Fund HoldingsNINE MASTS CAPITAL Ltd

Total Portfolio Value
$222.62M
Total Bought
$128.16M
Total Sold
$148.67M
Net Transaction
-$20.51M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ISHARES BITCOIN TRUST ETF(IBIT)01,171,282+1,171,282042,31819.01%+42,318
BERKSHIRE HATHAWAY INC DEL024+24016,5887.45%+16,588
INVESCO QQQ TR027,850+27,850013,5936.11%+13,593
ASE TECHNOLOGY HLDG CO LTD(ASX)0991,389+991,38909,6764.35%+9,676
NEWS CORP NEW(NWS)0243,249+243,24906,4782.91%+6,478
ZILLOW GROUP INC(Z)57,377111,036+53,6592,5846,8763.09%+4,292
BLACKROCK SCIENCE & TECHNOLO(BST)0120,000+120,00004,2531.91%+4,253
ISHARES TR018,225+18,22504,0261.81%+4,026
BEIGENE LTD(ONC)017,409+17,40904,2131.89%+4,213
ISHARES TR047,250+47,25003,7941.70%+3,794
BILIBILI INC0002,9335,4672.46%+2,535
NIO INC(NIO)00007,2753.27%+7,275
TECK RESOURCES LTD(TECK)11,00056,532+45,5325272,9531.33%+2,426
YUM CHINA HLDGS INC(YUMC)032,636+32,63601,5460.69%+1,546
SMARTSHEET INC025,203+25,20301,3950.63%+1,395
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
040,468+40,46801,1400.51%+1,140
SCHLUMBERGER LTD(SLB)11,55040,029+28,4795451,6790.75%+1,134
VALE S A066,771+66,77107800.35%+780
AIRBNB INC05,560+5,56007050.32%+705
FOX CORP(FOX)043,444+43,44401,6860.76%+1,686
LEGEND BIOTECH CORP(LEGN)013,609+13,60906630.30%+663
BLACKROCK MUN TARGET TERM TR(BTT)61,66784,634+22,9671,2811,8300.82%+549
SHOPIFY INC(SHOP)(Put)030,000+30,0000517+517
BNY MELLON STRATEGIC MUN BD075,885+75,88504730.21%+473
GITLAB INC(GTLB)09,020+9,02004650.21%+465
H WORLD GROUP LTD(HTHT)010,877+10,87704260.19%+426
AGNICO EAGLE MINES LTD(AEM)(Call)35,00035,0000338754+417
DISNEY WALT CO(DIS)03,610+3,61003470.16%+347
SHOPIFY INC(SHOP)(Call)033,000+33,0000318+318
ADOBE INC(ADBE)(Put)04,500+4,5000309+309
RENTOKIL INITIAL PLC(RTO)011,450+11,45002850.13%+285
FREEPORT-MCMORAN INC(FCX)(Call)50,000100,000+50,000264534+270
CONOCOPHILLIPS(COP)13,37316,808+3,4351,5301,7700.79%+240
QUALCOMM INC(QCOM)01,368+1,36802330.10%+233
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)(Put)030,000+30,0000230+230
BLACKROCK MUNIHLDNGS CALI QL(MUC)079,816+79,81609190.41%+919
AUTODESK INC(Call)08,000+8,0000225+225
TRIP COM GROUP LTD(TCOM)03,500+3,50002210.10%+221
AUTODESK INC(Put)08,800+8,8000220+220
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)(Call)033,000+33,0000219+219
ADOBE INC(ADBE)(Call)05,000+5,0000215+215
SCHLUMBERGER LTD(SLB)(Put)42,50042,5000369575+206
WORKDAY INC(WDAY)(Call)06,000+6,0000200+200
PUTNAM MUN OPPORTUNITIES TR(PMO)079,579+79,57908670.39%+867
AIRBNB INC(Put)20,00020,0000240428+188
FREEPORT-MCMORAN INC(FCX)(Put)75,000135,000+60,000437624+187
DISNEY WALT CO(DIS)(Put)014,000+14,0000180+180
