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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 13 of 34  ·  669 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NXPI NXP SEMICONDUCTORS N V Technology 13,341.0 $2.6M 0.05% NEW $196.86 +49.5%
242 GOLD GOLD COM INC Financial Services 65,323.0 $2.6M 0.05% NEW $40.08 -1.0%
243 NRIM NORTHRIM BANCORP INC Financial Services 114,043.0 $2.6M 0.05% NEW $22.88 +4.1%
244 ZION ZIONS BANCORPORATION NATL AS Financial Services 44,368.0 $2.6M 0.05% NEW $57.62 +4.5%
245 RVLV REVOLVE GROUP INC Consumer Cyclical 113,027.0 $2.6M 0.05% NEW $22.61 -18.7%
246 HP HELMERICH & PAYNE INC Energy 70,259.0 $2.5M 0.05% NEW $36.03 +13.7%
247 AVAV AEROVIRONMENT INC Industrials 13,696.0 $2.5M 0.05% NEW $183.05 -10.5%
248 MGK VANGUARD WORLD FD 6,794.0 $2.5M 0.05% NEW $367.44 -75.9%
249 ICFI ICF INTL INC Industrials 38,159.0 $2.5M 0.05% NEW $65.29 -1.2%
250 VUG VANGUARD INDEX FDS 5,702.0 $2.5M 0.05% NEW $436.79 -80.0%
251 OPLN OPENLANE INC Consumer Cyclical 84,979.0 $2.5M 0.05% NEW $29.15 +18.1%
252 HST HOST HOTELS & RESORTS INC Real Estate 128,421.0 $2.5M 0.05% NEW $19.16 +13.7%
253 VTV VANGUARD INDEX FDS 12,525.0 $2.5M 0.05% NEW $196.20 +6.2%
254 GTLB GITLAB INC Technology 113,551.0 $2.5M 0.05% NEW $21.64 +17.7%
255 HUN HUNTSMAN CORP Basic Materials 184,136.0 $2.5M 0.05% NEW $13.31 +0.1%
256 LEA LEAR CORP Consumer Cyclical 20,233.0 $2.4M 0.05% NEW $121.08 +6.4%
257 VSNT VERSANT MEDIA GROUP INC Industrials 65,974.0 $2.4M 0.05% NEW $37.02 +14.5%
258 FIX COMFORT SYS USA INC Industrials 1,768.0 $2.4M 0.05% NEW $1378.99 +32.4%
259 DKNG DRAFTKINGS INC NEW Consumer Cyclical 111,759.0 $2.4M 0.05% NEW $21.62 +18.1%
260 HNGE HINGE HEALTH INC Healthcare 61,850.0 $2.4M 0.04% NEW $38.56 +42.5%
Page 13 of 34  ·  669 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%