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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 18 of 24  ·  471 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 LEGN LEGEND BIOTECH CORP Healthcare 24,934.0 $720K 0.01% -198K -88.8% $28.88 -26.2%
342 ODC OIL DRI CORP AMER Basic Materials 7,000.0 $715K 0.01% -14K -66.5% $102.21 -10.3%
343 ITRN ITURAN LOCATION AND CONTROL Technology 11,686.0 $713K 0.01% -18K -60.5% $61.01 -15.9%
344 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 9,607.0 $701K 0.01% -2K -13.6% $72.98 +5.7%
345 SMBC SOUTHERN MO BANCORP INC Financial Services 9,175.0 $699K 0.01% -7K -43.9% $76.21 -2.9%
346 PENN PENN ENTERTAINMENT INC Consumer Cyclical 32,324.0 $690K 0.01% -173K -84.3% $21.36 -16.9%
347 NRIM NORTHRIM BANCORP INC Financial Services 24,870.0 $690K 0.01% -89K -78.2% $27.74 -7.9%
348 FDUS FIDUS INVT CORP Financial Services 35,921.0 $685K 0.01% -38K -51.1% $19.07 +3.6%
349 APPF APPFOLIO INC Technology 4,233.0 $679K 0.01% -47K -91.7% $160.35 +39.1%
350 ENERFLEX LTD 27,349.0 $670K 0.01% -51K -65.3% $24.51
351 URA GLOBAL X FDS 15,213.0 $665K 0.01% -27K -63.7% $43.70 +10.2%
352 HXL HEXCEL CORP NEW Industrials 6,611.0 $661K 0.01% -6K -46.2% $100.06 -6.4%
353 PLAY DAVE & BUSTERS ENTMT INC Communication Services 57,704.0 $658K 0.01% -10K -15.0% $11.40 -11.7%
354 PDS PRECISION DRILLING CORP Energy 8,505.0 $652K 0.01% -3K -25.4% $76.66 +13.7%
355 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 14,775.0 $646K 0.01% -27K -64.9% $43.75 -5.1%
356 JHG JANUS HENDERSON GROUP PLC Financial Services 12,434.0 $646K 0.01% -54K -81.3% $51.95 +0.0%
357 FLS FLOWSERVE CORP Industrials 8,655.0 $642K 0.01% -25K -74.6% $74.16 +8.6%
358 DHT DHT HOLDINGS INC Energy 38,428.0 $635K 0.01% -20K -34.3% $16.53 +16.0%
359 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 10,976.0 $628K 0.01% -67K -86.0% $57.22 +15.6%
360 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 14,593.0 $624K 0.01% -12K -44.2% $42.77 -47.4%
Page 18 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%