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MIC

Maxi Investments CY Portfolio holdings

AUM $458M
1-Year Est. Return 0.99%
This Fund
S&P 500
This Quarter Est. Return
-8.54%
1 Year Est. Return
+0.99%
3 Year Est. Return
+24.58%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$458M
AUM Growth
-$92.3M
Cap. Flow
-$33M
Cap. Flow %
-7.21%
Top 10 Hldgs %
63.82%
Holding
153
New
38
Increased
15
Reduced
20
Closed
70

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$52.3M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$23M
3
NVDA icon
NVIDIA
NVDA
+$18.5M
4
TSM icon
TSMC
TSM
+$16.5M
5
APP icon
Applovin
APP
+$12.6M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$19.5M
2
SOXX icon
iShares Semiconductor ETF
SOXX
+$15.8M
3
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$15M
4
LI icon
Li Auto
LI
+$10.7M
5
UBER icon
Uber
UBER
+$8.93M

Sector Composition

Rank Sector Weight
1 Technology 30.45%
2 Communication Services 21.85%
3 Consumer Discretionary 17.1%
4 Financials 2.97%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SGOV icon
1
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.3B
$79M 17.26%
784,800
+519,800
+196% +$52.3M
META icon
2
Meta Platforms (Facebook)
META
$1.51T
$42.3M 9.24%
73,950
+13,600
+23% +$8.72M
AMZN icon
3
Amazon
AMZN
$2.5T
$40.1M 8.76%
192,506
+43,000
+29% +$9.47M
NVDA icon
4
NVIDIA
NVDA
$5.01T
$24.2M 5.29%
138,790
+100,790
+265% +$18.5M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$3.91T
$22.9M 5%
79,648
+73,323
+1,159% +$23M
TSM icon
6
TSMC
TSM
$2.09T
$19.6M 4.29%
58,050
+48,000
+478% +$16.5M
BABA icon
7
Alibaba
BABA
$269B
$18.1M 3.96%
144,525
+66,125
+84% +$9.94M
ORCL icon
8
Oracle
ORCL
$331B
$17.3M 3.77%
117,400
+70,400
+150% +$11.4M
MSFT icon
9
Microsoft
MSFT
$2.84T
$17M 3.72%
45,980
-46,600
-50% -$19.5M
QQQ icon
10
Invesco QQQ Trust
QQQ
$450B
$11.5M 2.52%
+20,000
New +$12.2M
APP icon
11
Applovin
APP
$132B
$10.9M 2.39%
27,500
+26,100
+1,864% +$12.6M
BIDU icon
12
Baidu
BIDU
$35.8B
$8.12M 1.77%
72,900
+31,550
+76% +$4.28M
AVGO icon
13
Broadcom
AVGO
$1.82T
$7.92M 1.73%
25,600
+21,350
+502% +$7.03M
CRM icon
14
Salesforce
CRM
$134B
$6.11M 1.33%
32,710
-14,300
-30% -$2.96M
AAPL icon
15
Apple
AAPL
$4.89T
$5.81M 1.27%
22,900
+2,000
+10% +$521K
RSP icon
16
Invesco S&P 500 Equal Weight ETF
RSP
$96.1B
$5.72M 1.25%
+29,825
New +$5.91M
GOOG icon
17
Alphabet (Google) Class C
GOOG
$3.9T
$5.72M 1.25%
19,945
– –
NU icon
18
Nu Holdings
NU
$68.1B
$5.5M 1.2%
382,500
-400,500
-51% -$6.49M
GDS icon
19
GDS Holdings
GDS
$6.34B
$5.36M 1.17%
133,000
-39,700
-23% -$1.7M
NFLX icon
20
Netflix
NFLX
$292B
$5.11M 1.12%
53,140
-8,800
-14% -$775K
MRVL icon
21
Marvell Technology
MRVL
$174B
$5.03M 1.1%
50,814
-16,400
-24% -$1.38M
UPST icon
22
Upstart Holdings
UPST
$2.58B
$4.96M 1.08%
193,400
– –
HSAI
23
Hesai Group
HSAI
$2.29B
$4.69M 1.03%
245,500
-267,347
-52% -$6.74M
XTL icon
24
State Street SPDR S&P Telecom ETF
XTL
$581M
$4.14M 0.9%
+22,000
New +$3.86M
TTWO icon
25
Take-Two Interactive
TTWO
$43B
$3.38M 0.74%
+17,100
New +$3.72M
1
2 3 4 5

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OCM
Olstein Capital Management Purchase, New York $458M AUM 6.27% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return
UAM
UAS Asset Management New York $458M AUM 14.11% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $457M AUM 6.46% 1-Year Est. Return
TCMP
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BRF
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FCG
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Maxi Investments CY's Q1 2026 Portfolio in Review

As of Q1 2026, Maxi Investments CY held 153 positions worth $458M, down 17% from $550M the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Maxi Investments CY withdrew a net $33M in Q1 2026, closing 70 positions and reducing 20 holdings. Its most notable exit was iShares Semiconductor ETF, an estimated $15.8M position sold in full.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 42% a quarter earlier, followed by Communication Services and Consumer Discretionary.

Against the trend, Maxi Investments CY opened a new position in Invesco QQQ Trust worth $11.5M.

  • Maxi Investments CY's largest Q1 2026 buy was Invesco QQQ Trust: 20,000 shares worth $11.5M.
  • Maxi Investments CY added most to iShares 0-3 Month Treasury Bond ETF in Q1 2026, an estimated $52.3M increase.
  • Maxi Investments CY's biggest Q1 2026 reduction was Microsoft, cutting an estimated $19.5M.
  • Maxi Investments CY fully exited iShares Semiconductor ETF in Q1 2026, selling an estimated $15.8M.
  • Maxi Investments CY's ten largest holdings make up 64% of its $458M portfolio in Q1 2026.
  • Maxi Investments CY opened 38 new positions and closed 70 in Q1 2026.
  • Maxi Investments CY's portfolio value fell 17% quarter-over-quarter to $458M.

Based on Maxi Investments CY's 13F filing for Q1 2026, filed 14 May 2026.