We are live on ! Find out more
MIC

Maxi Investments CY Portfolio holdings

AUM $458M
1-Year Est. Return 0.99%
This Fund
S&P 500
This Quarter Est. Return
+4.85%
1 Year Est. Return
+0.99%
3 Year Est. Return
+24.58%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$518M
AUM Growth
+$144M
Cap. Flow
+$143M
Cap. Flow %
27.51%
Top 10 Hldgs %
55.15%
Holding
163
New
88
Increased
22
Reduced
22
Closed
21

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$49.1M
2
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$17.1M
3
BABA icon
Alibaba
BABA
+$9.66M
4
CSCO icon
Cisco
CSCO
+$7.85M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$7.53M

Top Sells

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$20.9M
2
CRM icon
Salesforce
CRM
+$10.9M
3
QCOM icon
Qualcomm
QCOM
+$7.27M
4
SNAP icon
Snap
SNAP
+$6.97M
5
ZM icon
Zoom
ZM
+$4.49M

Sector Composition

Rank Sector Weight
1 Technology 25.95%
2 Consumer Discretionary 20.38%
3 Communication Services 7.08%
4 Industrials 5.45%
5 Financials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EPAM icon
26
EPAM Systems
EPAM
$5.03B
$3.27M 0.63%
+14,000
New +$3.11M
FUTU icon
27
Futu Holdings
FUTU
$15.3B
$3.06M 0.59%
38,262
– –
LYFT icon
28
Lyft
LYFT
$6.63B
$2.9M 0.56%
225,000
-71,367
-24% -$1.06M
KD icon
29
Kyndryl
KD
$3.05B
$2.86M 0.55%
+82,709
New +$2.41M
HPE icon
30
Hewlett Packard
HPE
$70.5B
$2.81M 0.54%
+130,615
New +$2.76M
MU icon
31
Micron Technology
MU
$991B
$2.73M 0.53%
32,466
+20,014
+161% +$2.04M
NVDA icon
32
NVIDIA
NVDA
$5.42T
$2.62M 0.51%
19,503
-9,547
-33% -$1.32M
GLW icon
33
Corning
GLW
$143B
$2.48M 0.48%
+52,128
New +$2.47M
OUST icon
34
Ouster
OUST
$2.92B
$2.44M 0.47%
200,000
+50,000
+33% +$440K
HON icon
35
Honeywell
HON
$78B
$2.4M 0.46%
+11,279
New +$2.35M
C icon
36
Citigroup
C
$226B
$2.36M 0.46%
+33,543
New +$2.26M
BA icon
37
Boeing
BA
$185B
$2.23M 0.43%
12,575
+10,000
+388% +$1.57M
NTAP icon
38
NetApp
NTAP
$37.2B
$2.07M 0.4%
+17,834
New +$2.18M
CART icon
39
Maplebear
CART
$11.8B
$2.03M 0.39%
+49,053
New +$2.13M
AKAM icon
40
Akamai
AKAM
$15.9B
$1.99M 0.38%
+20,770
New +$2.04M
ADM icon
41
Archer Daniels Midland
ADM
$36.9B
$1.98M 0.38%
+39,100
New +$2.12M
XLE icon
42
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$1.97M 0.38%
+46,000
New +$2.09M
CRM icon
43
Salesforce
CRM
$158B
$1.96M 0.38%
5,856
-34,118
-85% -$10.9M
SQQQ icon
44
ProShares UltraPro Short QQQ
SQQQ
$1.71B
$1.93M 0.37%
+12,420
New +$2.07M
CHKP icon
45
Check Point Software Technologies
CHKP
$13.1B
$1.86M 0.36%
+9,959
New +$1.88M
NXT icon
46
Nextpower Inc
NXT
$15.7B
$1.83M 0.35%
+50,000
New +$1.83M
UPST icon
47
Upstart Holdings
UPST
$3.03B
$1.82M 0.35%
29,600
+5,200
+21% +$324K
GAP
48
The Gap Inc
GAP
$7.37B
$1.79M 0.35%
+75,694
New +$1.73M
FSLR icon
49
First Solar
FSLR
$26.9B
$1.77M 0.34%
10,053
-16,751
-62% -$3.33M
URA icon
50
Global X Uranium ETF
URA
$6.22B
$1.76M 0.34%
+64,125
New +$1.96M
1
2
3 4 5

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 2024 Portfolio in Review

As of Q4 2024, Maxi Investments CY held 163 positions worth $518M, up 38% from $375M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Maxi Investments CY deployed $143M of net new capital in Q4 2024, opening 88 new positions and adding to 22 existing holdings. Its largest new stake was iShares 0-3 Month Treasury Bond ETF: 489,150 shares worth $49.1M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 31% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was Invesco QQQ Trust, an estimated $20.9M trimmed.

  • Maxi Investments CY's largest Q4 2024 buy was iShares 0-3 Month Treasury Bond ETF: 489,150 shares worth $49.1M.
  • Maxi Investments CY added most to iShares 20+ Year Treasury Bond ETF in Q4 2024, an estimated $17.1M increase.
  • Maxi Investments CY's biggest Q4 2024 reduction was Invesco QQQ Trust, cutting an estimated $20.9M.
  • Maxi Investments CY fully exited Snap in Q4 2024, selling an estimated $6.97M.
  • Maxi Investments CY's ten largest holdings make up 55% of its $518M portfolio in Q4 2024.
  • Maxi Investments CY opened 88 new positions and closed 21 in Q4 2024.
  • Maxi Investments CY's portfolio value rose 38% quarter-over-quarter to $518M.

Based on Maxi Investments CY's 13F filing for Q4 2024, filed 10 Feb 2025.