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Portfolio (Quarterly) Guide ↗

XY Capital Ltd

· CIK 0001933132
13F Portfolio $159M AUM 269 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 269 New
Page 8 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NTES CALL NETEASE INC Technology 1,600.0 $220K 0.14% NEW $137.62 -16.5%
142 NTES PUT NETEASE INC Technology 1,600.0 $220K 0.14% NEW $137.62 -16.5%
143 MAR CALL MARRIOTT INTL INC NEW Consumer Cyclical 700.0 $217K 0.14% NEW $310.24 +15.6%
144 MAR PUT MARRIOTT INTL INC NEW Consumer Cyclical 700.0 $217K 0.14% NEW $310.24 +15.6%
145 BMY PUT BRISTOL-MYERS SQUIBB CO Healthcare 4,000.0 $216K 0.14% NEW $53.94 +8.8%
146 HOOD CALL ROBINHOOD MKTS INC Financial Services 1,900.0 $215K 0.14% NEW $113.10 -34.4%
147 HOOD PUT ROBINHOOD MKTS INC Financial Services 1,900.0 $215K 0.14% NEW $113.10 -34.4%
148 HD HOME DEPOT INC Consumer Cyclical 624.0 $215K 0.14% NEW $344.10 -13.6%
149 ORCL CALL ORACLE CORP Technology 1,100.0 $214K 0.14% NEW $194.91 -7.5%
150 SPY SPDR S&P 500 ETF TR Financial Services 311.0 $212K 0.13% NEW $681.92 +7.9%
151 CVNA CALL CARVANA CO Consumer Cyclical 500.0 $211K 0.13% NEW $422.02 -85.3%
152 CVNA PUT CARVANA CO Consumer Cyclical 500.0 $211K 0.13% NEW $422.02 -85.3%
153 ELV PUT ELEVANCE HEALTH INC FORMERLY Healthcare 600.0 $210K 0.13% NEW $350.55 +15.6%
154 SHOP CALL SHOPIFY INC Technology 1,300.0 $209K 0.13% NEW $160.97 -38.2%
155 SHOP PUT SHOPIFY INC Technology 1,300.0 $209K 0.13% NEW $160.97 -38.2%
156 MMM CALL 3M CO Industrials 1,300.0 $208K 0.13% NEW $160.10 -7.6%
157 MMM PUT 3M CO Industrials 1,300.0 $208K 0.13% NEW $160.10 -7.6%
158 AVGO PUT BROADCOM INC Technology 600.0 $208K 0.13% NEW $346.10 +20.4%
159 ABBV CALL ABBVIE INC Healthcare 900.0 $206K 0.13% NEW $228.49 -6.7%
160 PRU CALL PRUDENTIAL FINL INC Financial Services 1,800.0 $203K 0.13% NEW $112.88 -11.0%
Page 8 of 14  ·  269 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 24.3%
Healthcare 18.7%
Technology 13.8%
Communication Services 13.6%
Financial Services 9.6%
Real Estate 7.8%
Consumer Defensive 7.4%
Energy 2.7%
Basic Materials 1.3%
Industrials 0.9%