XY Capital Ltd Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$145.4B
Holdings
38
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (38 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LILI AUTO INC | 900,392 | $24.4B | 16.79% | |
| 2 | BILIBILIBILI INC | 651,980 | $14.0B | 9.62% | |
| 3 | JDJD.COM INC | 419,251 | $13.7B | 9.41% | |
| 4 | ZLABZAI LAB LTD | 362,627 | $12.7B | 8.72% | |
| 5 | ZTOZTO EXPRESS CAYMAN INC | 523,338 | $9.3B | 6.39% | |
| 6 | KCKINGSOFT CLOUD HLDGS LTD | 647,543 | $8.1B | 5.58% | |
| 7 | BEKEKE HLDGS INC | 456,294 | $8.1B | 5.57% | |
| 8 | YUMCYUM CHINA HLDGS INC | 141,098 | $6.3B | 4.34% | |
| 9 | AMCRAMCOR PLC | 679,192 | $6.2B | 4.29% | |
| 10 | WOPWOODSIDE ENERGY GROUP LTD | 354,347 | $5.5B | 3.76% | |
| 11 | HMCHONDA MOTOR LTD | 168,898 | $4.9B | 3.35% | |
| 12 | RMERESMED INC | 14,624 | $3.8B | 2.60% | |
| 13 | NWSNEWS CORP NEW | 104,807 | $3.6B | 2.47% | |
| 14 | HTHTH WORLD GROUP LTD | 91,255 | $3.1B | 2.13% | |
| 15 | BHPBHP GROUP LTD | 54,581 | $2.6B | 1.81% | |
| 16 | NTESNETEASE INC | 17,960 | $2.4B | 1.66% | |
| 17 | SONYSONY GROUP CORP | 87,433 | $2.3B | 1.57% | |
| 18 | LIFLIFE360 INC | 31,892 | $2.1B | 1.43% | |
| 19 | CLVTRIP COM GROUP LTD | 25,390 | $1.5B | 1.02% | |
| 20 | ARGXARGENX SE | 2,276 | $1.3B | 0.86% | |
| 21 | WITWIPRO LTD | 412,899 | $1.2B | 0.86% | |
| 22 | RDYDR REDDYS LABS LTD | 82,728 | $1.2B | 0.86% | |
| 23 | BABAALIBABA GROUP HLDG LTD | 10,114 | $1.1B | 0.79% | |
| 24 | ALVAUTOLIV INC | 6,570 | $735.2M | 0.51% | |
| 25 | BIDUNBAIDU INC | 8,500 | $729.0M | 0.50% | |
| 26 | INGING GROEP N.V. | 27,300 | $597.1M | 0.41% | |
| 27 | ONCBEONE MEDICINES LTD | 2,308 | $558.7M | 0.38% | |
| 28 | ASMLASML HOLDING N V | 533 | $427.1M | 0.29% | |
| 29 | BRK/BBERKSHIRE HATHAWAY INC DEL | 870 | $422.6M | 0.29% | Put |
| 30 | PHGKONINKLIJKE PHILIPS N V | 14,100 | $338.1M | 0.23% | |
| 31 | BUDANHEUSER BUSCH INBEV SA/NV | 4,400 | $302.4M | 0.21% | |
| 32 | WBWEIBO CORP | 31,580 | $301.0M | 0.21% | |
| 33 | EQNREQUINOR ASA | 11,900 | $299.2M | 0.21% | |
| 34 | GDSGDS HLDGS LTD | 9,630 | $294.4M | 0.20% | |
| 35 | XLFSELECT SECTOR SPDR TR | 5,589 | $292.7M | 0.20% | |
| 36 | STMSTMICROELECTRONICS N V | 8,400 | $255.4M | 0.18% | |
| 37 | AAPGASCENTAGE PHARMA GROUP INTL | 5,590 | $220.1M | 0.15% | |
| 38 | HCMHUTCHMED CHINA LTD | 13,491 | $203.0M | 0.14% |