May Tech Global Investments, LLC Portfolio Holdings by Sector
May Tech Global Investments, LLC
- $755 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA 1 stocks |
$146,443
19.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$115,783
15.33% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$95,676
12.67% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW CRM UBER 3 stocks |
$87,515
11.59% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG MMYT DESP 3 stocks |
$61,947
8.2% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$45,213
5.99% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA 1 stocks |
$38,105
5.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$31,797
4.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PANW 1 stocks |
$30,967
4.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
DXCM SYK 2 stocks |
$30,872
4.09% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO TPST 2 stocks |
$30,323
4.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$26,705
3.54% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HDB 1 stocks |
$10,277
1.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
ACWI IVV 2 stocks |
$1,384
0.18% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$509
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
MAA 1 stocks |
$507
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$440
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$416
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
TTE 1 stocks |
$217
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
CCK 1 stocks |
$203
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|