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XTX Topco Ltd

Q1 2026 · Filed 2026-05-15
Market Value
$5.6B
+50.6%
Holdings
4,122
+586
New Purchases
1,224
Added To
1,312
Closed
692
Reduced
892
Top 10 Concentration
4.1%
Turnover
46.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EWY 0.64% 0.02% +0.61% $35M
DUK 0.35% 0.00% +0.35% $20M
GE 0.34% 0.01% +0.33% $19M
GS 0.34% 0.03% +0.31% $19M
AEP 0.30% 0.01% +0.28% $17M
COF 0.28% 0.00% +0.28% $16M
OTIS 0.28% 0.01% +0.27% $16M
PH 0.32% 0.06% +0.27% $18M
AIG 0.26% 0.00% +0.26% $14M
DIA 0.44% 0.20% +0.24% $25M
ARM 0.24% 0.00% +0.24% $13M
NET 0.27% 0.04% +0.23% $15M
CL 0.23% 0.00% +0.23% $13M
HDB 0.25% 0.03% +0.22% $14M
HON 0.29% 0.07% +0.22% $16M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PG 0.00% 0.76% -0.76% $0
JPM 0.01% 0.71% -0.70% $517K
AAPL 0.07% 0.59% -0.52% $4M
KR 0.03% 0.47% -0.44% $1M
VTI 0.00% 0.43% -0.43% $0
TMUS 0.00% 0.41% -0.41% $0
SPGI 0.03% 0.38% -0.35% $2M
T 0.13% 0.45% -0.33% $7M
ORLY 0.04% 0.35% -0.31% $2M
OBDC 0.01% 0.31% -0.30% $615K
ETN 0.01% 0.29% -0.28% $480K
NVDA 0.40% 0.68% -0.28% $22M
FYBR 0.00% 0.27% -0.27% $0
TAP 0.04% 0.30% -0.26% $2M
ACI 0.11% 0.37% -0.25% $6M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 78 $391M 7.0%
Large Cap 914 $2.7B 48.8%
Mid Cap 1,073 $1.6B 28.1%
Small Cap 1,150 $778M 14.0%
Micro Cap 907 $112M 2.0%

Portfolio Analytics

Avg Market Cap
$26.0B
Median Market Cap
$2.0B
Avg P/E
31.8
Median P/E
19.2
Avg Dividend Yield
0.02%
Avg Beta
1.05
# Stocks
3,681
# ETFs / Funds
441

