MondegarAI
NINE MASTS CAPITAL Ltd

Q1 2026 · 13F-HR

NINE MASTS CAPITAL Ltdholdings as filed

Filed 2026-05-13 · accession 0001569356-26-000003

$692.6M
Reported value
249
Positions
2026-03-31
Period end
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The Brief · NINE MASTS CAPITAL Ltd · Q1 2026

AI · grounded in 13F

NINE MASTS CAPITAL Ltd closed its position in IBIT, reducing exposure by $93.8M. The fund established new positions in GOOG for $68.5M and HDB for $47.3M. Other activity included a new position in SLAB for $25.3M and the closure of positions in CYBR, GSK, and EXK.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
01609WBG6BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD$147.2M21.3%106,000CommonSOLE
02079K107GOOGALPHABET INC$68.5M9.89%238,904CommonSOLE
40415F101HDBHDFC BANK LTD$47.3M6.83%1,900,809CommonSOLE
35137L204FOXFOX CORP$33.7M4.87%635,475CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$29.2M4.22%1,064,956CommonSOLE
826919102SLABSILICON LABORATORIES INC$24.8M3.59%119,369CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$24.5M3.54%85,314CommonSOLE
285512109EAELECTRONIC ARTS INC$21.9M3.16%107,191CommonSOLE
947890109WBSWEBSTER FINL CORP$20.4M2.94%293,333CommonSOLE
46090E103QQQINVESCO QQQ TR$19.1M2.76%33,106CommonSOLE
436440101HO1HOLOGIC INC$17.0M2.45%224,606CommonSOLE
62914VAK2NIO 4.625 10/15/30NIO INC$16.1M2.33%16,250CommonSOLE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$15.9M2.30%777,180CommonSOLE
00130H105AESAES CORP$13.8M1.99%979,942CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$13.8M1.99%581,714CommonSOLE
49177J102KVUEKENVUE INC$10.6M1.53%614,869CommonSOLE
68389X204ORCL 6.5 01/15/29 DORACLE CORP$9.9M1.43%220,000CommonSOLE
74736K101QRVOQORVO INC$9.7M1.39%124,744CommonSOLE
47215P106JDJD.COM INC$9.3M1.34%314,290CommonSOLE
70975L107PENPENUMBRA INC$7.8M1.13%23,743CommonSOLE
37940XAU6GPN 1.5 03/01/31GLOBAL PMTS INC$7.5M1.08%8,500CommonSOLE
833445AD1SNOW 0 10/01/29SNOWFLAKE INC$7.4M1.06%6,000CommonSOLE
G9460G101VALVALARIS LTD$6.1M0.88%61,854CommonSOLE
69349H107TXNMTXNM ENERGY INC$5.9M0.85%100,481CommonSOLE
090043AF7BILL 0 04/01/30BILL HOLDINGS INC$4.5M0.64%5,000CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$4.2M0.61%70,788CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$3.9M0.57%97,478CommonSOLE
98954M200ZZILLOW GROUP INC$3.5M0.51%85,073CommonSOLE
69349HAF4TXNM 5.75 06/01/54TXNM ENERGY INC$3.3M0.48%2,500CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$2.9M0.42%540,000CALLSOLE
G7500M104RNWRENEW ENERGY GLOBAL PLC$2.9M0.42%630,878CommonSOLE
98980G102ZSZSCALER INC$2.9M0.42%37,000PUTSOLE
62914V106NIONIO INC$2.9M0.41%474,500CommonSOLE
904708104UNFUNIFIRST CORP MASS$2.8M0.40%11,091CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$2.8M0.40%54,254CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE ENERGY$2.4M0.34%72,918CommonSOLE
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$2.4M0.34%90,084CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$2.4M0.34%3,639CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.0M0.29%54,000PUTSOLE
30303M102METAMETA PLATFORMS INC$2.0M0.29%21,200PUTSOLE
