NINE MASTS CAPITAL LTD

PrivateCIK: 1569356
Location

CENTRAL, K3

115
Positions
$994.65M
Total AUM (reported)
14.43M
Total Shares

Allocation by class

TOTAL AUM$994.65M115 positions
TR UNIT$357.79M36.0%
COM$184.31M18.5%
NOTE 0.500% 6/0$125.19M12.6%
SPONSORED ADS$111.47M11.2%
COM SER A$31.90M3.2%
CL B COM$29.77M3.0%
NOTE 4.625%10/1$16.35M1.6%

Portfolio Concentration

Top 358.7%4–1015.6%11–2514.0%Rest11.7%TOP 1074.3%0%100%
Top 3$583.86M58.7%
4–10$155.23M15.6%
11–25$139.45M14.0%
Rest$116.11M11.7%

Top 3 weight

58.7%

Top 10 weight

74.3%

Voting Authority Distribution

Total shares with voting rights: 14.43M

Sole

Full voting authority

14.43M

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)

Sole115
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings115
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares427.52K
TypeSH
Market value$357.79M
35.97%
Sole
427.52K
Shared
0.00
None
0.00

ALIBABA GROUP HLDG LTD

SOLE
NOTE 0.500% 6/0
Shares106K
TypePRN
Market value$125.19M
12.59%
Sole
106K
Shared
0.00
None
0.00

HDFC BANK LTD

SOLE
SPONSORED ADS
Shares3.91M
TypeSH
Market value$100.88M
10.14%
Sole
3.91M
Shared
0.00
None
0.00

WARNER BROS DISCOVERY INC

SOLE
COM SER A
Shares1.14M
TypeSH
Market value$31.90M
3.21%
Sole
1.14M
Shared
0.00
None
0.00

FOX CORP

SOLE
CL B COM
Shares635.48K
TypeSH
Market value$29.77M
2.99%
Sole
635.48K
Shared
0.00
None
0.00

SILICON LABORATORIES INC

SOLE
COM
Shares94.94K
TypeSH
Market value$20.65M
2.08%
Sole
94.94K
Shared
0.00
None
0.00

KENVUE INC

SOLE
COM
Shares1.06M
TypeSH
Market value$20.26M
2.04%
Sole
1.06M
Shared
0.00
None
0.00

ELECTRONIC ARTS INC

SOLE
COM
Shares98.11K
TypeSH
Market value$20.14M
2.02%
Sole
98.11K
Shared
0.00
None
0.00

NIO INC

SOLE
NOTE 4.625%10/1
Shares16.25K
TypePRN
Market value$16.35M
1.64%
Sole
16.25K
Shared
0.00
None
0.00

SUPER MICRO COMPUTER INC

SOLE
NOTE 3.500% 3/0
Shares17.50K
TypePRN
Market value$16.18M
1.63%
Sole
17.50K
Shared
0.00
None
0.00

NORFOLK SOUTHN CORP

SOLE
COM
Shares51.17K
TypeSH
Market value$16.10M
1.62%
Sole
51.17K
Shared
0.00
None
0.00

AKAMAI TECHNOLOGIES INC

SOLE
NOTE 0.250% 5/1
Shares10K
TypePRN
Market value$14.61M
1.47%
Sole
10K
Shared
0.00
None
0.00

BARCLAYS PLC

SOLE
ADR
Shares493.96K
TypeSH
Market value$13.27M
1.33%
Sole
493.96K
Shared
0.00
None
0.00

QORVO INC

SOLE
COM
Shares130.03K
TypeSH
Market value$12.13M
1.22%
Sole
130.03K
Shared
0.00
None
0.00

ROKU INC

SOLE
COM CL A
Shares83K
TypeSH
Market value$11.47M
1.15%
Sole
83K
Shared
0.00
None
0.00

WEBSTER FINL CORP

SOLE
COM
Shares111.06K
TypeSH
Market value$8.49M
0.85%
Sole
111.06K
Shared
0.00
None
0.00

LLOYDS BANKING GROUP PLC

SOLE
SPONSORED ADR
Shares1.38M
TypeSH
Market value$8.07M
0.81%
Sole
1.38M
Shared
0.00
None
0.00

JD.COM INC

SOLE
SPON ADS CL A
Shares314.29K
TypeSH
Market value$8.01M
0.81%
Sole
314.29K
Shared
0.00
None
0.00

TXNM ENERGY INC

SOLE
COM
Shares138.52K
TypeSH
Market value$7.87M
0.79%
Sole
138.52K
Shared
0.00
None
0.00

PENUMBRA INC

SOLE
COM
Shares23.26K
TypeSH
Market value$7.35M
0.74%
Sole
23.26K
Shared
0.00
None
0.00

ASE TECHNOLOGY HLDG CO LTD

SOLE
SPONSORED ADS
Shares158.16K
TypeSH
Market value$7.14M
0.72%
Sole
158.16K
Shared
0.00
None
0.00

PALO ALTO NETWORKS INC

SOLE
COM
Shares898.00
TypeSH
Market value$6.83M
0.69%
Sole
898.00
Shared
0.00
None
0.00

CHART INDS INC

SOLE
COM
Shares30.53K
TypeSH
Market value$6.38M
0.64%
Sole
30.53K
Shared
0.00
None
0.00

TOPBUILD COR

SOLE
COM
Shares14K
TypeSH
Market value$5.97M
0.60%
Sole
14K
Shared
0.00
None
0.00

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares18.41K
TypeSH
Market value$5.79M
0.58%
Sole
18.41K
Shared
0.00
None
0.00
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