Asset Manager
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Maxi Investments CY Ltd
Market Value
$477M
-19.4%
Holdings
137
-19
New Purchases
31
Added To
22
Closed
50
Reduced
21
Top 10 Concentration
57.6%
Turnover
59.1%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| SGOV | 32.32% | 16.94% | +15.38% | $154M |
| LI | 3.36% | 0.00% | +3.36% | $16M |
| IEF | 3.18% | 0.00% | +3.18% | $15M |
| TEAM | 2.55% | 0.61% | +1.93% | $12M |
| TTD | 1.85% | 0.12% | +1.74% | $9M |
| GOOG | 1.59% | 0.00% | +1.59% | $8M |
| NU | 1.42% | 0.00% | +1.42% | $7M |
| ADBE | 1.54% | 0.35% | +1.19% | $7M |
| UNH | 1.72% | 0.54% | +1.18% | $8M |
| PINS | 1.15% | 0.00% | +1.15% | $6M |
| TLT | 5.27% | 4.19% | +1.07% | $25M |
| FOUR | 1.26% | 0.28% | +0.98% | $6M |
| SNOW | 1.11% | 0.14% | +0.98% | $5M |
| SNPS | 1.49% | 0.63% | +0.86% | $7M |
| CRM | 2.25% | 1.49% | +0.76% | $11M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| TSM | 1.29% | 7.53% | -6.24% | $6M |
| BABA | 0.75% | 6.04% | -5.29% | $4M |
| IGV | 0.00% | 3.88% | -3.88% | $0 |
| META | 0.54% | 2.77% | -2.23% | $3M |
| TCOM | 0.00% | 2.09% | -2.09% | $0 |
| AMZN | 2.40% | 4.10% | -1.70% | $11M |
| AMD | 0.27% | 1.87% | -1.60% | $1M |
| JD | 0.14% | 1.54% | -1.40% | $665K |
| FSLR | 0.51% | 1.87% | -1.36% | $2M |
| VIPS | 0.00% | 1.24% | -1.24% | $0 |
| GLD | 0.00% | 1.20% | -1.20% | $0 |
| MU | 0.00% | 1.16% | -1.16% | $0 |
| COHR | 0.57% | 1.60% | -1.03% | $3M |
| PDD | 0.00% | 0.89% | -0.89% | $0 |
| AMKR | 0.00% | 0.86% | -0.86% | $0 |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 26 | $83M | 17.3% |
| Large Cap | 71 | $348M | 73.0% |
| Mid Cap | 27 | $41M | 8.5% |
| Small Cap | 12 | $6M | 1.2% |
| Micro Cap | 1 | $0 | 0.0% |
Portfolio Analytics
Avg Market Cap
$284.0B
Median Market Cap
$40.3B
Avg P/E
37.5
Median P/E
22.6
Avg Dividend Yield
0.01%
Avg Beta
1.10
# Stocks
125
# ETFs / Funds
13
Top Holdings (137 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SGOV | 32.32% | 1,529,950 | $154M | $100.70 | $54M | +535,480 | +53.9% | |
| 2 | TLT | 5.27% | 280,950 | $25M | $89.37 | $315K | — | — | |
| 3 | LI | 3.36% | 633,000 | $16M | $25.34 | — | +633,000 | — | NEW |
| 4 | IEF | 3.18% | 157,000 | $15M | $96.46 | — | +157,000 | — | NEW |
| 5 | MSFT | 2.69% | 24,780 | $13M | $517.96 | -$8M | -16,517 | -40.0% | |
| 6 | TEAM | 2.55% | 76,000 | $12M | $159.70 | $9M | +58,200 | +327.0% | |
| 7 | AMZN | 2.40% | 52,152 | $11M | $219.57 | -$13M | -58,320 | -52.8% | |
| 8 | CRM | 2.25% | 45,210 | $11M | $237.01 | $2M | +12,900 | +39.9% | |
| 9 | TTD | 1.85% | 180,000 | $9M | $49.01 | $8M | +170,512 | +1797.1% | |
| 10 | UNH | 1.72% | 23,760 | $8M | $345.29 | $5M | +13,560 | +132.9% | |
| 11 | GOOG | 1.59% | 31,125 | $8M | $243.53 | — | +31,125 | — | NEW |
| 12 | ADBE | 1.54% | 20,800 | $7M | $352.74 | $5M | +15,400 | +285.2% | |
| 13 | MRVL | 1.52% | 86,000 | $7M | $84.07 | $961K | +5,000 | +6.2% | |
| 14 | SNPS | 1.49% | 14,430 | $7M | $493.42 | $3M | +7,175 | +98.9% | |
