We are live on ! Find out more
MIC

Maxi Investments CY Portfolio holdings

AUM $458M
1-Year Est. Return 0.99%
This Fund
S&P 500
This Quarter Est. Return
+12.52%
1 Year Est. Return
+0.99%
3 Year Est. Return
+24.58%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$602M
AUM Growth
+$100M
Cap. Flow
+$590M
Cap. Flow %
97.88%
Top 10 Hldgs %
52.04%
Holding
158
New
46
Increased
16
Reduced
29
Closed
51

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$82.1M
2
BABA icon
Alibaba
BABA
+$34.6M
3
TSM icon
TSMC
TSM
+$24.7M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$24.5M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$20.7M

Top Sells

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$40.5M
2
MSFT icon
Microsoft
MSFT
+$20M
3
NVDA icon
NVIDIA
NVDA
+$17.6M
4
AMZN icon
Amazon
AMZN
+$15.2M
5
LYFT icon
Lyft
LYFT
+$10.5M

Sector Composition

Rank Sector Weight
1 Technology 32.26%
2 Consumer Discretionary 20.14%
3 Communication Services 7.76%
4 Industrials 3.27%
5 Energy 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SGOV icon
1
iShares 0-3 Month Treasury Bond ETF
SGOV
$98.6B
$100M 16.62%
994,470
+816,796
+460% +$82.1M
TSM icon
2
TSMC
TSM
$2.09T
$44.5M 7.39%
196,503
+133,302
+211% +$24.7M
BABA icon
3
Alibaba
BABA
$269B
$35.7M 5.93%
314,835
+292,500
+1,310% +$34.6M
TLT icon
4
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$24.8M 4.12%
+280,950
New +$24.5M
AMZN icon
5
Amazon
AMZN
$2.5T
$24.2M 4.02%
110,472
-76,910
-41% -$15.2M
IGV icon
6
iShares Expanded Tech-Software Sector ETF
IGV
$13B
$23M 3.81%
+209,600
New +$20.7M
MSFT icon
7
Microsoft
MSFT
$2.84T
$20.5M 3.41%
41,297
-46,113
-53% -$20M
META icon
8
Meta Platforms (Facebook)
META
$1.51T
$16.4M 2.71%
22,156
-7,885
-26% -$4.87M
TCOM icon
9
Trip.com Group
TCOM
$27.5B
$12.3M 2.05%
210,476
– –
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$3.91T
$11.9M 1.98%
67,625
+58,525
+643% +$9.58M
QQQ icon
11
CALL
Invesco QQQ Trust
QQQ
$455B
$11.3M 1.87%
+1,130,000
New +$562M
AMD icon
12
Advanced Micro Devices
AMD
$851B
$11M 1.83%
77,812
+1,592
+2% +$173K
FSLR icon
13
First Solar
FSLR
$21.8B
$11M 1.83%
66,650
-3,940
-6% -$582K
AAPL icon
14
Apple
AAPL
$4.89T
$9.86M 1.64%
48,051
+7,851
+20% +$1.59M
COHR icon
15
Coherent
COHR
$55.2B
$9.48M 1.57%
106,240
+4,377
+4% +$315K
JD icon
16
JD.com
JD
$40.8B
$9.11M 1.51%
279,020
– –
CRM icon
17
Salesforce
CRM
$134B
$8.81M 1.46%
32,310
-1,862
-5% -$498K
LULU icon
18
lululemon athletica
LULU
$13B
$8.79M 1.46%
37,000
+27,500
+289% +$7.58M
PYPL icon
19
PayPal
PYPL
$49.5B
$7.77M 1.29%
104,555
-17,345
-14% -$1.19M
SPOT icon
20
Spotify
SPOT
$99.2B
$7.39M 1.23%
9,637
+4,792
+99% +$3.08M
VIPS icon
21
Vipshop
VIPS
$6.84B
$7.31M 1.21%
485,650
– –
GLD icon
22
SPDR Gold Trust
GLD
$131B
$7.1M 1.18%
+23,300
New +$7.06M
MU icon
23
Micron Technology
MU
$1.04T
$6.85M 1.14%
55,548
+20,348
+58% +$1.9M
QQQ icon
24
Invesco QQQ Trust
QQQ
$455B
$6.79M 1.13%
12,300
-81,467
-87% -$40.5M
MRVL icon
25
Marvell Technology
MRVL
$174B
$6.27M 1.04%
+81,000
New +$5.06M
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 Q2 2025 Portfolio in Review

As of Q2 2025, Maxi Investments CY held 158 positions worth $602M, up 20% from $502M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Maxi Investments CY deployed $590M of net new capital in Q2 2025, opening 46 new positions and adding to 16 existing holdings. Its largest new stake was iShares 20+ Year Treasury Bond ETF: 280,950 shares worth $24.8M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 49% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was Invesco QQQ Trust, an estimated $40.5M trimmed.

  • Maxi Investments CY's largest Q2 2025 buy was iShares 20+ Year Treasury Bond ETF: 280,950 shares worth $24.8M.
  • Maxi Investments CY added most to iShares 0-3 Month Treasury Bond ETF in Q2 2025, an estimated $82.1M increase.
  • Maxi Investments CY's biggest Q2 2025 reduction was Invesco QQQ Trust, cutting an estimated $40.5M.
  • Maxi Investments CY fully exited NVIDIA in Q2 2025, selling an estimated $17.6M.
  • Maxi Investments CY's ten largest holdings make up 52% of its $602M portfolio in Q2 2025.
  • Maxi Investments CY opened 46 new positions and closed 51 in Q2 2025.
  • Maxi Investments CY's portfolio value rose 20% quarter-over-quarter to $602M.

Based on Maxi Investments CY's 13F filing for Q2 2025, filed 12 Aug 2025.