MayTech Global Investments, LLC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
22
Total value ($000)
$900,192
Net value change ($000)
+80,360 (9.8%)
New positions
2
Sold out positions
3
Turnover %
6.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
PANW 31,835 100.8%
TSM 20,799 NEW
ASML 20,175 40.9%
NVDA 13,323 8.2%
BKR 13,231 NEW
GOOGL 13,086 15.7%
LLY 5,909 23.6%
AMZN 5,267 8.5%
GOOGL 4,958 19.1%
AAPL 3,446 8.7%
Top Reduces (Value $000, Stocks/ETFs)
NOW -25,180 -100.0%
ISRG -6,821 -21.0%
META -4,845 -7.1%
CME -4,330 -27.7%
NU -2,959 -12.2%
MELI -2,748 -6.5%
SYK -1,544 -9.4%
UBER -1,501 -6.2%
MA -1,030 -2.6%
ACWI -800 -13.7%
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