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Portfolio (Quarterly) Guide ↗

Maxi Investments CY Ltd

· CIK 0001838222
13F Portfolio $458M AUM 83 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 38 New 14 Added 20 Reduced 70 Exited
Page 2 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MRVL MARVELL TECHNOLOGY INC Technology 50,814.0 $5.0M 1.10% -16K -24.4% $99.05 +110.3%
22 UPST UPSTART HLDGS INC Financial Services 193,400.0 $5.0M 1.08% $25.65 +19.4%
23 HSAI HESAI GROUP Consumer Cyclical 245,500.0 $4.7M 1.03% -267K -52.1% $19.12 +12.0%
24 XTL SPDR SERIES TRUST 22,000.0 $4.1M 0.90% NEW $188.05 +28.0%
25 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 17,100.0 $3.4M 0.74% NEW $197.49 +11.7%
26 LULU LULULEMON ATHLETICA INC Consumer Cyclical 18,500.0 $2.8M 0.62% -18K -50.0% $153.08 -16.8%
27 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 75,754.0 $2.6M 0.56% NEW $33.85 +56.9%
28 TSLA TESLA INC Consumer Cyclical 6,200.0 $2.3M 0.50% +4K +152.2% $371.77 +16.6%
29 SMTC SEMTECH CORP Technology 29,000.0 $2.2M 0.49% NEW $76.90 +113.9%
30 MOD MODINE MFG CO Consumer Cyclical 10,200.0 $2.2M 0.48% NEW $216.67 +36.6%
31 DLO DLOCAL LTD Technology 167,000.0 $2.2M 0.47% $12.97 -9.6%
32 CLS CELESTICA INC Technology 7,500.0 $2.1M 0.46% NEW $281.73 +31.6%
33 SAP SAP SE Technology 11,800.0 $2.0M 0.44% NEW $171.19 +2.3%
34 UBER UBER TECHNOLOGIES INC Technology 28,000.0 $2.0M 0.44% -116K -80.6% $71.93 -2.5%
35 SPXC SPX TECHNOLOGIES INC Industrials 10,000.0 $2.0M 0.44% NEW $199.90 +9.6%
36 VWO VANGUARD INTL EQUITY INDEX F 36,755.0 $2.0M 0.43% NEW $54.06 +11.4%
37 IEUR ISHARES TR 27,928.0 $2.0M 0.43% NEW $70.29 +8.6%
38 ADBE ADOBE INC Technology 7,400.0 $1.8M 0.39% -22K -74.8% $243.11 -1.1%
39 FISV FISERV INC Technology 31,288.0 $1.7M 0.38% $55.80 -0.3%
40 HUBS HUBSPOT INC Technology 7,100.0 $1.7M 0.38% +6K +545.5% $244.08 -18.9%
Page 2 of 5  ·  83 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 41.9%
Communication Services 24.8%
Consumer Cyclical 21.8%
Financial Services 7.0%
Industrials 3.3%
Healthcare 0.7%
Basic Materials 0.3%
Energy 0.2%