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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 9 of 32  ·  630 positions
# Ticker Company Sector Shares Value ↓ % Port Status
161 MOOG INC 11,928 $3.5M 0.07% SOLD
162 ECG EVERUS CONSTR GROUP Industrials 29,541 $3.5M 0.07% SOLD
163 TVTX TRAVERE THERAPEUTICS INC Healthcare 117,361 $3.5M 0.07% SOLD
164 ALAB ASTERA LABS INC Technology 31,743 $3.5M 0.07% SOLD
165 KW KENNEDY-WILSON HOLDINGS INC Real Estate 319,237 $3.5M 0.07% SOLD
166 IRM IRON MTN INC DEL Real Estate 33,654 $3.4M 0.07% SOLD
167 DNOW DNOW INC Energy 286,542 $3.4M 0.07% SOLD
168 XLP SELECT SECTOR SPDR TR 41,256 $3.4M 0.06% SOLD
169 MTG MGIC INVT CORP WIS Financial Services 127,815 $3.4M 0.06% SOLD
170 SIGI SELECTIVE INS GROUP INC Financial Services 44,100 $3.3M 0.06% SOLD
171 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 179,447 $3.3M 0.06% SOLD
172 GIS GENERAL MILLS INC Consumer Defensive 87,939 $3.3M 0.06% SOLD
173 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 58,628 $3.3M 0.06% SOLD
174 HAMILTON INSURANCE GROUP LTD 108,239 $3.2M 0.06% SOLD
175 CLX CLOROX CO DEL Consumer Defensive 31,119 $3.2M 0.06% SOLD
176 NOG NORTHERN OIL & GAS INC Energy 109,191 $3.2M 0.06% SOLD
177 VLUE ISHARES TR 22,271 $3.2M 0.06% SOLD
178 CFG CITIZENS FINL GROUP INC Financial Services 51,913 $3.1M 0.06% SOLD
179 ING ING GROEP N.V. Financial Services 118,228 $3.1M 0.06% SOLD
180 OLN OLIN CORP Basic Materials 102,554 $3.0M 0.06% SOLD
Page 9 of 32  ·  630 positions
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%