MayTech Global Investments, LLC 13F 持仓 · 2026年Q2
MayTech Global Investments 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 22 只证券，申报市值合计 9.00 亿美元。前几大持仓：NVDA（19.54%）、GOOG（10.72%）、ASML（7.73%）。本季前 25 大持仓中：新建仓 2 只、增持 2 只、减持 18 只、清仓 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $175.9M | 19.54% | 878,980 | 减持 |
| 2 | GOOG | ALPHABET INC | $96.5M | 10.72% | 273,112 | 减持 |
| 3 | ASML | ASML HLDG NV | $69.5M | 7.73% | 34,952 | 减持 |
| 4 | AMZN | AMAZON COM INC | $67.1M | 7.46% | 281,682 | 减持 |
| 5 | META | META PLATFORMS INC | $63.8M | 7.09% | 113,252 | 减持 |
| 6 | PANW | PALO ALTO NETWORKS INC | $63.4M | 7.04% | 185,946 | 减持 |
| 7 | AAPL | APPLE INC | $43.1M | 4.79% | 148,882 | 减持 |
| 8 | MELI | MERCADOLIBRE INC | $39.3M | 4.36% | 23,135 | 减持 |
| 9 | MA | MASTERCARD INCORPORATED | $39.2M | 4.35% | 76,229 | 减持 |
| 10 | GOOGL | ALPHABET INC | $31.0M | 3.44% | 86,646 | 减持 |
| 11 | LLY | ELI LILLY & CO | $30.9M | 3.43% | 25,770 | 减持 |
| 12 | BKNG | BOOKING HOLDINGS INC | $25.9M | 2.88% | 145,347 | 增持 |
| 13 | ISRG | INTUITIVE SURGICAL INC | $25.6M | 2.85% | 64,436 | 减持 |
| 14 | UBER | UBER TECHNOLOGIES INC | $22.6M | 2.51% | 312,962 | 减持 |
| 15 | NU | NU HLDGS LTD | $21.2M | 2.36% | 1.6M | 减持 |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $20.8M | 2.31% | 43,547 | 新建仓 |
| 17 | DXCM | DEXCOM INC | $19.1M | 2.12% | 283,168 | 减持 |
| 18 | SYK | STRYKER CORPORATION | $15.0M | 1.66% | 47,506 | 减持 |
| 19 | BKR | BAKER HUGHES COMPANY | $13.2M | 1.47% | 238,389 | 新建仓 |
| 20 | CME | CME GROUP INC | $11.3M | 1.25% | 51,112 | 减持 |
| 21 | ACWI | ISHARES TR | $5.0M | 0.56% | 32,029 | 减持 |
| 22 | VT | VANGUARD INTL EQUITY INDEX F | $819,976 | 0.09% | 5,224 | 增持 |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | 清仓 |
| 24 | IVV | ISHARES TR | $0 | 0.00% | 0 | 清仓 |
| 25 | NOW | SERVICENOW INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR