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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
ALK icon
51
Alaska Air
ALK
$5.15B
$1.47M 0.32%
+40,000
New +$1.93M
RBRK icon
52
Rubrik
RBRK
$15.1B
$1.47M 0.32%
+30,000
New +$1.72M
PDD icon
53
Pinduoduo
PDD
$118B
$1.46M 0.32%
14,308
– –
BF.A icon
54
Brown-Forman Class A
BF.A
$12.3B
$1.35M 0.3%
50,496
-10,300
-17% -$280K
XBI icon
55
State Street SPDR S&P Biotech ETF
XBI
$10.1B
$1.3M 0.28%
10,200
– –
KC
56
Kingsoft Cloud Holdings
KC
$2.84B
$1.29M 0.28%
96,244
-482,081
-83% -$6.3M
PBI icon
57
Pitney Bowes
PBI
$2.42B
$1.28M 0.28%
116,000
-200,000
-63% -$2.1M
MEDP icon
58
Medpace
MEDP
$16.8B
$1.2M 0.26%
+2,500
New +$1.28M
FICO icon
59
Fair Isaac
FICO
$28.7B
$1.17M 0.26%
+1,100
New +$1.51M
LIN icon
60
Linde
LIN
$237B
$1.14M 0.25%
+2,300
New +$1.09M
KWEB icon
61
KraneShares CSI China Internet ETF
KWEB
$5.2B
$1.14M 0.25%
40,000
– –
DOCN icon
62
DigitalOcean
DOCN
$14.4B
$1.03M 0.22%
+12,000
New +$757K
HPE icon
63
Hewlett Packard
HPE
$63.2B
$1.01M 0.22%
+42,500
New +$942K
EWY icon
64
iShares MSCI South Korea ETF
EWY
$21.7B
$1.01M 0.22%
+8,200
New +$1.03M
EXPE icon
65
Expedia Group
EXPE
$31.2B
$1.01M 0.22%
+4,370
New +$1.07M
BKNG icon
66
Booking.com
BKNG
$138B
$977K 0.21%
+5,800
New +$1.07M
SPOT icon
67
Spotify
SPOT
$99.2B
$970K 0.21%
2,000
+7
+0.4% +$3.51K
LYFT icon
68
Lyft
LYFT
$5.39B
$890K 0.19%
+66,887
New +$1.04M
MU icon
69
Micron Technology
MU
$1.04T
$845K 0.18%
+2,500
New +$979K
CART icon
70
Maplebear
CART
$9.92B
$809K 0.18%
21,586
– –
PANW icon
71
Palo Alto Networks
PANW
$264B
$802K 0.18%
5,000
-27,200
-84% -$4.57M
ESTC icon
72
Elastic
ESTC
$6.1B
$714K 0.16%
14,275
-61,600
-81% -$3.79M
CPNG icon
73
Coupang
CPNG
$27.8B
$657K 0.14%
34,776
– –
TWST icon
74
Twist Bioscience
TWST
$5.62B
$594K 0.13%
12,500
-22,500
-64% -$1.01M
GXO icon
75
GXO Logistics
GXO
$6.06B
$576K 0.13%
11,100
-22,100
-67% -$1.27M
1 2
3
4 5

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OCM
Olstein Capital Management Purchase, New York $458M AUM 6.27% 1-Year Est. Return
AWMG
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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
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return
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.