Fund HoldingsXY Capital Ltd

Total Portfolio Value
$98.44M
Total Bought
$78.31M
Total Sold
$106.70M
Net Transaction
-$28.39M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
LIFE360 INC(LIF)094,526+94,52606,0636.16%+6,063
RESMED INC(RMD)020,492+20,49204,9365.01%+4,936
NEW ORIENTAL ED & TECHNOLOGY(EDU)078,110+78,11004,2984.37%+4,298
ZAI LAB LTD(ZLAB)0202,304+202,30403,5693.63%+3,569
SELECT SECTOR SPDR TR
ST STR FINL ETF
060,220+60,22003,2983.35%+3,298
NEWS CORP NEW(NWS)0105,142+105,14203,1153.16%+3,115
WOODSIDE ENERGY GROUP LTD(WDS)0150,417+150,41702,3452.38%+2,345
NETEASE INC(NTES)013,295+13,29501,8301.86%+1,830
BAIDU INC19,85933,854+13,9952,6174,4234.49%+1,807
TENCENT MUSIC ENTMT GROUP(TME)096,400+96,40001,6901.72%+1,690
NIO INC(NIO)0311,060+311,06001,5861.61%+1,586
KINGSOFT CLOUD HLDGS LTD(KC)0149,275+149,27501,5441.57%+1,544
AUTOLIV INC(ALV)010,878+10,87801,2911.31%+1,291
SUMITOMO MITSUI FINL GROUP I(SMFG)69,507119,922+50,4151,1642,3182.35%+1,155
ASML HOLDING N V
N Y REGISTRY SHS
2,8123,394+5822,7223,6313.69%+909
ALCON AG(ALC)16,00526,085+10,0801,1932,0562.09%+863
WEIBO CORP(WB)102,206198,356+96,1501,2672,0272.06%+760
THERMO FISHER SCIENTIFIC INC(TMO)(Put)01,300+1,3000753+753
TELEFONAKTIEBOLAGET LM ERICS(ERIC)072,289+72,28906980.71%+698
SPDR DOW JONES INDL AVERAGE(DIA)(Call)01,400+1,4000673+673
ELI LILLY & CO(LLY)(Put)0600+6000645+645
BOSTON SCIENTIFIC CORP(BSX)(Put)06,100+6,1000582+582
THERMO FISHER SCIENTIFIC INC(TMO)(Call)01,000+1,0000579+579
BOSTON SCIENTIFIC CORP(BSX)(Call)05,800+5,8000553+553
ONESTREAM INC
CL A
030,000+30,00005510.56%+551
ELI LILLY & CO(LLY)(Call)0500+5000537+537
SPDR DOW JONES INDL AVERAGE(DIA)(Put)01,100+1,1000529+529
ARGENX SE(ARGX)0606+60605100.52%+510
APPLE INC(AAPL)01,844+1,84405010.51%+501
FERRARI N V
COM
01,323+1,32304890.50%+489
PROGRESSIVE CORP(PGR)(Call)02,100+2,1000478+478
ABBOTT LABS(Call)03,700+3,7000464+464
MERCK & CO INC(MRK)(Put)06,300+6,3000663+663
GENCO SHIPPING & TRADING LTD(GNK)023,085+23,08504250.43%+425
PROGRESSIVE CORP(PGR)(Put)01,700+1,7000387+387
NOVARTIS AG(NVS)02,800+2,80003860.39%+386
CHENIERE ENERGY INC(LNG)(Call)01,900+1,9000369+369
CHENIERE ENERGY INC(LNG)(Put)01,900+1,9000369+369
MERCK & CO INC(MRK)(Call)05,300+5,3000558+558
AMGEN INC(AMGN)(Call)01,700+1,7000556+556
ABBOTT LABS(Put)02,600+2,6000326+326
DANAHER CORPORATION(DHR)(Put)01,400+1,4000320+320
CHIPMOS TECHNOLOGIES INC(IMOS)010,596+10,59603140.32%+314
NIKE INC(NKE)(Call)04,800+4,8000306+306
NIKE INC(NKE)(Put)04,800+4,8000306+306
THE CIGNA GROUP(CI)(Put)01,100+1,1000303+303
INTERNATIONAL BUSINESS MACHS(IBM)01,017+1,01703010.31%+301
