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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 3 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PLTR PUT PALANTIR TECHNOLOGIES INC Technology 1,800.0 $263K 0.26% NEW $146.28 -8.4%
42 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 1,800.0 $263K 0.26% NEW $146.28 -8.4%
43 NVDA PUT NVIDIA CORPORATION Technology 1,500.0 $262K 0.26% -500.0 -25.0% $174.40 +29.2%
44 NVDA CALL NVIDIA CORPORATION Technology 1,500.0 $262K 0.26% -500.0 -25.0% $174.40 +29.2%
45 TSLA CALL TESLA INC Consumer Cyclical 700.0 $260K 0.26% $371.75 +13.6%
46 TSLA PUT TESLA INC Consumer Cyclical 700.0 $260K 0.26% +200.0 +40.0% $371.75 +13.6%
47 AMZN PUT AMAZON COM INC Consumer Cyclical 1,200.0 $250K 0.25% -800.0 -40.0% $208.27 +27.2%
48 AMZN CALL AMAZON COM INC Consumer Cyclical 1,200.0 $250K 0.25% -500.0 -29.4% $208.27 +27.2%
49 DOUG DOUGLAS ELLIMAN INC Real Estate 150,963.0 $248K 0.25% NEW $1.64 +0.3%
50 PUT ENTERGY CORP NEW 2,200.0 $247K 0.24% NEW $112.36
51 CALL ENTERGY CORP NEW 2,200.0 $247K 0.24% NEW $112.36
52 KR PUT KROGER CO Consumer Defensive 3,400.0 $246K 0.24% NEW $72.36 -8.8%
53 KR CALL KROGER CO Consumer Defensive 3,400.0 $246K 0.24% NEW $72.36 -8.8%
54 EBAY PUT EBAY INC. Consumer Cyclical 2,700.0 $246K 0.24% NEW $91.02 +27.6%
55 EBAY CALL EBAY INC. Consumer Cyclical 2,700.0 $246K 0.24% NEW $91.02 +27.6%
56 SBUX CALL STARBUCKS CORP Consumer Cyclical 2,700.0 $242K 0.24% -700.0 -20.6% $89.59 +19.2%
57 SBUX PUT STARBUCKS CORP Consumer Cyclical 2,700.0 $242K 0.24% -400.0 -12.9% $89.59 +19.2%
58 CALL BLOCK INC 4,000.0 $241K 0.24% NEW $60.18
59 PUT BLOCK INC 4,000.0 $241K 0.24% NEW $60.18
60 BHP CALL BHP BILLITON LIMITED Basic Materials 3,300.0 $240K 0.24% NEW $72.74 +15.5%
Page 3 of 5  ·  95 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%