Top Holdings (4,122 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 EWY 0.64% 287,857 $35M $123.01 $35M +278,773 +3068.8%
2 SPY 0.51% 43,555 $28M $650.34 $4M +7,617 +21.2%
3 DIA 0.44% 53,196 $25M $463.19 $17M +37,725 +243.8%
4 CME 0.41% 77,899 $23M $295.35 $3M +3,943 +5.3%
5 NVDA 0.40% 126,666 $22M $174.40 -$3M -7,821 -5.8%
6 C 0.36% 174,518 $20M $113.41 $14M +123,682 +243.3%
7 DUK 0.35% 150,199 $20M $130.94 +150,199 NEW
8 GS 0.34% 22,314 $19M $845.99 $18M +21,151 +1818.7%
9 GE 0.34% 66,447 $19M $283.77 $19M +65,416 +6344.9%
10 BSX 0.33% 289,670 $18M $62.75 $13M +233,385 +414.6%
11 PH 0.32% 20,163 $18M $895.24 $16M +17,669 +708.5%
12 AMZN 0.31% 82,184 $17M $208.27 $9M +45,882 +126.4%
13 AEP 0.30% 126,669 $17M $131.08 $16M +122,224 +2749.7%
14 V 0.29% 54,219 $16M $302.24 $10M +36,763 +210.6%
15 DOW 0.29% 384,252 $16M $41.65 $8M +33,676 +9.6%
16 HON 0.29% 70,679 $16M $226.03 $14M +58,175 +465.2%
17 COF 0.28% 86,359 $16M $182.43 +86,359 NEW
18 OTIS 0.28% 201,145 $16M $77.08 $15M +198,760 +8333.8%
19 VST 0.28% 102,952 $15M $150.33 $7M +47,435 +85.4%
20 PINS 0.27% 818,258 $15M $18.34 $12M +714,811 +691.0%
21 PYPL 0.27% 329,304 $15M $45.23 $4M +148,242 +81.9%
22 NET 0.27% 72,142 $15M $206.34 $14M +65,275 +950.6%
23 ABT 0.26% 139,664 $14M $102.67 $8M +89,541 +178.6%
24 AIG 0.26% 190,344 $14M $75.25 +190,344 NEW
25 BKNG 0.26% 3,396 $14M $4,210.32 $8M +2,230 +191.2%
26 HD 0.25% 43,038 $14M $328.89 $10M +29,567 +219.5%
27 HDB 0.25% 566,634 $14M $24.88 $13M +536,996 +1811.8%
28 TOST 0.24% 499,142 $13M $26.51 $10M +410,863 +465.4%
29 ARM 0.24% 87,304 $13M $151.28 +87,304 NEW
30 DELL 0.23% 76,941 $13M $164.13 $7M +35,836 +87.2%
31 CL 0.23% 147,946 $13M $85.23 +147,946 NEW
32 UNP 0.22% 50,215 $12M $242.62 +50,215 NEW
33 FCNCA 0.22% 6,463 $12M $1,884.66 -$2M -240 -3.6%
34 CTAS 0.22% 71,580 $12M $169.14 $11M +63,045 +738.7%
35 WDC 0.22% 44,678 $12M $270.49 $10M +31,881 +249.1%
36 NGG 0.22% 142,648 $12M $84.60 $11M +127,221 +824.7%
37 NVR 0.21% 1,785 $12M $6,589.83 $2M +468 +35.5%
38 JCI 0.21% 88,765 $12M $130.95 $10M +71,206 +405.5%
39 ASML 0.21% 8,682 $11M $1,320.83 $9M +6,541 +305.5%
40 OEF 0.21% 36,047 $11M $318.07 +36,047 NEW
41 TRV 0.20% 38,879 $11M $291.68 $2M +6,372 +19.6%
42 SMH 0.20% 29,527 $11M $383.40 $10M +25,741 +679.9%
43 SBUX 0.20% 125,624 $11M $89.59 $10M +108,267 +623.8%
44 TPG 0.20% 277,739 $11M $40.51 $11M +273,898 +7130.9%
45 COP 0.20% 84,710 $11M $132.00 $3M -3,764 -4.2%
46 SYY 0.20% 154,667 $11M $71.33 +154,667 NEW
47 DECK 0.20% 109,380 $11M $100.09 $7M +73,748 +207.0%
48 TXN 0.19% 54,540 $11M $194.14 $10M +52,012 +2057.4%
49 NOW 0.19% 100,715 $11M $104.55 $4M +57,010 +130.4%
50 SOXX 0.19% 31,884 $10M $328.66 $6M +15,562 +95.3%
51 CCEP 0.19% 115,336 $10M $90.67 +115,336 NEW
52 UNH 0.19% 38,519 $10M $270.59 $9M +34,186 +789.0%
53 GRAB 0.18% 2,804,579 $10M $3.66 $9M +2,459,012 +711.6%
