Maxim Capital Management LLC
CIK
1793913
Location
SAN FRANCISCO, CA
Portfolio Value
Micro
$486,913
Diversification
Highly concentrated
Filing Date
Global Rank
#5,262
/ 5,297
▲ 1
Top Industry
Internet Content & Information
68.8%
3Y Alpha vs SPY
+4.3%
Period ended 5 years ago
Filed Aug 14, 2020 · 5y
2 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+95.8%
SPY
+76.3%
Annualised alpha
+4.3%
Max drawdown
−31.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
3 positions · as of Jun 30, 2020 · Δ vs Mar 31, 2020Top Position
68.8%
−4.3 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,373
Highly concentrated−415
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2020| Sector | % Portfolio | Value |
|---|---|---|
| Communication Services | 68.8% | $334,928 |
| Technology | 24.4% | $118,742 |
| Consumer Cyclical | 6.8% | $33,243 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +257 | 1,302 | $118,742 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | −5 | 241 | $33,243 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
3 positions ·
$486,913 total
· as of Jun 30, 2020
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 1,475 | $334,928 | 68.79% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,302 | $118,742 | 24.39% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 241 | $33,243 | 6.83% |