MayTech Global Investments
MayTech Global Investments reported 22 stocks worth $900M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are NVDA (19.5%), GOOG (10.7%) and ASML (7.7%). Compared with Q1 2026, the fund opened new positions in TSM and BKR, added to BKNG and VT, trimmed NVDA, GOOG and ASML and sold out of NOW, BRK.B and IVV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $176M | 19.5% | 879K | −53K (−6%) | 8 of 8 | |
| 2 |  GOOG Alphabet Inc | $96.5M | 10.7% | 273K | −18K (−6%) | 8 of 8 | |
| 3 |  ASML Asml Holding N V | $69.5M | 7.7% | 35K | −2,420 (−6%) | 8 of 8 | |
| 4 |  AMZN Amazon Com Inc | $67.1M | 7.5% | 282K | −15K (−5%) | 8 of 8 | |
| 5 |  META Meta Platforms Inc | $63.8M | 7.1% | 113K | −6,718 (−6%) | 8 of 8 | |
| 6 |  PANW Palo Alto Networks Inc | $63.4M | 7.0% | 186K | −11K (−6%) | 8 of 8 | |
| 7 |  AAPL Apple Inc | $43.1M | 4.8% | 149K | −7,292 (−5%) | 8 of 8 | |
| 8 |  MELI Mercadolibre Inc | $39.3M | 4.4% | 23K | −1,166 (−5%) | 8 of 8 | |
| 9 |  MA Mastercard Incorporated | $39.2M | 4.3% | 76K | −4,189 (−5%) | 8 of 8 | |
| 10 |  GOOGL Alphabet Inc | $31M | 3.4% | 87K | −3,795 (−4%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 29, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →MayTech Global Investments 13F FAQ
What does MayTech Global Investments own?
MayTech Global Investments reported 22 stocks worth $900M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are NVDA (19.5%), GOOG (10.7%) and ASML (7.7%). The table above lists every position in the filing (the top 10 without an account).
What did MayTech Global Investments buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 2 added to, 18 trimmed and 3 sold out. New positions include TSM and BKR. It sold all of NOW, BRK.B and IVV.
When will MayTech Global Investments file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is MayTech Global Investments's portfolio worth?
The Q2 2026 filing reports $900M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.