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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
+12.51%
1 Year Est. Return
+0.99%
3 Year Est. Return
+24.58%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$356M
AUM Growth
+$139M
Cap. Flow
+$105M
Cap. Flow %
29.63%
Top 10 Hldgs %
67.44%
Holding
53
New
17
Increased
8
Reduced
4
Closed
2

Top Buys

Rank Stock Value
1
BABA icon
Alibaba
BABA
+$17.5M
2
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$10.8M
3
JD icon
JD.com
JD
+$8.13M
4
AMD icon
Advanced Micro Devices
AMD
+$5.39M
5
ORCL icon
Oracle
ORCL
+$5.36M

Top Sells

Rank Stock Value
1
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$19.3M
2
CD
Chindata Group Holdings Limited American Depositary Shares
CD
+$2.66M
3
AYX
Alteryx Inc
AYX
+$1.34M
4
PLTR icon
Palantir
PLTR
+$579K
5
FUTU icon
Futu Holdings
FUTU
+$529K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 25.89%
2 Technology 17.2%
3 Communication Services 6.15%
4 Financials 3.66%
5 Healthcare 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PYPL icon
26
PayPal
PYPL
$50.5B
$4.51M 1.27%
73,484
+32,100
+78% +$1.84M
TLRY icon
27
Tilray
TLRY
$622M
$2.88M 0.81%
+125,000
New +$2.41M
STNE icon
28
StoneCo
STNE
$2.58B
$2.78M 0.78%
154,178
– –
WB icon
29
Weibo
WB
$1.95B
$2.16M 0.61%
197,408
– –
FUTU icon
30
Futu Holdings
FUTU
$15.3B
$2.09M 0.59%
38,262
-9,320
-20% -$529K
PFE icon
31
Pfizer
PFE
$153B
$2.04M 0.57%
+70,700
New +$2.14M
D icon
32
Dominion Energy
D
$59.3B
$2M 0.56%
+42,500
New +$1.9M
XYZ
33
Block Inc
XYZ
$47.5B
$1.92M 0.54%
24,756
– –
ZM icon
34
Zoom
ZM
$30.6B
$1.82M 0.51%
25,275
– –
NIO icon
35
NIO
NIO
$11.9B
$1.8M 0.51%
198,950
– –
JKS
36
JinkoSolar
JKS
$891M
$1.74M 0.49%
47,010
– –
LUV icon
37
Southwest Airlines
LUV
$23B
$1.57M 0.44%
54,500
– –
MCHI icon
38
iShares MSCI China ETF
MCHI
$6.38B
$1.55M 0.44%
38,000
– –
UBER icon
39
Uber
UBER
$153B
$1.24M 0.35%
20,104
– –
UPST icon
40
Upstart Holdings
UPST
$3.03B
$1.23M 0.35%
30,100
– –
NFLX icon
41
Netflix
NFLX
$309B
$1.19M 0.33%
24,400
– –
Z icon
42
Zillow
Z
$7.56B
$844K 0.24%
14,590
-6,666
-31% -$294K
SMAR
43
DELISTED
Smartsheet Inc.
SMAR
$790K 0.22%
16,525
– –
BA icon
44
Boeing
BA
$185B
$671K 0.19%
2,575
– –
SPOT icon
45
Spotify
SPOT
$100B
$583K 0.16%
3,100
– –
ESTC icon
46
Elastic
ESTC
$7.81B
$517K 0.15%
4,584
– –
NIU
47
Niu Technologies
NIU
$193M
$497K 0.14%
226,895
– –
PLTR icon
48
Palantir
PLTR
$413B
$361K 0.1%
21,000
-32,500
-61% -$579K
ENPH icon
49
Enphase Energy
ENPH
$5.53B
$304K 0.09%
2,300
– –
AKAM icon
50
Akamai
AKAM
$15.9B
$296K 0.08%
2,500
– –
1
2
3

Similar funds

OCM
Olstein Capital Management Purchase, New York $458M AUM 6.27% 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
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
PIN
Prudent Investors Network Lake Forest, California $459M AUM 9.48% 1-Year Est. Return
PC
Pureheart Capital Singapore $459M AUM 23.59% 1-Year Est. Return

Maxi Investments CY's Q4 2023 Portfolio in Review

As of Q4 2023, Maxi Investments CY held 53 positions worth $356M, up 64% from $216M the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Maxi Investments CY deployed $105M of net new capital in Q4 2023, opening 17 new positions and adding to 8 existing holdings. Its largest new stake was Oracle: 49,114 shares worth $5.18M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 26% of assets, up from 22% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was iShares 20+ Year Treasury Bond ETF, an estimated $19.3M trimmed.

  • Maxi Investments CY's largest Q4 2023 buy was Oracle: 49,114 shares worth $5.18M.
  • Maxi Investments CY added most to Alibaba in Q4 2023, an estimated $17.5M increase.
  • Maxi Investments CY's biggest Q4 2023 reduction was iShares 20+ Year Treasury Bond ETF, cutting an estimated $19.3M.
  • Maxi Investments CY fully exited Chindata Group Holdings Limited American Depositary Shares in Q4 2023, selling an estimated $2.66M.
  • Maxi Investments CY's ten largest holdings make up 67% of its $356M portfolio in Q4 2023.
  • Maxi Investments CY opened 17 new positions and closed 2 in Q4 2023.
  • Maxi Investments CY's portfolio value rose 64% quarter-over-quarter to $356M.

Based on Maxi Investments CY's 13F filing for Q4 2023, filed 12 Feb 2024.