May Tech Global Investments, LLC Portfolio Holdings

May Tech Global Investments, LLC

  • $956 Million
  • Q3 2025

May Tech Global Investments, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $956 Million distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $189M, Meta Platforms, Inc. with a value of $88.5M, Alphabet Inc. with a value of $73.9M, Amazon Com Inc with a value of $64.6M, and Mercadolibre Inc with a value of $58.6M.

Examining the 13F form we can see an decrease of $7.9M in the current position value, from $964M to 956M.

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 $956 Million
Technology: $413 Million
Communication Services: $185 Million
Consumer Cyclical: $182 Million
Healthcare: $90.9 Million
Financial Services: $85.2 Million
ETFs: $213,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$189 Million 19.76% of portfolio
1,012,563
Q3 2025 Reduced 7.32%
$1.37T
$88.5 Million 9.26% of portfolio
120,517
Q3 2025 Reduced 4.28%
$1.74T
$73.9 Million 7.73% of portfolio
303,618
Q3 2025 Reduced 4.73%
$2.39T
$64.6 Million 6.75% of portfolio
294,091
Q3 2025 Reduced 3.51%
$103B
$58.6 Million 6.13% of portfolio
25,081
Q3 2025 Reduced 4.38%
$512B
$45.9 Million 4.8% of portfolio
80,608
Q3 2025 Reduced 4.02%
$169B
$45.4 Million 4.74% of portfolio
49,281
Q3 2025 Reduced 4.13%
$4.3T
$39.8 Million 4.17% of portfolio
156,391
Q3 2025 Reduced 3.46%
$61.4B
$39.3 Million 4.11% of portfolio
192,843
Q3 2025 Reduced 4.24%
$405B
$36.3 Million 3.79% of portfolio
37,463
Q3 2025 Reduced 3.5%
$191B
$33 Million 3.45% of portfolio
6,112
Q3 2025 Reduced 4.51%
$181B
$32.2 Million 3.37% of portfolio
328,881
Q3 2025 Reduced 3.92%
$193B
$31 Million 3.25% of portfolio
69,407
Q3 2025 Reduced 5.72%
$237B
$30.9 Million 3.23% of portfolio
130,295
Q3 2025 Reduced 5.68%
$56.3B
$26.8 Million 2.8% of portfolio
1,672,709
Q3 2025 Added 16.72%
$5.65B
$26 Million 2.72% of portfolio
302,080
Q3 2025 Reduced 3.1%
$109B
$21.5 Million 2.25% of portfolio
387,083
Q3 2025 Reduced 5.64%
$22.4B
$20.7 Million 2.17% of portfolio
307,747
Q3 2025 Reduced 0.93%
$136B
$17.6 Million 1.84% of portfolio
47,701
Q3 2025 Reduced 3.46%
$68.4B
$12.2 Million 1.27% of portfolio
356,520
Q3 2025 Added 88.68%
$662B
$347,000 0.04% of portfolio
692
Q1 2025 Reduced 6.86%
$0
$213,000 0.02% of portfolio
319
Q3 2025 New
$3.78T
$232,000 0.02% of portfolio
448
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $956 Million
  • Prior Value $964 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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