MayTech Global Investments, LLC

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
24
Total value ($000)
$958,267
Net value change ($000)
-7,169 (-0.7%)
New positions
1
Sold out positions
1
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/15/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 16,214 28.1%
NVDA 12,830 7.3%
NU 7,578 39.5%
AAPL 6,469 19.4%
GOOGL 6,127 38.1%
ASML 5,906 19.5%
UBER 633 2.0%
IVV 214 NEW
BRK-B 12 3.6%
MSFT 9 4.0%
Top Reduces (Value $000, Stocks/ETFs)
MELI -8,755 -13.0%
ISRG -7,989 -20.5%
NOW -6,679 -12.8%
CRM -6,437 -17.3%
DXCM -5,976 -22.4%
META -5,237 -5.6%
NVO -5,186 -19.5%
BKNG -3,625 -9.9%
AMZN -3,295 -4.9%
HDB -2,313 -16.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type