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Portfolio (Quarterly) Guide ↗

Maxi Investments CY Ltd

· CIK 0001838222
13F Portfolio $550M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 115 New
Page 2 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SNOW SNOWFLAKE INC Technology 31,340.0 $6.9M 1.25% NEW $219.37 -19.0%
22 GOOG ALPHABET INC Communication Services 19,945.0 $6.3M 1.14% NEW $313.81 +22.6%
23 GDS GDS HLDGS LTD Technology 172,700.0 $6.0M 1.10% NEW $34.90 -2.6%
24 KC KINGSOFT CLOUD HLDGS LTD Technology 578,325.0 $6.0M 1.09% NEW $10.34 +26.0%
25 PANW PALO ALTO NETWORKS INC Technology 32,200.0 $5.9M 1.08% NEW $184.19 +39.4%
26 FOUR SHIFT4 PMTS INC Technology 92,404.0 $5.8M 1.06% NEW $62.97 -32.1%
27 NFLX NETFLIX INC Communication Services 61,940.0 $5.8M 1.06% NEW $93.75 -6.5%
28 ESTC ELASTIC N V Technology 75,875.0 $5.7M 1.04% NEW $75.44 -27.9%
29 MRVL MARVELL TECHNOLOGY INC Technology 67,214.0 $5.7M 1.04% NEW $84.98 +145.1%
30 AAPL APPLE INC Technology 20,900.0 $5.7M 1.03% NEW $271.87 +13.4%
31 BIDU BAIDU INC Communication Services 41,350.0 $5.4M 0.98% NEW $130.67 -2.9%
32 SEI SOLARIS ENERGY INFRAS INC Energy 103,650.0 $4.8M 0.87% NEW $45.97 +63.9%
33 QCOM QUALCOMM INC Technology 27,290.0 $4.7M 0.85% NEW $171.05 +45.5%
34 ACN ACCENTURE PLC IRELAND Technology 17,300.0 $4.6M 0.84% NEW $268.32 -34.0%
35 ISRG INTUITIVE SURGICAL INC Healthcare 8,145.0 $4.6M 0.84% NEW $566.36 -22.9%
36 TER TERADYNE INC Technology 23,300.0 $4.5M 0.82% NEW $193.56 +101.0%
37 PINS PINTEREST INC Communication Services 171,000.0 $4.4M 0.81% NEW $25.89 -25.3%
38 SNPS SYNOPSYS INC Technology 8,100.0 $3.8M 0.69% NEW $469.75 +13.8%
39 S SENTINELONE INC Technology 245,000.0 $3.7M 0.67% NEW $15.00 +23.7%
40 DHR DANAHER CORPORATION Healthcare 15,400.0 $3.5M 0.64% NEW $228.90 -24.5%
Page 2 of 6  ·  115 positions

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 49.0%
Consumer Cyclical 18.9%
Communication Services 14.0%
Financial Services 5.4%
Industrials 3.4%
Healthcare 3.2%
Consumer Defensive 3.1%
Energy 2.4%
Basic Materials 0.6%