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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 25 of 40  ·  785 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 TIMB TIM S A Communication Services 32,653.0 $699K 0.01% NEW $21.42 -15.1%
482 PLMR PALOMAR HLDGS INC Financial Services 5,529.0 $699K 0.01% NEW $126.39 +4.3%
483 LFUS LITTELFUSE INC Technology 1,530.0 $697K 0.01% NEW $455.33 -8.0%
484 ESS ESSEX PPTY TR INC Real Estate 2,373.0 $692K 0.01% NEW $291.59 -1.2%
485 CLBT CELLEBRITE DI LTD Technology 47,148.0 $688K 0.01% NEW $14.60 -20.4%
486 GTX GARRETT MOTION INC Consumer Cyclical 18,968.0 $687K 0.01% NEW $36.23 -25.3%
487 ASYS AMTECH SYS INC Technology 29,533.0 $682K 0.01% NEW $23.08 -34.3%
488 UFO PROCURE ETF TRUST II 13,333.0 $676K 0.01% NEW $50.67 -12.2%
489 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 1,676.0 $673K 0.01% NEW $401.84 -0.8%
490 COWG PACER FDS TR 16,706.0 $671K 0.01% NEW $40.15 -1.6%
491 ATKR ATKORE INC Industrials 8,817.0 $670K 0.01% NEW $76.04 +23.1%
492 NTSK NETSKOPE INC Technology 60,959.0 $667K 0.01% NEW $10.94 +27.2%
493 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 21,330.0 $665K 0.01% NEW $31.20 +5.6%
494 BFC BANK FIRST CORP Financial Services 4,430.0 $657K 0.01% NEW $148.35 +3.6%
495 CRVS CORVUS PHARMACEUTICALS INC Healthcare 43,769.0 $654K 0.01% NEW $14.94 -1.4%
496 PICS NV 61,179.0 $650K 0.01% NEW $10.63
497 SNAP SNAP INC Communication Services 145,691.0 $647K 0.01% NEW $4.44 +22.1%
498 NFBK NORTHFIELD BANCORP INC DEL Financial Services 43,835.0 $646K 0.01% NEW $14.73 +3.9%
499 CQQQ INVESCO EXCH TRADED FD TR II 11,110.0 $634K 0.01% NEW $57.03 -15.7%
500 BETA BETA TECHNOLOGIES INC Industrials 37,680.0 $631K 0.01% NEW $16.75 +29.8%
Page 25 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%