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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 4 of 40  ·  785 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CHTR CHARTER COMMUNICATIONS INC Communication Services 47,664.0 $6.8M 0.13% NEW $142.21 +9.3%
62 XOM EXXON MOBIL CORP Energy 48,703.0 $6.7M 0.13% NEW $136.72 +17.9%
63 OMC OMNICOM GROUP INC Communication Services 91,359.0 $6.7M 0.13% NEW $72.83 +21.4%
64 JAMES HARDIE INDS PLC 253,354.0 $6.6M 0.13% NEW $26.18
65 MRK MERCK & CO INC Healthcare 51,433.0 $6.6M 0.13% NEW $128.50 +21.5%
66 HIMS HIMS & HERS HEALTH INC Healthcare 190,145.0 $6.6M 0.13% NEW $34.67 -8.8%
67 NWSA NEWS CORP NEW Communication Services 263,368.0 $6.5M 0.13% NEW $24.83 +24.6%
68 VIAV VIAVI SOLUTIONS INC Technology 135,951.0 $6.5M 0.13% NEW $47.75 -21.5%
69 SPXC SPX TECHNOLOGIES INC Industrials 26,267.0 $6.4M 0.13% NEW $245.17 -18.0%
70 EWZ ISHARES INC 185,297.0 $6.4M 0.13% NEW $34.50 +3.6%
71 CHRD CHORD ENERGY CORPORATION Energy 55,359.0 $6.3M 0.12% NEW $114.30 +24.3%
72 CIFR CIPHER DIGITAL INC Financial Services 255,952.0 $6.3M 0.12% NEW $24.50 -33.6%
73 TS TENARIS S A Energy 112,363.0 $6.2M 0.12% NEW $55.49 -1.5%
74 ROST ROSS STORES INC Consumer Cyclical 28,840.0 $6.1M 0.12% NEW $212.85 +13.5%
75 IBB ISHARES TR 30,280.0 $5.8M 0.11% NEW $190.19 +13.6%
76 TDG TRANSDIGM GROUP INC Industrials 4,318.0 $5.8M 0.11% NEW $1332.04 -10.5%
77 EXLS EXLSERVICE HLDGS INC Technology 220,466.0 $5.7M 0.11% NEW $25.86 +44.8%
78 NTAP NETAPP INC Technology 36,325.0 $5.6M 0.11% NEW $154.76 +20.9%
79 AXSM AXSOME THERAPEUTICS INC. Healthcare 22,923.0 $5.6M 0.11% NEW $244.77 -18.1%
80 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 136,725.0 $5.6M 0.11% NEW $41.03 -12.2%
Page 4 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%