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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 17 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 HAS HASBRO INC Consumer Cyclical 53,472.0 $4.4M 0.09% +5K +10.8% $82.59 +17.1%
322 DAN DANA INC Consumer Cyclical 161,287.0 $4.4M 0.09% +145K +905.6% $27.21 +10.8%
323 VLO VALERO ENERGY CORP Energy 16,831.0 $4.4M 0.09% -26K -60.5% $260.44 +30.7%
324 CSCO CISCO SYS INC Technology 37,312.0 $4.4M 0.09% -218K -85.4% $117.46 -5.4%
325 SDVY FIRST TR EXCHANGE TRADED FD 100,961.0 $4.4M 0.09% NEW $43.14 +1.6%
326 AEIS ADVANCED ENERGY INDS Industrials 11,652.0 $4.3M 0.09% NEW $372.87 -26.1%
327 NXST NEXSTAR MEDIA GROUP INC Communication Services 24,288.0 $4.3M 0.09% +6K +31.2% $178.59 +6.0%
328 MS MORGAN STANLEY Financial Services 20,727.0 $4.3M 0.09% -8K -27.2% $209.04 +3.7%
329 JLL JONES LANG LASALLE INC Real Estate 13,934.0 $4.3M 0.09% +172.0 +1.2% $309.95 +26.7%
330 SFM SPROUTS FMRS MKT INC Consumer Defensive 50,870.0 $4.3M 0.09% +41K +411.5% $84.58 +1.6%
331 GDX VANECK ETF TRUST 56,762.0 $4.3M 0.09% -11K -16.6% $75.45 +39.9%
332 KMI KINDER MORGAN INC DEL Energy 133,523.0 $4.3M 0.08% +125K +1476.8% $31.97 -3.2%
333 PDD PDD HOLDINGS INC Consumer Cyclical 55,798.0 $4.3M 0.08% +7K +15.2% $76.28 +15.0%
334 NI NISOURCE INC Utilities 88,915.0 $4.2M 0.08% -8K -8.3% $47.55 -14.5%
335 TEX TEREX CORP NEW Industrials 58,279.0 $4.2M 0.08% -51K -46.5% $72.39 -9.9%
336 SIX FLAGS ENTERTAINMENT CORP 197,465.0 $4.2M 0.08% NEW $21.30
337 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 215,849.0 $4.2M 0.08% +89K +69.8% $19.47 -20.1%
338 PPC PILGRIMS PRIDE CORP Consumer Defensive 149,503.0 $4.2M 0.08% +102K +216.2% $28.11 +15.4%
339 ANNX ANNEXON INC Healthcare 734,585.0 $4.2M 0.08% -585K -44.4% $5.71 -9.8%
340 WIX WIX COM LTD Technology 91,751.0 $4.2M 0.08% +69K +301.7% $45.37 +89.7%
Page 17 of 83  ·  1,651 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%