20825C104COPCONOCOPHILLIPS$1.7M0.25%88,600CALLSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$1.6M0.24%25,000CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$1.6M0.23%28,159CommonSOLE
138103106UTE0CANTALOUPE INC$1.6M0.23%146,736CommonSOLE
132061862TAILCAMBRIA ETF TR$1.5M0.22%128,015CommonSOLE
02079K305GOOGLALPHABET INC$1.4M0.20%32,000PUTSOLE
166764100CVXCHEVRON CORPORATION$1.4M0.20%30,500CALLSOLE
934423104WBDWARNER BROS DISCOVERY INC$1.3M0.19%1,134,300PUTSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.3M0.19%55,800CALLSOLE
20825C104COPCONOCOPHILLIPS$1.2M0.17%100,000PUTSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$1.2M0.17%78,191CommonSOLE
60937P106MDBMONGODB INC$1.1M0.16%7,500PUTSOLE
631103108NDAQNASDAQ INC$1.1M0.16%13,138CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$1.1M0.15%11,010CommonSOLE
82509L107SHOPSHOPIFY INC$1.0M0.15%50,300CALLSOLE
82509L107SHOPSHOPIFY INC$1.0M0.15%27,000PUTSOLE
524660107LEGLEGGETT & PLATT INC$999,5690.14%101,171CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$998,6500.14%78,000PUTSOLE
91913Y100VLOVALERO ENERGY CORP$875,2700.13%12,900CALLSOLE
62914V106NIONIO INC$864,5000.12%650,000PUTSOLE
530715AL5LINTA 3.75 02/15/30LIBERTY MEDIA CORP DEL$836,0000.12%20,900CommonSOLE
00370M103ABVXABIVAX SA$835,1250.12%7,500CommonSOLE
980228308WDSWOODSIDE ENERGY GROUP LTD$819,4900.12%34,317CommonSOLE
88160R101TSLATESLA INC$802,4500.12%11,000PUTSOLE
14040H105COFCAPITAL ONE FINL CORP$781,4250.11%11,500PUTSOLE
03027X100AMTAMERICAN TOWER CORP$770,0000.11%50,000PUTSOLE
64110L106NFLXNETFLIX INC.$764,6810.11%7,953CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$752,4150.11%29,400CALLSOLE
345370860FFORD MTR CO$741,0400.11%251,500PUTSOLE
67066G104NVDANVIDIA CORPORATION$700,3500.10%23,000PUTSOLE
88160R101TSLATESLA INC$683,2100.10%12,100CALLSOLE
67066G104NVDANVIDIA CORPORATION$679,1140.10%3,894CommonSOLE
722304102PDDPDD HOLDINGS INC$672,9570.10%6,586CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$609,8700.09%148,400PUTSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$580,8000.08%176,000PUTSOLE
81369Y506XLESELECT SECTOR SPDR TR$577,4930.08%44,300CALLSOLE
03831W108APPAPPLOVIN CORP$553,4000.08%4,000PUTSOLE
697435105PANWPALO ALTO NETWORKS INC$551,2000.08%23,000PUTSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$534,3000.08%137,000CALLSOLE
30231G102XOMEXXON MOBIL CORP$520,0000.08%10,400CALLSOLE
433000106HIMSHIMS & HERS HEALTH INC$519,0000.07%25,000CommonSOLE
N72482156QGENQIAGEN NV$500,5000.07%12,500CommonSOLE
166764100CVXCHEVRON CORPORATION$494,7000.07%68,000PUTSOLE
25278X109FANGDIAMONDBACK ENERGY INC$482,2300.07%20,000CALLSOLE
G0250X149AMCRAMCOR PLC$477,0000.07%12,000CommonSOLE
128125101CSQCALAMOS STRATEGIC TOTAL RETU$473,5910.07%27,663CommonSOLE
02079K305GOOGLALPHABET INC$472,2300.07%15,900CALLSOLE
90353T100UBERUBER TECHNOLOGIES INC$457,0250.07%75,500CALLSOLE
826919102SLABSILICON LABORATORIES INC$456,0000.07%113,000PUTSOLE
11135F101AVGOBROADCOM INC$442,8300.06%8,700CALLSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$428,0500.06%70,000PUTSOLE
