MayTech Global Investments, LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
23
Total value ($000)
$819,832
Net value change ($000)
-167,884 (-17.0%)
New positions
1
Sold out positions
5
Turnover %
12.8%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 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)
CME 15,618 NEW
ASML 8,961 22.2%
ACWI 1,004 20.8%
LLY 590 2.4%
Top Reduces (Value $000, Stocks/ETFs)
CRM -35,244 -100.0%
MMYT -25,138 -100.0%
SE -15,745 -100.0%
NVDA -14,951 -8.4%
HDB -13,020 -100.0%
NOW -12,408 -33.0%
META -11,586 -14.4%
GOOGL -10,199 -10.9%
MELI -8,778 -17.3%
ISRG -7,741 -19.3%
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