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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
LI icon
151
Li Auto
LI
$12.7B
– –
-29,973
Closed -$719K
LPG icon
152
Dorian LPG
LPG
$1.96B
– –
-16,900
Closed -$412K
LRCX icon
153
Lam Research
LRCX
$390B
– –
-13,074
Closed -$949K
MBLY icon
154
Mobileye
MBLY
$2.2B
– –
-38,100
Closed -$759K
MDB icon
155
MongoDB
MDB
$32.1B
– –
-3,000
Closed -$698K
MEDP icon
156
Medpace
MEDP
$16.5B
– –
-1,300
Closed -$432K
MRVL icon
157
Marvell Technology
MRVL
$196B
– –
-14,251
Closed -$1.57M
MTZ icon
158
MasTec
MTZ
$21.9B
– –
-4,558
Closed -$621K
NEE icon
159
NextEra Energy
NEE
$177B
– –
-21,300
Closed -$1.53M
NTAP icon
160
NetApp
NTAP
$37.2B
– –
-17,834
Closed -$2.07M
OMC icon
161
Omnicom Group
OMC
$23.4B
– –
-4,000
Closed -$347K
RBBN icon
162
Ribbon Communications
RBBN
$383M
– –
-195,266
Closed -$812K
RL icon
163
Ralph Lauren
RL
$23.6B
– –
-4,299
Closed -$997K
SBUX icon
164
Starbucks
SBUX
$120B
– –
-15,300
Closed -$1.4M
SKX
165
DELISTED
Skechers
SKX
– –
-16,827
Closed -$1.13M
SQQQ icon
166
ProShares UltraPro Short QQQ
SQQQ
$1.74B
– –
-12,420
Closed -$1.93M
TLT icon
167
iShares 20+ Year Treasury Bond ETF
TLT
$40.9B
– –
-796,155
Closed -$69.5M
TMF icon
168
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.18B
– –
-39,750
Closed -$1.59M
TOST icon
169
Toast
TOST
$19.9B
– –
-11,405
Closed -$416K
TPR icon
170
Tapestry
TPR
$32.8B
– –
-11,051
Closed -$722K
TSLA icon
171
Tesla
TSLA
$1.3T
– –
-8,769
Closed -$3.54M
TXN icon
172
Texas Instruments
TXN
$261B
– –
-3,500
Closed -$656K
URA icon
173
Global X Uranium ETF
URA
$6.27B
– –
-64,125
Closed -$1.76M
USB icon
174
US Bancorp
USB
$99.6B
– –
-11,800
Closed -$570K
VIAV icon
175
Viavi Solutions
VIAV
$9.66B
– –
-50,595
Closed -$511K
4 5 6
7
8

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.