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
-14.78%
1 Year Est. Return
+0.99%
3 Year Est. Return
+24.58%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$187M
AUM Growth
–
Cap. Flow
+$212M
Cap. Flow %
113.45%
Top 10 Hldgs %
48.48%
Holding
53
New
53
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
BABA icon
Alibaba
BABA
+$18.8M
2
AMZN icon
Amazon
AMZN
+$13M
3
V icon
Visa
V
+$10.4M
4
META icon
Meta Platforms (Facebook)
META
+$10.3M
5
VIPS icon
Vipshop
VIPS
+$10.3M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 34.35%
2 Technology 25.13%
3 Communication Services 15.24%
4 Financials 14.87%
5 Industrials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FOUR icon
51
Shift4
FOUR
$3.26B
$321K 0.17%
+5,545
New +$352K
UPST icon
52
Upstart Holdings
UPST
$3.03B
$310K 0.17%
+2,050
New +$512K
MVIS icon
53
Microvision
MVIS
$79M
$100K 0.05%
+1,333
New +$159K
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 2021 Portfolio in Review

Q4 2021 is the first quarter with a 13F filing on record for Maxi Investments CY, which disclosed 53 positions worth $187M. Its ten largest holdings account for 48% of the portfolio.

Its largest position is Alibaba: 129,427 shares worth $15.4M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 34% of assets, followed by Technology and Communication Services.

  • Maxi Investments CY's largest Q4 2021 buy was Alibaba: 129,427 shares worth $15.4M.
  • Maxi Investments CY's ten largest holdings make up 48% of its $187M portfolio in Q4 2021.
  • Maxi Investments CY disclosed 53 positions in Q4 2021, its first 13F filing on record.

Based on Maxi Investments CY's 13F filing for Q4 2021, filed 27 Jan 2022.