Maxi Investments CY Ltd

CIK 0001838222 · Q1 2026

13F Equity AUM

$458K

-99.9% QoQ

Positions

-32 QoQ

AUM Rank

#12,100

Top 97%

Skill Alpha (FF)

-3.3%/yr^ns

No Clear Edge

Rank #6,526 · Top 79%

vs S&P -6.1%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 45.6%Top 10: 63.8%Top 20: 78.3%

SGOV17.3%

META9.2%

AMZN8.8%

NVDA5.3%

GOOGL5.0%

TSM4.3%

BABA4.0%

ORCL3.8%

MSFT3.7%

NDQ2.5%

Others (73)36.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology32.8%

Financial Services26.9%

Communication Services19.5%

Consumer Cyclical17.1%

Industrials2.6%

Other1.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 83Median: 0.37%Avg: 1.20%

0–0.5%

55(15.2%)

0.5–1%

5(3.3%)

1–3%

14(20.2%)

3–5%

4(15.7%)

5%+

5(45.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 83Unique: 0vs 20 funds

1.1%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.6%

BANK OF AMERICA CORP /DE/

1.8%

1.6%

2.5%

2.1%

GEODE CAPITAL MANAGEMENT, LLC

VANGUARD CAPITAL MANAGEMENT LLC

VANGUARD PORTFOLIO MANAGEMENT LLC

2.2%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New38Increased15Decreased20Exited70

New Positions

NDQ2.5%

+20K

RSP1.3%

+30K

XTL0.9%

+22K

TTWO0.7%

+17K

AMSC0.6%

+76K

SMTC0.5%

+29K

MOD0.5%

+10K

CLS0.5%

+8K

SPXC0.4%

+10K

SAP0.4%

+12K

Increased

SGOV17.3%

+520K(+196%)

NVDA5.3%

+101K(+265%)

GOOGL5.0%

+73K(+1159%)

ORCL3.8%

+70K(+150%)

BABA4.0%

+66K(+84%)

TSM4.3%

+48K(+478%)

AMZN8.8%

+43K(+29%)

BIDUN1.8%

+32K(+76%)

APP2.4%

+26K(+1864%)

AVGO1.7%

+21K(+502%)

Decreased

KC0.3%

-482,081(-83%)

NU1.2%

-400,500(-51%)

HSAI1.0%

-267,347(-52%)

PBI0.3%

-200,000(-63%)

UBER0.4%

-116,000(-81%)

TEAM1EUR0.4%

-80,200(-76%)

ESTC0.2%

-61,600(-81%)

MSFT3.7%

-46,600(-50%)

BILL0.1%

-46,000(-84%)

ENPH0.1%

-45,500(-87%)

Exited

SOXX

-52,400

TLT

-172,000

-633,000

-220,000

-424,000

-31,340

-92,404

-103,650

-27,290

-8,145

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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