54 AFL 0.18% 93,069 $10M $109.71 $1M +10,703 +13.0%
55 RIO 0.18% 108,434 $10M $93.29 +108,434 NEW
56 IP 0.18% 283,159 $10M $35.70 $9M +249,725 +746.9%
57 AER 0.18% 71,913 $10M $137.18 $9M +65,640 +1046.4%
58 RF 0.18% 376,340 $10M $26.12 $7M +259,600 +222.4%
59 CMCSA 0.18% 341,979 $10M $28.71 $10M +333,826 +4094.5%
60 CMI 0.18% 18,156 $10M $538.02 $5M +8,868 +95.5%
61 APH 0.17% 76,519 $10M $126.35 $7M +54,071 +240.9%
62 BAC 0.17% 198,265 $10M $48.75 -$895K +6,261 +3.3%
63 EVR 0.17% 32,349 $10M $298.51 +32,349 NEW
64 EFX 0.17% 53,487 $10M $180.07 $8M +45,465 +566.8%
65 XOM 0.17% 56,755 $10M $169.66 $9M +49,156 +646.9%
66 PDD 0.17% 93,767 $10M $102.18 +93,767 NEW
67 IBN 0.17% 367,284 $10M $25.90 $1M +83,081 +29.2%
68 TCOM 0.17% 190,936 $10M $49.79 $8M +163,571 +597.7%
69 ABNB 0.17% 74,623 $9M $126.28 +74,623 NEW
70 AVB 0.17% 57,461 $9M $163.35 +57,461 NEW
71 FBHS 0.17% 240,819 $9M $38.97 $6M +174,946 +265.6%
72 NSC 0.17% 32,595 $9M $287.00 +32,595 NEW
73 BA 0.17% 46,636 $9M $199.03 $5M +25,811 +123.9%
74 DHR 0.17% 48,954 $9M $189.60 +48,954 NEW
75 NVS 0.17% 60,566 $9M $152.75 $7M +44,077 +267.3%
76 GM 0.17% 124,001 $9M $74.50 $8M +105,051 +554.4%
77 SGI 0.16% 123,876 $9M $73.92 $8M +111,687 +916.3%
78 EXE 0.16% 82,310 $9M $109.78 $4M +40,423 +96.5%
79 JNJ 0.16% 36,844 $9M $244.44 +36,844 NEW
80 DD 0.16% 196,207 $9M $45.80 $4M +64,093 +48.5%
81 ATI 0.16% 61,247 $9M $145.46 $9M +58,210 +1916.7%
82 MTG 0.16% 332,688 $9M $26.25 $4M +180,244 +118.2%
83 EQH 0.16% 234,467 $9M $37.11 $8M +212,220 +953.9%
84 SSNC 0.16% 128,719 $9M $67.57 +128,719 NEW
85 RRX 0.15% 45,739 $9M $187.26 $8M +40,202 +726.1%
86 RJF 0.15% 58,903 $9M $144.79 $2M +18,282 +45.0%
87 WTRG 0.15% 210,168 $8M $40.27 $3M +70,284 +50.2%
88 GILD 0.15% 60,352 $8M $139.37 +60,352 NEW
89 CPA 0.15% 73,657 $8M $113.61 $8M +69,336 +1604.6%
90 QUAL 0.15% 43,601 $8M $191.81 $7M +37,573 +623.3%
91 WMT 0.15% 66,934 $8M $124.28 $7M +58,260 +671.7%
92 FDX 0.15% 23,333 $8M $356.18 $7M +20,380 +690.1%
93 CCI 0.15% 102,117 $8M $81.31 -$86K +7,717 +8.2%
94 VZ 0.15% 165,141 $8M $50.20 $6M +99,072 +149.9%
95 PFGC 0.15% 96,036 $8M $85.66 $6M +67,345 +234.7%
96 AN 0.15% 41,814 $8M $195.26 $5M +27,713 +196.5%
97 CSGP 0.15% 201,317 $8M $40.34 $8M +197,842 +5693.3%
98 SHOP 0.14% 67,862 $8M $118.62 $6M +56,718 +509.0%
99 R 0.14% 39,295 $8M $204.71 $6M +30,561 +349.9%
100 TOL 0.14% 58,652 $8M $136.47 $7M +53,416 +1020.2%

New Positions

SymbolValue% Port
DUK $20M 0.35%
COF $16M 0.28%
AIG $14M 0.26%
ARM $13M 0.24%
CL $13M 0.23%
UNP $12M 0.22%
OEF $11M 0.21%
SYY $11M 0.20%
CCEP $10M 0.19%
RIO $10M 0.18%
EVR $10M 0.17%
PDD $10M 0.17%
ABNB $9M 0.17%
AVB $9M 0.17%
NSC $9M 0.17%

Sold Out Positions

SymbolValue% Port
BKKT —%
IBP —%
WDI —%
ACRE —%
ETD —%
MTDR —%
JHG —%
CVS —%
PB —%
AGRO —%
CODI —%
WY —%
FRA —%
GSBD —%
MX —%
View SEC EDGAR Filings for XTX Topco Ltd →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms