MayTech Global Investments, LLC holds a focused book of 22 stocks worth $900.2M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Taiwan Semiconductor-SP ADR and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 20% of the equity book. Cloning the disclosed picks since 2024 would be +13% (+7.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show MayTech Global Investments, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +17.8%, a 4.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning MayTech Global Investments, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as MayTech Global Investments, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| HUNTINGTON NATIONAL BANK | 36 / 22 | $4.4B |
| BlackRock, Inc. | 35 / 22 | $1.7T |
| FMR LLC | 35 / 22 | $660.0B |
| JPMORGAN CHASE & CO | 35 / 22 | $387.6B |
| MORGAN STANLEY | 35 / 22 | $386.2B |
| BANK OF AMERICA CORP /DE/ | 35 / 22 | $205.2B |
| GOLDMAN SACHS GROUP INC | 35 / 22 | $173.7B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 35 / 22 | $160.6B |
Ranked by how many of MayTech Global Investments, LLC's top 22 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $175.9M | 879.0K | 19.5% | ▼−5.7% Reduced · −53K sh | |
| 2 | Alphabet Inc CAP STK CL C | $96.5M | 273.1K | 10.7% | ▼−6.1% Reduced · −18K sh | |
| 3 | ASML Hldg NV N Y REGISTRY SHS | $69.5M | 35.0K | 7.7% | ▼−6.5% Reduced · −2K sh | |
| 4 | Amazon Com Inc COM | $67.1M | 281.7K | 7.5% | ▼−5.2% Reduced · −15K sh | |
| 5 | Meta Platforms Inc CL A | $63.8M | 113.3K | 7.1% | ▼−5.6% Reduced · −7K sh | |
| 6 | Palo Alto Networks Inc COM | $63.4M | 185.9K | 7.0% | ▼−5.6% Reduced · −11K sh | |
| 7 | Apple Inc COM | $43.1M | 148.9K | 4.8% | ▼−4.7% Reduced · −7K sh | |
| 8 | Mercadolibre Inc COM | $39.3M | 23.1K | 4.4% | ▼−4.8% Reduced · −1K sh | |
| 9 | Mastercard Incorporated CL A | $39.2M | 76.2K | 4.3% | ▼−5.2% Reduced · −4K sh | |
| 10 | Alphabet Inc CAP STK CL A | $31.0M | 86.6K | 3.4% | ▼−4.2% Reduced · −4K sh | |
| 11 | Eli Lilly & Co COM | $30.9M | 25.8K | 3.4% | ▼−5.2% Reduced · −1K sh | |
| 12 | Booking Holdings Inc COM | $25.9M | 145.3K | 2.9% | ▲23× Added · +139K sh | |
| 13 | Intuitive Surgical Inc COM NEW | $25.6M | 64.4K | 2.8% | ▼−8.4% Reduced · −6K sh | |
| 14 | Uber Technologies Inc COM | $22.6M | 313.0K | 2.5% | ▼−6.5% Reduced · −22K sh | |
| 15 | Nu Hldgs Ltd ORD SHS CL A | $21.2M | 1.59M | 2.4% | ▼−5.6% Reduced · −94K sh | |
| 16 | Taiwan Semiconductor Manufac SPONSORED ADS | $20.8M | 43.5K | 2.3% | ▲New New position | |
| 17 | Dexcom Inc COM | $19.1M | 283.2K | 2.1% | ▼−5.5% Reduced · −16K sh | |
| 18 | Stryker Corporation COM | $15.0M | 47.5K | 1.7% | ▼−5.4% Reduced · −3K sh | |
| 19 | Baker Hughes Company CL A | $13.2M | 238.4K | 1.5% | ▲New New position | |
| 20 | Cme Group Inc COM | $11.3M | 51.1K | 1.3% | ▼−3.3% Reduced · −2K sh | |
| 21 | Ishares TR MSCI ACWI ETF | $5.0M | 32.0K | 0.6% | ▼−24% Reduced · −10K sh | |
| 22 | Vanguard Intl Equity Index F TT WRLD ST ETF | $820K | 5.2K | 0.1% | ▲+232% Added · +4K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 22 | $900.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 23 | $819.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 27 | $987.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 24 | $958.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 15, 2025 | 24 | $965.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 23 | $770.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 24 | $848.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 30 | $757.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.