NINE MASTS CAPITAL LTD

PrivateCIK: 1569356
Location

CENTRAL, K3

198
Positions
$692.60M
Total AUM (reported)
21.13M
Total Shares

Allocation by class

TOTAL AUM$692.60M198 positions
COM$200.46M28.9%
NOTE 0.500% 6/0$147.21M21.3%
CAP STK CL C$68.53M9.9%
SPONSORED ADS$65.16M9.4%
CL B COM$33.74M4.9%
COM SER A$30.58M4.4%
CL A$27.39M4.0%

Portfolio Concentration

Top 338.0%4–1025.4%11–2522.6%Rest14.1%TOP 1063.3%0%100%
Top 3$263.03M38.0%
4–10$175.68M25.4%
11–25$156.46M22.6%
Rest$97.43M14.1%

Top 3 weight

38.0%

Top 10 weight

63.3%

Voting Authority Distribution

Total shares with voting rights: 21.13M

Sole

Full voting authority

21.13M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole198
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings198
Rows:

ALIBABA GROUP HLDG LTD

SOLE
NOTE 0.500% 6/0
Shares106K
TypePRN
Market value$147.21M
21.25%
Sole
106K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares238.90K
TypeSH
Market value$68.53M
9.89%
Sole
238.90K
Shared
0.00
None
0.00

HDFC BANK LTD

SOLE
SPONSORED ADS
Shares1.90M
TypeSH
Market value$47.29M
6.83%
Sole
1.90M
Shared
0.00
None
0.00

FOX CORP

SOLE
CL B COM
Shares635.48K
TypeSH
Market value$33.74M
4.87%
Sole
635.48K
Shared
0.00
None
0.00

WARNER BROS DISCOVERY INC

SOLE
COM SER A
Shares2.20M
TypeSH
Market value$30.58M
4.42%
Sole
2.20M
Shared
0.00
None
0.00

SILICON LABORATORIES INC

SOLE
COM
Shares232.37K
TypeSH
Market value$25.30M
3.65%
Sole
232.37K
Shared
0.00
None
0.00

NORFOLK SOUTHN CORP

SOLE
COM
Shares85.31K
TypeSH
Market value$24.49M
3.54%
Sole
85.31K
Shared
0.00
None
0.00

ELECTRONIC ARTS INC

SOLE
COM
Shares207.19K
TypeSH
Market value$22.10M
3.19%
Sole
207.19K
Shared
0.00
None
0.00

WEBSTER FINL CORP

SOLE
COM
Shares293.33K
TypeSH
Market value$20.36M
2.94%
Sole
293.33K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares33.11K
TypeSH
Market value$19.11M
2.76%
Sole
33.11K
Shared
0.00
None
0.00

HOLOGIC INC

SOLE
COM
Shares224.61K
TypeSH
Market value$16.98M
2.45%
Sole
224.61K
Shared
0.00
None
0.00

NIO INC

SOLE
NOTE 4.625%10/1
Shares16.25K
TypePRN
Market value$16.15M
2.33%
Sole
16.25K
Shared
0.00
None
0.00

ASE TECHNOLOGY HLDG CO LTD

SOLE
SPONSORED ADS
Shares777.18K
TypeSH
Market value$15.93M
2.30%
Sole
777.18K
Shared
0.00
None
0.00

CLEARWATER ANALYTICS HLDGS I

SOLE
CL A
Shares950.71K
TypeSH
Market value$13.84M
2.00%
Sole
950.71K
Shared
0.00
None
0.00

AES CORP

SOLE
COM
Shares979.94K
TypeSH
Market value$13.81M
1.99%
Sole
979.94K
Shared
0.00
None
0.00

KENVUE INC

SOLE
COM
Shares614.87K
TypeSH
Market value$10.60M
1.53%
Sole
614.87K
Shared
0.00
None
0.00

ORACLE CORP

SOLE
6.5 DEP CUM SR D
Shares220K
TypePRN
Market value$9.90M
1.43%
Sole
220K
Shared
0.00
None
0.00

QORVO INC

SOLE
COM
Shares124.74K
TypeSH
Market value$9.66M
1.39%
Sole
124.74K
Shared
0.00
None
0.00

JD.COM INC

SOLE
SPON ADS CL A
Shares314.29K
TypeSH
Market value$9.29M
1.34%
Sole
314.29K
Shared
0.00
None
0.00

PENUMBRA INC

SOLE
COM
Shares23.74K
TypeSH
Market value$7.80M
1.13%
Sole
23.74K
Shared
0.00
None
0.00

GLOBAL PMTS INC

SOLE
NOTE 1.500% 3/0
Shares8.50K
TypePRN
Market value$7.51M
1.08%
Sole
8.50K
Shared
0.00
None
0.00

SNOWFLAKE INC

SOLE
NOTE 10/0
Shares6K
TypePRN
Market value$7.35M
1.06%
Sole
6K
Shared
0.00
None
0.00

VALARIS LTD

SOLE
CL A
Shares61.85K
TypeSH
Market value$6.06M
0.88%
Sole
61.85K
Shared
0.00
None
0.00

TXNM ENERGY INC

SOLE
COM
Shares100.48K
TypeSH
Market value$5.87M
0.85%
Sole
100.48K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares613.64K
TypeSH
Market value$5.72M
0.83%
Sole
613.64K
Shared
0.00
None
0.00
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