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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
Page 2 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ADI ANALOG DEVICES INC Technology 16,230.0 $6.4M 1.30% NEW $397.17 -6.5%
22 DASH DOORDASH INC Communication Services 33,200.0 $6.1M 1.24% NEW $184.52 +24.1%
23 BKNG BOOKING HOLDINGS INC Consumer Cyclical 32,000.0 $5.7M 1.16% +32K +10000.0% $178.25 +19.7%
24 NFLX NETFLIX INC Communication Services 77,700.0 $5.5M 1.12% +25K +46.2% $71.40 +12.1%
25 GDS GDS HLDGS LTD Technology 183,000.0 $5.5M 1.11% +50K +37.6% $30.03 +5.7%
26 CRM SALESFORCE INC Technology 35,000.0 $5.5M 1.11% +2K +7.0% $156.66 +33.5%
27 MELI MERCADOLIBRE INC Consumer Cyclical 2,960.0 $5.0M 1.02% +2K +246.6% $1697.30 +14.8%
28 IWM ISHARES TR 16,570.0 $5.0M 1.01% NEW $300.42 -0.8%
29 SGOV ISHARES TR 47,033.0 $4.7M 0.96% -738K -94.0% $100.67 -0.0%
30 SYK STRYKER CORPORATION Healthcare 12,600.0 $4.0M 0.80% NEW $314.84 +4.1%
31 CAI CARIS LIFE SCIENCES INC Healthcare 210,670.0 $3.8M 0.76% NEW $17.82 +46.6%
32 POOL POOL CORP Industrials 17,400.0 $3.7M 0.76% NEW $214.89 -12.4%
33 VSH VISHAY INTERTECHNOLOGY INC Technology 66,550.0 $3.6M 0.72% NEW $53.78 -43.4%
34 CRH PLC 31,900.0 $3.4M 0.69% NEW $106.99
35 PANW PALO ALTO NETWORKS INC Technology 10,000.0 $3.4M 0.69% +5K +100.0% $341.00 +2.9%
36 DUOL DUOLINGO INC Technology 29,400.0 $3.4M 0.69% NEW $115.03 +27.6%
37 TSLA TESLA INC Consumer Cyclical 8,040.0 $3.4M 0.69% +2K +29.7% $420.65 -17.0%
38 VST VISTRA CORP Utilities 20,100.0 $3.2M 0.65% NEW $158.61 -14.5%
39 KC KINGSOFT CLOUD HLDGS LTD Technology 342,500.0 $3.1M 0.63% +246K +255.9% $9.05 +15.1%
40 ARM ARM HOLDINGS PLC Technology 8,300.0 $2.9M 0.60% NEW $354.58 -32.7%
Page 2 of 4  ·  72 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 47.4%
Financial Services 16.5%
Communication Services 15.9%
Consumer Cyclical 14.7%
Healthcare 2.7%
Industrials 1.7%
Utilities 1.1%