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
+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
CVGW
76
DELISTED
Calavo Growers
CVGW
$927K 0.19%
36,000
+17,000
+89% +$459K
ON icon
77
ON Semiconductor
ON
$31.6B
$873K 0.18%
17,700
-300
-2% -$15.8K
IBM icon
78
IBM
IBM
$224B
$846K 0.18%
3,000
-1,000
-25% -$262K
CRL icon
79
Charles River Laboratories
CRL
$12.8B
$834K 0.17%
5,331
– –
AEO icon
80
American Eagle Outfitters
AEO
$3.01B
$772K 0.16%
+45,100
New +$617K
JD icon
81
JD.com
JD
$44.5B
$665K 0.14%
19,000
-260,020
-93% -$8.47M
RACE icon
82
Ferrari
RACE
$72.5B
$617K 0.13%
1,272
-8,800
-87% -$4.22M
LOPE icon
83
Grand Canyon Education
LOPE
$3.98B
$516K 0.11%
+2,350
New +$451K
HUBS icon
84
HubSpot
HUBS
$10.5B
$515K 0.11%
1,100
– –
TRI icon
85
Thomson Reuters
TRI
$44.1B
$513K 0.11%
+3,249
New +$606K
PAR icon
86
PAR Technology
PAR
$735M
$495K 0.1%
+12,500
New +$690K
TMO icon
87
Thermo Fisher Scientific
TMO
$220B
$485K 0.1%
+1,000
New +$465K
NOW icon
88
ServiceNow
NOW
$129B
$460K 0.1%
2,500
– –
SRPT icon
89
Sarepta Therapeutics
SRPT
$1.77B
$385K 0.08%
20,000
– –
NKE icon
90
CALL
Nike
NKE
$61.9B
$273K 0.06%
+350,000
New +$26.1M
VALE icon
91
Vale
VALE
$62.6B
$43K 0.01%
4,000
– –
AMAT icon
92
Applied Materials
AMAT
$428B
– –
-19,400
Closed -$3.55M
AMKR icon
93
Amkor Technology
AMKR
$13.7B
– –
-243,500
Closed -$5.11M
APA icon
94
APA Corp
APA
$13.2B
– –
-87,300
Closed -$1.6M
AVGO icon
95
Broadcom
AVGO
$2.04T
– –
-11,368
Closed -$3.13M
AZO icon
96
AutoZone
AZO
$51.1B
– –
-265
Closed -$984K
BA icon
97
Boeing
BA
$185B
– –
-7,575
Closed -$1.59M
BIDU icon
98
Baidu
BIDU
$37.2B
– –
-4,300
Closed -$369K
CPRI icon
99
Capri Holdings
CPRI
$1.74B
– –
-25,500
Closed -$451K
CRWD icon
100
CrowdStrike
CRWD
$218B
– –
-3,512
Closed -$447K
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 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.