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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 1 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 95,053.0 $70.0M 14.17% +75K +375.3% $736.40 -3.9%
2 GOOGL ALPHABET INC Communication Services 93,798.0 $33.5M 6.79% +14K +17.8% $357.37 -2.5%
3 MSFT MICROSOFT CORP Technology 84,520.0 $31.5M 6.38% +39K +83.8% $373.02 +31.0%
4 AMZN AMAZON COM INC Consumer Cyclical 129,622.0 $30.9M 6.25% -63K -32.7% $238.34 +9.9%
5 META META PLATFORMS INC Communication Services 45,579.0 $25.7M 5.20% -28K -38.4% $563.29 -0.5%
6 AVGO BROADCOM INC Technology 48,454.0 $18.3M 3.71% +23K +89.3% $377.74 -4.4%
7 APP APPLOVIN CORP Technology 31,384.0 $16.2M 3.27% +4K +14.1% $515.23 -41.8%
8 NVDA NVIDIA CORPORATION Technology 73,990.0 $14.8M 3.00% -65K -46.7% $200.09 +4.7%
9 AAPL APPLE INC Technology 48,500.0 $14.0M 2.84% +26K +111.8% $289.36 +7.5%
10 MU MICRON TECHNOLOGY INC Technology 11,500.0 $13.3M 2.69% +9K +360.0% $1154.26 -20.9%
11 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 23,937.0 $11.4M 2.31% -34K -58.8% $477.59 -14.1%
12 AMAT APPLIED MATLS INC Technology 15,700.0 $11.4M 2.30% NEW $722.99 -33.1%
13 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 107,900.0 $10.4M 2.10% -37K -25.3% $95.98 +23.9%
14 NEBIUS GROUP NV 31,700.0 $8.8M 1.77% NEW $276.18
15 STM STMICROELECTRONICS N V Technology 106,600.0 $8.0M 1.62% NEW $74.89 -33.9%
16 HSAI HESAI GROUP Consumer Cyclical 430,974.0 $7.9M 1.59% +185K +75.5% $18.22 -0.4%
17 NOW SERVICENOW INC Technology 78,500.0 $7.8M 1.58% NEW $99.27 +29.7%
18 AMD ADVANCED MICRO DEVICES INC Technology 13,000.0 $7.6M 1.53% NEW $580.92 -21.4%
19 UPST UPSTART HLDGS INC Financial Services 193,400.0 $6.9M 1.39% $35.43 -15.5%
20 HUBS HUBSPOT INC Technology 37,500.0 $6.8M 1.39% +30K +428.2% $182.51 +32.9%
Page 1 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%