Xy Capital Ltd Portfolio Stock Holdings

Xy Capital Ltd disclosed 50 stock positions valued at approximately $91.3 million in its latest SEC 13F filing. The largest holdings include YUM CHINA HLDGS INC, MITSUBISHI UFJ FINANCIAL GRO, and ALIBABA GROUP HLDG LTD. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.

Report Period
March 31, 2026
No. of Stocks
50
Portfolio Value
$91.3M
Holdings by Sector
Xy Capital Ltd Portfolio Holdings in Q1 2026

45 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
YUM CHINA HLDGS INCYUMCConsumer Cyclical9.73%182,125+182,125+100.00%$8,884,058
MITSUBISHI UFJ FINANCIAL GROMUFGFinancial Services7.65%411,425+360,670+710.61%$6,981,882
ALIBABA GROUP HLDG LTDBABAConsumer Cyclical5.83%42,421-51,523-54.84%$5,322,139
HDFC BANK LTDHDBFinancial Services5.80%212,760+212,760+100.00%$5,293,469
INFOSYS LTDINFYTechnology4.73%319,665+319,665+100.00%$4,318,674
KINGSOFT CLOUD HLDGS LTDKCTechnology4.02%274,946+125,671+84.19%$3,673,279
SUMITOMO MITSUI FIN GRP INCSMFGFinancial Services3.80%175,608+55,686+46.44%$3,468,258
TENCENT MUSIC ENTMT GROUPTMECommunication Services3.44%338,618+242,218+251.26%$3,142,375
ICICI BANK LIMITEDIBNFinancial Services3.28%115,646+79,453+219.53%$2,995,231
MIZUHO FINANCIAL GROUP INCMFGFinancial Services3.17%365,039+365,039+100.00%$2,898,410
H WORLD GROUP LTDHTHTConsumer Cyclical3.13%56,865+15,788+38.44%$2,859,741
MINISO GROUP HLDG LTDMNSOConsumer Cyclical3.11%175,400+175,400+100.00%$2,841,480
NEW ORIENTAL ED & TECHNOLOGYEDUConsumer Defensive2.97%47,870-30,240-38.71%$2,710,878
NCR ATLEOS CORPORATIONNATLTechnology2.96%62,000+62,000+100.00%$2,701,960
XPENG INCXPEVConsumer Cyclical2.94%156,880+156,880+100.00%$2,684,217
NIO INCNIOConsumer Cyclical2.93%444,350+133,290+42.85%$2,679,430
BILIBILI INCBILICommunication Services2.53%102,317-21,224-17.18%$2,308,272
NORFOLK SOUTHN CORPNSCIndustrials2.51%8,000+8,000+100.00%$2,296,000
NEWS CORP NEWNWSCommunication Services2.32%74,310-30,832-29.32%$2,118,578
AMERICAN WOODMARK CORPAMWDConsumer Cyclical2.18%50,000+50,000+100.00%$1,991,500
SHELL PLCSHELEnergy1.83%17,922+17,922+100.00%$1,666,746
ALCOA CORPAABasic Materials1.82%25,064+25,064+100.00%$1,662,495
WEIBO CORPWBCommunication Services1.70%177,611-20,745-10.46%$1,554,096
NOVARTIS AGNVSHealthcare1.47%8,770+5,970+213.21%$1,339,618
TELEFONAKTIEBOLAGET LM ERICSERICTechnology1.45%117,616+45,327+62.70%$1,325,532
ING GROEP N.V.INGFinancial Services0.91%31,933-21,056-39.74%$831,855
ENI SPAEEnergy0.84%13,582+13,582+100.00%$768,877
AUTOLIV INCALVConsumer Cyclical0.81%7,002-3,876-35.63%$736,330
HUTCHMED CHINA LTDHCMHealthcare0.79%48,394-9,216-16.00%$723,974
UBS GROUP AGUBSOther0.69%16,150+16,150+100.00%$630,980
TAMBORAN RES CORPTBNEnergy0.51%9,227-50-0.54%$461,258
STMICROELECTRONICS N VSTMTechnology0.40%10,496+10,496+100.00%$362,637
FERRARI N VRACEOther0.36%963-360-27.21%$325,927
OCULAR THERAPEUTIX INCOCULHealthcare0.35%37,400+37,400+100.00%$316,778
HESAI GROUPHSAIConsumer Cyclical0.29%14,060+14,060+100.00%$268,827
DOUGLAS ELLIMAN INCDOUGReal Estate0.27%150,963+150,963+100.00%$247,579
KROGER COKRConsumer Defensive0.06%815+815+100.00%$58,973
T-MOBILE US INCTMUSCommunication Services0.06%253-519-67.23%$53,138
THE CIGNA GROUPCIHealthcare0.04%153+55+56.12%$40,813
SPOTIFY TECHNOLOGY S ASPOTOther0.02%45+45+100.00%$21,821
STARBUCKS CORPSBUXConsumer Cyclical0.01%131+131+100.00%$11,736
HSBC HLDGS PLCHSBCFinancial Services0.01%111+78+236.36%$9,156
PALANTIR TECHNOLOGIES INCPLTRTechnology0.01%33+33+100.00%$4,827
ROYAL CARIBBEAN GROUPRCLOther0.00%13-422-97.01%$3,577
BOEING COBAIndustrials0.00%15+15+100.00%$2,985
Xy Capital Ltd Options Holdings in Q1 2026

23 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026SPYSPDR S&P 500CALL500$325,170
Q1 2026PLTRPalantir Technologies Inc.CALL1,800$263,304
Q1 2026NVDANVIDIA CorporationCALL1,500$261,600
Q1 2026TSLATesla, Inc.CALL700$260,225
Q1 2026AMZNAmazon.com, Inc.CALL1,200$249,924
Q1 2026ETREntergy CorporationCALL2,200$247,192
Q1 2026KRKroger Company (The)CALL3,400$246,024
Q1 2026EBAYeBay Inc.CALL2,700$245,754
Q1 2026SBUXStarbucks CorporationCALL2,700$241,893
Q1 2026SQBlock, Inc.CALL4,000$240,720
Q1 2026BHPBHP Group LimitedCALL3,300$240,042
Q1 2026TTWOTake-Two Interactive Software, CALL1,200$237,000
Q1 2026PDDPDD Holdings Inc.CALL2,300$235,014
Q1 2026TXNTexas Instruments IncorporatedCALL1,200$232,968
Q1 2026GOOGLAlphabet Inc.CALL800$230,048
Q1 2026RCLRoyal CaribbeanCALL800$220,144
Q1 2026SPOTSpotifyPUT400$193,964
Q1 2026HSBCHSBC Holdings, plc.CALL1,700$140,233
Q1 2026TMUST-Mobile US, Inc.CALL600$126,018
Q1 2026MPWRMonolithic Power Systems, Inc.CALL100$109,335
Q1 2026CIThe Cigna GroupCALL400$106,700
Q1 2026COINCoinbase Global, Inc.CALL600$104,766
Q1 2026BABoeing Company (The)CALL500$99,515

Notional value represents the total exposure of the options position.

Xy Capital Ltd Portfolio Stock Holdings | InsiderSet