MondegarAI
XY Capital Ltd

Q4 2024 · 13F-HR

XY Capital Ltdholdings as filed

Filed 2025-01-29 · accession 0001933132-25-000001

$207.8M
Reported value
192
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
835699307SONYSONY GROUP CORP$19.5M9.37%920,534CommonSOLE
98980A105ZTOZTO EXPRESS CAYMAN INC$7.8M3.73%396,873CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.3M3.05%14,000PUTSOLE
088606108BHPBHP GROUP LTD$6.0M2.91%123,742CommonSOLE
594918104MSFTMICROSOFT CORP$5.8M2.80%13,800PUTSOLE
66981J102MNSOMINISO GROUP HLDG LTD$5.7M2.73%237,595CommonSOLE
892331307TMTOYOTA MOTOR CORP$5.1M2.47%26,346CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.6M2.22%10,200CALLSOLE
07725L102ONCBEIGENE LTD$4.5M2.19%24,603CommonSOLE
594918104MSFTMICROSOFT CORP$4.4M2.11%10,400CALLSOLE
037833100AAPLAPPLE INC$4.3M2.08%17,300PUTSOLE
G0250X107AMCRAMCOR PLC$4.3M2.05%452,989CommonSOLE
464287184FXIISHARES TR$4.1M1.96%133,761CommonSOLE
744320102PRUPRUDENTIAL FINL INC$3.4M1.64%28,700PUTSOLE
037833100AAPLAPPLE INC$3.2M1.52%12,600CALLSOLE
46625H100JPMJPMORGAN CHASE & CO.$2.8M1.35%11,700PUTSOLE
744320102PRUPRUDENTIAL FINL INC$2.7M1.29%22,600CALLSOLE
482497104BEKEKE HLDGS INC$2.7M1.28%144,261CommonSOLE
594918104MSFTMICROSOFT CORP$2.6M1.26%6,225CommonSOLE
023135106AMZNAMAZON COM INC$2.3M1.13%10,700PUTSOLE
92826C839VVISA INC$2.3M1.13%7,400PUTSOLE
02079K305GOOGLALPHABET INC$2.2M1.07%11,700PUTSOLE
57636Q104MAMASTERCARD INCORPORATED$2.2M1.06%4,200PUTSOLE
060505104BACBANK AMERICA CORP$2.2M1.06%50,200PUTSOLE
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$2.2M1.04%162,702CommonSOLE
023135106AMZNAMAZON COM INC$1.8M0.88%8,300CALLSOLE
67066G104NVDANVIDIA CORPORATION$1.8M0.87%13,400PUTSOLE
438516106HONHONEYWELL INTL INC$1.8M0.86%7,900PUTSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.8M0.85%7,400CALLSOLE
052800109ALVAUTOLIV INC$1.8M0.85%18,747CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.7M0.84%1,900PUTSOLE
02079K305GOOGLALPHABET INC$1.7M0.83%9,100CALLSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.6M0.79%1,800CALLSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.6M0.78%3,585CommonSOLE
902973304USBUS BANCORP DEL$1.6M0.78%33,700PUTSOLE
617446448MSMORGAN STANLEY$1.6M0.76%12,500PUTSOLE
62914V106NIONIO INC$1.5M0.74%354,077CommonSOLE
11135F101AVGOBROADCOM INC$1.5M0.73%6,500PUTSOLE
060505104BACBANK AMERICA CORP$1.5M0.72%34,100CALLSOLE
65249B208NWSNEWS CORP NEW$1.5M0.71%48,397CommonSOLE
149123101CATCATERPILLAR INC$1.4M0.68%3,900PUTSOLE
852234103XYZBLOCK INC$1.4M0.68%16,597CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.4M0.67%10,400CALLSOLE
N07059210ASMLASML HOLDING N V$1.4M0.65%1,959CommonSOLE
902973304USBUS BANCORP DEL$1.3M0.64%27,900CALLSOLE
438516106HONHONEYWELL INTL INC$1.3M0.64%5,900CALLSOLE
713448108PEPPEPSICO INC$1.3M0.64%8,700PUTSOLE
