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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 2 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TELIX PHARMACEUTICAL LTD 71,291.0 $822K 0.79% +59K +468.0% $11.53
22 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,024.0 $765K 0.74% NEW $746.77 +2.6%
23 INFY INFOSYS LTD Technology 65,498.0 $687K 0.66% -254K -79.5% $10.49 +14.8%
24 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 13,620.0 $625K 0.60% -34K -71.5% $45.91 +24.3%
25 MRVL CALL MARVELL TECHNOLOGY INC Technology 2,000.0 $596K 0.57% NEW $297.89 -19.3%
26 AEGON LTD 59,500.0 $502K 0.48% NEW $8.44
27 RDY DR REDDYS LABS LTD Healthcare 34,542.0 $501K 0.48% NEW $14.49 -14.9%
28 E ENI SPA Energy 10,648.0 $499K 0.48% -3K -21.6% $46.86 +15.4%
29 ALLIED GOLD CORP 20,916.0 $497K 0.48% NEW $23.78
30 PHG KONINKLIJKE PHILIPS N V Healthcare 18,234.0 $496K 0.48% NEW $27.19 +0.8%
31 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 5,262.0 $434K 0.42% NEW $82.40 -4.4%
32 OCUL OCULAR THERAPEUTIX INC Healthcare 37,400.0 $367K 0.35% $9.82 +10.8%
33 ING ING GROEP N.V. Financial Services 9,519.0 $299K 0.29% -22K -70.2% $31.38 +12.5%
34 DOUG DOUGLAS ELLIMAN INC Real Estate 150,963.0 $267K 0.26% $1.77 +9.9%
35 AVGO PUT BROADCOM INC Technology 700.0 $264K 0.26% NEW $377.75 -5.6%
36 AVGO CALL BROADCOM INC Technology 700.0 $264K 0.26% NEW $377.75 -5.6%
37 MRK PUT MERCK & CO INC Healthcare 2,000.0 $257K 0.25% NEW $128.50 +21.7%
38 MRK CALL MERCK & CO INC Healthcare 2,000.0 $257K 0.25% NEW $128.50 +21.7%
39 SSP SCRIPPS E W CO OHIO Communication Services 85,951.0 $238K 0.23% NEW $2.77 +18.8%
40 ORCL CALL ORACLE CORP Technology 1,500.0 $220K 0.21% NEW $146.55 -1.2%
Page 2 of 4  ·  72 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
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%