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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 3 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HONEYWELL INTL INC 11,900.0 $2.7M 0.54% NEW $223.87
42 HONEYWELL AEROSPACE INC 11,900.0 $2.6M 0.53% NEW $221.09
43 YUM YUM BRANDS INC Consumer Cyclical 16,000.0 $2.6M 0.52% NEW $159.88 -1.6%
44 COHR COHERENT CORP Technology 6,400.0 $2.5M 0.51% NEW $394.53 -30.2%
45 RDDT REDDIT INC Communication Services 14,200.0 $2.5M 0.50% +10K +255.0% $173.59 -12.0%
46 TWST TWIST BIOSCIENCE CORP Healthcare 23,800.0 $2.4M 0.50% +11K +90.4% $102.90 +36.8%
47 QCOM QUALCOMM INC Technology 12,102.0 $2.2M 0.45% NEW $184.76 -14.2%
48 AKAM AKAMAI TECHNOLOGIES INC Technology 18,000.0 $2.1M 0.43% NEW $118.22 -10.6%
49 MRVL MARVELL TECHNOLOGY INC Technology 7,100.0 $2.1M 0.43% -44K -86.0% $297.89 -23.0%
50 VICR VICOR CORP Technology 5,500.0 $2.1M 0.42% NEW $379.82 -50.0%
51 WDC WESTERN DIGITAL CORP. Technology 3,200.0 $2.0M 0.41% NEW $638.75 -31.8%
52 GEV GE VERNOVA INC Utilities 1,700.0 $2.0M 0.40% NEW $1174.71 -19.8%
53 REGN REGENERON PHARMACEUTICALS Healthcare 3,000.0 $1.9M 0.38% NEW $623.67 +32.8%
54 VRT VERTIV HOLDINGS CO Industrials 5,400.0 $1.8M 0.37% NEW $334.81 -23.8%
55 TSEM TOWER SEMICONDUCTOR LTD Technology 6,800.0 $1.8M 0.36% NEW $260.59 -19.0%
56 INTC INTEL CORP Technology 12,500.0 $1.7M 0.35% NEW $139.60 -37.5%
57 PWR QUANTA SVCS INC Industrials 2,300.0 $1.7M 0.34% NEW $720.00 -14.3%
58 MOD MODINE MFG CO Consumer Cyclical 5,900.0 $1.6M 0.32% -4K -42.2% $266.95 -29.4%
59 LITE LUMENTUM HLDGS INC Technology 1,800.0 $1.5M 0.31% NEW $858.33 -3.3%
60 VECO VEECO INSTRS INC DEL Technology 20,000.0 $1.5M 0.31% NEW $75.80 -38.3%
Page 3 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%