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Portfolio (Quarterly) Guide ↗

NINE MASTS CAPITAL Ltd

· CIK 0001569356
13F Portfolio $693M AUM 249 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 204 New 24 Added 16 Reduced 75 Exited
Page 10 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PLTK PLAYTIKA HLDG CORP Technology 10,294.0 $29K 0.00% NEW $2.78 +29.1%
182 MVIS MICROVISION INC DEL Technology 44,155.0 $28K 0.00% NEW $0.64 -1.0%
183 SGMO SANGAMO THERAPEUTICS INC Healthcare 113,465.0 $28K 0.00% NEW $0.25 -15.6%
184 PSQH PSQ HOLDINGS INC Technology 52,683.0 $28K 0.00% NEW $0.53 +17.1%
185 XPEV PUT XPENG INC Consumer Cyclical 5,000.0 $27K 0.00% NEW $5.45 +201.7%
186 SNBR SLEEP NUMBER CORP Consumer Cyclical 15,135.0 $27K 0.00% NEW $1.79 +1.4%
187 TLN TALEN ENERGY CORP Utilities 84.0 $27K 0.00% NEW $319.23 +19.5%
188 ALT5 SIGMA CORP 23,925.0 $27K 0.00% NEW $1.11
189 EGHT 8X8 INC NEW Technology 15,581.0 $26K 0.00% NEW $1.66 +25.9%
190 VUZI VUZIX CORP Technology 11,018.0 $25K 0.00% NEW $2.31 +94.8%
191 NXDR NEXTDOOR HOLDINGS INC Communication Services 18,066.0 $25K 0.00% NEW $1.40 +55.0%
192 ALIT ALIGHT INC Technology 43,127.0 $25K 0.00% NEW $0.58 +59.1%
193 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 19,272.0 $25K 0.00% NEW $1.30 -53.5%
194 BTCS BTCS INC Financial Services 17,198.0 $24K 0.00% NEW $1.39 +12.2%
195 UIS UNISYS CORP Technology 11,482.0 $24K 0.00% NEW $2.07 +88.2%
196 NRDY NERDY INC Technology 27,877.0 $23K 0.00% NEW $0.82 +2.0%
197 SMRT SMARTRENT INC Technology 14,181.0 $21K 0.00% NEW $1.50 -12.7%
198 SKYX SKYX PLATFORMS CORP Industrials 18,011.0 $20K 0.00% NEW $1.12 +0.0%
199 AMERICAN BITCOIN CORP. 20,562.0 $19K 0.00% NEW $0.92
200 SHEL PUT SHELL PLC Energy 10,000.0 $15K 0.00% NEW $1.48 +5583.4%
Page 10 of 11  ·  204 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
Communication Services 37.3%
Financial Services 23.2%
Technology 15.9%
Industrials 7.1%
Utilities 4.9%
Healthcare 3.9%
Consumer Cyclical 3.4%
Consumer Defensive 2.6%
Energy 1.7%
Real Estate 0.0%