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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
+0.68%
1 Year Est. Return
+0.99%
3 Year Est. Return
+24.58%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$481M
AUM Growth
-$121M
Cap. Flow
+$596M
Cap. Flow %
123.92%
Top 10 Hldgs %
57.09%
Holding
143
New
36
Increased
21
Reduced
21
Closed
52

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$53.8M
2
LI icon
Li Auto
LI
+$16.4M
3
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$15M
4
TTD icon
Trade Desk
TTD
+$10.8M
5
TEAM icon
Atlassian
TEAM
+$10.5M

Top Sells

Rank Stock Value
1
TSM icon
TSMC
TSM
+$42.7M
2
BABA icon
Alibaba
BABA
+$38.6M
3
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$23M
4
META icon
Meta Platforms (Facebook)
META
+$13.9M
5
AMZN icon
Amazon
AMZN
+$13.2M

Sector Composition

Rank Sector Weight
1 Technology 28.29%
2 Consumer Discretionary 10.31%
3 Communication Services 9.23%
4 Healthcare 3.67%
5 Financials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPOT icon
26
Spotify
SPOT
$100B
$4.56M 0.95%
6,537
-3,100
-32% -$2.17M
AAPL icon
27
Apple
AAPL
$4.57T
$3.83M 0.8%
15,057
-32,994
-69% -$7.45M
NFLX icon
28
Netflix
NFLX
$309B
$3.74M 0.78%
31,160
+26,160
+523% +$3.19M
BABA icon
29
Alibaba
BABA
$308B
$3.58M 0.74%
20,000
-294,835
-94% -$38.6M
FISV
30
Fiserv Inc
FISV
$27.9B
$3.42M 0.71%
+26,488
New +$3.8M
NOK icon
31
Nokia
NOK
$52.3B
$3.3M 0.69%
686,500
+309,000
+82% +$1.4M
DHR icon
32
Danaher
DHR
$144B
$3.25M 0.68%
+16,400
New +$3.26M
TSCO icon
33
Tractor Supply
TSCO
$18B
$3.15M 0.65%
55,300
+17,300
+46% +$1.02M
HWM icon
34
Howmet Aerospace
HWM
$112B
$3.1M 0.64%
15,800
– –
BILL icon
35
BILL Holdings
BILL
$4.78B
$2.91M 0.61%
55,000
– –
CFLT
36
DELISTED
Confluent
CFLT
$2.78M 0.58%
140,366
+63,100
+82% +$1.32M
COHR icon
37
Coherent
COHR
$74.2B
$2.72M 0.57%
25,232
-81,008
-76% -$8.08M
XPO icon
38
XPO
XPO
$23.7B
$2.7M 0.56%
20,900
– –
DDOG icon
39
Datadog
DDOG
$84B
$2.7M 0.56%
+18,950
New +$2.61M
DT icon
40
Dynatrace
DT
$14.2B
$2.69M 0.56%
+55,600
New +$2.81M
S icon
41
SentinelOne
S
$7.34B
$2.64M 0.55%
+150,000
New +$2.69M
META icon
42
Meta Platforms (Facebook)
META
$1.51T
$2.57M 0.53%
3,500
-18,656
-84% -$13.9M
TSLA icon
43
Tesla
TSLA
$1.3T
$2.52M 0.52%
5,655
-4,300
-43% -$1.49M
ISRG icon
44
Intuitive Surgical
ISRG
$134B
$2.51M 0.52%
5,610
– –
FSLR icon
45
First Solar
FSLR
$26.9B
$2.42M 0.5%
10,950
-55,700
-84% -$10.7M
BBWI icon
46
Bath & Body Works
BBWI
$4.1B
$1.98M 0.41%
+77,000
New +$2.28M
SQQQ icon
47
ProShares UltraPro Short QQQ
SQQQ
$1.74B
$1.98M 0.41%
+26,000
New +$2.3M
ELV icon
48
Elevance Health
ELV
$85.5B
$1.97M 0.41%
+6,100
New +$1.9M
ENPH icon
49
Enphase Energy
ENPH
$5.53B
$1.86M 0.39%
52,500
– –
VAL icon
50
Valaris
VAL
$5.47B
$1.76M 0.37%
36,000
-48,000
-57% -$2.34M
1
2
3 4 5

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AA
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FC
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BRF
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EIA
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Maxi Investments CY's Q3 2025 Portfolio in Review

As of Q3 2025, Maxi Investments CY held 143 positions worth $481M, down 20% from $602M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Maxi Investments CY deployed $596M of net new capital in Q3 2025, opening 36 new positions and adding to 21 existing holdings. Its largest new stake was Li Auto: 633,000 shares worth $16M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 32% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was TSMC, an estimated $42.7M trimmed.

  • Maxi Investments CY's largest Q3 2025 buy was Li Auto: 633,000 shares worth $16M.
  • Maxi Investments CY added most to iShares 0-3 Month Treasury Bond ETF in Q3 2025, an estimated $53.8M increase.
  • Maxi Investments CY's biggest Q3 2025 reduction was TSMC, cutting an estimated $42.7M.
  • Maxi Investments CY fully exited iShares Expanded Tech-Software Sector ETF in Q3 2025, selling an estimated $23M.
  • Maxi Investments CY's ten largest holdings make up 57% of its $481M portfolio in Q3 2025.
  • Maxi Investments CY opened 36 new positions and closed 52 in Q3 2025.
  • Maxi Investments CY's portfolio value fell 20% quarter-over-quarter to $481M.

Based on Maxi Investments CY's 13F filing for Q3 2025, filed 14 Nov 2025.