MI
Maxi Investments CY Ltd 13F Holdings Overview (83 Positions)
Maxi Investments CY LtdCIK: 0001838222
Diversified strategyHigh-turnover traderMomentum follower
Total reported value
$457.7M
Reporting period: 2026-03-31 · Number of holdings: 83
Maxi Investments CY Ltd disclosed 83 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $457.7M and a quarterly turnover rate of 106.4%.
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Personality snowflake
- Concentration
- 24.59
- Portfolio Stability
- 100
- Momentum/Contrarian
- 100
- Sector conviction
- 91.79
- Diversification
- 100
- Sizing Uniformity
- 79.62
Maxi Investments CY Ltd's disclosed holdings carry a Herfindahl concentration index of 0.061 — mathematically equivalent to about 16 equally-sized positions, well below its 83 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.04), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Recent moves
Add SGOV
+196.2% $52.4M
Add GOOGL
+1159.3% $20.9M
Trim MSFT
-50.3% -$27.8M
Add NVDA
+265.2% $17.1M
Add TSM
+477.6% $16.6M
Trim TEAM
-76.4% -$15.3M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 17.26% | +12.42% | +196.15% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 9.24% | — | +22.54% | |
| 3 | AMZN | Amazon.com INC | Stock-Consumer Disc | 8.76% | +2.49% | +28.76% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.29% | +4.00% | +265.24% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.00% | +4.64% | +1159.26% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.29% | +3.73% | +477.61% | |
| 7 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 3.96% | +1.87% | +84.34% | |
| 8 | ORCL | Oracle CORP | Stock-Tech | 3.77% | +2.10% | +149.79% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 3.72% | -4.42% | -50.33% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.52% | +2.52% | NEW | |
| 11 | APP | Applovin Corp-class A | Stock-Tech | 2.39% | +2.22% | +1864.29% | |
| 12 | BIDU | Baidu INC - Spon Adr | Stock-Comm Services | 1.77% | +0.79% | +76.30% | |
| 13 | AVGO | Broadcom INC | Stock-Tech | 1.73% | +1.46% | +502.35% | |
| 14 | CRM | Salesforce INC | Stock-Tech | 1.33% | -0.93% | -30.42% | |
| 15 | AAPL | Apple INC | Stock-Tech | 1.27% | — | +9.57% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.25% | +1.25% | NEW | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.25% | — | — | |
| 18 | NU | Nu Holdings Ltd. | Stock-Financials | 1.20% | -1.18% | -51.15% | |
| 19 | GDS | Gds Holdings LTD - Adr | Stock-Other | 1.17% | — | -22.99% | |
| 20 | NFLX | Netflix INC | Stock-Comm Services | 1.12% | — | -14.21% | |
| 21 | MRVL | Marvell Technology INC | Stock-Tech | 1.10% | — | -24.40% | |
| 22 | UPST | Upstart Holdings INC | Stock-Financials | 1.08% | -0.46% | — | |
| 23 | HSAI | Hesai Group | Stock-Other | 1.03% | -1.06% | -52.13% | |
| 24 | XTL | Ss Spdr S&p Telecom ETF | ETF-Other | 0.90% | +0.90% | NEW | |
| 25 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.74% | +0.74% | NEW | |
| 26 | LULU | Lululemon Athletica INC | Stock-Consumer Disc | 0.62% | -0.78% | -50.00% | |
| 27 | AMSC | American Superconductor CORP | Stock-Other | 0.56% | +0.56% | NEW | |
| 28 | TSLA | Tesla INC | Stock-Consumer Disc | 0.50% | — | +152.24% | |
| 29 | SMTC | Semtech CORP | Stock-Tech | 0.49% | — | — | |
| 30 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 0.48% | — | — | |
| 31 | DLO | DLocal Limited | Stock-Other | 0.47% | — | — | |
| 32 | CLS | Celestica INC | Stock-Tech | 0.46% | — | — | |
| 33 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.44% | — | — | |
| 34 | UBER | Uber Technologies INC | Stock-Industrials | 0.44% | -1.70% | -80.56% | |
| 35 | SPXC | Spx Technologies INC | Stock-Industrials | 0.44% | — | — | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.43% | — | — | |
| 37 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.43% | — | — | |
| 38 | ADBE | Adobe INC | Stock-Tech | 0.39% | -1.48% | -74.79% | |
