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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 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SRPT SAREPTA THERAPEUTICS INC Healthcare 231,501.0 $4.2M 0.08% +143K +160.3% $17.97 +5.3%
342 ATI ATI INC Industrials 20,971.0 $4.1M 0.08% -11K -33.7% $197.10 +9.2%
343 NVO NOVO-NORDISK A S Healthcare 86,018.0 $4.1M 0.08% -80K -48.2% $47.94 +1.5%
344 MORN MORNINGSTAR INC Financial Services 26,415.0 $4.1M 0.08% +17K +175.6% $156.02 +37.8%
345 AGCO AGCO CORP Industrials 34,374.0 $4.1M 0.08% -15K -30.1% $119.70 -7.3%
346 WAL WESTERN ALLIANCE BANCORP Financial Services 50,042.0 $4.1M 0.08% +24K +92.7% $82.20 -3.1%
347 VRTX VERTEX PHARMACEUTICALS INC Healthcare 8,281.0 $4.1M 0.08% -28K -76.9% $496.73 +11.3%
348 NTNX NUTANIX INC Technology 80,554.0 $4.1M 0.08% -36K -30.8% $50.96 +30.4%
349 SHEL SHELL PLC Energy 52,914.0 $4.1M 0.08% -25K -32.2% $77.54 +18.9%
350 DUK DUKE ENERGY CORP NEW Utilities 32,323.0 $4.1M 0.08% NEW $126.58 -3.9%
351 WDC WESTERN DIGITAL CORP Technology 6,381.0 $4.1M 0.08% -17K -73.0% $638.72 -29.4%
352 BCO BRINKS CO Industrials 43,043.0 $4.1M 0.08% +24K +121.1% $94.49 +17.5%
353 CCJ CAMECO CORP Energy 39,658.0 $4.0M 0.08% -83K -67.8% $101.86 +5.0%
354 STN STANTEC INC Industrials 58,384.0 $4.0M 0.08% +16K +36.7% $68.91 +6.6%
355 CRC CALIFORNIA RES CORP Energy 76,082.0 $4.0M 0.08% NEW $52.87 -2.3%
356 IMCR IMMUNOCORE HLDGS PLC Healthcare 126,652.0 $4.0M 0.08% +92K +262.6% $31.75 +17.8%
357 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 15,109.0 $4.0M 0.08% NEW $263.26 +36.9%
358 FPS FORGENT POWER SOLUTIONS INC Industrials 71,173.0 $4.0M 0.08% NEW $55.86 -42.4%
359 INVH INVITATION HOMES INC Real Estate 130,304.0 $3.9M 0.08% NEW $30.21 -0.0%
360 WRB BERKLEY W R CORP Financial Services 55,737.0 $3.9M 0.08% +23K +68.9% $70.53 -2.9%
Page 18 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%