Xy Capital Ltd Portfolio Stock Holdings

According to the SEC 13F filed on August 11, 2026, Xy Capital Ltd disclosed 42 stock positions valued at approximately $87.05M as of quarter-end June 30, 2026. The largest holdings include HDFC BANK LTD, SONY GROUP CORP, and CHIPMOS TECHNOLOGIES INC.

Report Period
June 30, 2026
No. of Stocks
42
Portfolio Value
$87.05M
Holdings by Sector
Xy Capital Ltd Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
HDFC BANK LTDHDBFinancial Services15.37%517,975+305,215+143.46%$13,379,294
SONY GROUP CORPSONYTechnology11.77%510,791+510,791+100.00%$10,246,467
CHIPMOS TECHNOLOGIES INCIMOSTechnology9.62%130,326+119,730+1129.95%$8,373,446
RESMED INCRMDHealthcare8.23%36,769+16,277+79.43%$7,165,543
HONDA MOTOR CO LTDHMCConsumer Cyclical8.08%259,383+259,383+100.00%$7,031,873
BILIBILI INCBILICommunication Services4.97%253,880+151,563+148.13%$4,323,576
BHP BILLITON LIMITEDBHPBasic Materials3.97%41,449+41,449+100.00%$3,453,116
WOODSIDE ENERGY GROUP LTDWDSEnergy3.95%178,011+27,594+18.35%$3,439,173
SHELL PLCSHELEnergy3.82%42,854+24,932+139.11%$3,322,899
NIO INCNIOConsumer Cyclical3.27%562,296+117,946+26.54%$2,845,218
NOVO-NORDISK A SNVOHealthcare3.25%59,048+59,048+100.00%$2,830,761
NORFOLK SOUTHN CORPNSCIndustrials2.89%8,000--$2,516,720
ICICI BANK LIMITEDIBNFinancial Services2.38%71,298-44,348-38.35%$2,069,781
ALCON AGALCOther2.26%29,363+3,278+12.57%$1,970,257
AMCOR PLCAMCCFOther2.16%43,328-70,696-62.00%$1,878,269
NETEASE COM INCNTESCommunication Services1.51%10,240-3,055-22.98%$1,312,154
HUTCHMED CHINA LTDHCMHealthcare1.29%104,130+55,736+115.17%$1,120,439
ASML HLDG NVASMLOther1.14%500-2,894-85.27%$994,720
EQUINOR ASAEQNREnergy0.95%26,201+26,201+100.00%$822,711
STATE STR SPDR S&P 500 ETF TSPYOther0.88%1,024+713+229.26%$764,692
INFOSYS LTDINFYTechnology0.79%65,498-254,167-79.51%$687,074
NEW ORIENTAL ED & TECHNOLOGYEDUConsumer Defensive0.72%13,620-34,250-71.55%$625,294
AEGON LTDAEGFinancial Services0.58%59,500+59,500+100.00%$502,180
DR REDDYS LABS LTDRDYHealthcare0.57%34,542+34,542+100.00%$500,514
ENI SPAEEnergy0.57%10,648-2,934-21.60%$498,965
ALLIED GOLD CORPAAUCOther0.57%20,916+20,916+100.00%$497,382
KONINKLIJKE PHILIPS N VPHGHealthcare0.57%18,234-6,179-25.31%$495,782
ANHEUSER BUSCH INBEV SA NVBUDConsumer Defensive0.50%5,262-23,364-81.62%$433,589
OCULAR THERAPEUTIX INCOCULHealthcare0.42%37,400--$367,268
ING GROEP N.V.INGFinancial Services0.34%9,519-22,414-70.19%$298,706
Showing 30 of 42 holdings in the latest reporting period.
Xy Capital Ltd Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026SPYSPDR S&P 500PUT15,000$11,201,550
Q2 2026MRVLMarvell Technology, Inc.CALL2,000$595,780
Q2 2026AVGOBroadcom Inc.CALL700$264,425
Q2 2026MRKMerck & Company, Inc.CALL2,000$257,000
Q2 2026ORCLOracle CorporationCALL1,500$219,825
Q2 2026SQBlock, Inc.CALL2,800$212,800
Q2 2026NVDANVIDIA CorporationCALL1,000$200,090
Q2 2026BABoeing Company (The)CALL900$194,823
Q2 2026GDXVanEck Gold Miners ETFCALL2,500$188,625
Q2 2026MOAltria Group, Inc.CALL2,600$187,070
Q2 2026JPMJP Morgan Chase & Co.CALL500$163,665
Q2 2026XLESPDR Select Sector Fund - EnergCALL3,000$159,330
Q2 2026FFord Motor CompanyCALL10,000$139,000
Q2 2026UPSUnited Parcel Service, Inc.CALL1,000$107,500
Q2 2026CBChubb LimitedCALL300$102,222
Showing 15 of 15 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.