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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 24 of 24  ·  471 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CRNC CERENCE INC Technology 17,156.0 $194K 0.00% -137K -88.9% $11.32 -31.6%
462 NUS NU SKIN ENTERPRISES INC Consumer Defensive 32,721.0 $173K 0.00% -122K -78.9% $5.28 -9.7%
463 SWIM LATHAM GROUP INC Industrials 24,705.0 $160K 0.00% -16K -38.9% $6.47 +7.7%
464 OCUL OCULAR THERAPEUTIX INC Healthcare 14,007.0 $138K 0.00% -41K -74.4% $9.82 +12.2%
465 ARVN ARVINAS INC Healthcare 15,714.0 $131K 0.00% -157K -90.9% $8.31 +15.1%
466 FLO FLOWERS FOODS INC Consumer Defensive 15,187.0 $120K 0.00% -326K -95.5% $7.90 -8.9%
467 AMPL AMPLITUDE INC Technology 14,445.0 $111K 0.00% -440K -96.8% $7.65 +72.0%
468 FPI FARMLAND PARTNERS INC Real Estate 10,996.0 $106K 0.00% -128K -92.1% $9.68 +5.4%
469 APARTMENT INVT & MGMT CO 14,332.0 $43K 0.00% -33K -69.4% $2.97
470 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 11,844.0 $17K -58K -83.0% $1.45 -38.6%
471 GETY GETTY IMAGES HOLDINGS INC Communication Services 18,916.0 $16K -10K -34.4% $0.86 -70.3%
Page 24 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%