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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 20 of 34  ·  669 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 AXON AXON ENTERPRISE INC Industrials 3,180.0 $1.4M 0.03% NEW $424.69 -8.7%
382 TTMI TTM TECHNOLOGIES INC Technology 13,800.0 $1.3M 0.03% NEW $97.42 +66.8%
383 SMH VANECK ETF TRUST 3,500.0 $1.3M 0.03% NEW $383.40 +43.0%
384 ASX ASE TECHNOLOGY HLDG CO LTD Technology 61,873.0 $1.3M 0.03% NEW $21.68 +43.5%
385 MGA MAGNA INTL INC Consumer Cyclical 23,057.0 $1.3M 0.02% NEW $55.81 +6.8%
386 HLNE HAMILTON LANE INC Financial Services 12,821.0 $1.3M 0.02% NEW $99.40 -14.2%
387 BEAM BEAM THERAPEUTICS INC Healthcare 53,164.0 $1.3M 0.02% NEW $23.83 +11.0%
388 MYRG MYR GROUP INC Industrials 4,485.0 $1.3M 0.02% NEW $282.32 +56.1%
389 HURN HURON CONSULTING GROUP INC Industrials 9,911.0 $1.3M 0.02% NEW $127.49 -15.0%
390 NAVI NAVIENT CORPORATION Financial Services 150,000.0 $1.2M 0.02% NEW $8.18 +1.0%
391 OIS OIL STS INTL INC Energy 104,723.0 $1.2M 0.02% NEW $11.64 -19.9%
392 ICHR ICHOR HOLDINGS Technology 26,096.0 $1.2M 0.02% NEW $46.61 +37.1%
393 CART MAPLEBEAR INC Consumer Cyclical 32,310.0 $1.2M 0.02% NEW $37.46 +10.6%
394 EZPW EZCORP INC Financial Services 47,543.0 $1.2M 0.02% NEW $25.38 +27.2%
395 VIR VIR BIOTECHNOLOGY INC Healthcare 134,547.0 $1.2M 0.02% NEW $8.96 -2.3%
396 NGVC NATURAL GROCERS BY VITAMIN Consumer Defensive 46,556.0 $1.2M 0.02% NEW $25.85 +16.1%
397 GMAB GENMAB A/S Healthcare 44,668.0 $1.2M 0.02% NEW $26.83 -3.9%
398 PAX PATRIA INVESTMENTS LIMITED Financial Services 94,975.0 $1.2M 0.02% NEW $12.60 -12.5%
399 IDEV ISHARES TR 14,187.0 $1.2M 0.02% NEW $83.57 +5.7%
400 MSA MSA SAFETY INC Industrials 7,217.0 $1.2M 0.02% NEW $163.95 +1.8%
Page 20 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%