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Portfolio (Quarterly) Guide ↗

XY Capital Ltd

· CIK 0001933132
13F Portfolio $101M AUM 95 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New 21 Added 32 Reduced 214 Exited
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PUT ENTERGY CORP NEW 2,200.0 $247K 0.24% NEW $112.36
22 CALL ENTERGY CORP NEW 2,200.0 $247K 0.24% NEW $112.36
23 KR PUT KROGER CO Consumer Defensive 3,400.0 $246K 0.24% NEW $72.36 -5.6%
24 KR CALL KROGER CO Consumer Defensive 3,400.0 $246K 0.24% NEW $72.36 -5.6%
25 EBAY PUT EBAY INC. Consumer Cyclical 2,700.0 $246K 0.24% NEW $91.02 +25.7%
26 EBAY CALL EBAY INC. Consumer Cyclical 2,700.0 $246K 0.24% NEW $91.02 +25.7%
27 PUT BLOCK INC 4,000.0 $241K 0.24% NEW $60.18
28 CALL BLOCK INC 4,000.0 $241K 0.24% NEW $60.18
29 BHP PUT BHP BILLITON LIMITED Basic Materials 3,300.0 $240K 0.24% NEW $72.74 +12.6%
30 BHP CALL BHP BILLITON LIMITED Basic Materials 3,300.0 $240K 0.24% NEW $72.74 +12.6%
31 TELIX PHARMACEUTICAL LTD 12,552.0 $120K 0.12% NEW $9.57
32 MPWR PUT MONOLITHIC PWR SYS INC Technology 100.0 $109K 0.11% NEW $1093.35 +35.9%
33 MPWR CALL MONOLITHIC PWR SYS INC Technology 100.0 $109K 0.11% NEW $1093.35 +35.9%
34 BA CALL BOEING CO Industrials 500.0 $100K 0.10% NEW $199.03 +8.0%
35 BA PUT BOEING CO Industrials 500.0 $100K 0.10% NEW $199.03 +8.0%
36 KR KROGER CO Consumer Defensive 815.0 $59K 0.06% NEW $72.36 -5.6%
37 SPOT SPOTIFY TECHNOLOGY S A Communication Services 45.0 $22K 0.02% NEW $484.91 -8.2%
38 SBUX STARBUCKS CORP Consumer Cyclical 131.0 $12K 0.01% NEW $89.59 +19.0%
39 PLTR PALANTIR TECHNOLOGIES INC Technology 33.0 $5K 0.01% NEW $146.27 -7.6%
40 BA BOEING CO Industrials 15.0 $3K 0.00% NEW $199.00 +8.0%
Page 2 of 2  ·  40 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
Consumer Cyclical 34.6%
Financial Services 24.1%
Technology 17.6%
Communication Services 8.3%
Consumer Defensive 3.3%
Basic Materials 3.2%
Healthcare 2.9%
Energy 2.9%
Industrials 2.8%
Real Estate 0.3%