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Portfolio (Quarterly) Guide ↗

NINE MASTS CAPITAL Ltd

· CIK 0001569356
13F Portfolio $581M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 120 New
Page 3 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NOW SERVICENOW INC Technology 7,605.0 $1.2M 0.20% NEW $153.19 -28.7%
42 FRONTIER COMMUNICATIONS PARE 30,000.0 $1.1M 0.20% NEW $38.07
43 BIP BROOKFIELD INFRAST PARTNERS Utilities 31,549.0 $1.1M 0.19% NEW $34.74 +12.4%
44 XOM EXXON MOBIL CORP Energy 8,486.0 $1.0M 0.18% NEW $120.34 +24.1%
45 TEGNA INC 46,030.0 $893K 0.15% NEW $19.41
46 TWO HBRS INVT CORP 81,000.0 $850K 0.15% NEW $10.50
47 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 19,126.0 $828K 0.14% NEW $43.30 +60.9%
48 TTD THE TRADE DESK INC Technology 20,500.0 $778K 0.13% NEW $37.96 -43.0%
49 VALE VALE S A Basic Materials 16,277.0 $756K 0.13% NEW $46.45 -64.9%
50 SEALED AIR CORP NEW 18,243.0 $756K 0.13% NEW $41.43
51 PDD PDD HOLDINGS INC Consumer Cyclical 6,586.0 $747K 0.13% NEW $113.39 -26.9%
52 LIBERTY MEDIA CORP DEL 10,200.0 $714K 0.12% NEW $70.00
53 APARTMENT INVT & MGMT CO 120,000.0 $713K 0.12% NEW $5.94
54 FOLD AMICUS THERAPEUTICS INC Healthcare 50,000.0 $712K 0.12% NEW $14.24 +1.8%
55 IMXI INTERNATIONAL MNY EXPRESS IN Technology 45,000.0 $691K 0.12% NEW $15.36 -1.2%
56 ELME COMMUNITIES 35,453.0 $617K 0.11% NEW $17.40
57 NTES NETEASE INC Technology 4,235.0 $584K 0.10% NEW $137.87 -10.9%
58 AES AES CORP Utilities 38,900.0 $558K 0.10% NEW $14.34 +2.4%
59 AMCOR PLC 65,000.0 $542K 0.09% NEW $8.34
60 ABVX ABIVAX SA Healthcare 4,000.0 $539K 0.09% NEW $134.85 -0.9%
Page 3 of 6  ·  120 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
Financial Services 47.9%
Communication Services 16.3%
Industrials 12.6%
Technology 11.4%
Consumer Cyclical 3.2%
Healthcare 3.0%
Utilities 1.7%
Energy 1.6%
Consumer Defensive 1.3%
Basic Materials 0.7%