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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 19 of 20  ·  392 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 FIVN FIVE9 INC Technology 36,443.0 $777K 0.01% +22K +150.1% $21.32 +51.4%
362 CSTL CASTLE BIOSCIENCES INC Healthcare 31,916.0 $761K 0.01% +8K +35.8% $23.85 +46.8%
363 XRAY DENTSPLY SIRONA INC Healthcare 70,301.0 $746K 0.01% +54K +318.5% $10.61 +3.4%
364 DVN DEVON ENERGY CORP NEW Energy 18,034.0 $745K 0.01% +10K +134.6% $41.32 +13.5%
365 KOD KODIAK SCIENCES INC Healthcare 18,561.0 $723K 0.01% +9K +85.5% $38.96 +1.3%
366 NLR VANECK ETF TRUST 6,189.0 $718K 0.01% +3K +115.7% $115.98 +6.9%
367 PHR PHREESIA INC Healthcare 69,698.0 $717K 0.01% +36K +104.8% $10.29 +12.0%
368 HCC WARRIOR MET COAL INC Energy 8,753.0 $710K 0.01% +3K +54.4% $81.16 +29.7%
369 IPI INTREPID POTASH INC Basic Materials 21,094.0 $691K 0.01% +10K +96.4% $32.78 +15.3%
370 VERA VERA THERAPEUTICS INC Healthcare 15,391.0 $660K 0.01% +4K +31.9% $42.91 -17.8%
371 NJR NEW JERSEY RES CORP Utilities 11,772.0 $660K 0.01% +6K +116.4% $56.04 -4.0%
372 MNTN INC 71,592.0 $659K 0.01% +58K +439.8% $9.20
373 BW LPG LTD 37,684.0 $657K 0.01% +21K +126.0% $17.43
374 VO VANGUARD INDEX FDS 8,036.0 $647K 0.01% +7K +442.2% $80.57 +2.8%
375 IDT IDT CORP Communication Services 11,116.0 $647K 0.01% +783.0 +7.6% $58.16 +19.3%
376 NHI NATIONAL HEALTH INVS INC Real Estate 8,457.0 $645K 0.01% +947.0 +12.6% $76.26 -3.8%
377 DAC DANAOS CORPORATION Industrials 4,878.0 $597K 0.01% +534.0 +12.3% $122.37 +24.7%
378 VIG VANGUARD SPECIALIZED FUNDS 2,388.0 $565K 0.01% +762.0 +46.9% $236.62 +3.2%
379 VNQ VANGUARD INDEX FDS 5,649.0 $545K 0.01% +3K +140.4% $96.43 +2.9%
380 NORTHPOINTE BANCSHARES INC. 27,835.0 $534K 0.01% +7K +32.9% $19.18
Page 19 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%