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
-2.51%
1 Year Est. Return
+0.99%
3 Year Est. Return
+24.58%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$550M
AUM Growth
+$69.1M
Cap. Flow
+$85.7M
Cap. Flow %
15.59%
Top 10 Hldgs %
41.97%
Holding
152
New
61
Increased
27
Reduced
15
Closed
37

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$38M
2
MSFT icon
Microsoft
MSFT
+$34M
3
AMZN icon
Amazon
AMZN
+$22.3M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$15.5M
5
HSAI
Hesai Group
HSAI
+$11.2M

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$127M
2
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$15.1M
3
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.74M
4
UNH icon
UnitedHealth
UNH
+$8.2M
5
TTWO icon
Take-Two Interactive
TTWO
+$5.46M

Sector Composition

Rank Sector Weight
1 Technology 41.69%
2 Consumer Discretionary 16.21%
3 Communication Services 15.45%
4 Financials 4.73%
5 Consumer Staples 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$2.89T
$44.8M 8.14%
92,580
+67,800
+274% +$34M
META icon
2
Meta Platforms (Facebook)
META
$1.51T
$39.8M 7.24%
60,350
+56,850
+1,624% +$38M
AMZN icon
3
Amazon
AMZN
$2.49T
$34.5M 6.27%
149,506
+97,354
+187% +$22.3M
SGOV icon
4
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.3B
$26.6M 4.84%
265,000
-1,264,950
-83% -$127M
TEAM icon
5
Atlassian
TEAM
$24.3B
$17M 3.1%
105,000
+29,000
+38% +$4.55M
SOXX icon
6
iShares Semiconductor ETF
SOXX
$42.7B
$15.8M 2.87%
+52,400
New +$15.5M
TLT icon
7
iShares 20+ Year Treasury Bond ETF
TLT
$42.8B
$15M 2.73%
172,000
-108,950
-39% -$9.74M
NU icon
8
Nu Holdings
NU
$70.2B
$13.1M 2.38%
783,000
+361,000
+86% +$5.8M
CRM icon
9
Salesforce
CRM
$142B
$12.5M 2.26%
47,010
+1,800
+4% +$447K
UBER icon
10
Uber
UBER
$139B
$11.8M 2.14%
144,000
+89,200
+163% +$8.03M
BABA icon
11
Alibaba
BABA
$276B
$11.5M 2.09%
78,400
+58,400
+292% +$9.51M
HSAI
12
Hesai Group
HSAI
$2.42B
$11.5M 2.09%
+512,847
New +$11.2M
LI icon
13
Li Auto
LI
$13.1B
$10.7M 1.95%
633,000
– –
ADBE icon
14
Adobe
ADBE
$94.5B
$10.3M 1.87%
29,350
+8,550
+41% +$2.91M
ORCL icon
15
Oracle
ORCL
$345B
$9.16M 1.67%
47,000
+42,980
+1,069% +$10.2M
UPST icon
16
Upstart Holdings
UPST
$2.63B
$8.46M 1.54%
+193,400
New +$8.91M
TTD icon
17
Trade Desk
TTD
$8.41B
$8.35M 1.52%
220,000
+40,000
+22% +$1.77M
LULU icon
18
lululemon athletica
LULU
$13.4B
$7.69M 1.4%
37,000
– –
IRDM icon
19
Iridium Communications
IRDM
$4.87B
$7.37M 1.34%
+424,000
New +$7.49M
NVDA icon
20
NVIDIA
NVDA
$4.76T
$7.09M 1.29%
+38,000
New +$7.07M
SNOW icon
21
Snowflake
SNOW
$94.6B
$6.88M 1.25%
31,340
+7,840
+33% +$1.91M
GOOG icon
22
Alphabet (Google) Class C
GOOG
$3.99T
$6.26M 1.14%
19,945
-11,180
-36% -$3.2M
GDS icon
23
GDS Holdings
GDS
$6.29B
$6.03M 1.1%
+172,700
New +$5.97M
KC
24
Kingsoft Cloud Holdings
KC
$2.97B
$5.98M 1.09%
+578,325
New +$7.1M
PANW icon
25
Palo Alto Networks
PANW
$259B
$5.93M 1.08%
32,200
+24,300
+308% +$4.9M
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 Q4 2025 Portfolio in Review

As of Q4 2025, Maxi Investments CY held 152 positions worth $550M, up 14% from $481M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Maxi Investments CY deployed $85.7M of net new capital in Q4 2025, opening 61 new positions and adding to 27 existing holdings. Its largest new stake was iShares Semiconductor ETF: 52,400 shares worth $15.8M.

By sector, the portfolio is most concentrated in Technology at 42% of assets, up from 28% 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 $127M trimmed.

  • Maxi Investments CY's largest Q4 2025 buy was iShares Semiconductor ETF: 52,400 shares worth $15.8M.
  • Maxi Investments CY added most to Meta Platforms (Facebook) in Q4 2025, an estimated $38M increase.
  • Maxi Investments CY's biggest Q4 2025 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $127M.
  • Maxi Investments CY fully exited iShares 7-10 Year Treasury Bond ETF in Q4 2025, selling an estimated $15.1M.
  • Maxi Investments CY's ten largest holdings make up 42% of its $550M portfolio in Q4 2025.
  • Maxi Investments CY opened 61 new positions and closed 37 in Q4 2025.
  • Maxi Investments CY's portfolio value rose 14% quarter-over-quarter to $550M.

Based on Maxi Investments CY's 13F filing for Q4 2025, filed 3 Feb 2026.