May Tech Global Investments, LLC Portfolio Holdings

May Tech Global Investments, LLC

  • $964 Million
  • Q2 2025

May Tech Global Investments, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $964 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 $173M, Meta Platforms, Inc. with a value of $92.9M, Mercadolibre Inc with a value of $68.6M, Amazon Com Inc with a value of $66.9M, and Alphabet Inc. with a value of $56.5M.

Examining the 13F form we can see an increase of $197M in the current position value, from $767M to 964M.

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 $964 Million
Technology: $401 Million
Consumer Cyclical: $199 Million
Communication Services: $166 Million
Healthcare: $115 Million
Financial Services: $81.7 Million
ETFs: $1.58 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
$26.8 Million 2.78% of portfolio
311,744
Q2 2025 Added 3.93%

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $964 Million
  • Prior Value $767 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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