May Tech Global Investments, LLC Portfolio Holdings by Sector
May Tech Global Investments, LLC
- $611 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Semiconductors | Technology
NVDA 1 stocks |
$111,243
18.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$110,393
18.08% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$68,511
11.22% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
CRM NOW 2 stocks |
$59,601
9.76% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
BKNG MMYT 2 stocks |
$35,933
5.89% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
DXCM SYK 2 stocks |
$33,515
5.49% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$31,229
5.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$31,055
5.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
NVO 1 stocks |
$28,150
4.61% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$26,487
4.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
PANW 1 stocks |
$22,039
3.61% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$21,434
3.51% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
PXD 1 stocks |
$20,322
3.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
HDB 1 stocks |
$7,355
1.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMMVY 1 stocks |
$635
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
ETFs | ETFs
IVV 1 stocks |
$621
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$506
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Residential | Real Estate
MAA 1 stocks |
$471
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$457
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$376
0.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
TTE 1 stocks |
$217
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|