MayTech Global Investments, LLC
New York NY · SEC CIK 0001731134
$8.20亿2026Q1 申报市值
23持仓数
74.6%前十大占比 · 第一大 19.8%
1 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CME 新建仓+$1,561.78万
LLY 加仓+$411.13万
ACWI 加仓+$111.03万
SYK 加仓+$68.32万
PANW 加仓+$59.93万
2026Q1 卖出最多 按季末市值估算
CRM 清仓-$3,524.42万
MMYT 清仓-$2,513.84万
SE 清仓-$1,574.51万
HDB 清仓-$1,302.01万
NVDA 减仓-$343.50万
2026Q1 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 | $1.63亿 | 19.83% | 932,066 | -19,696 | -2.1% | -$343.50万 | 减仓 |
| GOOG | ALPHABET INC | $8,341.41万 | 10.17% | 290,778 | -7,536 | -2.5% | -$216.18万 | 减仓 |
| META | META PLATFORMS INC | $6,864.10万 | 8.37% | 119,970 | -1,564 | -1.3% | -$89.48万 | 减仓 |
| AMZN | AMAZON COM INC | $6,187.02万 | 7.55% | 297,063 | -2,153 | -0.7% | -$44.84万 | 减仓 |
| ASML | ASML HLDG NV | $4,936.91万 | 6.02% | 37,372 | -391 | -1.0% | -$51.65万 | 减仓 |
| MELI | MERCADOLIBRE INC | $4,202.62万 | 5.13% | 24,301 | -915 | -3.6% | -$158.24万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $4,018.41万 | 4.90% | 80,418 | -1,332 | -1.6% | -$66.56万 | 减仓 |
| AAPL | APPLE INC | $3,963.63万 | 4.83% | 156,174 | -1,293 | -0.8% | -$32.82万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $3,244.78万 | 3.96% | 70,382 | -573 | -0.8% | -$26.42万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $3,157.82万 | 3.85% | 196,965 | 3,738 | 1.9% | $59.93万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $2,617.12万 | 3.19% | 6,211 | 42 | 0.7% | $17.70万 | 加仓 |
| GOOGL | ALPHABET INC | $2,600.72万 | 3.17% | 90,441 | 11 | 0.0% | $3,163 | 加仓 |
| NOW | SERVICENOW INC | $2,517.97万 | 3.07% | 240,834 | -4,532 | -1.8% | -$47.38万 | 减仓 |
| LLY | ELI LILLY & CO | $2,500.73万 | 3.05% | 27,183 | 4,469 | 19.7% | $411.13万 | 加仓 |
| NU | NU HLDGS LTD | $2,417.67万 | 2.95% | 1,682,438 | -6,381 | -0.4% | -$9.17万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $2,408.53万 | 2.94% | 334,839 | 5,283 | 1.6% | $38.00万 | 加仓 |
| DXCM | DEXCOM INC | $1,881.21万 | 2.29% | 299,552 | -5,597 | -1.8% | -$35.15万 | 减仓 |
| SYK | STRYKER CORPORATION | $1,650.16万 | 2.01% | 50,214 | 2,079 | 4.3% | $68.32万 | 加仓 |
| CME | CME GROUP INC | $1,561.78万 | 1.91% | 52,874 | 52,874 | — | $1,561.78万 | 新建仓 |
| ACWI | ISHARES TR | $582.78万 | 0.71% | 42,117 | 8,024 | 23.5% | $111.03万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.81万 | 0.04% | 622 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $21.75万 | 0.03% | 1,572 | -941 | -37.4% | -$13.02万 | 减仓 |
| IVV | ISHARES TR | $20.97万 | 0.03% | 321 | 1 | 0.3% | $653 | 加仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -133,036 | -100.0% | -$3,524.42万 | 清仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $0 | 0.00% | 0 | -306,113 | -100.0% | -$2,513.84万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -123,418 | -100.0% | -$1,574.51万 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -356,320 | -100.0% | -$1,302.01万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -448 | -100.0% | -$21.68万 | 清仓 |