| 39 | FISV | Fiserv INC | Stock-Other | 0.38% | — | — | |
| 40 | HUBS | Hubspot INC | Stock-Tech | 0.38% | — | +545.45% | |
| 41 | JOBY | Joby Aviation, Inc. | Stock-Industrials | 0.38% | — | — | |
| 42 | TEAM | Atlassian Corp-cl A | Stock-Tech | 0.37% | -2.73% | -76.38% | |
| 43 | ILF | Ishares Latin America 40 ETF | ETF-Other | 0.37% | — | — | |
| 44 | TCOM | Trip.com Group Ltd-adr | Stock-Consumer Disc | 0.35% | — | — | |
| 45 | KLAC | Kla CORP | Stock-Tech | 0.35% | — | — | |
| 46 | ETN | Eaton Corporation plc | Stock-Industrials | 0.34% | — | — | |
| 47 | MSTR | Strategy INC | Stock-Tech | 0.34% | — | — | |
| 48 | KKR | Kkr & Co INC | Stock-Financials | 0.33% | — | — | |
| 49 | APO | Apollo Global Management INC | Stock-Financials | 0.33% | — | — | |
| 50 | MELI | Mercadolibre INC | Stock-Consumer Disc | 0.32% | — | — |
1–50 of 83
Portfolio Performance
Performance for Q3 2026
-3%
Performance Last 4 Quarters
+16.1%
Based on 69% of reported portfolio value with available pricing
- Stdev
- +19.5%
- Beta
- +1.23
- Alpha
- -11.7%
- Max Drawdown
- -11.4%
- Annualized Perf
- +9.5%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +0.93
- Stutzer
- +0.16
- Treynor
- +0.09
- Sterling
- +0.47
- Calmar
- +0.84
- Information Ratio
- -0.65
- Tracking Error
- +11.5%
- Stdev Down
- +11.8%
- Winning Months %
- +50%
- Losing Months %
- +50%
- Best 12 Months
- +46.6%
- Worst 12 Months
- -10%
- Efficiency Ratio
- +0.19
- Sharpe
- +0.56
- Stdev Sectors
- +15%
- Skewness
- -0.11
- Kurtosis
- -0.49
- Upside Potential
- +2.75
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 83 | $457.7M | 100 | |
| 2025-12-31 | 115 | $550.0M | 100 | |
| 2025-09-30 | 91 | $480.9M | 100 | |
| 2025-06-30 | 107 | $602.4M | 0 | |
| 2025-03-31 | 112 | $502.0M | 0 | |
| 2024-12-31 | 142 | $518.5M | 0 | |
| 2024-09-30 | 75 | $374.7M | 0 | |
| 2024-06-30 | 111 | $445.3M | 0 | |
| 2024-03-31 | 115 | $373.3M | 0 | |
| 2023-12-31 | 51 | $355.6M | 0 | |
| 2023-09-30 | 36 | $216.3M | 0 | |
| 2023-06-30 | 47 | $139.6M | 0 | |
| 2023-03-31 | 46 | $140.2M | 0 | |
| 2022-12-31 | 47 | $105.8M | 0 | |
| 2022-09-30 | 61 | $132.1M | 0 | |
| 2022-06-30 | 56 | $140.3M | 0 | |
| 2022-03-31 | 54 | $170.3M | 0 | |
| 2021-12-31 | 53 | $186.6M | 0 |
Holding changes this quarter
Maxi Investments CY Ltd's most significant position changes for 2026-03-31: Sold out: Ishares Semiconductor ETF (SOXX); Sold out: Ishares 20+ Year Treasury Bd (TLT); New buy: Invesco Qqq Trust Series 1 (QQQ); Sold out: Li Auto INC - Adr (LI); Sold out: Trade Desk Inc/the -class A (TTD).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +12.4% | +196.15% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +4.6% | +1159.26% | Add |
| 3 | NVDA | Nvidia CORP | +4% | +265.24% | Add |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +3.7% | +477.61% | Add |
| 5 | AMZN | Amazon.com INC | +2.5% | +28.76% | Add |
| 6 | APP | Applovin Corp-class A | +2.2% | +1864.29% | Add |
| 7 | ORCL | Oracle CORP | +2.1% | +149.79% | Add |
| 8 | BABA | Alibaba Group Holding-sp Adr | +1.9% | +84.34% | Add |
| 9 | AVGO | Broadcom INC | +1.5% | +502.35% | Add |
| 10 | BIDU | Baidu INC - Spon Adr | +0.8% | +76.30% | Add |
| 11 | UPST | Upstart Holdings INC | -0.5% | — | Unchanged |
| 12 | BILL | Bill Holdings INC | -0.5% | -83.64% | Trim |
| 13 | LULU | Lululemon Athletica INC | -0.8% | -50.00% | Trim |
| 14 | KC | Kingsoft Cloud Holdings-adr | -0.8% | -83.36% | Trim |
| 15 | VOO | Vanguard S&P 500 ETF | -0.9% | -81.19% | Trim |
| 16 | PANW | Palo Alto Networks INC | -0.9% | -84.47% | Trim |
| 17 | CRM | Salesforce INC | -0.9% | -30.42% | Trim |
| 18 | HSAI | Hesai Group | -1.1% | -52.13% | Trim |
| 19 | NU | Nu Holdings Ltd. | -1.2% | -51.15% | Trim |
| 20 | ADBE | Adobe INC | -1.5% | -74.79% | Trim |
| 21 | UBER | Uber Technologies INC | -1.7% | -80.56% | Trim |
| 22 | TEAM | Atlassian Corp-cl A | -2.7% | -76.38% | Trim |
| 23 | MSFT | Microsoft CORP | -4.4% | -50.33% | Trim |
