May Tech Global Investments, LLC Portfolio Holdings by Sector
May Tech Global Investments, LLC
- $767 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA 1 stocks |
$124,027
16.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$120,390
15.7% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$104,614
13.64% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW CRM UBER 3 stocks |
$97,252
12.68% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG MMYT 2 stocks |
$54,063
7.05% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$48,404
6.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA 1 stocks |
$44,410
5.79% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
DXCM SYK 2 stocks |
$37,076
4.83% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$34,553
4.51% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PANW 1 stocks |
$33,121
4.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO TPST 2 stocks |
$27,005
3.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$24,247
3.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HDB 1 stocks |
$12,075
1.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
ACWI 1 stocks |
$5,339
0.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$368
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|