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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 10 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ZS CALL ZSCALER INC Technology 800.0 $180K 0.11% NEW $224.92 -22.3%
182 ZS PUT ZSCALER INC Technology 800.0 $180K 0.11% NEW $224.92 -22.3%
183 AMAT CALL APPLIED MATLS INC Technology 700.0 $180K 0.11% NEW $256.99 +58.3%
184 ELV CALL ELEVANCE HEALTH INC FORMERLY Healthcare 500.0 $175K 0.11% NEW $350.55 +12.4%
185 ADBE PUT ADOBE INC Technology 500.0 $175K 0.11% NEW $349.99 -27.1%
186 HSBC CALL HSBC HLDGS PLC Financial Services 2,200.0 $173K 0.11% NEW $78.67 +14.6%
187 HSBC PUT HSBC HLDGS PLC Financial Services 2,200.0 $173K 0.11% NEW $78.67 +14.6%
188 AVGO CALL BROADCOM INC Technology 500.0 $173K 0.11% NEW $346.10 +18.8%
189 FCX CALL FREEPORT-MCMORAN INC Basic Materials 3,400.0 $173K 0.11% NEW $50.79 +19.1%
190 FCX PUT FREEPORT-MCMORAN INC Basic Materials 3,400.0 $173K 0.11% NEW $50.79 +19.1%
191 MU CALL MICRON TECHNOLOGY INC Technology 600.0 $171K 0.11% NEW $285.41 +138.8%
192 MU PUT MICRON TECHNOLOGY INC Technology 600.0 $171K 0.11% NEW $285.41 +138.8%
193 RBLX CALL ROBLOX CORP Technology 2,100.0 $170K 0.11% NEW $81.03 -42.0%
194 RBLX PUT ROBLOX CORP Technology 2,100.0 $170K 0.11% NEW $81.03 -42.0%
195 COF CALL CAPITAL ONE FINL CORP Financial Services 700.0 $170K 0.11% NEW $242.36 -22.8%
196 COF PUT CAPITAL ONE FINL CORP Financial Services 700.0 $170K 0.11% NEW $242.36 -22.8%
197 PRU PUT PRUDENTIAL FINL INC Financial Services 1,500.0 $169K 0.11% NEW $112.88 -8.8%
198 PAYX CALL PAYCHEX INC Industrials 1,500.0 $168K 0.11% NEW $112.18 -15.8%
199 PAYX PUT PAYCHEX INC Industrials 1,500.0 $168K 0.11% NEW $112.18 -15.8%
200 RCL CALL ROYAL CARIBBEAN GROUP Consumer Cyclical 600.0 $167K 0.10% NEW $278.92 -9.4%
Page 10 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%