| 24 | SOXX | Ishares Semiconductor ETF | — | EXIT | Sold out |
| 25 | TLT | Ishares 20+ Year Treasury Bd | — | EXIT | Sold out |
| 26 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 27 | LI | Li Auto INC - Adr | — | EXIT | Sold out |
| 28 | TTD | Trade Desk Inc/the -class A | — | EXIT | Sold out |
| 29 | IRDM | Iridium Communications INC | — | EXIT | Sold out |
| 30 | SNOW | Snowflake INC | — | EXIT | Sold out |
| 31 | FOUR | Shift4 Payments Inc-class A | — | EXIT | Sold out |
| 32 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 33 | SEI | Solaris Energy Infrastructur | — | EXIT | Sold out |
| 34 | QCOM | Qualcomm INC | — | EXIT | Sold out |
| 35 | ACN | Accenture plc | — | EXIT | Sold out |
| 36 | ISRG | Intuitive Surgical INC | — | EXIT | Sold out |
| 37 | TER | Teradyne INC | — | EXIT | Sold out |
| 38 | PINS | Pinterest Inc- Class A | — | EXIT | Sold out |
| 39 | XTL | Ss Spdr S&p Telecom ETF | — | NEW | New buy |
| 40 | SNPS | Synopsys INC | — | EXIT | Sold out |
| 41 | S | Sentinelone INC -class A | — | EXIT | Sold out |
| 42 | DHR | Danaher CORP | — | EXIT | Sold out |
| 43 | EPAM | Epam Systems INC | — | EXIT | Sold out |
| 44 | TTWO | Take-two Interactive Softwre | — | NEW | New buy |
| 45 | HIMS | Hims & Hers Health INC | — | EXIT | Sold out |
| 46 | PYPL | Paypal Holdings INC | — | EXIT | Sold out |
| 47 | MNST | Monster Beverage CORP | — | EXIT | Sold out |
| 48 | ANF | Abercrombie & Fitch Co-cl A | — | EXIT | Sold out |
| 49 | AMSC | American Superconductor CORP | — | NEW | New buy |
| 50 | ON | On Semiconductor | — | EXIT | Sold out |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-03 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-12 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-09 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-10 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-12 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-08 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-14 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-12 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-13 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-11 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-12 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-09 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-08 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-12 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-27 | 13F-HR | View on EDGAR |
FAQ
What is Maxi Investments CY Ltd and what type of investor is it?
Maxi Investments CY Ltd is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $457.7M, spread across 83 disclosed positions.
What are Maxi Investments CY Ltd's largest equity positions?
Based on the latest 13F filing, Maxi Investments CY Ltd's top holdings by market value are:
1. Ishares 0-3 Month Treasury B (SGOV) — $79.0M (17.3%)
2. Meta Platforms Inc-class A (META) — $42.3M (9.2%)
3. Amazon.com INC (AMZN) — $40.1M (8.8%)
4. Nvidia CORP (NVDA) — $24.2M (5.3%)
5. Alphabet Inc-cl A (GOOGL) — $22.9M (5.0%)
What changes did Maxi Investments CY Ltd make in its most recent portfolio filing?
In the latest reported quarter, Maxi Investments CY Ltd made 49 notable position adjustments: 5 new positions were initiated, 10 existing holdings were added to, 12 positions were partially reduced, and 22 were completely exited. The largest of these moves: Sold out: Ishares Semiconductor ETF (SOXX); Sold out: Ishares 20+ Year Treasury Bd (TLT); New buy: Invesco Qqq Trust Series 1 (QQQ); Sold out: Li Auto INC - Adr (LI); Sold out: Trade Desk Inc/the -class A (TTD)
What sectors does Maxi Investments CY Ltd focus on?
Maxi Investments CY Ltd is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 42.1%
• Communication Services: 27.4%
• Consumer Discretionary: 22.6%
• Financials: 4.2%
• Industrials: 2.9%
• Health Care: 0.4%
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