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Portfolio (Quarterly) Guide ↗

Y-Intercept (Hong Kong) Ltd

· CIK 0001772875
13F Portfolio $5.3B AUM 1,496 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 669 New 455 Added 356 Reduced 655 Exited
Page 12 of 23  ·  455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IRM IRON MTN INC DEL Real Estate 33,654.0 $3.4M 0.07% +9K +38.6% $102.14 +25.1%
222 PBF PBF ENERGY INC Energy 71,796.0 $3.4M 0.07% +30K +71.0% $47.62 -14.6%
223 DNOW DNOW INC Energy 286,542.0 $3.4M 0.07% +241K +525.5% $11.91 +11.9%
224 ASAN ASANA INC Technology 532,796.0 $3.4M 0.07% +381K +250.4% $6.40 -3.1%
225 JHG JANUS HENDERSON GROUP PLC Financial Services 66,356.0 $3.4M 0.07% +1K +2.1% $51.37 +0.6%
226 GSL GLOBAL SHIP LEASE INC Industrials 89,933.0 $3.3M 0.06% +24K +35.8% $37.23 +11.1%
227 NXST NEXSTAR MEDIA GROUP INC Communication Services 18,508.0 $3.3M 0.06% +17K +1573.4% $180.83 +9.1%
228 BANR BANNER CORP Financial Services 54,839.0 $3.3M 0.06% +19K +54.1% $60.68 +3.1%
229 SIGI SELECTIVE INS GROUP INC Financial Services 44,100.0 $3.3M 0.06% +17K +63.9% $75.39 +14.0%
230 BBSI BARRETT BUSINESS SVCS INC Industrials 113,777.0 $3.3M 0.06% +86K +312.4% $29.18 +2.9%
231 GNTX GENTEX CORP Consumer Cyclical 151,703.0 $3.3M 0.06% +66K +76.2% $21.85 +7.1%
232 HON HONEYWELL INTL INC Industrials 14,648.0 $3.3M 0.06% +9K +164.9% $226.03 -3.7%
233 GIS GENERAL MILLS INC Consumer Defensive 87,939.0 $3.3M 0.06% +64K +267.1% $37.22 -11.0%
234 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 58,628.0 $3.3M 0.06% +51K +683.7% $55.65 +2.6%
235 FRME FIRST MERCHANTS CORP Financial Services 84,049.0 $3.3M 0.06% +76K +892.3% $38.73 +2.7%
236 OZK BANK OZK LITTLE ROCK ARK Financial Services 69,561.0 $3.2M 0.06% +26K +61.3% $45.89 +2.7%
237 RMBS RAMBUS INC DEL Technology 36,901.0 $3.2M 0.06% +7K +25.3% $86.03 +51.6%
238 INTERNATIONAL BANCSHARES COR 46,226.0 $3.1M 0.06% +12K +35.9% $67.29
239 ING ING GROEP N.V. Financial Services 118,228.0 $3.1M 0.06% +72K +156.4% $26.05 +15.4%
240 FHN FIRST HORIZON CORPORATION Financial Services 134,775.0 $3.1M 0.06% +13K +10.8% $22.76 +4.2%
Page 12 of 23  ·  455 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.6%
Financial Services 15.4%
Industrials 14.0%
Healthcare 12.2%
Consumer Cyclical 11.5%
Basic Materials 7.3%
Consumer Defensive 5.1%
Communication Services 4.3%
Real Estate 3.7%
Energy 3.7%