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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
QQQ icon
1
Invesco QQQ Trust
QQQ
$469B
$44M 8.76%
93,767
+8,493
+10% +$4.32M
AMZN icon
2
Amazon
AMZN
$3.06T
$35.7M 7.1%
187,382
+48,328
+35% +$10.5M
MSFT icon
3
Microsoft
MSFT
$3.62T
$32.8M 6.54%
87,410
+59,449
+213% +$24.2M
SGOV icon
4
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.9B
$17.9M 3.56%
177,674
-311,476
-64% -$31.3M
NVDA icon
5
NVIDIA
NVDA
$5.01T
$17.6M 3.51%
162,515
+143,012
+733% +$18.1M
META icon
6
Meta Platforms (Facebook)
META
$1.5T
$17.3M 3.45%
30,041
-8,726
-23% -$5.63M
TCOM icon
7
Trip.com Group
TCOM
$29.8B
$13.4M 2.67%
210,476
– –
JD icon
8
JD.com
JD
$44.6B
$11.5M 2.29%
279,020
-5,925
-2% -$238K
LYFT icon
9
Lyft
LYFT
$6.22B
$11.2M 2.24%
945,933
+720,933
+320% +$9.39M
TSM icon
10
TSMC
TSM
$2.11T
$10.5M 2.09%
63,201
+26,419
+72% +$5.13M
ORCL icon
11
Oracle
ORCL
$409B
$10.1M 2%
71,938
+33,588
+88% +$5.47M
AVGO icon
12
Broadcom
AVGO
$1.87T
$9.95M 1.98%
59,424
+24,961
+72% +$5.28M
UBER icon
13
Uber
UBER
$146B
$9.62M 1.92%
132,064
+30,960
+31% +$2.23M
APP icon
14
Applovin
APP
$136B
$9.49M 1.89%
+35,805
New +$12.3M
CRM icon
15
Salesforce
CRM
$152B
$9.17M 1.83%
34,172
+28,316
+484% +$8.81M
AAPL icon
16
Apple
AAPL
$4.43T
$8.93M 1.78%
+40,200
New +$9.31M
FSLR icon
17
First Solar
FSLR
$25B
$8.93M 1.78%
70,590
+60,537
+602% +$9.45M
PYPL icon
18
PayPal
PYPL
$49.5B
$7.95M 1.58%
121,900
+102,275
+521% +$7.97M
AMD icon
19
Advanced Micro Devices
AMD
$790B
$7.83M 1.56%
76,220
+40,602
+114% +$4.51M
VIPS icon
20
Vipshop
VIPS
$7.47B
$7.62M 1.52%
485,650
– –
GOOG icon
21
Alphabet (Google) Class C
GOOG
$4.56T
$7.32M 1.46%
46,833
+13,689
+41% +$2.51M
DELL icon
22
Dell
DELL
$277B
$6.81M 1.36%
74,726
+14,627
+24% +$1.55M
COHR icon
23
Coherent
COHR
$56.4B
$6.62M 1.32%
101,863
+84,555
+489% +$7.01M
CFLT
24
DELISTED
Confluent
CFLT
$6.19M 1.23%
+264,266
New +$7.65M
TEAM icon
25
Atlassian
TEAM
$26.3B
$5.67M 1.13%
+26,700
New +$7.05M
1
2 3 4 5

Similar funds

OCM
Olstein Capital Management Purchase, New York $458M AUM 6.27% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 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
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 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.