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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 7 of 24  ·  471 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HESM HESS MIDSTREAM LP Energy 77,286.0 $2.9M 0.06% -31K -28.6% $37.60 +3.9%
122 FHN FIRST HORIZON CORPORATION Financial Services 113,048.0 $2.9M 0.06% -22K -16.1% $25.64 -4.8%
123 EXPD EXPEDITORS INTL WASH INC Industrials 17,769.0 $2.9M 0.06% -30K -63.1% $162.98 +16.0%
124 HST HOST HOTELS & RESORTS INC Real Estate 120,903.0 $2.9M 0.06% -8K -5.8% $23.71 -3.0%
125 CENCORA INC 9,903.0 $2.8M 0.06% -31K -76.0% $282.98
126 JKHY HENRY JACK & ASSOC INC Technology 19,928.0 $2.7M 0.05% -3K -11.8% $137.74 +26.0%
127 FNB F N B CORP Financial Services 143,551.0 $2.7M 0.05% -156K -52.1% $19.08 -3.7%
128 BBWI BATH & BODY WORKS INC Consumer Cyclical 117,807.0 $2.7M 0.05% -29K -19.6% $23.13 -24.0%
129 IAG IAMGOLD CORP Basic Materials 171,668.0 $2.7M 0.05% -254K -59.7% $15.84 +40.0%
130 BMY BRISTOL-MYERS SQUIBB CO Healthcare 46,615.0 $2.7M 0.05% -49K -51.3% $57.62 +17.9%
131 BC BRUNSWICK CORP Consumer Cyclical 31,751.0 $2.7M 0.05% -5K -12.6% $84.24 -4.6%
132 AMKR AMKOR TECHNOLOGY INC Technology 30,890.0 $2.7M 0.05% -85K -73.3% $86.23 -43.5%
133 SMURFIT WESTROCK PLC 57,323.0 $2.7M 0.05% -104K -64.4% $46.26
134 MDB MONGODB INC Technology 7,880.0 $2.6M 0.05% -59K -88.3% $335.90 +20.5%
135 OVV OVINTIV INC Energy 50,179.0 $2.6M 0.05% -44K -46.8% $52.65 +22.3%
136 OGE OGE ENERGY CORP Utilities 54,279.0 $2.6M 0.05% -25K -31.3% $48.66 -5.6%
137 VPG VISHAY PRECISION GROUP INC Technology 17,610.0 $2.6M 0.05% -7K -28.7% $149.91 -57.0%
138 TBBK BANCORP INC DEL Financial Services 41,881.0 $2.6M 0.05% -8K -16.6% $62.64 +6.9%
139 LIONSGATE STUDIOS CORP 170,924.0 $2.6M 0.05% -11K -6.0% $15.31
140 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 78,354.0 $2.6M 0.05% -140K -64.1% $33.39 -20.8%
Page 7 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%