MayTech Global Investments, LLC

Hedge Fund • Sector

MayTech Global Investments, LLC is a Sector-focused Hedge Fund led by Nels George Wangensteen, managing $958.3M across 24 long positions as of Q3 2025 with 39% Technology concentration, 71% concentrated in top 10 holdings, and 20% allocation to NVDA.

CEONels George Wangensteen

Portfolio Value: $958.3M
Positions: 24
Top Holding: NVDA at 19.71%
Last Reported: Q3 2025

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Top Holdings

Largest long holdings in MayTech Global Investments, LLC's portfolio (71.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$188.9M	19.71%	-$14.9M Sold	0.00% 1.0M shares	Q4 2017 Held for 7y 11m
2 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$88.5M	9.24%	-$4.0M Sold	0.00% 120.5K shares	Q4 2017 Held for 7y 11m
3 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$73.9M	7.72%	-$3.7M Sold	0.00% 303.6K shares	Q4 2017 Held for 7y 11m
4 Amazon AMZN	Specialty Retail Consumer Cyclical	$64.6M	6.74%	-$2.3M Sold	0.00% 294.1K shares	Q4 2017 Held for 7y 11m
5 Mercado Libre MELI	Specialty Retail Consumer Cyclical	$58.6M	6.12%	-$2.7M Sold	0.05% 25.1K shares	Q1 2018 Held for 7y 8m
6 Mastercard MA	Financial - Credit Services Financial Services	$45.8M	4.78%	-$1.9M Sold	0.01% 80.6K shares	Q4 2017 Held for 7y 11m
7 ServiceNow NOW	Software - Application Technology	$45.3M	4.73%	-$2.0M Sold	0.02% 49.3K shares	Q3 2019 Held for 6y 2m
8 Apple AAPL	Consumer Electronics Technology	$39.8M	4.16%	-$1.4M Sold	0.00% 156.4K shares	Q4 2017 Held for 7y 11m
9 Palo Alto Networks, Inc. PANW	Software - Infrastructure Technology	$39.3M	4.10%	-$1.7M Sold	0.03% 192.8K shares	Q3 2021 Held for 4y 2m
10 ASML ASML ASML	Unknown Unknown	$36.3M	3.78%	-$1.3M Sold	— 37.5K shares	Q2 2023 Held for 2y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in MayTech Global Investments, LLC's latest filing

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Market Value

$958.3M

Prior: $965.4M

Q/Q Change

-0.743%

-$7.2M

Net Flows % of MV

-3.92%

Turnover Ratio

2.97%

New Purchases

0 stocks

Added To

3 stocks

+$9.6M

Sold Out Of

1 stocks

$1.6M

Reduced Holdings

18 stocks

-$45.6M

Increased Positions

Position	Shares Δ	Change
1 HDB HDFC Bank HDB	+88.68%	189.0K → 356.5K +$5.7M
2 Nu Holdings NU	+16.72%	1.4M → 1.7M +$3.8M
3 Alphabet Inc. GOOGL	+0.08%	91.4K → 91.4K +$18.0K

Decreased Positions

Position	Shares Δ	Change
1 iShares MSCI ACWI ACWI	Sold	12.3K → 0 −$1.6M
2 Nvidia NVDA	-7.32%	1.1M → 1.0M −$14.9M
3 Intuitive Surgical ISRG	-5.72%	73.6K → 69.4K −$1.9M
4 Salesforce CRM	-5.68%	138.1K → 130.3K −$1.9M
5 NVO Novo Nordisk NVO	-5.64%	410.2K → 387.1K −$1.3M