X-Square Capital, LLC — 13F Holdings & Portfolio

CIK 1729300 · latest 13F-HR filed 2026-08-12

X-Square Capital, LLC manages $394.1K in 13F-reported U.S. long-equity assets across 182 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ASTS (5.67%), AMD (5.44%), MU (4.11%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 20 new positions, exited 8, added to 86, and trimmed 39.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
STE. 802
90 CARR 165
GUAYNABO, PR 00968
Phone
(787) 282-1621
Filing Manager
X-Square Capital, LLC
GUAYNABO, PR
Signatory
Cristina Perez
CCO
Loading holdings…
AUM

$394.1K

Long-equity book

Holdings

182

Distinct positions

Period

2026-06-30

Filed 2026-08-12

Q/Q Activity

+20 / −8 / ↑86 / ↓39

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • AST SPACE MOBILE INC$18.1K +420.6%
  • ADVANCED MICRO DEVICES I$12.1K +130.7%
  • MICRON TECHNOLOGY$9.8K +153.4%
  • HIMS & HERS HEALTH INC$6.0K +68.9%
  • APPLOVIN CORPORATION$4.3K +64.7%
Show all 86 →

Top Trims

  • CIPHER MINING INC-$2.4K -84.3%
  • META PLATFORMS INC CLASS A-$2.1K -25.1%
  • BRASKEM SA-CLASS A- ADR-$611 -33.3%
  • OCCIDENTAL PETROLEUM CORP-$567 -25.1%
  • NORTHROP GRUMMAN CORP-$490 -20.8%
Show all 39 →

New Positions

  • VISTA ENERGY S.A.B DE C.V.$8.7K
  • PETROLEO BRASILEIRO S A$5.0K
  • SERVICENOW INC$4.9K
  • YPF SOCIEDAD ANONIMA$1.8K
  • ONDAS INC$1.6K
Show all 20 →

