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Maxi Investments CY Portfolio holdings

AUM $458M
1-Year Est. Return 0.99%
This Fund
S&P 500
This Quarter Est. Return
-8.54%
1 Year Est. Return
+0.99%
3 Year Est. Return
+24.58%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$458M
AUM Growth
-$92.3M
Cap. Flow
-$33M
Cap. Flow %
-7.21%
Top 10 Hldgs %
63.82%
Holding
153
New
38
Increased
15
Reduced
20
Closed
70

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$52.3M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$23M
3
NVDA icon
NVIDIA
NVDA
+$18.5M
4
TSM icon
TSMC
TSM
+$16.5M
5
APP icon
Applovin
APP
+$12.6M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$19.5M
2
SOXX icon
iShares Semiconductor ETF
SOXX
+$15.8M
3
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$15M
4
LI icon
Li Auto
LI
+$10.7M
5
UBER icon
Uber
UBER
+$8.93M

Sector Composition

Rank Sector Weight
1 Technology 30.45%
2 Communication Services 21.85%
3 Consumer Discretionary 17.1%
4 Financials 2.97%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALAB icon
151
Astera Labs
ALAB
$50B
– –
-9,500
Closed -$1.58M
NBIS
152
Nebius Group N.V.
NBIS
$47.7B
– –
-17,600
Closed -$1.47M
SEI
153
Solaris Energy Infrastructure
SEI
$3.31B
– –
-103,650
Closed -$4.76M
3 4 5 6
7

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AWMG
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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
TCMP
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BRF
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FCG
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Maxi Investments CY's Q1 2026 Portfolio in Review

As of Q1 2026, Maxi Investments CY held 153 positions worth $458M, down 17% from $550M the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Maxi Investments CY withdrew a net $33M in Q1 2026, closing 70 positions and reducing 20 holdings. Its most notable exit was iShares Semiconductor ETF, an estimated $15.8M position sold in full.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 42% a quarter earlier, followed by Communication Services and Consumer Discretionary.

Against the trend, Maxi Investments CY opened a new position in Invesco QQQ Trust worth $11.5M.

  • Maxi Investments CY's largest Q1 2026 buy was Invesco QQQ Trust: 20,000 shares worth $11.5M.
  • Maxi Investments CY added most to iShares 0-3 Month Treasury Bond ETF in Q1 2026, an estimated $52.3M increase.
  • Maxi Investments CY's biggest Q1 2026 reduction was Microsoft, cutting an estimated $19.5M.
  • Maxi Investments CY fully exited iShares Semiconductor ETF in Q1 2026, selling an estimated $15.8M.
  • Maxi Investments CY's ten largest holdings make up 64% of its $458M portfolio in Q1 2026.
  • Maxi Investments CY opened 38 new positions and closed 70 in Q1 2026.
  • Maxi Investments CY's portfolio value fell 17% quarter-over-quarter to $458M.

Based on Maxi Investments CY's 13F filing for Q1 2026, filed 14 May 2026.