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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 4 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BHP PUT BHP BILLITON LIMITED Basic Materials 3,300.0 $240K 0.24% NEW $72.74 +15.5%
62 TTWO PUT TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,200.0 $237K 0.23% +300.0 +33.3% $197.50 +22.8%
63 TTWO CALL TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,200.0 $237K 0.23% +300.0 +33.3% $197.50 +22.8%
64 PDD CALL PDD HOLDINGS INC Consumer Cyclical 2,300.0 $235K 0.23% +700.0 +43.8% $102.18 -6.2%
65 PDD PUT PDD HOLDINGS INC Consumer Cyclical 2,300.0 $235K 0.23% +700.0 +43.8% $102.18 -6.2%
66 TXN PUT TEXAS INSTRS INC Technology 1,200.0 $233K 0.23% +500.0 +71.4% $194.14 +55.9%
67 TXN CALL TEXAS INSTRS INC Technology 1,200.0 $233K 0.23% +600.0 +100.0% $194.14 +55.9%
68 GOOGL PUT ALPHABET INC Communication Services 800.0 $230K 0.23% -2K -68.0% $287.56 +38.0%
69 GOOGL CALL ALPHABET INC Communication Services 800.0 $230K 0.23% -800.0 -50.0% $287.56 +38.0%
70 RCL PUT ROYAL CARIBBEAN GROUP Consumer Cyclical 800.0 $220K 0.22% +200.0 +33.3% $275.18 -5.4%
71 RCL CALL ROYAL CARIBBEAN GROUP Consumer Cyclical 800.0 $220K 0.22% +200.0 +33.3% $275.18 -5.4%
72 SPOT PUT SPOTIFY TECHNOLOGY S A Communication Services 400.0 $194K 0.19% $484.91 -9.9%
73 HDL SUPER HI INTL HLDG LTD Consumer Cyclical 13,303.0 $194K 0.19% +1K +11.3% $14.56 +1.8%
74 HSBC PUT HSBC HLDGS PLC Financial Services 1,700.0 $140K 0.14% -500.0 -22.7% $82.49 +7.1%
75 HSBC CALL HSBC HLDGS PLC Financial Services 1,700.0 $140K 0.14% -500.0 -22.7% $82.49 +7.1%
76 TMUS PUT T-MOBILE US INC Communication Services 600.0 $126K 0.12% -2K -75.0% $210.03 -11.8%
77 TMUS CALL T-MOBILE US INC Communication Services 600.0 $126K 0.12% -2K -71.4% $210.03 -11.8%
78 TELIX PHARMACEUTICAL LTD 12,552.0 $120K 0.12% NEW $9.57
79 MPWR PUT MONOLITHIC PWR SYS INC Technology 100.0 $109K 0.11% NEW $1093.35 +41.8%
80 MPWR CALL MONOLITHIC PWR SYS INC Technology 100.0 $109K 0.11% NEW $1093.35 +41.8%
Page 4 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%