57636Q104MAMASTERCARD INCORPORATED$1.3M0.63%2,500CALLSOLE
438128308HMCHONDA MOTOR LTD$1.3M0.62%45,324CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.2M0.60%4,200PUTSOLE
92826C839VVISA INC$1.2M0.56%3,700CALLSOLE
11135F101AVGOBROADCOM INC$1.2M0.56%5,000CALLSOLE
80874P109LNWOLIGHT & WONDER INC$1.1M0.55%13,146CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.1M0.54%2,200PUTSOLE
166764100CVXCHEVRON CORP NEW$1.1M0.53%7,600PUTSOLE
256135203RDYDR REDDYS LABS LTD$1.1M0.51%67,209CommonSOLE
337738108FISVFISERV INC$1.0M0.48%4,900PUTSOLE
30303M102METAMETA PLATFORMS INC$995,3670.48%1,700PUTSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$939,2080.45%3,800PUTSOLE
031162100AMGNAMGEN INC$938,3040.45%3,600PUTSOLE
30303M102METAMETA PLATFORMS INC$936,8160.45%1,600CALLSOLE
30231G102XOMEXXON MOBIL CORP$914,3450.44%8,500PUTSOLE
49639K101KCKINGSOFT CLOUD HLDGS LTD$908,0870.44%86,567CommonSOLE
478160104JNJJOHNSON & JOHNSON$838,7960.40%5,800PUTSOLE
713448108PEPPEPSICO INC$836,3300.40%5,500CALLSOLE
58933Y105MRKMERCK & CO INC$765,9960.37%7,700PUTSOLE
00724F101ADBEADOBE INC$755,9560.36%1,700CALLSOLE
013872106AAALCOA CORP$748,6860.36%19,817CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$740,5030.36%4,300CALLSOLE
337738108FISVFISERV INC$739,5120.36%3,600CALLSOLE
617446448MSMORGAN STANLEY$729,1760.35%5,800CALLSOLE
548661107LOWLOWES COS INC$715,7200.34%2,900PUTSOLE
00724F101ADBEADOBE INC$711,4880.34%1,600PUTSOLE
88160R101TSLATESLA INC$686,5280.33%1,700PUTSOLE
88160R101TSLATESLA INC$686,5280.33%1,700CALLSOLE
747525103QCOMQUALCOMM INC$675,9280.33%4,400PUTSOLE
44842L103HCMHUTCHMED CHINA LTD$672,6010.32%46,676CommonSOLE
023135106AMZNAMAZON COM INC$672,2100.32%3,064CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$640,7430.31%4,300PUTSOLE
828806109SPGSIMON PPTY GROUP INC NEW$637,1770.31%3,700PUTSOLE
30231G102XOMEXXON MOBIL CORP$634,6630.31%5,900CALLSOLE
882508104TXNTEXAS INSTRS INC$618,7830.30%3,300CALLSOLE
872590104TMUST-MOBILE US INC$618,0440.30%2,800CALLSOLE
149123101CATCATERPILLAR INC$616,6920.30%1,700CALLSOLE
855244109SBUXSTARBUCKS CORP$584,0000.28%6,400CALLSOLE
949746101WMT2WELLS FARGO CO NEW$582,9920.28%8,300PUTSOLE
882508104TXNTEXAS INSTRS INC$581,2810.28%3,100PUTSOLE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$575,0640.28%117,600CommonSOLE
872590104TMUST-MOBILE US INC$573,8980.28%2,600PUTSOLE
025816109AXPAMERICAN EXPRESS CO$563,9010.27%1,900CALLSOLE
20825C104COPCONOCOPHILLIPS$555,3520.27%5,600PUTSOLE
038222105AMATAPPLIED MATLS INC$552,9420.27%3,400CALLSOLE
038222105AMATAPPLIED MATLS INC$552,9420.27%3,400PUTSOLE
855244109SBUXSTARBUCKS CORP$547,5000.26%6,000PUTSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$543,7520.26%2,200CALLSOLE
747525103QCOMQUALCOMM INC$522,3080.25%3,400CALLSOLE