922417100VECOVEECO INSTRS INC DEL$423,6900.06%12,513CommonSOLE
532457108LLYELI LILLY & CO$413,8970.06%450CommonSOLE
G0593M107AZNASTRAZENECA PLC$394,4400.06%2,000CommonSOLE
67066G104NVDANVIDIA CORPORATION$375,1830.05%15,800CALLSOLE
79466L302CRMSALESFORCE INC$375,0000.05%15,000CALLSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$362,4000.05%4,000PUTSOLE
98422D105XPEVXPENG INC$355,3940.05%126,700CALLSOLE
345370860FFORD MTR CO$348,3360.05%385,300CALLSOLE
91913Y100VLOVALERO ENERGY CORP$343,0000.05%35,000PUTSOLE
36118L106FUTUFUTU HLDGS LTD$305,5000.04%10,000PUTSOLE
98980G102ZSZSCALER INC$295,7730.04%35,300CALLSOLE
21037T109CEGCONSTELLATION ENERGY CORP$295,6800.04%6,600CALLSOLE
316773100FITBFIFTH THIRD BANCORP$272,2100.04%83,800CALLSOLE
722304102PDDPDD HOLDINGS INC$256,5000.04%20,000CALLSOLE
25746U109DDOMINION ENERGY INC$249,6000.04%41,600CALLSOLE
30303M102METAMETA PLATFORMS INC$247,1230.04%8,500CALLSOLE
285512109EAELECTRONIC ARTS INC$245,0000.04%100,000PUTSOLE
237194105DRIDARDEN RESTAURANTS INC$241,7400.03%15,800CALLSOLE
808513105SCHWSCHWAB CHARLES CORP$237,9800.03%29,200CALLSOLE
717081103PFEPFIZER INC$235,2900.03%68,200CALLSOLE
316773100FITBFIFTH THIRD BANCORP$227,7000.03%46,000PUTSOLE
74340W103PLDPROLOGIS INC.$215,3400.03%14,800CALLSOLE
21037T109CEGCONSTELLATION ENERGY CORP$208,8000.03%4,000PUTSOLE
03027X100AMTAMERICAN TOWER CORP$207,9000.03%33,000CALLSOLE
25746U109DDOMINION ENERGY INC$180,6000.03%42,000PUTSOLE
722304102PDDPDD HOLDINGS INC$174,0000.03%12,000PUTSOLE
59156R108METMETLIFE INC$165,6000.02%24,000PUTSOLE
25278X109FANGDIAMONDBACK ENERGY INC$165,0000.02%20,000PUTSOLE
14040H105COFCAPITAL ONE FINL CORP$161,9980.02%888CommonSOLE
87422Q109TLNTALEN ENERGY CORP$159,4000.02%2,000PUTSOLE
780259305SHELSHELL PLC$154,9800.02%6,300CALLSOLE
10922N103BHFBRIGHTHOUSE FINL INC$148,1500.02%71,500PUTSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$137,7500.02%2,500CALLSOLE
808513105SCHWSCHWAB CHARLES CORP$125,2500.02%10,000PUTSOLE
76155X100RVMDREVOLUTION MEDICINES INC$107,2500.02%11,000PUTSOLE
191216100KOCOCA COLA CO$103,9500.02%10,500CALLSOLE
808513105SCHWSCHWAB CHARLES CORP$99,4310.01%1,058CommonSOLE
03831W108APPAPPLOVIN CORP$98,3950.01%1,100CALLSOLE
36118L106FUTUFUTU HLDGS LTD$93,8480.01%4,300CALLSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$77,6750.01%369,000PUTSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$73,8500.01%70,000CALLSOLE
87200P208SSTSYSTEM1 INC$56,0150.01%18,548CommonSOLE
744413204PIIIP3 HEALTH PARTNERS INC$55,3290.01%17,964CommonSOLE
363225202GALTGALECTIN THERAPEUTICS INC$53,9140.01%19,324CommonSOLE
464287515IGVISHARES TR$52,5000.01%420,000CALLSOLE
92343V104VZVERIZON COMMUNICATIONS INC$51,3530.01%12,300CALLSOLE
690732102ACHACCENDRA HEALTH INC$51,0100.01%22,373CommonSOLE
745848101LUNGPULMONX CORP$49,7910.01%38,598CommonSOLE
09077A106BMEABIOMEA FUSION INC$49,6820.01%32,472CommonSOLE
36116M106FFFUTUREFUEL CORP$49,2110.01%12,782CommonSOLE
464287515IGVISHARES TR$48,7500.01%25,000PUTSOLE
69012T305OTLKOUTLOOK THERAPEUTICS INC$47,8580.01%232,546CommonSOLE
N71542109PRQRPROQR THRAPEUTICS N V$47,8190.01%29,518CommonSOLE
46333X108IRWDIRONWOOD PHARMACEUTICALS INC$47,4800.01%13,527CommonSOLE
