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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 21 of 34  ·  669 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 78,005.0 $1.2M 0.02% NEW $14.95 +3.9%
402 ENS ENERSYS Industrials 6,706.0 $1.2M 0.02% NEW $173.72 +27.3%
403 THR THERMON GROUP HLDGS INC Industrials 22,830.0 $1.2M 0.02% NEW $50.40 +22.2%
404 FRO FRONTLINE PLC Energy 33,006.0 $1.2M 0.02% NEW $34.86 +9.2%
405 SEDG SOLAREDGE TECHNOLOGIES INC Energy 22,524.0 $1.1M 0.02% NEW $51.05 +3.5%
406 WVE WAVE LIFE SCIENCES LTD Healthcare 157,013.0 $1.1M 0.02% NEW $7.25 -12.0%
407 APOS APOLLO GLOBAL MGMT INC Financial Services 10,082.0 $1.1M 0.02% NEW $111.42 -76.8%
408 RAPP RAPPORT THERAPEUTICS INC Healthcare 35,825.0 $1.1M 0.02% NEW $31.29 +13.9%
409 MIDD MIDDLEBY CORP Industrials 8,312.0 $1.1M 0.02% NEW $132.58 +5.9%
410 BKV BKV CORP Energy 38,616.0 $1.1M 0.02% NEW $28.52 +1.2%
411 FTRE FORTREA HLDGS INC Healthcare 116,092.0 $1.1M 0.02% NEW $9.42 +43.4%
412 FLEX FLEXTRONICS INTL LTD Technology 16,699.0 $1.1M 0.02% NEW $65.46 +94.1%
413 NATL NCR ATLEOS CORPORATION Technology 24,824.0 $1.1M 0.02% NEW $43.58 +2.2%
414 NMRK NEWMARK GROUP INC Real Estate 71,985.0 $1.1M 0.02% NEW $14.99 -5.7%
415 FLGT FULGENT GENETICS INC Healthcare 67,697.0 $1.1M 0.02% NEW $15.90 -1.0%
416 VPG VISHAY PRECISION GROUP INC Technology 24,683.0 $1.1M 0.02% NEW $43.42 +118.6%
417 OSBC OLD SECOND BANCORP INC DEL Financial Services 52,576.0 $1.1M 0.02% NEW $20.16 +2.7%
418 AUPH AURINIA PHARMACEUTICALS INC Healthcare 71,458.0 $1.1M 0.02% NEW $14.82 +4.1%
419 RPD RAPID7 INC Technology 190,133.0 $1.0M 0.02% NEW $5.51 +29.5%
420 CNI CANADIAN NATL RY CO Industrials 10,170.0 $1.0M 0.02% NEW $102.77 +8.8%
Page 21 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%