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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 16 of 24  ·  471 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 RDN RADIAN GROUP INC Financial Services 24,655.0 $929K 0.02% -81K -76.6% $37.67 -2.5%
302 COF CAPITAL ONE FINL CORP Financial Services 4,614.0 $926K 0.02% -154K -97.1% $200.62 +7.8%
303 JCI JOHNSON CONTROLS INTERNATION Industrials 6,301.0 $921K 0.02% -68K -91.5% $146.11 -1.2%
304 LINE LINEAGE INC Real Estate 21,185.0 $916K 0.02% -40K -65.5% $43.25 -5.3%
305 TNK TEEKAY TANKERS LTD Energy 13,984.0 $907K 0.02% -12K -47.1% $64.87 +28.3%
306 BYD BOYD GAMING CORP Consumer Cyclical 10,229.0 $904K 0.02% -2K -13.4% $88.33 -8.8%
307 RPD RAPID7 INC Technology 111,434.0 $903K 0.02% -79K -41.4% $8.10 +45.0%
308 TRTX TPG RE FIN TR INC Real Estate 107,119.0 $897K 0.02% -30K -21.6% $8.37 -7.3%
309 RXST RXSIGHT INC Healthcare 183,942.0 $887K 0.02% -13K -6.6% $4.82 +35.0%
310 BIOHAVEN LTD 59,486.0 $885K 0.02% -102K -63.2% $14.88
311 PRGS PROGRESS SOFTWARE CORP Technology 25,392.0 $853K 0.02% -33K -56.2% $33.58 +28.4%
312 RB GLOBAL INC 7,314.0 $852K 0.02% -12K -61.4% $116.45
313 XLI SELECT SECTOR SPDR TR 4,512.0 $836K 0.02% -27K -85.8% $185.23 -2.6%
314 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 10,289.0 $835K 0.02% -53K -83.7% $81.16 -8.7%
315 WU WESTERN UN CO Financial Services 108,373.0 $834K 0.02% -69K -38.9% $7.70 -5.8%
316 FNDA SCHWAB STRATEGIC TR 21,888.0 $833K 0.02% -2K -8.4% $38.06 -1.2%
317 IJS ISHARES TR 6,084.0 $832K 0.02% -40.0 -0.7% $136.68 +0.8%
318 INN SUMMIT HOTEL PPTYS Real Estate 116,798.0 $819K 0.02% -152K -56.5% $7.01 -13.8%
319 UPBOUND GROUP INC 37,945.0 $805K 0.02% -112K -74.7% $21.22
320 OSPN ONESPAN INC Technology 55,990.0 $803K 0.02% -63K -53.1% $14.35 +6.5%
Page 16 of 24  ·  471 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%