MGI

MayTech Global Investments Portfolio holdings

AUM $965M
This Quarter Return
-8.91%
1 Year Return
+24.4%
3 Year Return
+241.29%
5 Year Return
+304.38%
10 Year Return
–
AUM
$770M
AUM Growth
+$770M
Cap. Flow
+$9.59M
Cap. Flow %
1.24%
Top 10 Hldgs %
69.61%
Holding
24
New
–
Increased
19
Reduced
3
Closed
1

Top Buys

1
UBER icon
Uber
UBER
$8.89M
2
ACWI icon
iShares MSCI ACWI ETF
ACWI
$3.46M
3
AMZN icon
Amazon
AMZN
$3.34M
4
AAPL icon
Apple
AAPL
$3.26M
5
MELI icon
Mercado Libre
MELI
$2.02M

Top Sells

1
DESP
Despegar.com
DESP
$22.2M
2
NVDA icon
NVIDIA
NVDA
$2.91M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
$27.2K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
$2.63K

Sector Composition

1 Technology 42.45%
2 Consumer Discretionary 21.06%
3 Communication Services 15.63%
4 Healthcare 12.79%
5 Financials 7.38%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.11T
$124M 16.1%
1,144,373
-26,847
-2% -$2.91M
META icon
2
Meta Platforms (Facebook)
META
$1.84T
$59.8M 7.76%
103,793
+3,197
+3% +$1.84M
AMZN icon
3
Amazon
AMZN
$2.4T
$55.6M 7.22%
292,261
+17,548
+6% +$3.34M
MELI icon
4
Mercado Libre
MELI
$121B
$49M 6.36%
25,122
+1,036
+4% +$2.02M
AAPL icon
5
Apple
AAPL
$3.39T
$48.4M 6.28%
217,910
+14,671
+7% +$3.26M
GOOG icon
6
Alphabet (Google) Class C
GOOG
$2.53T
$46.4M 6.02%
297,028
+9,994
+3% +$1.56M
MA icon
7
Mastercard
MA
$533B
$44.4M 5.76%
81,024
+798
+1% +$437K
NOW icon
8
ServiceNow
NOW
$188B
$39M 5.06%
48,948
+1,278
+3% +$1.02M
CRM icon
9
Salesforce
CRM
$240B
$35.1M 4.56%
130,871
+3,810
+3% +$1.02M
ISRG icon
10
Intuitive Surgical
ISRG
$167B
$34.6M 4.48%
69,766
+1,702
+3% +$843K
PANW icon
11
Palo Alto Networks
PANW
$128B
$33.1M 4.3%
194,104
+6,902
+4% +$1.18M
MMYT icon
12
MakeMyTrip
MMYT
$9.08B
$29.4M 3.82%
299,959
+11,859
+4% +$1.16M
BKNG icon
13
Booking.com
BKNG
$178B
$28.2M 3.67%
6,130
+29
+0.5% +$134K
NVO icon
14
Novo Nordisk
NVO
$249B
$26.9M 3.49%
387,531
+9,779
+3% +$679K
ASML icon
15
ASML
ASML
$284B
$24.2M 3.15%
36,593
+1,445
+4% +$958K
UBER icon
16
Uber
UBER
$194B
$23.2M 3.01%
317,920
+121,990
+62% +$8.89M
DXCM icon
17
DexCom
DXCM
$29B
$19.8M 2.57%
289,813
+9,047
+3% +$618K
SYK icon
18
Stryker
SYK
$149B
$17.3M 2.24%
46,434
+5,318
+13% +$1.98M
GOOGL icon
19
Alphabet (Google) Class A
GOOGL
$2.52T
$14.2M 1.84%
91,599
-17
-0% -$2.63K
HDB icon
20
HDFC Bank
HDB
$178B
$12.1M 1.57%
181,744
+4,695
+3% +$312K
ACWI icon
21
iShares MSCI ACWI ETF
ACWI
$21.8B
$5.34M 0.69%
45,874
+29,703
+184% +$3.46M
BRK.B icon
22
Berkshire Hathaway Class B
BRK.B
$1.08T
$369K 0.05%
692
-51
-7% -$27.2K
TPST icon
23
Tempest Therapeutics
TPST
$44.3M
$7.38K ﹤0.01%
10,000
– –
DESP
24
DELISTED
Despegar.com
DESP
– –
-1,152,330
Closed -$22.2M