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
+12.52%
1 Year Est. Return
+0.99%
3 Year Est. Return
+24.58%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$602M
AUM Growth
+$100M
Cap. Flow
+$590M
Cap. Flow %
97.88%
Top 10 Hldgs %
52.04%
Holding
158
New
46
Increased
16
Reduced
29
Closed
51

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$82.1M
2
BABA icon
Alibaba
BABA
+$34.6M
3
TSM icon
TSMC
TSM
+$24.7M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$24.5M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$20.7M

Top Sells

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$40.5M
2
MSFT icon
Microsoft
MSFT
+$20M
3
NVDA icon
NVIDIA
NVDA
+$17.6M
4
AMZN icon
Amazon
AMZN
+$15.2M
5
LYFT icon
Lyft
LYFT
+$10.5M

Sector Composition

Rank Sector Weight
1 Technology 32.26%
2 Consumer Discretionary 20.14%
3 Communication Services 7.76%
4 Industrials 3.27%
5 Energy 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PDD icon
26
Pinduoduo
PDD
$131B
$5.23M 0.87%
50,000
+8,515
+21% +$893K
AMKR icon
27
Amkor Technology
AMKR
$13.7B
$5.11M 0.85%
+243,500
New +$4.49M
ORCL icon
28
Oracle
ORCL
$423B
$4.99M 0.83%
22,800
-49,138
-68% -$7.93M
RACE icon
29
Ferrari
RACE
$72.5B
$4.94M 0.82%
+10,072
New +$4.68M
SOXX icon
30
iShares Semiconductor ETF
SOXX
$48.7B
$4.44M 0.74%
+18,600
New +$3.73M
DELL icon
31
Dell
DELL
$293B
$4.33M 0.72%
35,300
-39,426
-53% -$4.03M
UUP icon
32
Invesco DB US Dollar Index Bullish Fund
UUP
$422M
$4.28M 0.71%
+159,200
New +$4.38M
TTWO icon
33
Take-Two Interactive
TTWO
$46.1B
$3.93M 0.65%
16,177
+877
+6% +$198K
NBIS
34
Nebius Group N.V.
NBIS
$47.7B
$3.91M 0.65%
70,700
+23,300
+49% +$802K
LMT icon
35
Lockheed Martin
LMT
$136B
$3.81M 0.63%
+8,230
New +$3.85M
SNPS icon
36
Synopsys
SNPS
$79.7B
$3.72M 0.62%
7,255
– –
TEAM icon
37
Atlassian
TEAM
$37.8B
$3.62M 0.6%
17,800
-8,900
-33% -$1.85M
AMAT icon
38
Applied Materials
AMAT
$428B
$3.55M 0.59%
19,400
+12,700
+190% +$2.01M
VAL icon
39
Valaris
VAL
$5.47B
$3.54M 0.59%
+84,000
New +$3.16M
UNH icon
40
UnitedHealth
UNH
$370B
$3.18M 0.53%
+10,200
New +$3.9M
CSCO icon
41
Cisco
CSCO
$479B
$3.16M 0.53%
+45,611
New +$2.8M
TSLA icon
42
Tesla
TSLA
$1.3T
$3.16M 0.52%
+9,955
New +$3M
WHR icon
43
Whirlpool
WHR
$2.82B
$3.16M 0.52%
+31,159
New +$2.59M
AVGO icon
44
Broadcom
AVGO
$2.04T
$3.13M 0.52%
11,368
-48,056
-81% -$10.4M
LYFT icon
45
Lyft
LYFT
$6.63B
$3.1M 0.51%
196,372
-749,561
-79% -$10.5M
ISRG icon
46
Intuitive Surgical
ISRG
$134B
$3.05M 0.51%
5,610
+4,510
+410% +$2.36M
HWM icon
47
Howmet Aerospace
HWM
$112B
$2.94M 0.49%
15,800
-16,500
-51% -$2.54M
UBER icon
48
Uber
UBER
$153B
$2.64M 0.44%
28,300
-103,764
-79% -$8.54M
XPO icon
49
XPO
XPO
$23.7B
$2.64M 0.44%
20,900
– –
OMAB icon
50
Grupo Aeroportuario Centro Norte
OMAB
$5.33B
$2.63M 0.44%
+24,900
New +$2.34M
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 Q2 2025 Portfolio in Review

As of Q2 2025, Maxi Investments CY held 158 positions worth $602M, up 20% from $502M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Maxi Investments CY deployed $590M of net new capital in Q2 2025, opening 46 new positions and adding to 16 existing holdings. Its largest new stake was iShares 20+ Year Treasury Bond ETF: 280,950 shares worth $24.8M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 49% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was Invesco QQQ Trust, an estimated $40.5M trimmed.

  • Maxi Investments CY's largest Q2 2025 buy was iShares 20+ Year Treasury Bond ETF: 280,950 shares worth $24.8M.
  • Maxi Investments CY added most to iShares 0-3 Month Treasury Bond ETF in Q2 2025, an estimated $82.1M increase.
  • Maxi Investments CY's biggest Q2 2025 reduction was Invesco QQQ Trust, cutting an estimated $40.5M.
  • Maxi Investments CY fully exited NVIDIA in Q2 2025, selling an estimated $17.6M.
  • Maxi Investments CY's ten largest holdings make up 52% of its $602M portfolio in Q2 2025.
  • Maxi Investments CY opened 46 new positions and closed 51 in Q2 2025.
  • Maxi Investments CY's portfolio value rose 20% quarter-over-quarter to $602M.

Based on Maxi Investments CY's 13F filing for Q2 2025, filed 12 Aug 2025.