MayTech Global Investments, LLC holds a focused book of 22 reported positions worth $900.2M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-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 reported non-option book. Cloning the disclosed picks since 2024 would be +20% (+10.3%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +23.3%, a 3.6-point gap that is the cost of the ~29-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 each quarter's actual reporting lag, ~29 days for the latest filing, with 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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as MayTech Global Investments, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 5 / 22 | $4.5B |
| BlueSpruce Investments, LP | 10 / 22 | $593.8M |
| Sharp Capital Gestora de Recursos Ltda. | 2 / 22 | $124.6M |
| Draper Asset Management, LLC | 9 / 22 | $168.9M |
| Dynamo Internacional Gestao De Recursos Ltda. | 2 / 22 | $207.7M |
| Hoffman, Alan N Investment Management | 5 / 22 | $135.4M |
| Voyager Global Management LP | 6 / 22 | $2.9B |
| Noked Israel Ltd | 4 / 22 | $766.0M |
Ranked by the share of each fund's own book sitting in the names it shares with MayTech Global Investments, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1731134/holdings"
Use Arkolith to show MayTech Global Investments, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 29d | 22 | $900.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 44d | 23 | $819.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 44d | 27 | $987.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 43d | 24 | $958.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 15, 2025 | 46d | 24 | $965.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 23 | $770.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45d | 24 | $848.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 44d | 30 | $757.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.