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Portfolio (Quarterly) Guide ↗

XY Capital Ltd

· CIK 0001933132
13F Portfolio $104M AUM 72 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 47 New 10 Added 12 Reduced 70 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HDB HDFC BANK LTD Financial Services 517,975.0 $13.4M 12.91% +305K +143.5% $25.83 -8.5%
2 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 15,000.0 $11.2M 10.81% +14K +2900.0% $746.77 +2.6%
3 BILI BILIBILI INC Technology 253,880.0 $4.3M 4.17% +152K +148.1% $17.03 -2.7%
4 SHEL SHELL PLC Energy 42,854.0 $3.3M 3.21% +25K +139.1% $77.54 +18.9%
5 NIO NIO INC Consumer Cyclical 562,296.0 $2.8M 2.75% +118K +26.5% $5.06 -12.1%
6 HCM HUTCHMED CHINA LTD Healthcare 104,130.0 $1.1M 1.08% +56K +115.2% $10.76 +13.9%
7 TELIX PHARMACEUTICAL LTD 71,291.0 $822K 0.79% +59K +468.0% $11.53
8 BA CALL BOEING CO Industrials 900.0 $195K 0.19% +400.0 +80.0% $216.47 -2.5%
9 BA PUT BOEING CO Industrials 900.0 $195K 0.19% +400.0 +80.0% $216.47 -2.5%
10 BA BOEING CO Industrials 225.0 $49K 0.05% +210.0 +1400.0% $216.47 -2.5%

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
Technology 24.6%
Healthcare 19.9%
Financial Services 19.9%
Consumer Cyclical 14.0%
Energy 11.1%
Basic Materials 4.8%
Industrials 3.6%
Consumer Defensive 1.5%
Real Estate 0.4%
Communication Services 0.3%