580135101MCDMCDONALDS CORP$521,8020.25%1,800PUTSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$521,5350.25%3,500CALLSOLE
478160104JNJJOHNSON & JOHNSON$520,6320.25%3,600CALLSOLE
548661107LOWLOWES COS INC$518,2800.25%2,100CALLSOLE
437076102HDHOME DEPOT INC$505,6870.24%1,300PUTSOLE
09857L108BKNGBOOKING HOLDINGS INC$496,8420.24%100PUTSOLE
09857L108BKNGBOOKING HOLDINGS INC$496,8420.24%100CALLSOLE
031162100AMGNAMGEN INC$495,2160.24%1,900CALLSOLE
931142103WMTWALMART INC$478,8550.23%5,300PUTSOLE
166764100CVXCHEVRON CORP NEW$477,9720.23%3,300CALLSOLE
22160K105COSTCOSTCO WHSL CORP NEW$472,7950.23%516CommonSOLE
060505104BACBANK AMERICA CORP$466,3090.22%10,610CommonSOLE
742718109PGPROCTER AND GAMBLE CO$452,6550.22%2,700PUTSOLE
79466L302CRMSALESFORCE INC$434,6290.21%1,300PUTSOLE
438516106HONHONEYWELL INTL INC$424,2210.20%1,878CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$421,5030.20%6,139CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$411,3240.20%1,200PUTSOLE
30303M102METAMETA PLATFORMS INC$407,5140.20%696CommonSOLE
902973304USBUS BANCORP DEL$397,8970.19%8,319CommonSOLE
02079K305GOOGLALPHABET INC$392,7970.19%2,075CommonSOLE
097023105BABOEING CO$389,4000.19%2,200PUTSOLE
20825C104COPCONOCOPHILLIPS$386,7630.19%3,900CALLSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$377,0470.18%1,100CALLSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$373,7110.18%1,700PUTSOLE
949746101WMT2WELLS FARGO CO NEW$372,2720.18%5,300CALLSOLE
45257L108IMMPIMMUTEP LTD$357,3010.17%164,655CommonSOLE
713448108PEPPEPSICO INC$343,3510.17%2,258CommonSOLE
56585A102MPCMARATHON PETE CORP$306,9000.15%2,200PUTSOLE
500472303PHGKONINKLIJKE PHILIPS N V$290,2430.14%11,463CommonSOLE
58933Y105MRKMERCK & CO INC$288,4920.14%2,900CALLSOLE
00724F101ADBEADOBE INC$277,4800.13%624CommonSOLE
64110L106NFLXNETFLIX INC$267,3960.13%300PUTSOLE
64110L106NFLXNETFLIX INC$267,3960.13%300CALLSOLE
98138H101WDAYWORKDAY INC$258,0290.12%1,000CALLSOLE
98138H101WDAYWORKDAY INC$258,0290.12%1,000PUTSOLE
88160R101TSLATESLA INC$251,9960.12%624CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$244,7480.12%20,883CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$239,5120.12%700CALLSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$239,5120.12%700PUTSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$236,5110.11%690CommonSOLE
744320102PRUPRUDENTIAL FINL INC$233,8590.11%1,973CommonSOLE
550021109LULULULULEMON ATHLETICA INC$229,4460.11%600CALLSOLE
550021109LULULULULEMON ATHLETICA INC$229,4460.11%600PUTSOLE
037833100AAPLAPPLE INC$222,6230.11%889CommonSOLE
149123101CATCATERPILLAR INC$216,9300.10%598CommonSOLE
031162100AMGNAMGEN INC$213,2030.10%818CommonSOLE
718172109PMPHILIP MORRIS INTL INC$204,5950.10%1,700PUTSOLE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$199,9200.10%24,804CommonSOLE