| 15 | PYPL | 1.47% | 104,455 | $7M | $67.06 | -$766K | -100 | -0.1% | |
| 16 | NU | 1.42% | 422,000 | $7M | $16.01 | — | +422,000 | — | NEW |
| 17 | LULU | 1.38% | 37,000 | $7M | $177.92 | -$2M | — | — | |
| 18 | TSM | 1.29% | 22,000 | $6M | $279.27 | -$38M | -174,503 | -88.8% | |
| 19 | GOOGL | 1.29% | 25,225 | $6M | $243.09 | -$6M | -42,400 | -62.7% | |
| 20 | FOUR | 1.26% | 77,585 | $6M | $77.40 | $4M | +61,017 | +368.3% | |
| 21 | PINS | 1.15% | 171,000 | $6M | $32.17 | — | +171,000 | — | NEW |
| 22 | TTWO | 1.14% | 21,127 | $5M | $258.34 | $2M | +4,950 | +30.6% | |
| 23 | UBER | 1.13% | 54,800 | $5M | $97.97 | $3M | +26,500 | +93.6% | |
| 24 | SNOW | 1.11% | 23,500 | $5M | $225.53 | $5M | +19,930 | +558.3% | |
| 25 | ESTC | 1.08% | 60,775 | $5M | $84.49 | $3M | +34,000 | +127.0% | |
| 26 | SPOT | 0.96% | 6,537 | $5M | $698.03 | -$3M | -3,100 | -32.2% | |
| 27 | AAPL | 0.80% | 15,057 | $4M | $254.63 | -$6M | -32,994 | -68.7% | |
| 28 | NFLX | 0.78% | 3,116 | $4M | $1,198.97 | $3M | +2,616 | +523.2% | |
| 29 | BABA | 0.75% | 20,000 | $4M | $178.75 | -$32M | -294,835 | -93.7% | |
| 30 | FI | 0.72% | 26,488 | $3M | $128.93 | — | +26,488 | — | NEW |
| 31 | NOK | 0.69% | 686,500 | $3M | $4.81 | $1M | +309,000 | +81.8% | |
| 32 | DHR | 0.68% | 16,400 | $3M | $198.23 | — | +16,400 | — | NEW |
| 33 | TSCO | 0.66% | 55,300 | $3M | $56.87 | $1M | +17,300 | +45.5% | |
| 34 | HWM | 0.65% | 15,800 | $3M | $196.20 | $159K | — | — | |
| 35 | BILL | 0.61% | 55,000 | $3M | $52.96 | $369K | — | — | |
| 36 | CFLT | 0.58% | 140,366 | $3M | $19.80 | $853K | +63,100 | +81.7% | |
| 37 | COHR | 0.57% | 25,232 | $3M | $107.72 | -$7M | -81,008 | -76.2% | |
| 38 | XPO | 0.57% | 20,900 | $3M | $129.28 | $63K | — | — | |
| 39 | DDOG | 0.57% | 18,950 | $3M | $142.37 | — | +18,950 | — | NEW |
| 40 | DT | 0.57% | 55,600 | $3M | $48.45 | — | +55,600 | — | NEW |
| 41 | S | 0.55% | 150,000 | $3M | $17.61 | — | +150,000 | — | NEW |
| 42 | META | 0.54% | 3,500 | $3M | $734.29 | -$14M | -18,656 | -84.2% | |
| 43 | TSLA | 0.53% | 5,655 | $3M | $444.74 | -$647K | -4,300 | -43.2% | |
| 44 | ISRG | 0.53% | 5,610 | $3M | $447.24 | -$540K | — | — | |
| 45 | FSLR | 0.51% | 10,950 | $2M | $220.55 | -$9M | -55,700 | -83.6% | |
| 46 | BBWI | 0.42% | 77,000 | $2M | $25.77 | — | +77,000 | — | NEW |
| 47 | ANTM | 0.41% | 6,100 | $2M | $323.11 | — | +6,100 | — | NEW |
| 48 | ENPH | 0.39% | 52,500 | $2M | $35.39 | -$224K | — | — | |
| 49 | VAL | 0.37% | 36,000 | $2M | $48.78 | -$2M | -48,000 | -57.1% | |
| 50 | KWEB | 0.35% | 40,000 | $2M | $42.00 | $307K | — | — | |
| 51 | PANW | 0.34% | 7,900 | $2M | $203.67 | $1M | +5,400 | +216.0% | |
| 52 | QQQ | 0.33% | 1,235,000 | $2M | $1.26 | -$5M | +1,222,700 | +9940.6% | |
| 53 | QCOM | 0.32% | 9,090 | $2M | $166.34 | -$302K | -2,300 | -20.2% | |
| 54 | KD | 0.32% | 50,000 | $2M | $30.04 | — | +50,000 | — | NEW |
| 55 | MCHP | 0.31% | 23,000 | $1M | $64.22 | — | +23,000 | — | NEW |
| 56 | EPAM | 0.31% | 9,650 | $1M | $150.78 | -$1M | -4,765 | -33.1% | |
