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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 16 of 40  ·  785 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 INTR INTER & CO INC Financial Services 296,211.0 $1.6M 0.03% NEW $5.43 +1.8%
302 HLIT HARMONIC INC Technology 98,114.0 $1.6M 0.03% NEW $16.33 -23.8%
303 ARHS ARHAUS INC Consumer Cyclical 189,542.0 $1.6M 0.03% NEW $8.42 +6.2%
304 TYL TYLER TECHNOLOGIES INC Technology 5,395.0 $1.6M 0.03% NEW $292.46 +20.6%
305 UI UBIQUITI INC Technology 2,931.0 $1.6M 0.03% NEW $534.03 +11.8%
306 DAVE INC 4,198.0 $1.6M 0.03% NEW $372.59
307 INGRAM MICRO HLDG CORP 56,740.0 $1.6M 0.03% NEW $27.43
308 GTY GETTY RLTY CORP NEW Real Estate 45,931.0 $1.5M 0.03% NEW $33.36 -0.3%
309 GRND GRINDR INC Technology 106,369.0 $1.5M 0.03% NEW $14.37 +9.9%
310 CMP COMPASS MINERALS INTL INC Basic Materials 48,523.0 $1.5M 0.03% NEW $31.13 -20.8%
311 HR HEALTHCARE RLTY TR Real Estate 74,762.0 $1.5M 0.03% NEW $20.17 -4.5%
312 CHCO CITY HLDG CO Financial Services 11,305.0 $1.5M 0.03% NEW $132.64 +9.1%
313 FBK FB FINL CORP Financial Services 26,842.0 $1.5M 0.03% NEW $55.35 +4.3%
314 GPCR STRUCTURE THERAPEUTICS INC Healthcare 27,573.0 $1.5M 0.03% NEW $53.67 -8.0%
315 AN AUTONATION INC Consumer Cyclical 7,954.0 $1.5M 0.03% NEW $185.79 +5.8%
316 BL BLACKLINE INC Technology 51,928.0 $1.5M 0.03% NEW $28.07 +11.6%
317 HRL HORMEL FOODS CORP Consumer Defensive 58,008.0 $1.4M 0.03% NEW $24.82 -4.5%
318 KRG KITE REALTY GROUP TRUST Real Estate 50,586.0 $1.4M 0.03% NEW $28.38 -7.5%
319 IYH ISHARES TR 21,401.0 $1.4M 0.03% NEW $67.01 +9.5%
320 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 10,062.0 $1.4M 0.03% NEW $142.41 -9.9%
Page 16 of 40  ·  785 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%