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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 30 of 40  ·  785 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 XPERI INC 47,724.0 $393K 0.01% NEW $8.23
582 SSYS STRATASYS LTD Technology 45,781.0 $392K 0.01% NEW $8.56 -6.7%
583 PANL PANGAEA LOGISTICS SOLUTION L Industrials 60,237.0 $392K 0.01% NEW $6.50 +21.7%
584 JHMM JOHN HANCOCK EXCHANGE TRADED 5,156.0 $386K 0.01% NEW $74.96 +1.3%
585 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 17,628.0 $384K 0.01% NEW $21.80 -33.8%
586 SFL SFL CORPORATION LTD Industrials 37,540.0 $383K 0.01% NEW $10.20 +17.4%
587 SVCO SILVACO GROUP INC Technology 27,665.0 $382K 0.01% NEW $13.79 -50.0%
588 CACI CACI INTL INC Technology 821.0 $380K 0.01% NEW $463.26 +34.5%
589 AGG ISHARES TR 3,829.0 $379K 0.01% NEW $98.98 -1.2%
590 EVMN EVOMMUNE INC Healthcare 28,398.0 $377K 0.01% NEW $13.29 +4.6%
591 AFRM AFFIRM HLDGS INC Technology 4,621.0 $377K 0.01% NEW $81.55 -6.0%
592 MITK MITEK SYS INC Technology 18,658.0 $376K 0.01% NEW $20.13 -12.2%
593 WLK WESTLAKE CORPORATION Basic Materials 5,128.0 $374K 0.01% NEW $73.00 +0.9%
594 SPUS TIDAL TRUST I 6,470.0 $372K 0.01% NEW $57.50 +1.2%
595 IFS INTERCORP FINL SVCS INC Financial Services 6,521.0 $371K 0.01% NEW $56.96 -3.6%
596 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 5,159.0 $370K 0.01% NEW $71.74 +1.0%
597 PSKY PARAMOUNT SKYDANCE CORP Communication Services 37,420.0 $369K 0.01% NEW $9.86 +7.5%
598 USRT ISHARES TR 5,550.0 $369K 0.01% NEW $66.45 +1.5%
599 YELP YELP INC Communication Services 14,966.0 $367K 0.01% NEW $24.52 -7.6%
600 HY HYSTER-YALE INC Industrials 10,436.0 $366K 0.01% NEW $35.06 -1.3%
Page 30 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%