| 57 | WDAY | 0.29% | 5,700 | $1M | $240.70 | — | +5,700 | — | NEW |
| 58 | NNE | 0.29% | 35,500 | $1M | $38.56 | — | +35,500 | — | NEW |
| 59 | SRAD | 0.28% | 50,500 | $1M | $26.89 | — | +50,500 | — | NEW |
| 60 | RUN | 0.27% | 75,200 | $1M | $17.29 | — | +75,200 | — | NEW |
| 61 | FCX | 0.27% | 32,800 | $1M | $39.21 | — | +32,800 | — | NEW |
| 62 | AMD | 0.27% | 7,824 | $1M | $161.81 | -$10M | -69,988 | -89.9% | |
| 63 | DLO | 0.26% | 87,000 | $1M | $14.28 | — | +87,000 | — | NEW |
| 64 | EXPE | 0.25% | 5,660 | $1M | $213.78 | — | +5,660 | — | NEW |
| 65 | ORCL | 0.24% | 4,020 | $1M | $281.34 | -$4M | -18,780 | -82.4% | |
| 66 | TIGR | 0.23% | 101,000 | $1M | $10.67 | — | +101,000 | — | NEW |
| 67 | CLS | 0.22% | 4,200 | $1M | $246.43 | — | +4,200 | — | NEW |
| 68 | XBI | 0.21% | 10,200 | $1M | $100.20 | $508K | +4,000 | +64.5% | |
| 69 | ENB | 0.21% | 20,200 | $1M | $50.45 | — | +20,200 | — | NEW |
| 70 | MO | 0.21% | 15,300 | $1M | $66.08 | — | +15,300 | — | NEW |
| 71 | CMG | 0.21% | 25,600 | $1M | $39.18 | -$64K | +6,600 | +34.7% | |
| 72 | DG | 0.21% | 9,500 | $982K | $103.37 | — | +9,500 | — | NEW |
| 73 | EQT | 0.21% | 18,000 | $980K | $54.44 | — | +18,000 | — | NEW |
| 74 | CVGW | 0.19% | 36,000 | $927K | $25.75 | $422K | +17,000 | +89.5% | |
| 75 | ON | 0.18% | 17,700 | $873K | $49.32 | -$70K | -300 | -1.7% | |
| 76 | IBM | 0.18% | 3,000 | $846K | $282.00 | -$333K | -1,000 | -25.0% | |
| 77 | CRL | 0.17% | 5,331 | $834K | $156.44 | $25K | — | — | |
| 78 | AEO | 0.16% | 45,100 | $772K | $17.12 | — | +45,100 | — | NEW |
| 79 | JD | 0.14% | 19,000 | $665K | $35.00 | -$8M | -260,020 | -93.2% | |
| 80 | RACE | 0.13% | 1,272 | $617K | $485.06 | -$4M | -8,800 | -87.4% | |
| 81 | LOPE | 0.11% | 2,350 | $516K | $219.57 | — | +2,350 | — | NEW |
| 82 | HUBS | 0.11% | 1,100 | $515K | $468.18 | -$97K | — | — | |
| 83 | PAR | 0.10% | 12,500 | $495K | $39.60 | — | +12,500 | — | NEW |
| 84 | TMO | 0.10% | 1,000 | $485K | $485.00 | — | +1,000 | — | NEW |
| 85 | NOW | 0.10% | 500 | $460K | $920.00 | -$54K | — | — | |
| 86 | SRPT | 0.08% | 20,000 | $385K | $19.25 | $43K | — | — | |
| 87 | VALE | 0.01% | 4,000 | $43K | $10.75 | $4K | — | — | |
| 88 | BIDU | —% | — | — | — | -$369K | -4,300 | -100.0% | SOLD |
| 89 | AMKR | —% | — | — | — | -$5M | -243,500 | -100.0% | SOLD |
| 90 | AVGO | —% | — | — | — | -$3M | -11,368 | -100.0% | SOLD |
| 91 | VIPS | —% | — | — | — | -$7M | -485,650 | -100.0% | SOLD |
| 92 | MRCY | —% | — | — | — | -$402K | -7,460 | -100.0% | SOLD |
| 93 | MTCH | —% | — | — | — | -$2M | -49,968 | -100.0% | SOLD |
| 94 | KMX | —% | — | — | — | -$807K | -12,000 | -100.0% | SOLD |
| 95 | IGV | —% | — | — | — | -$23M | -209,600 | -100.0% | SOLD |
| 96 | AMAT | —% | — | — | — | -$4M | -19,400 | -100.0% | SOLD |
| 97 | OXY | —% | — | — | — | -$2M | -39,450 | -100.0% | SOLD |
| 98 | LMT | —% | — | — | — | -$4M | -8,230 | -100.0% | SOLD |
| 99 | LDOS | —% | — | — | — | -$387K | -2,450 | -100.0% | SOLD |
| 100 | LYFT | —% | — | — | — | -$3M | -196,372 | -100.0% | SOLD |