MayTech Global Investments, LLC Portfolio Holdings
Q3 2025•24 long positions•$958.3M portfolio value
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Holding25 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $188.9M 19.71% | -$14.9M Sold | 0.004% 1.0M shares | 1.1M → 1.0M −$14.9M | -7.32% | $4.54T Mega Cap | Q4 2017 Held for 7y 11m | |
Internet Content & Information Communication Services | $88.5M 9.24% | -$4.0M Sold | 0.005% 120.5K shares | 125.9K → 120.5K −$4.0M | -4.28% | $1.84T Mega Cap | Q4 2017 Held for 7y 11m | |
Internet Content & Information Communication Services | $73.9M 7.72% | -$3.7M Sold | 0.003% 303.6K shares | 318.7K → 303.6K −$3.7M | -4.73% | $2.95T Mega Cap | Q4 2017 Held for 7y 11m | |
Specialty Retail Consumer Cyclical | $64.6M 6.74% | -$2.3M Sold | 0.003% 294.1K shares | 304.8K → 294.1K −$2.3M | -3.51% | $2.34T Mega Cap | Q4 2017 Held for 7y 11m | |
Specialty Retail Consumer Cyclical | $58.6M 6.12% | -$2.7M Sold | 0.049% 25.1K shares | 26.2K → 25.1K −$2.7M | -4.38% | $118.48B Large Cap | Q1 2018 Held for 7y 8m | |
Financial - Credit Services Financial Services | $45.8M 4.78% | -$1.9M Sold | 0.009% 80.6K shares | 84.0K → 80.6K −$1.9M | -4.02% | $514.21B Mega Cap | Q4 2017 Held for 7y 11m | |
Software - Application Technology | $45.3M 4.73% | -$2.0M Sold | 0.024% 49.3K shares | 51.4K → 49.3K −$2.0M | -4.13% | $190.98B Large Cap | Q3 2019 Held for 6y 2m | |
Consumer Electronics Technology | $39.8M 4.16% | -$1.4M Sold | 0.001% 156.4K shares | 162.0K → 156.4K −$1.4M | -3.46% | $3.78T Mega Cap | Q4 2017 Held for 7y 11m | |
Software - Infrastructure Technology | $39.3M 4.1% | -$1.7M Sold | 0.028% 192.8K shares | 201.4K → 192.8K −$1.7M | -4.24% | $137.82B Large Cap | Q3 2021 Held for 4y 2m | |
Unknown Unknown | $36.3M 3.78% | -$1.3M Sold | — 37.5K shares | 38.8K → 37.5K −$1.3M | -3.5% | — — | Q2 2023 Held for 2y 5m | |
Travel Services Consumer Cyclical | $33.0M 3.45% | -$1.6M Sold | 0.019% 6.1K shares | 6.4K → 6.1K −$1.6M | -4.51% | $174.99B Large Cap | Q4 2017 Held for 7y 11m | |
Software - Application Technology | $32.2M 3.36% | -$1.3M Sold | 0.016% 328.9K shares | 342.3K → 328.9K −$1.3M | -3.92% | $204.31B Mega Cap | Q3 2024 Held for 1y 2m | |
Medical - Instruments & Supplies Healthcare | $31.0M 3.24% | -$1.9M Sold | 0.019% 69.4K shares | 73.6K → 69.4K −$1.9M | -5.72% | $160.32B Large Cap | Q4 2017 Held for 7y 11m | |
Software - Application Technology | $30.9M 3.22% | -$1.9M Sold | 0.014% 130.3K shares | 138.1K → 130.3K −$1.9M | -5.68% | $225.62B Mega Cap | Q4 2017 Held for 7y 11m | |
Travel Services Consumer Cyclical | $28.3M 2.95% | -$904.4K Sold | 0.317% 302.1K shares | 311.7K → 302.1K −$904.4K | -3.1% | $8.9B Mid Cap | Q4 2022 Held for 2y 11m | |
Banks - Diversified Financial Services | $26.8M 2.79% | +$3.8M Bought | 0.035% 1.7M shares | 1.4M → 1.7M +$3.8M | +16.72% | $77.4B Large Cap | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $22.2M 2.32% | +$18.0K Bought | 0.001% 91.4K shares | 91.4K → 91.4K +$18.0K | +0.08% | $2.95T Mega Cap | Q4 2017 Held for 7y 11m | |
Unknown Unknown | $21.5M 2.24% | -$1.3M Sold | — 387.1K shares | 410.2K → 387.1K −$1.3M | -5.64% | — — | Q4 2022 Held for 2y 11m | |
Medical - Devices Healthcare | $20.7M 2.16% | -$194.0K Sold | 0.078% 307.7K shares | 310.6K → 307.7K −$194.0K | -0.93% | $26.4B Large Cap | Q3 2018 Held for 7y 2m | |
Medical - Devices Healthcare | $17.6M 1.84% | -$632.1K Sold | 0.012% 47.7K shares | 49.4K → 47.7K −$632.1K | -3.46% | $141.33B Large Cap | Q4 2017 Held for 7y 11m | |
Unknown Unknown | $12.2M 1.27% | +$5.7M Bought | — 356.5K shares | 189.0K → 356.5K +$5.7M | +88.68% | — — | Q3 2023 Held for 2y 2m | |
Insurance - Diversified Financial Services | $347.9K 0.036% | — | 0.0% 692.0 shares | — | — | $1.08T Mega Cap | Q3 2019 Held for 6y 2m | |
Software - Infrastructure Technology | $232.1K 0.024% | — | 0.0% 448.0 shares | — | — | $3.85T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $213.5K 0.022% | +$213.5K Bought | — 319.0 shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | - — | -$1.6M Sold | — - shares | 12.3K → 0 −$1.6M | Sold | — — | Q4 2021 Held for 3y 11m |
