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Portfolio (Quarterly) Guide ↗

Maxi Investments CY Ltd

· CIK 0001838222
13F Portfolio $494M AUM 72 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 42 New 19 Added 9 Reduced 53 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 95,053.0 $70.0M 14.17% +75K +375.3% $736.40 -4.1%
2 GOOGL ALPHABET INC Communication Services 93,798.0 $33.5M 6.79% +14K +17.8% $357.37 -2.6%
3 MSFT MICROSOFT CORP Technology 84,520.0 $31.5M 6.38% +39K +83.8% $373.02 +30.6%
4 AVGO BROADCOM INC Technology 48,454.0 $18.3M 3.71% +23K +89.3% $377.74 -5.0%
5 APP APPLOVIN CORP Technology 31,384.0 $16.2M 3.27% +4K +14.1% $515.23 -42.0%
6 AAPL APPLE INC Technology 48,500.0 $14.0M 2.84% +26K +111.8% $289.36 +7.3%
7 MU MICRON TECHNOLOGY INC Technology 11,500.0 $13.3M 2.69% +9K +360.0% $1154.26 -21.1%
8 HSAI HESAI GROUP Consumer Cyclical 430,974.0 $7.9M 1.59% +185K +75.5% $18.22 -0.4%
9 HUBS HUBSPOT INC Technology 37,500.0 $6.8M 1.39% +30K +428.2% $182.51 +33.8%
10 BKNG BOOKING HOLDINGS INC Consumer Cyclical 32,000.0 $5.7M 1.16% +32K +10000.0% $178.25 +19.7%
11 NFLX NETFLIX INC Communication Services 77,700.0 $5.5M 1.12% +25K +46.2% $71.40 +12.1%
12 GDS GDS HLDGS LTD Technology 183,000.0 $5.5M 1.11% +50K +37.6% $30.03 +5.7%
13 CRM SALESFORCE INC Technology 35,000.0 $5.5M 1.11% +2K +7.0% $156.66 +33.5%
14 MELI MERCADOLIBRE INC Consumer Cyclical 2,960.0 $5.0M 1.02% +2K +246.6% $1697.30 +14.8%
15 PANW PALO ALTO NETWORKS INC Technology 10,000.0 $3.4M 0.69% +5K +100.0% $341.00 +2.9%
16 TSLA TESLA INC Consumer Cyclical 8,040.0 $3.4M 0.69% +2K +29.7% $420.65 -17.0%
17 KC KINGSOFT CLOUD HLDGS LTD Technology 342,500.0 $3.1M 0.63% +246K +255.9% $9.05 +15.1%
18 RDDT REDDIT INC Communication Services 14,200.0 $2.5M 0.50% +10K +255.0% $173.59 -12.0%
19 TWST TWIST BIOSCIENCE CORP Healthcare 23,800.0 $2.4M 0.50% +11K +90.4% $102.90 +36.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.4%
Financial Services 16.5%
Communication Services 15.9%
Consumer Cyclical 14.7%
Healthcare 2.7%
Industrials 1.7%
Utilities 1.1%