60770K107MRNAMODERNA INC$191,2680.09%4,600CALLSOLE
60770K107MRNAMODERNA INC$191,2680.09%4,600PUTSOLE
16965P202IMOSCHIPMOS TECHNOLOGIES INC$188,6760.09%10,020CommonSOLE
452327109ILMNILLUMINA INC$187,0820.09%1,400CALLSOLE
872590104TMUST-MOBILE US INC$186,9580.09%847CommonSOLE
452327109ILMNILLUMINA INC$173,7190.08%1,300PUTSOLE
038222105AMATAPPLIED MATLS INC$157,2630.08%967CommonSOLE
548661107LOWLOWES COS INC$156,9640.08%636CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$153,4860.07%621CommonSOLE
56585A102MPCMARATHON PETE CORP$153,4500.07%1,100CALLSOLE
91324P102UNHUNITEDHEALTH GROUP INC$151,7580.07%300CALLSOLE
617446448MSMORGAN STANLEY$151,6180.07%1,206CommonSOLE
91913Y100VLOVALERO ENERGY CORP$147,1080.07%1,200PUTSOLE
98138H101WDAYWORKDAY INC$142,4320.07%552CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$133,1180.06%773CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$126,5660.06%528CommonSOLE
747525103QCOMQUALCOMM INC$121,8200.06%793CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$119,2080.06%800CommonSOLE
67066G104NVDANVIDIA CORPORATION$116,8320.06%870CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$113,9390.05%333CommonSOLE
882508104TXNTEXAS INSTRS INC$104,8180.05%559CommonSOLE
337738108FISVFISERV INC$103,5310.05%504CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$102,1540.05%194CommonSOLE
855244109SBUXSTARBUCKS CORP$92,9830.04%1,019CommonSOLE
64110L106NFLXNETFLIX INC$86,4580.04%97CommonSOLE
91913Y100VLOVALERO ENERGY CORP$85,8130.04%700CALLSOLE
478160104JNJJOHNSON & JOHNSON$83,1560.04%575CommonSOLE
949746101WMT2WELLS FARGO CO NEW$63,5670.03%905CommonSOLE
452327109ILMNILLUMINA INC$60,2670.03%451CommonSOLE
30231G102XOMEXXON MOBIL CORP$54,1070.03%503CommonSOLE
025816109AXPAMERICAN EXPRESS CO$45,7050.02%154CommonSOLE
931142103WMTWALMART INC$42,9160.02%475CommonSOLE
166764100CVXCHEVRON CORP NEW$41,5690.02%287CommonSOLE
550021109LULULULULEMON ATHLETICA INC$38,2410.02%100CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$35,4100.02%70CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$34,7780.02%7CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$24,1810.01%110CommonSOLE
20825C104COPCONOCOPHILLIPS$21,8170.01%220CommonSOLE
437076102HDHOME DEPOT INC$19,4490.01%50CommonSOLE
580135101MCDMCDONALDS CORP$17,6830.01%61CommonSOLE
58933Y105MRKMERCK & CO INC$17,6070.01%177CommonSOLE
79466L302CRMSALESFORCE INC$16,0470.01%48CommonSOLE
60770K107MRNAMODERNA INC$11,5170.01%277CommonSOLE
097023105BABOEING CO$8,8500.00%50CommonSOLE
91913Y100VLOVALERO ENERGY CORP$7,3550.00%60CommonSOLE
56585A102MPCMARATHON PETE CORP$5,4400.00%39CommonSOLE
718172109PMPHILIP MORRIS INTL INC$3,0080.00%25CommonSOLE
742718109PGPROCTER AND GAMBLE CO$2,6820.00%16CommonSOLE

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.