13F HOLDINGS REPORT
XY Capital Ltd
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001933132-25-000010
Total Value
$145.4M
Positions
40
Other Managers
0
Confidential Omitted
No
Holdings (40)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LI AUTO INC | LAAOF | 900,392 | $24.4M | 16.79% |
| 2 | BILIBILI INC | BLBLF | 651,980 | $14.0M | 9.62% |
| 3 | JD.COM INC | JDCMF | 419,251 | $13.7M | 9.41% |
| 4 | ZAI LAB LTD | ZLAB | 362,627 | $12.7M | 8.72% |
| 5 | ZTO EXPRESS CAYMAN INC | ZTOEF | 523,338 | $9.3M | 6.39% |
| 6 | KINGSOFT CLOUD HLDGS LTD | KCLHF | 647,543 | $8.1M | 5.58% |
| 7 | KE HLDGS INC | BEKE | 456,294 | $8.1M | 5.57% |
| 8 | YUM CHINA HLDGS INC | YUMC | 141,098 | $6.3M | 4.34% |
| 9 | AMCOR PLC | AMCCF | 679,192 | $6.2M | 4.29% |
| 10 | WOODSIDE ENERGY GROUP LTD | WOPEF | 354,347 | $5.5M | 3.76% |
| 11 | HONDA MOTOR LTD | HNDAF | 168,898 | $4.9M | 3.35% |
| 12 | RESMED INC | RSMDF | 14,624 | $3.8M | 2.60% |
| 13 | NEWS CORP NEW | NWSLL | 104,807 | $3.6M | 2.47% |
| 14 | H WORLD GROUP LTD | HWLDF | 91,255 | $3.1M | 2.13% |
| 15 | BHP GROUP LTD | BHPLF | 54,581 | $2.6M | 1.81% |
| 16 | NETEASE INC | NETTF | 17,960 | $2.4M | 1.66% |
| 17 | SONY GROUP CORP | SNEJF | 87,433 | $2.3M | 1.57% |
| 18 | LIFE360 INC | LIFX | 31,892 | $2.1M | 1.43% |
| 19 | TRIP COM GROUP LTD | TRPCF | 25,390 | $1.5M | 1.02% |
| 20 | ARGENX SE | ARGX | 2,276 | $1.3M | 0.86% |
| 21 | WIPRO LTD | WIT | 412,899 | $1.2M | 0.86% |
| 22 | DR REDDYS LABS LTD | 256135203 | 82,728 | $1.2M | 0.86% |
| 23 | ALIBABA GROUP HLDG LTD | BBAAY | 10,114 | $1.1M | 0.79% |
| 24 | AUTOLIV INC | ALV | 6,570 | $735,183 | 0.51% |
| 25 | BAIDU INC | BAIDF | 8,500 | $728,960 | 0.50% |
| 26 | ING GROEP N.V. | INGVF | 27,300 | $597,051 | 0.41% |
| 27 | BEONE MEDICINES LTD | BEIGF | 2,308 | $558,698 | 0.38% |
| 28 | ASML HOLDING N V | ASMLF | 533 | $427,141 | 0.29% |
| 29 | KONINKLIJKE PHILIPS N V | RYLPF | 14,100 | $338,118 | 0.23% |
| 30 | ANHEUSER BUSCH INBEV SA/NV | BUDFF | 4,400 | $302,368 | 0.21% |
| 31 | WEIBO CORP | WEIBF | 31,580 | $300,957 | 0.21% |
| 32 | EQUINOR ASA | STOHF | 11,900 | $299,166 | 0.21% |
| 33 | GDS HLDGS LTD | GDHLF | 9,630 | $294,389 | 0.20% |
| 34 | SELECT SECTOR SPDR TR | 81369Y605 | 5,589 | $292,696 | 0.20% |
| 35 | STMICROELECTRONICS N V | STMEF | 8,400 | $255,444 | 0.18% |
| 36 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 500 | $242,885 | 0.17% |
| 37 | ASCENTAGE PHARMA GROUP INTL | 04390B105 | 5,590 | $220,106 | 0.15% |
| 38 | HUTCHMED CHINA LTD | HMDCF | 13,491 | $203,040 | 0.14% |
| 39 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 270 | $131,158 | 0.09% |
| 40 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 100 | $48,577 | 0.03% |