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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 32 of 40  ·  785 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 IXC ISHARES TR 6,684.0 $328K 0.01% NEW $49.13 +16.1%
622 UCTT ULTRA CLEAN HLDGS INC Technology 2,302.0 $328K 0.01% NEW $142.59 -48.6%
623 TWIN TWIN DISC INC Industrials 14,148.0 $328K 0.01% NEW $23.20 +1.2%
624 CXM SPRINKLR INC Technology 63,526.0 $328K 0.01% NEW $5.16 +44.8%
625 DIVERSIFIED ENERGY CO 23,569.0 $327K 0.01% NEW $13.86
626 IMO IMPERIAL OIL LTD Energy 2,907.0 $326K 0.01% NEW $112.02 +17.4%
627 ARTNA ARTESIAN RES CORP Utilities 9,493.0 $323K 0.01% NEW $33.99 +5.3%
628 LTRX LANTRONIX INC Technology 54,537.0 $321K 0.01% NEW $5.88 -0.3%
629 VMD VIEMED HEALTHCARE INC Healthcare 28,114.0 $320K 0.01% NEW $11.40 -20.2%
630 PRESIDIO PRODTN CO 26,166.0 $318K 0.01% NEW $12.16
631 VOR VOR BIOPHARMA INC Healthcare 17,238.0 $317K 0.01% NEW $18.41 +30.4%
632 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 17,050.0 $317K 0.01% NEW $18.57 -28.4%
633 IGM ISHARES TR 1,913.0 $313K 0.01% NEW $163.58 -3.4%
634 QQQE DIREXION SHARES ETF TRUST 2,561.0 $312K 0.01% NEW $122.01 +0.3%
635 SOUTH BOW CORP 8,847.0 $312K 0.01% NEW $35.24
636 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,061.0 $311K 0.01% NEW $293.18 +3.6%
637 BOTZ GLOBAL X FDS 8,115.0 $308K 0.01% NEW $37.94 -5.5%
638 IYK ISHARES TR 4,218.0 $306K 0.01% NEW $72.66 +4.6%
639 KRO KRONOS WORLDWIDE INC Basic Materials 48,003.0 $304K 0.01% NEW $6.33 +40.8%
640 LVHI LEGG MASON ETF INVT 7,386.0 $300K 0.01% NEW $40.59 +6.5%
Page 32 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%