT icon
15
MakeMyTrip
MMYT
$8.05B
$28.3M 2.95%
302,080
-9,664
NU icon
16
Nu Holdings
NU
$80.7B
$26.8M 2.79%
1,672,709
+239,585
GOOGL icon
17
Alphabet (Google) Class A
GOOGL
$3.72T
$22.2M 2.32%
91,433
+74
NVO icon
18
Novo Nordisk
NVO
$224B
$21.5M 2.24%
387,083
-23,158
DXCM icon
19
DexCom
DXCM
$25.6B
$20.7M 2.16%
307,747
-2,884
SYK icon
20
Stryker
SYK
$136B
$17.6M 1.84%
47,701
-1,710
HDB icon
21
HDFC Bank
HDB
$185B
$12.2M 1.27%
356,520
-21,380
BRK.B icon
22
Berkshire Hathaway Class B
BRK.B
$1.09T
$348K 0.04%
692
MSFT icon
23
Microsoft
MSFT
$3.53T
$232K 0.02%
448
IVV icon
24
iShares Core S&P 500 ETF
IVV
$698B
$214K 0.02%
+319
ACWI icon
25
iShares MSCI ACWI ETF
ACWI
$24.4B
– –
-12,322