FRESENIUS MEDICAL CARE AG(FMS)37,14353,610+16,4679781,2771.30%+299
AIR PRODS & CHEMS INC(Call)01,200+1,2000296+296
IPERIONX LTD08,022+8,02202900.29%+290
SALESFORCE INC(CRM)(Call)01,700+1,7000450+450
ABBVIE INC(ABBV)(Put)01,200+1,2000274+274
JOHNSON & JOHNSON(JNJ)(Put)4,0004,900+9007421,014+272
ORACLE CORP(ORCL)(Put)01,300+1,3000253+253
TAMBORAN RES CORP(TBN)09,277+9,27702530.26%+253
T-MOBILE US INC(TMUS)(Put)1,0002,400+1,400239487+248
THE CIGNA GROUP(CI)(Call)0900+9000248+248
AMPHENOL CORP NEW(Call)01,800+1,8000243+243
AMPHENOL CORP NEW(Put)01,800+1,8000243+243
KLA CORP(KLAC)(Call)0200+2000243+243
KLA CORP(KLAC)(Put)0200+2000243+243
SPDR GOLD TR(GLD)(Call)0600+6000238+238
SPDR GOLD TR(GLD)(Put)0600+6000238+238
SPOTIFY TECHNOLOGY S A(SPOT)(Call)0400+4000232+232
SPOTIFY TECHNOLOGY S A(SPOT)(Put)0400+4000232+232
DIGITAL RLTY TR INC(DLR)(Call)01,500+1,5000232+232
DIGITAL RLTY TR INC(DLR)(Put)01,500+1,5000232+232
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)(Call)0900+9000230+230
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)(Put)0900+9000230+230
VALERO ENERGY CORP(VLO)(Call)01,400+1,4000228+228
VALERO ENERGY CORP(VLO)(Put)01,400+1,4000228+228
COINBASE GLOBAL INC(COIN)(Call)01,000+1,0000226+226
COINBASE GLOBAL INC(COIN)(Put)01,000+1,0000226+226
SIMON PPTY GROUP INC NEW(SPG)(Call)01,200+1,2000222+222
SIMON PPTY GROUP INC NEW(SPG)(Put)01,200+1,2000222+222
NETEASE INC(NTES)(Call)01,600+1,6000220+220
NETEASE INC(NTES)(Put)01,600+1,6000220+220
MARRIOTT INTL INC NEW(MAR)(Call)0700+7000217+217
MARRIOTT INTL INC NEW(MAR)(Put)0700+7000217+217
BRISTOL-MYERS SQUIBB CO(BMY)(Put)04,000+4,0000216+216
ROBINHOOD MKTS INC(HOOD)(Call)01,900+1,9000215+215
ROBINHOOD MKTS INC(HOOD)(Put)01,900+1,9000215+215
ORACLE CORP(ORCL)(Call)01,100+1,1000214+214
SPDR S&P 500 ETF TR(SPY)0311+31102120.22%+212
CARVANA CO(CVNA)(Call)0500+5000211+211
CARVANA CO(CVNA)(Put)0500+5000211+211
T-MOBILE US INC(TMUS)(Call)02,100+2,1000426+426
ELEVANCE HEALTH INC FORMERLY(ELV)(Put)0600+6000210+210
SHOPIFY INC(SHOP)(Call)01,300+1,3000209+209
SHOPIFY INC(SHOP)(Put)01,300+1,3000209+209
ABBVIE INC(ABBV)(Call)0900+9000206+206
CHARTER COMMUNICATIONS INC N(CHTR)(Call)01,600+1,6000334+334
CHARTER COMMUNICATIONS INC N(CHTR)(Put)01,600+1,6000334+334
UBER TECHNOLOGIES INC(UBER)(Call)02,400+2,4000196+196
UBER TECHNOLOGIES INC(UBER)(Put)02,400+2,4000196+196
AMGEN INC(AMGN)(Put)01,200+1,2000393+393
ADVANCED MICRO DEVICES INC(AMD)(Call)0900+9000193+193
ADVANCED MICRO DEVICES INC(AMD)(Put)0900+9000193+193
SYNOPSYS INC(SNPS)(Call)0400+4000188+188
SYNOPSYS INC(SNPS)(Put)0400+4000188+188
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