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Portfolio (Quarterly) Guide ↗

Y-Intercept (Hong Kong) Ltd

· CIK 0001772875
13F Portfolio $5.1B AUM 1,651 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 785 New 392 Added 471 Reduced 630 Exited
Page 18 of 20  ·  392 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 LCII LCI INDS Consumer Cyclical 10,829.0 $1.1M 0.02% +9K +504.6% $105.88 -1.0%
342 CGAU CENTERRA GOLD INC Basic Materials 69,256.0 $1.1M 0.02% +39K +131.6% $15.86 +52.5%
343 KE KIMBALL ELECTRONICS INC Industrials 42,388.0 $1.1M 0.02% +886.0 +2.1% $25.60 -8.2%
344 SKYY FIRST TR EXCHANGE-TRADED FD 7,822.0 $1.1M 0.02% +6K +259.5% $134.56 +17.9%
345 SNY SANOFI SA Healthcare 24,073.0 $1.0M 0.02% +18K +270.8% $42.66 +7.9%
346 IJJ ISHARES TR 6,931.0 $1.0M 0.02% +2K +52.2% $147.73 -0.0%
347 MLAB MESA LABS INC Technology 10,010.0 $996K 0.02% +4K +58.5% $99.55 +27.9%
348 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 73,352.0 $994K 0.02% +7K +11.1% $13.55 +3.0%
349 GALAXY DIGITAL INC. 35,840.0 $980K 0.02% +4K +12.0% $27.34
350 FTCS FIRST TR EXCHANGE-TRADED FD 10,342.0 $971K 0.02% +6K +123.8% $93.92 +8.6%
351 THRM GENTHERM INC Consumer Cyclical 27,342.0 $933K 0.02% +13K +87.8% $34.11 +17.5%
352 CERIBELL INC 47,016.0 $914K 0.02% +28K +152.4% $19.45
353 FELE FRANKLIN ELEC INC Industrials 8,060.0 $864K 0.02% +5K +150.9% $107.19 -5.0%
354 EQX EQUINOX GOLD CORP Basic Materials 88,882.0 $864K 0.02% +41K +84.6% $9.72 +43.8%
355 APPN APPIAN CORP Technology 36,077.0 $826K 0.02% +27K +308.8% $22.90 +72.8%
356 ALRM ALARM COM HLDGS INC Technology 17,065.0 $797K 0.02% +2K +14.1% $46.72 +21.5%
357 RH RH Consumer Cyclical 4,812.0 $793K 0.02% +3K +209.7% $164.73 -14.3%
358 RNG RINGCENTRAL INC Technology 20,284.0 $791K 0.02% +5K +30.2% $38.98 +68.3%
359 TSAKOS ENERGY NAVIGATION LTD 22,306.0 $789K 0.02% +11K +96.4% $35.37
360 VGT VANGUARD WORLD FD 6,524.0 $780K 0.01% +6K +552.4% $119.52 -1.7%
Page 18 of 20  ·  392 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 23.2%
Financial Services 14.0%
Healthcare 12.7%
Industrials 11.9%
Consumer Cyclical 11.1%
Energy 6.4%
Basic Materials 5.5%
Consumer Defensive 4.8%
Communication Services 4.3%
Real Estate 3.8%