SEC 13F Intelligence

Managers / Q2 2019 · view latest →

MayTech Global Investments, LLC

CIK 0001731134 · 450 PARK AVE, STE 2700, NEW YORK, NY, 10022 · (212) 899-2735

Reported Value
$199M
Q2 2019
Positions
47
Filings on Record
32
2019–present window
Filed
Aug 12, 2019
original filing

Summary

Maytech Global Investments, LLC reported $199M in U.S.-listed holdings across 47 positions for Q2 2019.

Its largest position, AMZN, represents 10.3% of the portfolio.

Compared with Q1 2019, the fund opened 1 new position and exited 0.

Portfolio Metrics

Turnover
+3.2%
vs prior filed quarter
Top-10 Concentration
+63.6%
share of reported value
Largest Position
+10.3%
Amazon Com

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $156MQ4 ’18Q1 ’19: $189MQ2 ’19: $199MQ3 ’19: $203MQ4 ’19: $230MQ4 ’19Q1 ’20: $219MQ2 ’20: $318MQ3 ’20: $374MQ4 ’20: $421MQ4 ’20Q1 ’21: $416MQ2 ’21: $478MQ3 ’21: $483MQ4 ’21: $497MQ4 ’21Q1 ’22: $435MQ2 ’22: $316MQ3 ’22: $274MQ4 ’22: $302MQ4 ’22Q1 ’23: $364MQ2 ’23: $505MQ3 ’23: $428MQ4 ’23: $494MQ4 ’23Q1 ’24: $611MQ2 ’24: $668MQ3 ’24: $757MQ4 ’24: $849MQ4 ’24Q1 ’25: $770MQ2 ’25: $965MQ3 ’25: $958MQ4 ’25: $988MQ4 ’25Q1 ’26: $820Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 93.8%Other: 3.9%ADR: 2.0%ETP: 0.3%
  • Common Stock · 93.8% · $187M
  • Other · 3.9% · $8M
  • ADR · 2.0% · $4M
  • ETP · 0.3% · $507,000

Quarter-over-Quarter Changes full breakdown →

vs Q1 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SESEA LTDNEW+66.9K66.9K+$2M$2M
BRK/BBERKSHIRE HATHAWAY INC DELTRIMMED−3015−$6,000$3,000
CTLEURCENTURYLINK INCTRIMMED−10.0K10.4K−$123,000$122,000
EXMOCEXXON MOBIL CORPTRIMMED−200429−$18,000$33,000
NFLXNETFLIX INCTRIMMED−31106−$10,000$39,000
BIDUNBAIDU INCTRIMMED−2.9K13.8K−$1M$2M
MAMASTERCARD INCHELD−3.1K58.9K+$984,000$16M
MLB1MERCADOLIBRE INCHELD−63818.2K+$2M$11M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2019

