May Tech Global Investments, LLC Portfolio Holdings

May Tech Global Investments, LLC

  • $611 Million
  • Q1 2024

May Tech Global Investments, LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $611 Million distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $111M, Meta Platforms, Inc. with a value of $64.1M, Amazon Com Inc with a value of $39.5M, Alphabet Inc. with a value of $32.6M, and Apple Inc. with a value of $31.2M.

Examining the 13F form we can see an increase of $116M in the current position value, from $494M to 611M.

May Tech Global Investments, LLC is based out at New York, NY

Below you can find more details about May Tech Global Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $611 Million
Technology: $251 Million
Communication Services: $110 Million
Consumer Cyclical: $104 Million
Healthcare: $83.1 Million
Financial Services: $38.9 Million
Energy: $20.5 Million
Consumer Defensive: $1.47 Million
ETFs: $621,000
Other: $471,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$308B
$111 Million 18.22% of portfolio
123,117
Q1 2024 Reduced 5.11%
$1.13T
$64.1 Million 10.49% of portfolio
131,906
Q1 2024 Reduced 0.63%
$1.97T
$39.5 Million 6.47% of portfolio
218,969
Q1 2024 Added 0.61%
$1.12T
$32.6 Million 5.35% of portfolio
214,387
Q1 2024 Added 1.74%
$3.38T
$31.2 Million 5.11% of portfolio
182,115
Q1 2024 Added 9.53%
$421B
$31.1 Million 5.09% of portfolio
64,487
Q1 2024 Added 1.08%
$257B
$30.4 Million 4.99% of portfolio
101,098
Q1 2024 Added 1.35%
$159B
$29.2 Million 4.77% of portfolio
38,239
Q1 2024 Added 24.36%
$82.7B
$29 Million 4.75% of portfolio
19,190
Q1 2024 Added 3.23%
$322B
$28.2 Million 4.61% of portfolio
219,242
Q1 2024 Added 1.19%
$406B
$26.5 Million 4.34% of portfolio
27,293
Q1 2024 Added 1.81%
$43.8B
$22.9 Million 3.75% of portfolio
165,248
Q1 2024 Added 1.47%
$101B
$22 Million 3.61% of portfolio
77,567
Q1 2024 Added 17.45%
$157B
$21.4 Million 3.51% of portfolio
53,709
Q1 2024 Added 6.2%
$0
$20.3 Million 3.33% of portfolio
77,420
Q1 2024 Reduced 0.23%
$157B
$18.9 Million 3.09% of portfolio
5,204
Q1 2024 Added 15.13%
$1.09T
$13.7 Million 2.24% of portfolio
90,780
Q1 2024 Added 0.03%
$129B
$10.6 Million 1.74% of portfolio
29,611
Q1 2024 Reduced 0.04%
$119B
$7.36 Million 1.2% of portfolio
131,425
Q1 2024 Added 0.47%
$59.4B
$635,000 0.1% of portfolio
15,604
Q1 2024 New
$0
$621,000 0.1% of portfolio
1,182
Q1 2024 Added 0.08%
$529B
$506,000 0.08% of portfolio
1,204
Q4 2023 Reduced 19.95%
$16.5B
$471,000 0.08% of portfolio
3,582
Q4 2023 Reduced 19.42%
$35.7B
$457,000 0.07% of portfolio
8,000
Q4 2021 New
$275B
$376,000 0.06% of portfolio
6,150
Q1 2024 Added 6.22%
$168B
$217,000 0.04% of portfolio
3,164
Q4 2023 Reduced 30.8%
Eisai CO LTD Adr
-
$0 0.0% of portfolio
-
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $611 Million
  • Prior Value $494 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 14, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
Track This Portfolio

Track May Tech Global Investments, LLC Portfolio

Follow May Tech Global Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of May Tech Global Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on May Tech Global Investments, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email