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Portfolio (Quarterly) Guide ↗

NINE MASTS CAPITAL Ltd

· CIK 0001569356
13F Portfolio $693M AUM 249 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 204 New 24 Added 16 Reduced 75 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FOX FOX CORP Communication Services 635,475.0 $33.7M 4.87% -18K -2.7% $53.10 +10.6%
2 NSC NORFOLK SOUTHN CORP Industrials 85,314.0 $24.5M 3.54% -76K -47.0% $287.00 +8.5%
3 QQQ INVESCO QQQ TR Financial Services 33,106.0 $19.1M 2.76% -7K -18.2% $577.18 +27.4%
4 NIO INC 16,250.0 $16.1M 2.33% -3K -15.6% $993.75
5 QRVO QORVO INC Technology 124,744.0 $9.7M 1.39% -43K -25.7% $77.40 +38.0%
6 Z ZILLOW GROUP INC Communication Services 85,073.0 $3.5M 0.51% -56K -39.9% $41.38 -13.8%
7 RNW RENEW ENERGY GLOBAL PLC Utilities 630,878.0 $2.9M 0.42% -278K -30.6% $4.58 +37.7%
8 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,639.0 $2.4M 0.34% -100K -96.5% $650.34 +16.0%
9 RYANAIR HOLDINGS PLC 28,159.0 $1.6M 0.23% -103K -78.6% $57.80
10 CTLP CANTALOUPE INC Technology 146,736.0 $1.6M 0.23% -134K -47.7% $10.81 +3.6%
11 NFLX NETFLIX INC. Communication Services 7,953.0 $765K 0.11% -6K -43.7% $96.15 -10.6%
12 NVDA NVIDIA CORPORATION Technology 3,894.0 $679K 0.10% -5K -57.3% $174.40 +22.3%
13 SCHW SCHWAB CHARLES CORP Financial Services 1,058.0 $99K 0.01% -3K -74.2% $93.98 -10.0%
14 APARTMENT INVT & MGMT CO 10,836.0 $44K 0.01% -109K -91.0% $4.07
15 RXT RACKSPACE TECHNOLOGY INC Technology 23,381.0 $23K 0.00% -17K -41.9% $0.98 +423.6%
16 UBER UBER TECHNOLOGIES INC Technology 141.0 $10K 0.00% -4K -96.6% $71.93 -1.5%

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
Communication Services 37.3%
Financial Services 23.2%
Technology 15.9%
Industrials 7.1%
Utilities 4.9%
Healthcare 3.9%
Consumer Cyclical 3.4%
Consumer Defensive 2.6%
Energy 1.7%
Real Estate 0.0%