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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 32 of 34  ·  669 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 ELEMENTAL RTY CORP 12,440.0 $234K 0.00% NEW $18.84
622 MRCY MERCURY SYS INC Industrials 3,213.0 $234K 0.00% NEW $72.91 +29.7%
623 XLY SELECT SECTOR SPDR TR 2,149.0 $234K 0.00% NEW $108.98 +6.9%
624 IHI ISHARES TR 4,327.0 $231K 0.00% NEW $53.35 -9.2%
625 GENB GENERATE BIOMEDICINES INC Financial Services 18,362.0 $230K 0.00% NEW $12.50 +23.8%
626 LCII LCI INDS Consumer Cyclical 1,791.0 $220K 0.00% NEW $122.98 -7.3%
627 IDV ISHARES TR 5,105.0 $217K 0.00% NEW $42.56 +4.3%
628 NSIT INSIGHT ENTERPRISES INC Technology 3,235.0 $217K 0.00% NEW $67.01 +33.3%
629 APLE APPLE HOSPITALITY REIT INC Real Estate 18,592.0 $214K 0.00% NEW $11.51 +19.5%
630 DAMORA THERAPEUTICS INC 7,921.0 $205K 0.00% NEW $25.90
631 VLRS CONTROLADORA VUELA COMP DE A Industrials 24,474.0 $177K 0.00% NEW $7.24 -4.7%
632 RLAY RELAY THERAPEUTICS INC Healthcare 17,516.0 $174K 0.00% NEW $9.95 +28.4%
633 GILT GILAT SATELLITE NETWORKS LTD Technology 11,260.0 $169K 0.00% NEW $15.02 +7.1%
634 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 10,916.0 $136K 0.00% NEW $12.43 -4.0%
635 OAKTREE SPECIALTY LENDING 11,771.0 $133K 0.00% NEW $11.30
636 TALK TALKSPACE INC Healthcare 25,363.0 $131K 0.00% NEW $5.18 +0.3%
637 SLI STANDARD LITHIUM LTD Basic Materials 38,246.0 $130K 0.00% NEW $3.41 +17.0%
638 SPRY ARS PHARMACEUTICALS INC Healthcare 15,924.0 $128K 0.00% NEW $8.03 -1.1%
639 GSM FERROGLOBE PLC Basic Materials 30,132.0 $124K 0.00% NEW $4.12 -2.7%
640 MNTN INC 13,262.0 $117K 0.00% NEW $8.80
Page 32 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%