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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 4 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LIBERTY MEDIA CORP DEL 20,900.0 $836K 0.12% +11K +104.9% $40.00
62 ABVX ABIVAX SA Healthcare 7,500.0 $835K 0.12% +4K +87.5% $111.35 +17.2%
63 WDS WOODSIDE ENERGY GROUP LTD Energy 34,317.0 $819K 0.12% $23.88 -8.8%
64 TSLA PUT TESLA INC Consumer Cyclical 11,000.0 $802K 0.12% NEW $72.95 +506.5%
65 COF PUT CAPITAL ONE FINL CORP Financial Services 11,500.0 $781K 0.11% NEW $67.95 +173.9%
66 AMT PUT AMERICAN TOWER CORP Real Estate 50,000.0 $770K 0.11% NEW $15.40 +1121.8%
67 NFLX NETFLIX INC. Communication Services 7,953.0 $765K 0.11% -6K -43.7% $96.15 -10.3%
68 PANW CALL PALO ALTO NETWORKS INC Technology 29,400.0 $752K 0.11% NEW $25.59 +906.2%
69 F PUT FORD MTR CO Consumer Cyclical 251,500.0 $741K 0.11% NEW $2.95 +462.4%
70 NVDA PUT NVIDIA CORPORATION Technology 23,000.0 $700K 0.10% NEW $30.45 +604.0%
71 TSLA CALL TESLA INC Consumer Cyclical 12,100.0 $683K 0.10% NEW $56.46 +683.6%
72 NVDA NVIDIA CORPORATION Technology 3,894.0 $679K 0.10% -5K -57.3% $174.40 +22.9%
73 PDD PDD HOLDINGS INC Consumer Cyclical 6,586.0 $673K 0.10% $102.18 -19.8%
74 XLE PUT SELECT SECTOR SPDR TR 148,400.0 $610K 0.09% NEW $4.11 +1283.9%
75 RIVN PUT RIVIAN AUTOMOTIVE INC Consumer Cyclical 176,000.0 $581K 0.08% NEW $3.30 +360.2%
76 XLE CALL SELECT SECTOR SPDR TR 44,300.0 $577K 0.08% NEW $13.04 +336.3%
77 APP PUT APPLOVIN CORP Technology 4,000.0 $553K 0.08% NEW $138.35 +333.5%
78 PANW PUT PALO ALTO NETWORKS INC Technology 23,000.0 $551K 0.08% NEW $23.97 +974.5%
79 RIVN CALL RIVIAN AUTOMOTIVE INC Consumer Cyclical 137,000.0 $534K 0.08% NEW $3.90 +289.4%
80 XOM CALL EXXON MOBIL CORP Energy 10,400.0 $520K 0.07% NEW $50.00 +193.9%
Page 4 of 13  ·  249 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%