MGI
MayTech Global Investments Portfolio holdings
AUM
$988M
1-Year Est. Return
22.64%
This Fund
S&P 500
1 Year Est. Return
+22.64%
AUM
$988M
AUM Growth
+$29.4M
(+3.1%)
Holding
28
Top Buys
| 1 | +$21.7M | |
| 2 | +$18.3M | |
| 3 | +$4.78M | |
| 4 |
Amazon
AMZN
|
+$1.17M |
| 5 |
Intuitive Surgical
ISRG
|
+$824K |
Top Sells
| 1 | +$21.5M | |
| 2 | +$11.3M | |
| 3 | +$1.52M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$287K |
| 5 |
ServiceNow
NOW
|
+$178K |
Sector Composition
| 1 | Technology | 40.12% |
| 2 | Communication Services | 20.47% |
| 3 | Consumer Discretionary | 19.62% |
| 4 | Healthcare | 10.3% |
| 5 | Financials | 8.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.82T
| $178M | 17.97% |
951,762
-60,801
|
|
||
|
2
Alphabet (Google) Class C
GOOG
$4.64T
| $93.6M | 9.48% |
298,314
-5,304
|
|
||
3
Meta Platforms (Facebook)
META
$1.55T
| $80.2M | 8.12% |
121,534
+1,017
|
|
||
|
4
Amazon
AMZN
$2.88T
| $69.1M | 6.99% |
299,216
+5,125
|
|
||
5
Mercado Libre
MELI
$93.8B
| $50.8M | 5.14% |
25,216
+135
|
|
||
6
Mastercard
MA
$438B
| $46.7M | 4.73% |
81,750
+1,142
|
|
||
7
Apple
AAPL
$4.11T
| $42.8M | 4.33% |
157,467
+1,076
|
|
||
8
ASML
ASML
$550B
| $40.4M | 4.09% |
37,763
+300
|
|
||
|
9
Intuitive Surgical
ISRG
$162B
| $40.2M | 4.07% |
70,955
+1,548
|
|
||
|
10
ServiceNow
NOW
$94B
| $37.6M | 3.81% |
245,366
-1,039
|
|
||
11
Palo Alto Networks
PANW
$147B
| $35.6M | 3.6% |
193,227
+384
|
|
||
12
Salesforce
CRM
$150B
| $35.2M | 3.57% |
133,036
+2,741
|
|
||
13
Booking.com
BKNG
$131B
| $33.1M | 3.35% |
154,225
+1,425
|
|
||
|
14
Alphabet (Google) Class A
GOOGL
$4.67T
| $28.3M | 2.87% |
90,430
-1,003
|
|
||
15
Nu Holdings
NU
$70.2B
| $28.3M | 2.86% |
1,688,819
+16,110
|
|
||
16
Uber
UBER
$153B
| $26.9M | 2.73% |
329,556
+675
|
|
||
17
MakeMyTrip
MMYT
$4.57B
| $25.1M | 2.55% |
306,113
+4,033
|
|
||
18
Eli Lilly
LLY
$862B
| $24.4M | 2.47% |
+22,714
|
|
||
19
DexCom
DXCM
$23.7B
| $20.3M | 2.05% |
305,149
-2,598
|
|
||
20
Stryker
SYK
$113B
| $16.9M | 1.71% |
48,135
+434
|
|
||
21
Sea Limited
SE
$52.8B
| $15.7M | 1.59% |
+123,418
|
|
||
22
HDFC Bank
HDB
$129B
| $13M | 1.32% |
356,320
-200
|
|
||
23
iShares MSCI ACWI ETF
ACWI
$31.4B
| $4.82M | 0.49% |
+34,093
|
|
||
24
Vanguard Total World Stock ETF
VT
$68.5B
| $355K | 0.04% |
+2,513
|
|
||
25
Berkshire Hathaway Class B
BRK.B
$1.02T
| $313K | 0.03% |
622
-70
|
|