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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
-8.93%
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
XLE icon
176
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
– –
-46,000
Closed -$1.97M
ZS icon
177
Zscaler
ZS
$27.3B
– –
-3,840
Closed -$686K
GAP
178
The Gap Inc
GAP
$7.37B
– –
-75,694
Closed -$1.79M
4 5 6 7
8

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UAM
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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
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PC
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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.