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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 7 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TLN PUT TALEN ENERGY CORP Utilities 2,000.0 $159K 0.02% NEW $79.70 +378.6%
122 SHEL CALL SHELL PLC Energy 6,300.0 $155K 0.02% NEW $24.60 +240.8%
123 BHF PUT BRIGHTHOUSE FINL INC Financial Services 71,500.0 $148K 0.02% NEW $2.07 +2930.4%
124 CRWD CALL CROWDSTRIKE HLDGS INC Technology 2,500.0 $138K 0.02% NEW $55.10 +1117.8%
125 SCHW PUT SCHWAB CHARLES CORP Financial Services 10,000.0 $125K 0.02% NEW $12.53 +581.4%
126 RVMD PUT REVOLUTION MEDICINES INC Healthcare 11,000.0 $107K 0.01% NEW $9.75 +1485.9%
127 KO CALL COCA COLA CO Consumer Defensive 10,500.0 $104K 0.01% NEW $9.90 +712.2%
128 SCHW SCHWAB CHARLES CORP Financial Services 1,058.0 $99K 0.01% -3K -74.2% $93.98 -9.2%
129 APP CALL APPLOVIN CORP Technology 1,100.0 $98K 0.01% NEW $89.45 +570.6%
130 FUTU CALL FUTU HLDGS LTD Financial Services 4,300.0 $94K 0.01% NEW $21.83 +380.7%
131 CWAN PUT CLEARWATER ANALYTICS HLDGS I Technology 369,000.0 $78K 0.01% NEW $0.21 +11467.6%
132 CZR CALL CAESARS ENTERTAINMENT INC NE Consumer Cyclical 70,000.0 $74K 0.01% NEW $1.05 +2656.4%
133 SST SYSTEM1 INC Industrials 18,548.0 $56K 0.01% NEW $3.02 -5.0%
134 PIII P3 HEALTH PARTNERS INC Healthcare 17,964.0 $55K 0.01% NEW $3.08 +434.7%
135 GALT GALECTIN THERAPEUTICS INC Healthcare 19,324.0 $54K 0.01% NEW $2.79 -7.9%
136 IGV CALL ISHARES TR 420,000.0 $52K 0.01% NEW $0.12 +76444.0%
137 VZ CALL VERIZON COMMUNICATIONS INC Communication Services 12,300.0 $51K 0.01% NEW $4.18 +1055.4%
138 ACH ACCENDRA HEALTH INC Healthcare 22,373.0 $51K 0.01% NEW $2.28 +26.8%
139 LUNG PULMONX CORP Healthcare 38,598.0 $50K 0.01% +28K +281.9% $1.29 +30.2%
140 BMEA BIOMEA FUSION INC Healthcare 32,472.0 $50K 0.01% NEW $1.53 -9.8%
Page 7 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%