May Tech Global Investments, LLC Portfolio Holdings by Sector
May Tech Global Investments, LLC
- $842 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA 1 stocks |
$157,283
18.69% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$131,339
15.6% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW CRM UBER 3 stocks |
$104,833
12.45% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$101,225
12.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG MMYT DESP 3 stocks |
$77,296
9.18% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$50,895
6.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA 1 stocks |
$42,244
5.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
DXCM SYK 2 stocks |
$36,638
4.35% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$35,526
4.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PANW 1 stocks |
$34,063
4.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO TPST 2 stocks |
$32,502
3.86% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$24,360
2.89% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HDB 1 stocks |
$11,306
1.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
ACWI 1 stocks |
$1,900
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$336
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|