Exited Positions

  • MICROSTRATEGY INC-CL A$2.9K
  • ROOT INC$1.6K
  • BANCO MACRO SA-ADR$743
  • 1/100 BERKSHIRE HTWY CLA 100 SHS=1 WHOLE SH BRK A$718
  • SKY HARBOUR GROUP CORPORATION$605
Show all 8 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 AST SPACE MOBILE INC ASTS 00217D100 $22.4K 5.67% 251,520 SH
2 ADVANCED MICRO DEVICES I AMD 007903107 $21.4K 5.44% 36,872 SH
3 MICRON TECHNOLOGY MU 595112103 $16.2K 4.11% 14,017 SH
4 SPDR S&P 500 ETF SPY 78462F103 $15.6K 3.96% 20,879 SH
5 IREN LIMITED IREN Q4982L109 $14.8K 3.74% 322,645 SH
6 HIMS & HERS HEALTH INC HIMS 433000106 $14.8K 3.74% 425,519 SH
7 APPLOVIN CORPORATION APP 03831W108 $11.0K 2.79% 21,343 SH
8 VISTA ENERGY S.A.B DE C.V. VIST 92837L109 $8.7K 2.22% 136,988 SH
9 META PLATFORMS INC CLASS A META 30303M102 $6.3K 1.59% 11,098 SH
10 SUNCOR ENERGY INC F SU 867224107 $6.2K 1.56% 114,749 SH
11 UNITED RENTALS INC URI 911363109 $5.9K 1.49% 5,181 SH
12 AMAZON.COM INC AMZN 023135106 $5.8K 1.47% 24,233 SH
13 NVIDIA CORP NVDA 67066G104 $5.6K 1.41% 27,839 SH
14 BERKSHIRE HATHAWAY CLASS B BRK.B 084670702 $5.3K 1.35% 10,606 SH
15 NU HOLDINGS LTD/CAYMAN ISL-A NU G6683N103 $5.2K 1.33% 391,437 SH
16 TJX COMPANIES INC TJX 872540109 $5.1K 1.30% 33,786 SH
17 MERCADOLIBRE INC MELI 58733R102 $5.1K 1.29% 3,002 SH
18 PETROLEO BRASILEIRO S A PBR 71654V408 $5.0K 1.27% 309,923 SH
19 DUOLINGO INC DUOL 26603R106 $5.0K 1.26% 43,186 SH
20 XPO INC XPO 983793100 $4.9K 1.25% 24,078 SH
21 SERVICENOW INC NOW 81762P102 $4.9K 1.25% 49,555 SH
22 GENERAC HOLDINGS INC GNRC 368736104 $4.7K 1.19% 15,965 SH
23 JPMORGAN CHASE & CO JPM 46625H100 $4.1K 1.05% 12,637 SH
24 GENERAL DYNAMICS CO GD 369550108 $4.1K 1.05% 11,669 SH
25 ALPHABET INC. CLASS C GOOG 02079K107 $4.1K 1.05% 11,690 SH
26 AMGEN INC. AMGN 031162100 $4.0K 1.00% 10,908 SH
27 SUPER MICRO COMPUTER INC SMCI 86800U302 $3.8K 0.96% 128,600 SH
28 ABBVIE INC ABBV 00287Y109 $3.8K 0.96% 14,964 SH
29 ORACLE CORPORATION ORCL 68389X105 $3.8K 0.96% 25,700 SH
30 BOOKING HOLDINGS INC BKNG 09857L108 $3.4K 0.86% 18,910 SH
31 PHILIP MORRIS INTL PM 718172109 $3.3K 0.85% 18,412 SH
32 EXPEDIA GROUP INC EXPE 30212P303 $3.2K 0.82% 12,664 SH
33 APPLE INC AAPL 037833100 $3.1K 0.80% 10,842 SH
34 TRANSDIGM GROUP INC TDG 893641100 $3.1K 0.78% 2,313 SH
35 ISHARES BITCOIN TRUST IBIT 46438F101 $3.1K 0.78% 92,310 SH
36 TESLA INC TSLA 88160R101 $2.9K 0.74% 6,978 SH
37 CROCS INC CROX 227046109 $2.9K 0.74% 24,293 SH
38 MICROSOFT CORP MSFT 594918104 $2.9K 0.72% 7,640 SH
39 INVSC QQQ TRUST SRS 1 ETF QQQ 46090E103 $2.8K 0.71% 3,795 SH
40 VALE SA F SPONSORED ADR 1 ADR REPS 1 ORD SHS VALE 91912E105 $2.7K 0.68% 179,109 SH
41 COSTCO WHOLESALE CO COST 22160K105 $2.6K 0.66% 2,782 SH
42 COPART INC CPRT 217204106 $2.6K 0.65% 90,655 SH
43 ASML HOLDING NV ASML N07059210 $2.5K 0.64% 1,264 SH
44 PEABODY ENERGY CORP BTU 704551100 $2.5K 0.63% 106,829 SH
45 WALMART INC WMT 931142103 $2.5K 0.62% 21,632 SH
46 OFG BANCORP F OFG 67103X102 $2.4K 0.61% 49,081 SH
47 FIRST BANCORP F FBP 318672706 $2.4K 0.61% 92,096 SH
48 O'REILLY AUTOMOTIVE INC ORLY 67103H107 $2.2K 0.56% 23,832 SH
49 X-SQUARE MUNI INC TAX FR ETF ZTAX 98422R104 $2.2K 0.56% 86,277 SH
50 CHIPOTLE MEXICAN GRILL INC CMG 169656105 $2.1K 0.54% 62,491 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $394.1K 182 0001729300-26-000003
2026-03-31 2026-05-15 $296.7K 172 0001729300-26-000002
2025-12-31 2026-02-11 $305.2K 176 0001729300-26-000001
2025-09-30 2025-11-10 $320.2K 177 0001729300-25-000005