64110L106NFLXNETFLIX INC.$47,0630.01%7,500CALLSOLE
89142B107CURVTORRID HLDGS INC$46,3000.01%26,011CommonSOLE
53566P109LCTXLINEAGE CELL THERAPEUTICS IN$46,1270.01%29,194CommonSOLE
92922P106WTIW & T OFFSHORE INC$45,8750.01%13,453CommonSOLE
14817C107FLNAFILANA THERAPEUTICS INC$45,8110.01%27,107CommonSOLE
45773H409INOINOVIO PHARMACEUTICALS INC$45,7920.01%26,317CommonSOLE
68218J103OABIOMNIAB INC$45,6270.01%29,062CommonSOLE
49456W105KLCKINDERCARE LEARNING COMPANIE$45,3770.01%20,626CommonSOLE
00534A102IVVDINVIVYD INC$45,1070.01%34,698CommonSOLE
203668108CYHCOMMUNITY HEALTH SYS INC NEW$45,0670.01%15,329CommonSOLE
74017N105PGENPRECIGEN INC$44,9230.01%11,608CommonSOLE
57777K106MXCTMAXCYTE INC$44,6730.01%63,591CommonSOLE
65487U108NKTXNKARTA INC$44,5860.01%21,131CommonSOLE
156492100CNTYCENTURY CASINOS INC$44,3850.01%31,932CommonSOLE
03748R747AIVAPARTMENT INVT & MGMT CO$44,1030.01%10,836CommonSOLE
47580P103JELDJELD-WEN HLDG INC$43,5880.01%35,152CommonSOLE
717081103PFEPFIZER INC$43,5600.01%88,000PUTSOLE
18270P109CLARCLARUS CORP NEW$43,5580.01%16,014CommonSOLE
256086109DCGODOCGO INC$43,2510.01%68,750CommonSOLE
68236X100TOITHE ONCOLOGY INSTITUTE INC$43,0350.01%14,018CommonSOLE
427746102HRTXHERON THERAPEUTICS INC$42,7250.01%53,399CommonSOLE
36870H103GNLXGENELUX CORPORATION$42,2850.01%17,473CommonSOLE
89854M101TCRXTSCAN THERAPEUTICS INC$42,1570.01%41,740CommonSOLE
71601V105WOOFPETCO HEALTH & WELLNESS CO I$41,7750.01%15,027CommonSOLE
29350E203LNAILUNAI BIOWORKS INC$41,7390.01%102,426CommonSOLE
184499101CLNECLEAN ENERGY FUELS CORP$41,7360.01%16,829CommonSOLE
50101L106DNUTKRISPY KREME INC$41,4900.01%12,239CommonSOLE
00166B105ALXOALX ONCOLOGY HLDGS INC$41,3490.01%20,623CommonSOLE
68243Q106FLWS1 800 FLOWERS COM INC$41,3110.01%13,589CommonSOLE
30231G102XOMEXXON MOBIL CORP$41,2650.01%63,000PUTSOLE
70465T107PDSBPDS BIOTECHNOLOGY CORP$40,8420.01%67,507CommonSOLE
74915M605QVCAQQVC GROUP INC$40,4660.01%18,648CommonSOLE
527064208LESLLESLIES INC$40,3870.01%36,060CommonSOLE
63909J108NAUTNAUTILUS BIOTECHNOLOGY INC$40,3330.01%10,395CommonSOLE
74065P101PRLDPRELUDE THERAPEUTICS INC$40,0110.01%11,699CommonSOLE
67577C105OCGNOCUGEN INC$39,7080.01%21,938CommonSOLE
86633R609DVLTDATAVAULT AI INC$39,4200.01%63,756CommonSOLE
157085101CERSCERUS CORP$39,1990.01%21,538CommonSOLE
142038108CRBUCARIBOU BIOSCIENCES INC$39,1630.01%20,612CommonSOLE
19249H103CHRSCOHERUS ONCOLOGY INC$38,9000.01%23,018CommonSOLE
471871202JSPRJASPER THERAPEUTICS INC$38,6970.01%44,165CommonSOLE
09203E105BDTXBLACK DIAMOND THERAPEUTICS I$37,9270.01%17,806CommonSOLE
651229106NWLNEWELL BRANDS INC$37,7680.01%11,011CommonSOLE
88556E102TDUPTHREDUP INC$37,7270.01%11,502CommonSOLE
38341P102GOSSGOSSAMER BIO INC$37,7010.01%114,766CommonSOLE
89854H102TTECTTEC HLDGS INC$37,5730.01%15,029CommonSOLE
12529R107CCCCC4 THERAPEUTICS INC$37,2330.01%14,157CommonSOLE
30050B101EVHEVOLENT HEALTH INC$37,1210.01%16,281CommonSOLE
05601U105BRCCBRC INC$36,9510.01%47,605CommonSOLE
02155H200ALTALTIMMUNE INC$36,4980.01%11,850CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$36,4950.01%727CommonSOLE
87990A106TNYATENAYA THERAPEUTICS INC$35,5510.01%51,344CommonSOLE
00770K202AMTXAEMETIS INC$35,4410.01%11,110CommonSOLE
292034303EPEMPIRE PETE CORP$35,4220.01%11,967CommonSOLE
359678109FLLFULL HSE RESORTS INC$35,0660.01%15,585CommonSOLE
00507W206ATNMACTINIUM PHARMACEUTICALS INC$35,0610.01%35,227CommonSOLE
87422Q109TLNTALEN ENERGY CORP$34,9700.01%3,400CALLSOLE
10482B101BHRBRAEMAR HOTELS & RESORTS INC$34,8900.01%14,784CommonSOLE
40417F109HFFGHF FOODS GROUP INC$34,1840.00%18,478CommonSOLE
68629Y103ONLORION PROPERTIES INC$34,0190.00%15,823CommonSOLE
24477E103DHDEFINITIVE HEALTHCARE CORP$33,5060.00%27,241CommonSOLE
206787103CNDTCONDUENT INC$33,4620.00%26,142CommonSOLE
44486Q103HUMAHUMACYTE INC$33,0860.00%54,535CommonSOLE
753018100RANIRANI THERAPEUTICS HLDGS INC$32,9550.00%44,849CommonSOLE
09354A100BLNKBLINK CHARGING CO$32,8330.00%57,917CommonSOLE
30219Q106EXFYEXPENSIFY INC$32,6710.00%37,557CommonSOLE
74765K105QSIQUANTUM SI INC$31,8380.00%41,134CommonSOLE
38268T103GPROGOPRO INC$31,6220.00%41,067CommonSOLE
98955K104ZVIAZEVIA PBC$30,8210.00%26,343CommonSOLE
69002R103TEADTEADS HLDG CO$30,7160.00%46,639CommonSOLE
762544104RBBNRIBBON COMMUNICATIONS INC$30,4790.00%14,377CommonSOLE
222070203COTYCOTY INC$29,5750.00%14,714CommonSOLE
38046W204GOCOGOHEALTH INC$29,0210.00%19,219CommonSOLE
42225T107HCATHEALTH CATALYST INC$28,6850.00%22,587CommonSOLE
72815L107PLTKPLAYTIKA HLDG CORP$28,6170.00%10,294CommonSOLE
594960304MVISMICROVISION INC DEL$28,3120.00%44,155CommonSOLE
800677106SGMOSANGAMO THERAPEUTICS INC$28,0150.00%113,465CommonSOLE
693691107PSQHPSQ HOLDINGS INC$27,9220.00%52,683CommonSOLE
98422D105XPEVXPENG INC$27,2500.00%5,000PUTSOLE
83125X103SNBRSLEEP NUMBER CORP$27,1670.00%15,135CommonSOLE
87422Q109TLNTALEN ENERGY CORP$26,8150.00%84CommonSOLE
98421M106XRXXEROX HOLDINGS CORP$26,6440.00%20,654CommonSOLE
374275105GETYGETTY IMAGES HOLDINGS INC$26,6320.00%33,567CommonSOLE
47089W104AIFCALT5 SIGMA CORP$26,5570.00%23,925CommonSOLE
282914100EGHT8X8 INC NEW$25,8640.00%15,581CommonSOLE
92921W300VUZIVUZIX CORP$25,4520.00%11,018CommonSOLE
65345M108NXDRNEXTDOOR HOLDINGS INC$25,2920.00%18,066CommonSOLE
01626W101ALITALIGHT INC$25,1300.00%43,127CommonSOLE
02156K103OPTUOPTIMUM COMMUNICATIONS INC$25,0540.00%19,272CommonSOLE
05581M404BTCSBTCS INC$23,9050.00%17,198CommonSOLE
909214306UISUNISYS CORP$23,7680.00%11,482CommonSOLE
750102105RXTRACKSPACE TECHNOLOGY INC$22,9090.00%23,381CommonSOLE
G1144A105BTBTBIT DIGITAL INC$22,7990.00%17,404CommonSOLE
64081V109NRDYNERDY INC$22,7530.00%27,877CommonSOLE
83193G107SMRTSMARTRENT INC$21,2720.00%14,181CommonSOLE
78471E105SKYXSKYX PLATFORMS CORP$20,1720.00%18,011CommonSOLE
02462A104ABTCAMERICAN BITCOIN CORP.$19,0080.00%20,562CommonSOLE
780259305SHELSHELL PLC$14,7500.00%10,000PUTSOLE
138103106UTE0CANTALOUPE INC$12,5000.00%100,000PUTSOLE
191216100KOCOCA COLA CO$12,4720.00%164CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$10,1420.00%141CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$7,0500.00%17,100CALLSOLE
G72245114PRENWPRENETICS GLOBAL LTD$6,3430.00%362,456CommonSOLE
81211K100SDASEALED AIR CORP NEW$1,2500.00%50,000CALLSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.