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MIC

Maxi Investments CY Portfolio holdings

AUM $494M
1-Year Est. Return 21.74%
This Fund
S&P 500
This Quarter Est. Return
+0.68%
1 Year Est. Return
+21.74%
3 Year Est. Return
+67.09%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$481M
AUM Growth
-$121M
Cap. Flow
-$126M
Cap. Flow %
-26.22%
Top 10 Hldgs %
57.09%
Holding
143
New
36
Increased
21
Reduced
21
Closed
52

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$53.8M
2
LI icon
Li Auto
LI
+$16.4M
3
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$15M
4
TTD icon
Trade Desk
TTD
+$10.8M
5
TEAM icon
Atlassian
TEAM
+$10.5M

Top Sells

Rank Stock Value
1
TSM icon
TSMC
TSM
+$42.7M
2
BABA icon
Alibaba
BABA
+$38.6M
3
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$23M
4
META icon
Meta Platforms (Facebook)
META
+$13.9M
5
AMZN icon
Amazon
AMZN
+$13.2M

Sector Composition

Rank Sector Weight
1 Miscellaneous 41.76%
2 Technology 28.29%
3 Consumer Discretionary 10.31%
4 Communication Services 9.23%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SGOV icon
1
iShares 0-3 Month Treasury Bond ETF
SGOV
$109B
$154M 32.04%
1,529,950
+535,480
+54% +$53.8M
TLT icon
2
iShares 20+ Year Treasury Bond ETF
TLT
$46.8B
$25.1M 5.22%
280,950
– –
LI icon
3
Li Auto
LI
$11.9B
$16M 3.34%
+633,000
New +$16.4M
IEF icon
4
iShares 7-10 Year Treasury Bond ETF
IEF
$41.4B
$15.1M 3.15%
+157,000
New +$15M
MSFT icon
5
Microsoft
MSFT
$3.67T
$12.8M 2.67%
24,780
-16,517
-40% -$8.43M
TEAM icon
6
Atlassian
TEAM
$48.6B
$12.1M 2.52%
76,000
+58,200
+327% +$10.5M
AMZN icon
7
Amazon
AMZN
$2.74T
$11.5M 2.38%
52,152
-58,320
-53% -$13.2M
CRM icon
8
Salesforce
CRM
$196B
$10.7M 2.23%
45,210
+12,900
+40% +$3.25M
TTD icon
9
Trade Desk
TTD
$6.54B
$8.82M 1.83%
180,000
+170,512
+1,797% +$10.8M
UNH icon
10
UnitedHealth
UNH
$338B
$8.2M 1.71%
23,760
+13,560
+133% +$4.1M
GOOG icon
11
Alphabet (Google) Class C
GOOG
$4.21T
$7.58M 1.58%
+31,125
New +$6.54M
ADBE icon
12
Adobe
ADBE
$98.9B
$7.34M 1.53%
20,800
+15,400
+285% +$5.52M
MRVL icon
13
Marvell Technology
MRVL
$220B
$7.23M 1.5%
86,000
+5,000
+6% +$368K
SNPS icon
14
Synopsys
SNPS
$73.8B
$7.12M 1.48%
14,430
+7,175
+99% +$4.06M
PYPL icon
15
PayPal
PYPL
$44.8B
$7M 1.46%
104,455
-100
-0.1% -$7.05K
NU icon
16
Nu Holdings
NU
$65.9B
$6.76M 1.4%
+422,000
New +$5.89M
LULU icon
17
lululemon athletica
LULU
$10.9B
$6.58M 1.37%
37,000
– –
TSM icon
18
TSMC
TSM
$2.25T
$6.14M 1.28%
22,000
-174,503
-89% -$42.7M
GOOGL icon
19
Alphabet (Google) Class A
GOOGL
$4.27T
$6.13M 1.28%
25,225
-42,400
-63% -$8.88M
FOUR icon
20
Shift4
FOUR
$3.08B
$6M 1.25%
77,585
+61,017
+368% +$5.67M
PINS icon
21
Pinterest
PINS
$10.5B
$5.5M 1.14%
+171,000
New +$6.2M
TTWO icon
22
Take-Two Interactive
TTWO
$38.4B
$5.46M 1.14%
21,127
+4,950
+31% +$1.17M
UBER icon
23
Uber
UBER
$144B
$5.37M 1.12%
54,800
+26,500
+94% +$2.48M
SNOW icon
24
Snowflake
SNOW
$117B
$5.3M 1.1%
23,500
+19,930
+558% +$4.28M
ESTC icon
25
Elastic
ESTC
$9.13B
$5.13M 1.07%
60,775
+34,000
+127% +$2.86M
1
2 3 4 5

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AAM
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BMC
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Maxi Investments CY's Q3 2025 Portfolio in Review

As of Q3 2025, Maxi Investments CY held 143 positions worth $481M, down 20% from $602M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Maxi Investments CY withdrew a net $126M in Q3 2025, closing 52 positions and reducing 21 holdings. Its most notable exit was iShares Expanded Tech-Software Sector ETF, an estimated $23M position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 42% of assets, up from 32% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Maxi Investments CY opened a new position in Li Auto worth $16M.

  • Maxi Investments CY's largest Q3 2025 buy was Li Auto: 633,000 shares worth $16M.
  • Maxi Investments CY added most to iShares 0-3 Month Treasury Bond ETF in Q3 2025, an estimated $53.8M increase.
  • Maxi Investments CY's biggest Q3 2025 reduction was TSMC, cutting an estimated $42.7M.
  • Maxi Investments CY fully exited iShares Expanded Tech-Software Sector ETF in Q3 2025, selling an estimated $23M.
  • Maxi Investments CY's ten largest holdings make up 57% of its $481M portfolio in Q3 2025.
  • Maxi Investments CY opened 36 new positions and closed 52 in Q3 2025.
  • Maxi Investments CY's portfolio value fell 20% quarter-over-quarter to $481M.

Based on Maxi Investments CY's 13F filing for Q3 2025, filed 14 Nov 2025.