May Tech Global Investments, LLC Portfolio Holdings by Sector
May Tech Global Investments, LLC
- $956 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA 1 stocks |
$188,924
19.76% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$184,678
19.32% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$123,185
12.88% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW UBER CRM 3 stocks |
$108,451
11.34% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG MMYT 2 stocks |
$59,006
6.17% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA 1 stocks |
$45,850
4.8% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$39,821
4.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PANW MSFT 2 stocks |
$39,498
4.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
DXCM SYK 2 stocks |
$38,341
4.01% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$36,267
3.79% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$31,040
3.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
NU 1 stocks |
$26,780
2.8% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$21,479
2.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HDB 1 stocks |
$12,178
1.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$347
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
IVV 1 stocks |
$213
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|