MayTech Global Investments, LLC
New York NY · SEC CIK 0001731134
$9.00亿2026Q2 申报市值
22持仓数
76.5%前十大占比 · 第一大 19.5%
2 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TSM 新建仓+$2,079.88万
BKR 新建仓+$1,323.08万
VT 加仓+$57.32万
2026Q2 卖出最多 按季末市值估算
NOW 清仓-$2,517.97万
NVDA 减仓-$1,062.20万
GOOG 减仓-$624.20万
ASML 减仓-$481.51万
META 减仓-$378.43万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1.76亿 | 19.54% | 878,980 | -53,086 | -5.7% | -$1,062.20万 | 减仓 |
| GOOG | ALPHABET INC | $9,650.03万 | 10.72% | 273,112 | -17,666 | -6.1% | -$624.20万 | 减仓 |
| ASML | ASML HLDG NV | $6,954.41万 | 7.73% | 34,952 | -2,420 | -6.5% | -$481.51万 | 减仓 |
| AMZN | AMAZON COM INC | $6,713.70万 | 7.46% | 281,682 | -15,381 | -5.2% | -$366.60万 | 减仓 |
| META | META PLATFORMS INC | $6,379.63万 | 7.09% | 113,252 | -6,718 | -5.6% | -$378.43万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $6,341.28万 | 7.04% | 185,946 | -11,019 | -5.6% | -$375.78万 | 减仓 |
| AAPL | APPLE INC | $4,308.16万 | 4.79% | 148,882 | -7,292 | -4.7% | -$211.01万 | 减仓 |
| MELI | MERCADOLIBRE INC | $3,927.78万 | 4.36% | 23,135 | -1,166 | -4.8% | -$197.96万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $3,915.40万 | 4.35% | 76,229 | -4,189 | -5.2% | -$215.16万 | 减仓 |
| GOOGL | ALPHABET INC | $3,096.47万 | 3.44% | 86,646 | -3,795 | -4.2% | -$135.62万 | 减仓 |
| LLY | ELI LILLY & CO | $3,091.57万 | 3.43% | 25,770 | -1,413 | -5.2% | -$169.51万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $2,590.76万 | 2.88% | 145,347 | -9,928 | -6.4% | -$176.96万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $2,562.68万 | 2.85% | 64,436 | -5,946 | -8.4% | -$236.48万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $2,258.36万 | 2.51% | 312,962 | -21,877 | -6.5% | -$157.87万 | 减仓 |
| NU | NU HLDGS LTD | $2,121.82万 | 2.36% | 1,588,187 | -94,251 | -5.6% | -$125.92万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,079.88万 | 2.31% | 43,547 | 43,547 | — | $2,079.88万 | 新建仓 |
| DXCM | DEXCOM INC | $1,907.17万 | 2.12% | 283,168 | -16,384 | -5.5% | -$110.35万 | 减仓 |
| SYK | STRYKER CORPORATION | $1,495.83万 | 1.66% | 47,506 | -2,708 | -5.4% | -$85.27万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $1,323.08万 | 1.47% | 238,389 | 238,389 | — | $1,323.08万 | 新建仓 |
| CME | CME GROUP INC | $1,128.81万 | 1.25% | 51,112 | -1,762 | -3.3% | -$38.91万 | 减仓 |
| ACWI | ISHARES TR | $502.77万 | 0.56% | 32,029 | -10,088 | -24.0% | -$158.35万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $82.00万 | 0.09% | 5,224 | 3,652 | 232.3% | $57.32万 | 加仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -240,834 | -100.0% | -$2,517.97万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -622 | -100.0% | -$29.81万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -321 | -100.0% | -$20.97万 | 清仓 |