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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
LULU icon
26
lululemon athletica
LULU
$13B
$2.83M 0.62%
18,500
-18,500
-50% -$3.32M
AMSC icon
27
American Superconductor
AMSC
$1.48B
$2.56M 0.56%
+75,754
New +$2.39M
TSLA icon
28
Tesla
TSLA
$1.24T
$2.31M 0.5%
6,200
+3,742
+152% +$1.54M
SMTC icon
29
Semtech
SMTC
$11.7B
$2.23M 0.49%
+29,000
New +$2.38M
MOD icon
30
Modine Manufacturing
MOD
$12.8B
$2.21M 0.48%
+10,200
New +$1.92M
DLO icon
31
dLocal
DLO
$4.26B
$2.17M 0.47%
167,000
– –
CLS icon
32
Celestica
CLS
$35.1B
$2.11M 0.46%
+7,500
New +$2.18M
SAP icon
33
SAP
SAP
$187B
$2.02M 0.44%
+11,800
New +$2.44M
UBER icon
34
Uber
UBER
$134B
$2.01M 0.44%
28,000
-116,000
-81% -$8.93M
SPXC icon
35
SPX Corp
SPXC
$11B
$2M 0.44%
+10,000
New +$2.15M
VWO icon
36
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$1.99M 0.43%
+36,755
New +$2.06M
IEUR icon
37
iShares Core MSCI Europe ETF
IEUR
$8.66B
$1.96M 0.43%
+27,928
New +$2.04M
ADBE icon
38
Adobe
ADBE
$89.5B
$1.8M 0.39%
7,400
-21,950
-75% -$6.08M
FISV
39
Fiserv Inc
FISV
$27.2B
$1.75M 0.38%
31,288
– –
HUBS icon
40
HubSpot
HUBS
$10.5B
$1.73M 0.38%
7,100
+6,000
+545% +$1.68M
JOBY icon
41
Joby Aviation
JOBY
$6.82B
$1.72M 0.38%
208,000
– –
TEAM icon
42
Atlassian
TEAM
$22B
$1.69M 0.37%
24,800
-80,200
-76% -$7.9M
ILF icon
43
iShares Latin America 40 ETF
ILF
$3.77B
$1.67M 0.37%
+47,140
New +$1.63M
TCOM icon
44
Trip.com Group
TCOM
$27.5B
$1.62M 0.35%
+32,600
New +$1.9M
KLAC icon
45
KLA
KLAC
$275B
$1.62M 0.35%
+11,000
New +$1.61M
ETN icon
46
Eaton
ETN
$157B
$1.57M 0.34%
+4,400
New +$1.57M
MSTR icon
47
Strategy Inc
MSTR
$33.5B
$1.55M 0.34%
+12,400
New +$1.77M
KKR icon
48
KKR & Co
KKR
$89.2B
$1.51M 0.33%
+16,300
New +$1.72M
APO icon
49
Apollo Global Management
APO
$70.7B
$1.49M 0.33%
+13,400
New +$1.66M
MELI icon
50
Mercado Libre
MELI
$91.3B
$1.48M 0.32%
+854
New +$1.65M
1
2
3 4 5

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AWMG
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UAM
UAS Asset Management New York $458M AUM 14.11% 1-Year Est. Return
AA
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FC
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TCMP
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BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return

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.