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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
Page 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 COIN CALL COINBASE GLOBAL INC Financial Services 600 $105K 0.10% SOLD
62 COIN PUT COINBASE GLOBAL INC Financial Services 600 $105K 0.10% SOLD
63 KR KROGER CO Consumer Defensive 815 $59K 0.06% SOLD
64 TMUS T-MOBILE US INC Communication Services 253 $53K 0.05% SOLD
65 CI THE CIGNA GROUP Healthcare 153 $41K 0.04% SOLD
66 SPOT SPOTIFY TECHNOLOGY S A Communication Services 45 $22K 0.02% SOLD
67 SBUX STARBUCKS CORP Consumer Cyclical 131 $12K 0.01% SOLD
68 HSBC HSBC HLDGS PLC Financial Services 111 $9K 0.01% SOLD
69 PLTR PALANTIR TECHNOLOGIES INC Technology 33 $5K 0.01% SOLD
70 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 13 $4K 0.00% SOLD
Page 4 of 4  ·  70 positions
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%