Portfolio (Quarterly)
Guide ↗
Maxi Investments CY Ltd
· CIK 0001838222| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | BILL | BILL HOLDINGS INC | Technology | 9,000.0 | $345K | 0.07% | -46K | -83.6% | $38.33 | -8.7% |
| 82 | ENPH | ENPHASE ENERGY INC | Energy | 7,000.0 | $265K | 0.06% | -46K | -86.7% | $37.86 | +76.7% |
| 83 | RKT | ROCKET COS INC | Financial Services | 10,000.0 | $143K | 0.03% | NEW | — | $14.30 | -2.3% |
① 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%