MayTech Global Investments, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALPHABET INC(GOOG) | 318,679 | 303,618 | -15,061 | 57,719,666 | 73,933,806 | 7.72% | +16,214,140 |
| NVIDIA CORPORATION(NVDA) | 1,092,582 | 1,012,563 | -80,019 | 176,071,249 | 188,901,048 | 19.71% | +12,829,799 |
| NU HLDGS LTD(NU) | 1,433,124 | 1,672,709 | +239,585 | 19,197,935 | 26,775,863 | 2.79% | +7,577,928 |
| APPLE INC(AAPL) | 162,001 | 156,391 | -5,610 | 33,347,901 | 39,817,400 | 4.16% | +6,469,499 |
| ALPHABET INC(GOOG) | 91,359 | 91,433 | +74 | 16,100,197 | 22,227,362 | 2.32% | +6,127,165 |
| ASML HOLDING N V | 38,823 | 37,463 | -1,360 | 30,359,542 | 36,266,479 | 3.78% | +5,906,937 |
| UBER TECHNOLOGIES INC(UBER) | 342,282 | 328,881 | -13,401 | 31,583,244 | 32,215,707 | 3.36% | +632,463 |
| ISHARES TR | 0 | 319 | +319 | 0 | 213,533 | 0.02% | +213,533 |
| BERKSHIRE HATHAWAY INC DEL | 692 | 692 | 0 | 336,153 | 347,896 | 0.04% | +11,743 |
| MICROSOFT CORP(MSFT) | 448 | 448 | 0 | 222,906 | 232,131 | 0.02% | +9,225 |
| PALO ALTO NETWORKS INC(PANW) | 201,379 | 192,843 | -8,536 | 40,008,811 | 39,261,257 | 4.10% | -747,554 |
| MASTERCARD INCORPORATED(MA) | 83,986 | 80,608 | -3,378 | 47,266,899 | 45,846,134 | 4.78% | -1,420,765 |
| ISHARES TR | 12,322 | 0 | -12,322 | 1,601,471 | 0 | — | -1,601,471 |
| STRYKER CORPORATION(SYK) | 49,411 | 47,701 | -1,710 | 19,509,439 | 17,633,008 | 1.84% | -1,876,431 |
| MAKEMYTRIP LIMITED MAURITIUS | 311,744 | 302,080 | -9,664 | 30,292,545 | 28,270,344 | 2.95% | -2,022,201 |
| HDFC BANK LTD(HDB) | 188,950 | 356,520 | +167,570 | 14,490,494 | 12,177,039 | 1.27% | -2,313,455 |
| AMAZON COM INC(AMZN) | 304,787 | 294,091 | -10,696 | 67,861,312 | 64,565,526 | 6.74% | -3,295,786 |
| BOOKING HOLDINGS INC(BKNG) | 6,401 | 6,112 | -289 | 36,651,147 | 33,025,925 | 3.45% | -3,625,222 |
| NOVO-NORDISK A S(NVO) | 410,241 | 387,083 | -23,158 | 26,661,657 | 21,475,875 | 2.24% | -5,185,782 |
| META PLATFORMS INC(META) | 125,903 | 120,517 | -5,386 | 93,734,403 | 88,497,259 | 9.24% | -5,237,144 |
| DEXCOM INC(DXCM) | 310,631 | 307,747 | -2,884 | 26,680,673 | 20,704,845 | 2.16% | -5,975,828 |
| SALESFORCE INC(CRM) | 138,140 | 130,295 | -7,845 | 37,313,112 | 30,876,178 | 3.22% | -6,436,934 |
| SERVICENOW INC(NOW) | 51,403 | 49,281 | -2,122 | 52,028,290 | 45,349,049 | 4.73% | -6,679,241 |
| INTUITIVE SURGICAL INC | 73,621 | 69,407 | -4,214 | 39,025,903 | 31,037,431 | 3.24% | -7,988,472 |
| MERCADOLIBRE INC(MELI) | 26,229 | 25,081 | -1,148 | 67,371,358 | 58,615,671 | 6.12% | -8,755,687 |