May Tech Global Investments, LLC Portfolio Holdings

May Tech Global Investments, LLC

  • $767 Million
  • Q1 2025

May Tech Global Investments, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $767 Million distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $124M, Meta Platforms, Inc. with a value of $59.8M, Amazon Com Inc with a value of $55.6M, Mercadolibre Inc with a value of $49M, and Apple Inc. with a value of $48.4M.

Examining the 13F form we can see an decrease of $74.8M in the current position value, from $842M to 767M.

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 $767 Million
Technology: $327 Million
Consumer Cyclical: $159 Million
Communication Services: $120 Million
Healthcare: $98.6 Million
Financial Services: $56.9 Million
ETFs: $5.34 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.65B
$25.8 Million 3.37% of portfolio
299,959
Q1 2025 Added 4.12%

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $767 Million
  • Prior Value $842 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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