Investing in the Tech Giants: MayTech's Q3 vs. Q4 2022 13F Holdings Comparison

The world of investing in the technology industry is vast and ever-evolving. With a plethora of stocks to choose from, deciding what to invest in can be overwhelming. However, MayTech Global Investments, LLC has been keeping a close eye on some of the top players in the industry. In this blog post, we will be analyzing MayTech's Q3 vs. Q4 2022 13F Holdings Comparison and showcasing the changes in holdings of this fund.

Mastercard Incorporated: The Rise and Rise

One of the biggest movers in MayTech's portfolio is Mastercard Incorporated. The fund invested in 62,460 shares of the company in Q3 2022, which increased to 68,307 shares in Q4 2022. This increase of 13% was also reflected in the value of Mastercard shares, from $17,760,000 to $23,752,000 - an impressive 33.7% increase.

The Rise of Apple Inc.

MayTech also invested in Apple Inc. during Q3 2022, with 164,753 shares worth $22,769,000. However, in Q4 2022, the fund increased its holdings to 178,302 shares, worth $23,166,000 - a 1.7% increase.

Pioneer Nat Res Co, Novo-Nordisk A S, and Dexcom Inc: Significant Gains

MayTech's holdings of Pioneer Nat Res Co increased from 79,337 shares in Q3 2022 to 86,744 shares in Q4 2022, a gain of 15.3%. Additionally, Novo-Nordisk A S saw a substantial 127.1% increase, with MayTech investing in 64,734 shares in Q3 2022 and increasing it to 108,217 shares in Q4 2022. Dexcom Inc was another tech company in which the fund invested. MayTech increased its holdings from 109,841 shares in Q3 2022 to 120,449 shares in Q4 2022, which amounted to an impressive 54.2% gain.

Amazon Com Inc: A Drop in Value

While MayTech invested in Amazon Com Inc during Q3 2022, with 206,171 shares worth $23,297,000, Q4 2022 was a different story. The company's value dropped by 18.6%, with the fund's holdings decreasing to 225,697 shares worth $18,958,000.

Conclusion

MayTech Global Investments, LLC has made significant gains by investing in some of the technology industry's biggest players. The fund's investments in Mastercard Inc, Apple Inc, and Novo-Nordisk A S prove to be gaining traction, with notable increases in holdings and value. Though Amazon Com Inc saw a decrease in value in Q4 2022, MayTech's investments in other companies such as Pioneer Nat Res Co and Dexcom Inc transcended this with their impressive gains. Investing in technology can be volatile, but with funds like MayTech, investors can rest assured that they are putting their money in capable hands.