DUPONT DE NEMOURS INC(DD)(Call)015,000+15,0000175+175
MEDTRONIC PLC(MDT)(Put)025,000+25,0000172+172
LINDE PLC(LIN)(Put)05,500+5,5000171+171
CANADA GOOSE HLDGS INC(GOOS)012,972+12,97201630.07%+163
CONOCOPHILLIPS(COP)(Put)17,50017,5000369524+154
MEDTRONIC PLC(MDT)(Call)027,500+27,5000151+151
BLACKROCK MUNI INCOME TR II087,989+87,98909910.45%+991
ISHARES TR(Put)0315,000+315,0000143+143
LINDE PLC(LIN)(Call)05,000+5,0000137+137
WORKDAY INC(WDAY)(Put)06,000+6,0000126+126
DISNEY WALT CO(DIS)(Call)015,000+15,000096+96
BLACKROCK MUN INCOME TR087,363+87,36309230.41%+923
GDS HLDGS LTD(GDS)(Put)059,700+59,700066+66
DUPONT DE NEMOURS INC(DD)(Put)015,000+15,000062+62
ISRAEL ACQUISITIONS CORP(ISLUF)400,000400,00004,4084,4682.01%+60
LEGEND BIOTECH CORP(LEGN)(Call)040,900+40,900049+49
EOG RES INC(EOG)(Put)16,00016,0000274316+42
BLACKROCK INVT QUALITY MUN T021,391+21,39102760.12%+276
KRAFT HEINZ CO(KHC)(Call)060,000+60,000038+38
SMARTSHEET INC(Put)023,200+23,20001+1
PRENETICS GLOBAL LTD000040.00%+4
REGENERON PHARMACEUTICALS(REGN)(Put)3,4003,40006965-4
ISRAEL ACQUISITIONS CORP(ISLUF)0000120.01%+12
FISCALNOTE HOLDINGS INC0000450.02%+45
BAKER HUGHES COMPANY(BKR)(Call)70,00070,0000224212-12
ADVANCED MICRO DEVICES INC(AMD)(Call)7,5007,5000252225-28
CONOCOPHILLIPS(COP)(Call)017,500+17,50007+7
EOG RES INC(EOG)(Call)16,00016,00006625-41
ADVANCED MICRO DEVICES INC(AMD)(Put)15,00015,0000355312-42
REGENERON PHARMACEUTICALS(REGN)(Call)2,5002,5000453411-43
MARIADB PLC000000
WOODSIDE ENERGY GROUP LTD(WDS)034,317+34,31705980.27%+598
SCHLUMBERGER LTD(SLB)(Call)42,50042,50006411-53
AMERICAN AIRLS GROUP INC(AAL)(Put)01,180,000+1,180,0000183+183
BAKER HUGHES COMPANY(BKR)(Put)70,00070,0000170110-59
BLACKROCK MUNIHLDGS NJ QLTY(MUJ)046,592+46,59205650.25%+565
NEUBERGER BERMAN MUN FD INC(NBH)36,29828,667-7,6313883180.14%-69
PETROLEO BRASILEIRO SA PETRO(PBR)(Call)200,000200,0000176101-75
BLACKROCK MUNIVEST FD INC42,98829,247-13,7413082220.10%-86
BNY MELLON STRATEGIC MUNS IN073,382+73,38204780.21%+478
GRINDR INC0001,3231,2340.55%-90
EOG RES INC(EOG)9,8008,912-8881,2341,0960.49%-138
AGNICO EAGLE MINES LTD(AEM)(Put)53,50053,500017124-147
CARNIVAL CORP(Put)03,000,000+3,000,0000285+285
KRAFT HEINZ CO(KHC)35,90228,502-7,4001,1571,0010.45%-156
INVESCO TR INVT GRADE MUNS028,982+28,98203060.14%+306
KRAFT HEINZ CO(KHC)(Put)60,00060,0000333161-172
AIRBNB INC(Call)10,00010,0000298117-181
DOMINOS PIZZA INC(DPZ)4000-4002070-207
HDFC BANK LTD(HDB)609,974623,890+13,91639,24039,03117.53%-209
DATADOG INC(DDOG)1,6130-1,6132090-209
WALMART INC(WMT)3,2000-3,2002170-217
DEVON ENERGY CORP NEW(DVN)4,8000-4,8002280-228
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