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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 8 of 24  ·  471 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FNV FRANCO NEV CORP Basic Materials 12,491.0 $2.6M 0.05% -18K -59.5% $208.44 +30.4%
142 SSRM SSR MINING IN Basic Materials 91,941.0 $2.6M 0.05% -60K -39.3% $28.28 +38.6%
143 BA BOEING CO Industrials 11,929.0 $2.6M 0.05% -27K -69.7% $216.47 -2.5%
144 OFG OFG BANCORP Financial Services 52,408.0 $2.6M 0.05% -47K -47.5% $49.07 +6.1%
145 LMT LOCKHEED MARTIN CORP Industrials 5,026.0 $2.6M 0.05% -2K -24.9% $509.46 +9.2%
146 FSM FORTUNA MNG CORP Basic Materials 300,037.0 $2.5M 0.05% -53K -15.1% $8.45 +47.3%
147 FICO FAIR ISAAC CORP Technology 2,097.0 $2.5M 0.05% -7K -77.1% $1194.78 -4.8%
148 FRME FIRST MERCHANTS CORP Financial Services 57,284.0 $2.5M 0.05% -27K -31.8% $43.69 -4.9%
149 MCO MOODYS CORP Financial Services 5,498.0 $2.5M 0.05% -13K -70.4% $452.92 +13.3%
150 ST SENSATA TECHNOLOGIES HLDG PL Technology 52,086.0 $2.5M 0.05% -7K -12.4% $47.74 -11.7%
151 IGV ISHARES TR 27,427.0 $2.5M 0.05% -20K -42.0% $90.60 +12.4%
152 INSP INSPIRE MED SYS INC Healthcare 55,681.0 $2.5M 0.05% -103K -64.8% $44.61 +36.9%
153 OZK BANK OZK LITTLE ROCK ARK Financial Services 47,622.0 $2.5M 0.05% -22K -31.5% $52.09 -5.5%
154 GPOR GULFPORT ENERGY CORP Energy 14,538.0 $2.5M 0.05% -14K -48.3% $169.70 +1.6%
155 EXPAND ENERGY CORPORATION 26,932.0 $2.5M 0.05% -85K -75.9% $91.19
156 PBF PBF ENERGY INC Energy 53,727.0 $2.4M 0.05% -18K -25.2% $45.52 +46.1%
157 LEA LEAR CORP Consumer Cyclical 18,211.0 $2.4M 0.05% -2K -10.0% $134.06 -7.8%
158 PHIN PHINIA INC Consumer Cyclical 29,184.0 $2.4M 0.05% -5K -15.1% $82.37 -13.9%
159 META META PLATFORMS INC Communication Services 4,224.0 $2.4M 0.05% -22K -84.2% $563.29 +1.2%
160 MC MOELIS & CO Financial Services 36,289.0 $2.4M 0.05% -33K -48.0% $65.42 +4.0%
Page 8 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%