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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
KWEB icon
51
KraneShares CSI China Internet ETF
KWEB
$5.67B
$1.68M 0.35%
40,000
– –
PANW icon
52
Palo Alto Networks
PANW
$297B
$1.61M 0.33%
7,900
+5,400
+216% +$1.03M
QQQ icon
53
PUT
Invesco QQQ Trust
QQQ
$481B
$1.56M 0.32%
+1,235,000
New +$707M
QCOM icon
54
Qualcomm
QCOM
$176B
$1.51M 0.31%
9,090
-2,300
-20% -$365K
KD icon
55
Kyndryl
KD
$3.05B
$1.5M 0.31%
+50,000
New +$1.72M
MCHP icon
56
Microchip Technology
MCHP
$46B
$1.48M 0.31%
+23,000
New +$1.56M
EPAM icon
57
EPAM Systems
EPAM
$5.03B
$1.46M 0.3%
9,650
-4,765
-33% -$782K
DMYD
58
DELISTED
dMY Technology Group, Inc. II
DMYD
$1.41M 0.29%
+114,000
New +$1.41M
WDAY icon
59
Workday
WDAY
$44.4B
$1.37M 0.29%
+5,700
New +$1.32M
NNE
60
Nano Nuclear Energy
NNE
$1.01B
$1.37M 0.28%
+35,500
New +$1.26M
SRAD icon
61
Sportradar
SRAD
$3.85B
$1.36M 0.28%
+50,500
New +$1.5M
RUN icon
62
Sunrun
RUN
$2.46B
$1.3M 0.27%
+75,200
New +$1.01M
FCX icon
63
Freeport-McMoran
FCX
$97.5B
$1.29M 0.27%
+32,800
New +$1.42M
AMD icon
64
Advanced Micro Devices
AMD
$789B
$1.27M 0.26%
7,824
-69,988
-90% -$11.3M
DLO icon
65
dLocal
DLO
$4.24B
$1.24M 0.26%
+87,000
New +$1.11M
EXPE icon
66
Expedia Group
EXPE
$37.3B
$1.21M 0.25%
+5,660
New +$1.14M
ORCL icon
67
Oracle
ORCL
$423B
$1.13M 0.24%
4,020
-18,780
-82% -$4.78M
TIGR
68
UP Fintech Holding
TIGR
$861M
$1.08M 0.22%
+101,000
New +$1.08M
CLS icon
69
Celestica
CLS
$36.5B
$1.03M 0.22%
+4,200
New +$847K
XBI icon
70
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$1.02M 0.21%
10,200
+4,000
+65% +$360K
ENB icon
71
Enbridge
ENB
$112B
$1.02M 0.21%
+20,200
New +$951K
MO icon
72
Altria Group
MO
$114B
$1.01M 0.21%
+15,300
New +$969K
CMG icon
73
Chipotle Mexican Grill
CMG
$41.5B
$1M 0.21%
25,600
+6,600
+35% +$297K
DG icon
74
Dollar General
DG
$27.9B
$982K 0.2%
+9,500
New +$1.04M
EQT icon
75
EQT Corp
EQT
$32.3B
$980K 0.2%
+18,000
New +$951K
1 2
3
4 5

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OCM
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UAM
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AA
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FC
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BRF
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EIA
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PIN
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PC
Pureheart Capital Singapore $459M AUM 23.59% 1-Year Est. Return

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.