45 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1AMZNAMAZON COM INChistory →COM10.34%$21M10.9K
2MAMASTERCARD INChistory →CL A7.82%$16M58.9K
3GOOGALPHABET INChistory →CAP STK CL C · CAP STK CL A7.68%$15M14.1K
4METAFACEBOOK INChistory →CL A7.05%$14M72.8K
5CRMSALESFORCE COM INChistory →COM5.97%$12M78.4K
6PYPLPAYPAL HLDGS INChistory →COM5.93%$12M103.2K
7MLB1MERCADOLIBRE INChistory →COM5.58%$11M18.2K
8ILMNILLUMINA INChistory →COM5.49%$11M29.7K
9CMECME GROUP INChistory →COM5.43%$11M55.7K
10AAPLAPPLE INChistory →COM4.93%$10M49.7K
11ISRGINTUITIVE SURGICAL INChistory →COM NEW4.34%$9M16.5K
12NVDANVIDIA CORPhistory →COM4.17%$8M50.6K
13BKNGBOOKING HLDGS INChistory →COM3.90%$8M4.1K
14DC4DEXCOM INChistory →COM3.41%$7M45.4K
15WDAYWORKDAY INChistory →CL A3.12%$6M30.2K
16IBKRINTERACTIVE BROKERS GROUP INhistory →COM CL A2.78%$6M102.2K
17TDOCTELADOC HEALTH INChistory →COM2.20%$4M66.2K
18SYKSTRYKER CORPhistory →COM2.09%$4M20.2K
19BLUEBIRD BIO INCCOM1.98%$4M31.0K
20MAKEMYTRIP LIMITED MAURITIUSSHS1.97%$4M158.0K
21SESEA LTDhistory →SPONSORED ADS1.12%$2M66.9K
22BIDUNBAIDU INCSPON ADR REP A0.81%$2M13.8K
23WECWEC ENERGY GROUP INCCOM0.73%$1M17.4K
24AXPAMERICAN EXPRESS COCOM0.55%$1M8.9K
25ISHARES TRCORE US AGGBD ET · IBOXX INV CP ETF0.25%$493,0004.3K
26CTLEURCENTURYLINK INCCOM0.06%$122,00010.4K
27CELGCELGENE CORPCOM0.06%$119,0001.3K
28MSFTMICROSOFT CORPCOM0.04%$70,000525
29ONCBEIGENE LTDSPONSORED ADR0.03%$62,000500
30TMOTHERMO FISHER SCIENTIFIC INCCOM0.03%$53,000180
31VVISA INCCOM CL A0.02%$48,000275
32JPMJPMORGAN CHASE & COCOM0.02%$42,000375
33NFLXNETFLIX INCCOM0.02%$39,000106
34ABBVABBVIE INCCOM0.02%$36,000490
35EXMOCEXXON MOBIL CORPCOM0.02%$33,000429
36BMRNBIOMARIN PHARMACEUTICAL INCCOM0.02%$30,000350
37ALXNALEXION PHARMACEUTICALS INCCOM0.01%$26,000200
38REGNREGENERON PHARMACEUTICALSCOM0.01%$20,00065
39XLFSELECT SECTOR SPDR TRSBI INT-FINL0.01%$14,000500
40PCRXPACIRA BIOSCIENCESCOM0.01%$13,000300
41PTCTPTC THERAPEUTICS INCCOM0.00%$7,000145
42BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.00%$3,00015
43BABAALIBABA GROUP HLDG LTDSPONSORED ADS0.00%$2,00010
44NTESNETEASE INCSPONSORED ADR0.00%$1,0004
45EFRENERGY FUELS INCCOM NEW0.00%$02

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$820M23May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$988M27Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$958M24Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$965M24Aug 15, 202513F-HRchanges · EDGAR ↗
Q1 2025$770M23May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$849M24Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$757M30Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$668M30Aug 8, 202413F-HRchanges · EDGAR ↗
Q1 2024$611M28May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$494M31Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$428M28Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$505M33Aug 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$364M30May 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$302M63Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$274M31Nov 10, 202213F-HRchanges · EDGAR ↗
Q2 2022$316M71Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$435M76May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$497M99Feb 23, 2022RESTATEMENTchanges · EDGAR ↗
Q3 2021$483M68Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$478M67Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$416M59May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$421M59Feb 10, 202113F-HRchanges · EDGAR ↗
Q3 2020$374M55Nov 9, 202013F-HRchanges · EDGAR ↗
Q2 2020$318M55Aug 12, 202013F-HRchanges · EDGAR ↗
Q1 2020$219M54May 12, 202013F-HRchanges · EDGAR ↗
Q4 2019$230M53Feb 12, 202013F-HRchanges · EDGAR ↗
Q3 2019$203M50Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$199M47Aug 12, 201913F-HRchanges · EDGAR ↗
Q1 2019$189M46May 9, 201913F-HRchanges · EDGAR ↗
Q4 2018$156M46Feb 12, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.