MGI

MayTech Global Investments Portfolio holdings

AUM $965M
This Quarter Return
+2.42%
1 Year Return
+24.4%
3 Year Return
+241.29%
5 Year Return
+304.38%
10 Year Return
–
AUM
$757M
AUM Growth
+$757M
Cap. Flow
+$83.6M
Cap. Flow %
11.04%
Top 10 Hldgs %
70.27%
Holding
32
New
2
Increased
19
Reduced
7
Closed
2

Top Buys

1
UBER icon
Uber
UBER
$13.2M
2
GOOG icon
Alphabet (Google) Class C
GOOG
$7.16M
3
AMZN icon
Amazon
AMZN
$7.03M
4
MELI icon
Mercado Libre
MELI
$6.56M
5
DXCM icon
DexCom
DXCM
$6.07M

Top Sells

1
CRWD icon
CrowdStrike
CRWD
$13.1M
2
NVDA icon
NVIDIA
NVDA
$1.15M
3
MSFT icon
Microsoft
MSFT
$200K
4
IVV icon
iShares Core S&P 500 ETF
IVV
$128K
5
MAA icon
Mid-America Apartment Communities
MAA
$62.1K

Sector Composition

1 Technology 44.49%
2 Consumer Discretionary 21.1%
3 Communication Services 15.29%
4 Healthcare 12.28%
5 Financials 6.46%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.24T
$146M 19.34%
1,205,994
-9,478
-0.8% -$1.15M
META icon
2
Meta Platforms (Facebook)
META
$1.86T
$56.7M 7.49%
99,093
+9,614
+11% +$5.5M
AMZN icon
3
Amazon
AMZN
$2.44T
$48.6M 6.41%
260,606
+37,733
+17% +$7.03M
MELI icon
4
Mercado Libre
MELI
$125B
$47.1M 6.23%
22,977
+3,198
+16% +$6.56M
AAPL icon
5
Apple
AAPL
$3.45T
$45.2M 5.97%
194,132
+22,284
+13% +$5.19M
GOOG icon
6
Alphabet (Google) Class C
GOOG
$2.58T
$43.8M 5.79%
262,256
+42,817
+20% +$7.16M
NOW icon
7
ServiceNow
NOW
$190B
$41M 5.41%
45,791
+6,713
+17% +$6M
MA icon
8
Mastercard
MA
$538B
$38.1M 5.03%
77,168
+11,432
+17% +$5.65M
CRM icon
9
Salesforce
CRM
$245B
$33.3M 4.4%
121,831
+18,961
+18% +$5.19M
ISRG icon
10
Intuitive Surgical
ISRG
$170B
$31.8M 4.2%
64,719
+9,380
+17% +$4.61M
PANW icon
11
Palo Alto Networks
PANW
$127B
$31M 4.09%
90,600
+11,447
+14% +$3.91M
NVO icon
12
Novo Nordisk
NVO
$251B
$30.3M 4%
254,552
+31,475
+14% +$3.75M
ASML icon
13
ASML
ASML
$292B
$26.7M 3.53%
32,050
+4,102
+15% +$3.42M
MMYT icon
14
MakeMyTrip
MMYT
$9.4B
$25.9M 3.42%
278,442
+33,118
+13% +$3.08M
BKNG icon
15
Booking.com
BKNG
$181B
$24.3M 3.21%
5,773
+988
+21% +$4.16M
DXCM icon
16
DexCom
DXCM
$29.5B
$17.4M 2.3%
259,257
+90,498
+54% +$6.07M
GOOGL icon
17
Alphabet (Google) Class A
GOOGL
$2.57T
$15.2M 2.01%
91,750
-69
-0.1% -$11.4K
DESP
18
DELISTED
Despegar.com
DESP
$13.7M 1.8%
1,101,684
+207,023
+23% +$2.57M
SYK icon
19
Stryker
SYK
$150B
$13.5M 1.78%
37,367
+7,181
+24% +$2.59M
UBER icon
20
Uber
UBER
$196B
$13.2M 1.74%
+175,812
New +$13.2M
HDB icon
21
HDFC Bank
HDB
$182B
$10.3M 1.36%
164,311
+28,579
+21% +$1.79M
ACWI icon
22
iShares MSCI ACWI ETF
ACWI
$22B
$895K 0.12%
7,485
+4,903
+190% +$586K
BRK.B icon
23
Berkshire Hathaway Class B
BRK.B
$1.09T
$509K 0.07%
1,106
-33
-3% -$15.2K
MAA icon
24
Mid-America Apartment Communities
MAA
$17.1B
$507K 0.07%
3,191
-391
-11% -$62.1K
IVV icon
25
iShares Core S&P 500 ETF
IVV
$662B
$490K 0.06%
850
-222
-21% -$128K
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