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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 5 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CI CALL THE CIGNA GROUP Healthcare 400.0 $107K 0.11% -500.0 -55.6% $266.75 +9.2%
82 CI PUT THE CIGNA GROUP Healthcare 400.0 $107K 0.11% -700.0 -63.6% $266.75 +9.2%
83 COIN PUT COINBASE GLOBAL INC Financial Services 600.0 $105K 0.10% -400.0 -40.0% $174.61 +8.5%
84 COIN CALL COINBASE GLOBAL INC Financial Services 600.0 $105K 0.10% -400.0 -40.0% $174.61 +8.5%
85 BA PUT BOEING CO Industrials 500.0 $100K 0.10% NEW $199.03 +8.0%
86 BA CALL BOEING CO Industrials 500.0 $100K 0.10% NEW $199.03 +8.0%
87 KR KROGER CO Consumer Defensive 815.0 $59K 0.06% NEW $72.36 -5.6%
88 TMUS T-MOBILE US INC Communication Services 253.0 $53K 0.05% -519.0 -67.2% $210.03 -9.2%
89 CI THE CIGNA GROUP Healthcare 153.0 $41K 0.04% +55.0 +56.1% $266.75 +9.2%
90 SPOT SPOTIFY TECHNOLOGY S A Communication Services 45.0 $22K 0.02% NEW $484.91 -8.2%
91 SBUX STARBUCKS CORP Consumer Cyclical 131.0 $12K 0.01% NEW $89.59 +19.0%
92 HSBC HSBC HLDGS PLC Financial Services 111.0 $9K 0.01% +78.0 +236.4% $82.49 +9.3%
93 PLTR PALANTIR TECHNOLOGIES INC Technology 33.0 $5K 0.01% NEW $146.27 -7.6%
94 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 13.0 $4K 0.00% -422.0 -97.0% $275.15 -8.2%
95 BA BOEING CO Industrials 15.0 $3K 0.00% NEW $199.00 +8.0%
Page 5 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%