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MGI

MayTech Global Investments Portfolio holdings

AUM $900M
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
+21.07%
1 Year Est. Return
+21.3%
3 Year Est. Return
+157.91%
5 Year Est. Return
+204.59%
10 Year Est. Return
–
AUM
$900M
AUM Growth
+$80.4M
Cap. Flow
-$44.1M
Cap. Flow %
-4.9%
Top 10 Hldgs %
76.51%
Holding
25
New
2
Increased
1
Reduced
19
Closed
3

Top Buys

Rank Stock Value
1
TSM icon
TSMC
TSM
+$17.7M
2
BKR icon
Baker Hughes
BKR
+$15.1M
3
VT icon
Vanguard Total World Stock ETF
VT
+$557K

Top Sells

Rank Stock Value
1
NOW icon
ServiceNow
NOW
+$25.2M
2
NVDA icon
NVIDIA
NVDA
+$10.9M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.31M
4
META icon
Meta Platforms (Facebook)
META
+$4.11M
5
AMZN icon
Amazon
AMZN
+$3.86M

Sector Composition

Rank Sector Weight
1 Technology 43.91%
2 Communication Services 21.25%
3 Consumer Discretionary 14.7%
4 Healthcare 10.06%
5 Financials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.86T
$176M 19.54%
878,980
-53,086
-6% -$10.9M
GOOG icon
2
Alphabet (Google) Class C
GOOG
$4.36T
$96.5M 10.72%
273,112
-17,666
-6% -$6.31M
ASML icon
3
ASML
ASML
$626B
$69.5M 7.73%
34,952
-2,420
-6% -$3.85M
AMZN icon
4
Amazon
AMZN
$2.92T
$67.1M 7.46%
281,682
-15,381
-5% -$3.86M
META icon
5
Meta Platforms (Facebook)
META
$1.42T
$63.8M 7.09%
113,252
-6,718
-6% -$4.11M
PANW icon
6
Palo Alto Networks
PANW
$270B
$63.4M 7.04%
185,946
-11,019
-6% -$2.52M
AAPL icon
7
Apple
AAPL
$4.54T
$43.1M 4.79%
148,882
-7,292
-5% -$2.09M
MELI icon
8
Mercado Libre
MELI
$95.2B
$39.3M 4.36%
23,135
-1,166
-5% -$1.99M
MA icon
9
Mastercard
MA
$502B
$39.2M 4.35%
76,229
-4,189
-5% -$2.09M
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$4.36T
$31M 3.44%
86,646
-3,795
-4% -$1.37M
LLY icon
11
Eli Lilly
LLY
$1.02T
$30.9M 3.43%
25,770
-1,413
-5% -$1.44M
BKNG icon
12
Booking.com
BKNG
$149B
$25.9M 2.88%
145,347
-9,928
-6% -$1.69M
ISRG icon
13
Intuitive Surgical
ISRG
$127B
$25.6M 2.85%
64,436
-5,946
-8% -$2.6M
UBER icon
14
Uber
UBER
$143B
$22.6M 2.51%
312,962
-21,877
-7% -$1.6M
NU icon
15
Nu Holdings
NU
$69.2B
$21.2M 2.36%
1,588,187
-94,251
-6% -$1.27M
TSM icon
16
TSMC
TSM
$2.1T
$20.8M 2.31%
+43,547
New +$17.7M
DXCM icon
17
DexCom
DXCM
$31.5B
$19.1M 2.12%
283,168
-16,384
-5% -$1.09M
SYK icon
18
Stryker
SYK
$125B
$15M 1.66%
47,506
-2,708
-5% -$853K
BKR icon
19
Baker Hughes
BKR
$60B
$13.2M 1.47%
+238,389
New +$15.1M
CME icon
20
CME Group
CME
$96.3B
$11.3M 1.25%
51,112
-1,762
-3% -$487K
ACWI icon
21
iShares MSCI ACWI ETF
ACWI
$32.9B
$5.03M 0.56%
32,029
-10,088
-24% -$1.54M
VT icon
22
Vanguard Total World Stock ETF
VT
$77.1B
$820K 0.09%
5,224
+3,652
+232% +$557K
BRK.B icon
23
Berkshire Hathaway Class B
BRK.B
$1.1T
– –
-622
Closed -$298K
IVV icon
24
iShares Core S&P 500 ETF
IVV
$878B
– –
-321
Closed -$210K
NOW icon
25
ServiceNow
NOW
$115B
– –
-240,834
Closed -$25.2M

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GGH
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MayTech Global Investments's Q2 2026 Portfolio in Review

As of Q2 2026, MayTech Global Investments held 25 positions worth $900M, up 9.8% from $820M the previous quarter. Its ten largest holdings account for 77% of the portfolio.

MayTech Global Investments withdrew a net $44.1M in Q2 2026, closing 3 positions and reducing 19 holdings. Its most notable exit was ServiceNow, an estimated $25.2M position sold in full.

By sector, the portfolio is most concentrated in Technology at 44% of assets, up from 41% a quarter earlier, followed by Communication Services and Consumer Discretionary.

Against the trend, MayTech Global Investments opened a new position in TSMC worth $20.8M.

  • MayTech Global Investments's largest Q2 2026 buy was TSMC: 43,547 shares worth $20.8M.
  • MayTech Global Investments added most to Vanguard Total World Stock ETF in Q2 2026, an estimated $557K increase.
  • MayTech Global Investments's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $10.9M.
  • MayTech Global Investments fully exited ServiceNow in Q2 2026, selling an estimated $25.2M.
  • MayTech Global Investments's ten largest holdings make up 77% of its $900M portfolio in Q2 2026.
  • MayTech Global Investments opened 2 new positions and closed 3 in Q2 2026.
  • MayTech Global Investments's portfolio value rose 9.8% quarter-over-quarter to $900M.

Based on MayTech Global Investments's 13F filing for Q2 2026, filed 29 Jul 2026.