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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
Page 12 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MVIS MICROVISION INC DEL Technology 44,155.0 $28K 0.00% NEW $0.64 -3.6%
222 SGMO SANGAMO THERAPEUTICS INC Healthcare 113,465.0 $28K 0.00% NEW $0.25 -15.8%
223 PSQH PSQ HOLDINGS INC Technology 52,683.0 $28K 0.00% NEW $0.53 +17.6%
224 XPEV PUT XPENG INC Consumer Cyclical 5,000.0 $27K 0.00% NEW $5.45 +204.1%
225 SNBR SLEEP NUMBER CORP Consumer Cyclical 15,135.0 $27K 0.00% NEW $1.79 -0.8%
226 TLN TALEN ENERGY CORP Utilities 84.0 $27K 0.00% NEW $319.23 +21.7%
227 XRX XEROX HOLDINGS CORP Technology 20,654.0 $27K 0.00% +5K +28.9% $1.29 +141.5%
228 GETY GETTY IMAGES HOLDINGS INC Communication Services 33,567.0 $27K 0.00% +13K +60.1% $0.79 +36.2%
229 ALT5 SIGMA CORP 23,925.0 $27K 0.00% NEW $1.11
230 EGHT 8X8 INC NEW Technology 15,581.0 $26K 0.00% NEW $1.66 +25.0%
231 VUZI VUZIX CORP Technology 11,018.0 $25K 0.00% NEW $2.31 +94.4%
232 NXDR NEXTDOOR HOLDINGS INC Communication Services 18,066.0 $25K 0.00% NEW $1.40 +48.2%
233 ALIT ALIGHT INC Technology 43,127.0 $25K 0.00% NEW $0.58 +58.3%
234 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 19,272.0 $25K 0.00% NEW $1.30 -53.3%
235 BTCS BTCS INC Financial Services 17,198.0 $24K 0.00% NEW $1.39 +10.4%
236 UIS UNISYS CORP Technology 11,482.0 $24K 0.00% NEW $2.07 +92.5%
237 RXT RACKSPACE TECHNOLOGY INC Technology 23,381.0 $23K 0.00% -17K -41.9% $0.98 +430.7%
238 BTBT BIT DIGITAL INC Financial Services 17,404.0 $23K 0.00% +6K +53.9% $1.31 +55.9%
239 NRDY NERDY INC Technology 27,877.0 $23K 0.00% NEW $0.82 +3.0%
240 SMRT SMARTRENT INC Technology 14,181.0 $21K 0.00% NEW $1.50 -10.3%
Page 12 of 13  ·  249 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
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%