XY Capital Ltd

CIK: 0001933132Latest portfolio: $158.8M · Q4 2025

Holdings

133

Total Value

$158.8M

New Positions

69

Closed Positions

25

#StockSharesValue% PortfolioChangeType
1
BABAALIBABA GROUP HLDG LTD
93,944$13.8M8.67%+9K
2
BEKEKE HLDGS INC
424,660$6.7M4.21%-75,168
3
LIFLIFE360 INC
94,526$6.1M3.82%NEW
4
RMERESMED INC
20,492$4.9M3.11%NEW
5
BIDUNBAIDU INC
36,654$4.8M3.01%NEWPut
6
SPYSPDR S&P 500 ETF TR
6,811$4.6M2.92%-20,689Put
7
N1UANEW ORIENTAL ED & TECHNOLOGY
78,110$4.3M2.71%NEW
8
DONSPDR DOW JONES INDL AVERAGE
8,699$4.2M2.63%NEWPut
9
ASMLASML HOLDING N V
3,394$3.6M2.29%+582
10
ZLABZAI LAB LTD
202,304$3.6M2.25%NEW
11
XLFSELECT SECTOR SPDR TR
60,920$3.3M2.10%NEWPut
12
NWSNEWS CORP NEW
105,142$3.1M1.96%+97K
13
BILIBILIBILI INC
123,541$3.0M1.91%-42,839
14
AAPLAPPLE INC
9,044$2.5M1.55%-4,056Put
15
WOPWOODSIDE ENERGY GROUP LTD
150,417$2.3M1.48%+137K
16
SMFGSUMITOMO MITSUI FINL GROUP I
119,922$2.3M1.46%+50K
17
NTESNETEASE INC
16,495$2.3M1.43%NEWPut
18
MSFTMICROSOFT CORP
4,428$2.1M1.35%-1,872Put
19
ALCALCON AG
26,085$2.1M1.29%+10K
20
WBWEIBO CORP
198,356$2.0M1.28%+96K
21
JNJJOHNSON & JOHNSON
9,598$2.0M1.25%+2KPut
22
HTHTH WORLD GROUP LTD
41,077$1.9M1.22%-27,348
23
BUDANHEUSER BUSCH INBEV SA/NV
28,626$1.8M1.15%-8,335
24
TMETENCENT MUSIC ENTMT GROUP
96,400$1.7M1.06%NEW
25
SNYSANOFI SA
33,261$1.6M1.01%-709

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
KC149K+138K
WOP150K+137K
WB198K+96K
FMS54K+16K
ALC26K+10K
BABA94K+9K
HCM58K+5K
TMUS5K+3K
SBUX7K+2K
CHTR3K+2K

Decreased Positions

NameSharesChange
BEKE425K-75168
IBN36K-43111
BILI124K-42839
PHG24K-40000
HTHT41K-27348
LI69K-25540
ELVR11K-10688
BUD29K-8335
HON4K-5264
BRK/B3K-5148

Sector Breakdown

Technology0.0% ($6.062363130372457e+84T)
Financial Services0.0% ($4.643417933362318e+65T)
Healthcare0.0% ($3.568205519861611e+63T)
Consumer Cyclical0.0% ($1.3770193215861292e+53T)
Unknown0.0% ($4.935478742982345e+28T)
Communication Services0.0% ($3.1152027168914622e+22T)
Industrials0.0% ($139472152.7T)
Consumer Defensive0.0% ($1833717.4T)
Energy0.0% ($738.5T)
Basic Materials0.0% ($568.3T)
Real Estate0.0% ($6.7B)
Utilities0.0% ($304K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 12, 2026$158.8M269
Q3 2025Nov 14, 2025$189.9B157
Q2 2025Aug 14, 2025$145.4B40
Q1 2025May 12, 2025$352.4B213

Fund Information

CIK0001933132
Most Recent FilingFeb 12, 2026
Number of Filings4

XY Capital Ltd is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $158.8M across 133 holdings. The largest position is ALIBABA GROUP HLDG LTD (BABA), representing 8.7% of the portfolio. Compared to the previous quarter, the fund opened 72 new positions and closed 28 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.