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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
-8.93%
1 Year Est. Return
+0.99%
3 Year Est. Return
+24.58%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$502M
AUM Growth
-$16.5M
Cap. Flow
+$33.7M
Cap. Flow %
6.72%
Top 10 Hldgs %
42.2%
Holding
178
New
36
Increased
49
Reduced
11
Closed
66

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$24.2M
2
NVDA icon
NVIDIA
NVDA
+$18.1M
3
APP icon
Applovin
APP
+$12.3M
4
AMZN icon
Amazon
AMZN
+$10.5M
5
FSLR icon
First Solar
FSLR
+$9.45M

Top Sells

Rank Stock Value
1
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$69.5M
2
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$31.3M
3
BABA icon
Alibaba
BABA
+$29.9M
4
GEO icon
The GEO Group
GEO
+$10.5M
5
CSCO icon
Cisco
CSCO
+$8.14M

Sector Composition

Rank Sector Weight
1 Technology 48.82%
2 Consumer Discretionary 17.64%
3 Communication Services 10.31%
4 Financials 4.08%
5 Industrials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOW icon
76
ServiceNow
NOW
$129B
$1.65M 0.33%
+10,365
New +$2M
INTC icon
77
Intel
INTC
$513B
$1.52M 0.3%
67,017
+41,530
+163% +$909K
PATH icon
78
UiPath
PATH
$7.8B
$1.48M 0.3%
143,889
+68,189
+90% +$878K
GOOGL icon
79
Alphabet (Google) Class A
GOOGL
$4.33T
$1.41M 0.28%
9,100
-8,345
-48% -$1.51M
KWEB icon
80
KraneShares CSI China Internet ETF
KWEB
$5.67B
$1.4M 0.28%
40,000
– –
DDOG icon
81
Datadog
DDOG
$84B
$1.3M 0.26%
+13,152
New +$1.66M
NET icon
82
Cloudflare
NET
$107B
$1.29M 0.26%
+11,457
New +$1.52M
HUBS icon
83
HubSpot
HUBS
$10.5B
$1.28M 0.25%
+2,234
New +$1.57M
ESTC icon
84
Elastic
ESTC
$7.81B
$1.27M 0.25%
14,275
+11,275
+376% +$1.17M
JOBY icon
85
Joby Aviation
JOBY
$8.55B
$1.2M 0.24%
200,000
– –
TGT icon
86
Target
TGT
$68B
$1.19M 0.24%
11,400
+3,700
+48% +$462K
GRAB icon
87
Grab
GRAB
$14.9B
$1.18M 0.23%
+259,934
New +$1.21M
UPST icon
88
Upstart Holdings
UPST
$3.03B
$1.12M 0.22%
24,400
-5,200
-18% -$323K
ROKU icon
89
Roku
ROKU
$22.7B
$1.08M 0.22%
15,347
+2,847
+23% +$228K
AZO icon
90
AutoZone
AZO
$51.1B
$1.01M 0.2%
+265
New +$914K
NBIS
91
Nebius Group N.V.
NBIS
$47.7B
$1M 0.2%
+47,400
New +$1.56M
Z icon
92
Zillow
Z
$7.56B
$1M 0.2%
14,590
– –
IBM icon
93
IBM
IBM
$224B
$995K 0.2%
+4,000
New +$978K
AMAT icon
94
Applied Materials
AMAT
$428B
$972K 0.19%
6,700
+1,815
+37% +$305K
CPRI icon
95
Capri Holdings
CPRI
$1.74B
$957K 0.19%
+48,500
New +$1.07M
KMX icon
96
CarMax
KMX
$8.26B
$935K 0.19%
+12,000
New +$962K
CMI icon
97
Cummins
CMI
$88.7B
$934K 0.19%
2,981
+1,600
+116% +$564K
JEF icon
98
Jefferies Financial Group
JEF
$13.1B
$921K 0.18%
17,200
-2,784
-14% -$189K
ARM icon
99
Arm
ARM
$302B
$911K 0.18%
+8,535
New +$1.19M
JKS
100
JinkoSolar
JKS
$891M
$876K 0.17%
47,010
– –
2 3
4
5 6

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 Q1 2025 Portfolio in Review

As of Q1 2025, Maxi Investments CY held 178 positions worth $502M, down 3.2% from $518M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Maxi Investments CY deployed $33.7M of net new capital in Q1 2025, opening 36 new positions and adding to 49 existing holdings. Its largest new stake was Applovin: 35,805 shares worth $9.49M.

By sector, the portfolio is most concentrated in Technology at 49% of assets, up from 26% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was iShares 0-3 Month Treasury Bond ETF, an estimated $31.3M trimmed.

  • Maxi Investments CY's largest Q1 2025 buy was Applovin: 35,805 shares worth $9.49M.
  • Maxi Investments CY added most to Microsoft in Q1 2025, an estimated $24.2M increase.
  • Maxi Investments CY's biggest Q1 2025 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $31.3M.
  • Maxi Investments CY fully exited iShares 20+ Year Treasury Bond ETF in Q1 2025, selling an estimated $69.5M.
  • Maxi Investments CY's ten largest holdings make up 42% of its $502M portfolio in Q1 2025.
  • Maxi Investments CY opened 36 new positions and closed 66 in Q1 2025.
  • Maxi Investments CY's portfolio value fell 3.2% quarter-over-quarter to $502M.

Based on Maxi Investments CY's 13F filing for Q1 2025, filed 9 May 2025.