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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
-2.51%
1 Year Est. Return
+0.99%
3 Year Est. Return
+24.58%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$550M
AUM Growth
+$69.1M
Cap. Flow
+$85.7M
Cap. Flow %
15.59%
Top 10 Hldgs %
41.97%
Holding
152
New
61
Increased
27
Reduced
15
Closed
37

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$38M
2
MSFT icon
Microsoft
MSFT
+$34M
3
AMZN icon
Amazon
AMZN
+$22.3M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$15.5M
5
HSAI
Hesai Group
HSAI
+$11.2M

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$127M
2
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$15.1M
3
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.74M
4
UNH icon
UnitedHealth
UNH
+$8.2M
5
TTWO icon
Take-Two Interactive
TTWO
+$5.46M

Sector Composition

Rank Sector Weight
1 Technology 41.69%
2 Consumer Discretionary 16.21%
3 Communication Services 15.45%
4 Financials 4.73%
5 Consumer Staples 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CART icon
101
Maplebear
CART
$11.8B
$971K 0.18%
+21,586
New +$883K
MBLY icon
102
Mobileye
MBLY
$2.2B
$971K 0.18%
+93,000
New +$1.16M
GRAB icon
103
Grab
GRAB
$14.9B
$948K 0.17%
+190,000
New +$1.05M
APP icon
104
Applovin
APP
$116B
$943K 0.17%
+1,400
New +$882K
TXRH icon
105
Texas Roadhouse
TXRH
$13.7B
$830K 0.15%
+5,000
New +$846K
CPNG icon
106
Coupang
CPNG
$29.2B
$820K 0.15%
+34,776
New +$989K
ZETA icon
107
Zeta Global
ZETA
$6.69B
$773K 0.14%
+38,000
New +$710K
INFY icon
108
Infosys
INFY
$50.7B
$552K 0.1%
+31,000
New +$536K
SFM icon
109
Sprouts Farmers Market
SFM
$8.01B
$550K 0.1%
+6,900
New +$619K
JD icon
110
JD.com
JD
$44.5B
$545K 0.1%
19,000
– –
HUBS icon
111
HubSpot
HUBS
$10.5B
$441K 0.08%
1,100
– –
STAA icon
112
STAAR Surgical
STAA
$1.21B
$432K 0.08%
+18,700
New +$482K
NOW icon
113
ServiceNow
NOW
$129B
$383K 0.07%
2,500
– –
UUUU icon
114
Energy Fuels
UUUU
$3.53B
$218K 0.04%
+15,000
New +$255K
MDB icon
115
MongoDB
MDB
$32.1B
$118K 0.02%
+280
New +$102K
AEO icon
116
American Eagle Outfitters
AEO
$3.01B
– –
-45,100
Closed -$772K
BBWI icon
117
Bath & Body Works
BBWI
$4.1B
– –
-77,000
Closed -$1.98M
CFLT
118
DELISTED
Confluent
CFLT
– –
-140,366
Closed -$2.78M
CLS icon
119
Celestica
CLS
$36.5B
– –
-4,200
Closed -$1.03M
CMG icon
120
Chipotle Mexican Grill
CMG
$41.5B
– –
-25,600
Closed -$1M
COHR icon
121
Coherent
COHR
$74.2B
– –
-25,232
Closed -$2.72M
CRL icon
122
Charles River Laboratories
CRL
$12.8B
– –
-5,331
Closed -$834K
CVGW
123
DELISTED
Calavo Growers
CVGW
– –
-36,000
Closed -$927K
DG icon
124
Dollar General
DG
$27.9B
– –
-9,500
Closed -$982K
ELV icon
125
Elevance Health
ELV
$85.5B
– –
-6,100
Closed -$1.97M
3 4
5
6 7

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 2025 Portfolio in Review

As of Q4 2025, Maxi Investments CY held 152 positions worth $550M, up 14% from $481M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Maxi Investments CY deployed $85.7M of net new capital in Q4 2025, opening 61 new positions and adding to 27 existing holdings. Its largest new stake was iShares Semiconductor ETF: 52,400 shares worth $15.8M.

By sector, the portfolio is most concentrated in Technology at 42% of assets, up from 28% 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 $127M trimmed.

  • Maxi Investments CY's largest Q4 2025 buy was iShares Semiconductor ETF: 52,400 shares worth $15.8M.
  • Maxi Investments CY added most to Meta Platforms (Facebook) in Q4 2025, an estimated $38M increase.
  • Maxi Investments CY's biggest Q4 2025 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $127M.
  • Maxi Investments CY fully exited iShares 7-10 Year Treasury Bond ETF in Q4 2025, selling an estimated $15.1M.
  • Maxi Investments CY's ten largest holdings make up 42% of its $550M portfolio in Q4 2025.
  • Maxi Investments CY opened 61 new positions and closed 37 in Q4 2025.
  • Maxi Investments CY's portfolio value rose 14% quarter-over-quarter to $550M.

Based on Maxi Investments CY's 13F filing for Q4 2025, filed 3 Feb 2026.