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Y-Intercept (Hong Kong) Ltd

· CIK 0001772875
13F Portfolio $5.3B AUM 1,496 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 669 New 455 Added 356 Reduced 655 Exited
Page 2 of 75  ·  1,496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ADBE ADOBE INC Technology 83,284.0 $20.2M 0.38% +59K +247.9% $243.08 +1.9%
22 CSCO CISCO SYS INC Technology 255,435.0 $19.8M 0.38% +179K +232.5% $77.59 +48.9%
23 AZO AUTOZONE INC Consumer Cyclical 5,769.0 $19.5M 0.37% -2K -22.0% $3377.78 -1.7%
24 SPGI S&P GLOBAL INC Financial Services 45,465.0 $19.3M 0.37% NEW $425.34 -5.0%
25 ZS ZSCALER INC Technology 136,619.0 $19.2M 0.36% +90K +190.9% $140.29 +9.6%
26 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,523.0 $19.0M 0.36% NEW $4210.32 -96.3%
27 ULTA ULTA BEAUTY INC Consumer Cyclical 36,176.0 $18.9M 0.36% NEW $522.71 -4.7%
28 SCCO SOUTHERN COPPER CORP Basic Materials 108,452.0 $18.7M 0.35% NEW $172.06 +9.6%
29 HD HOME DEPOT INC Consumer Cyclical 53,815.0 $17.7M 0.34% +39K +273.3% $328.89 -7.5%
30 WDAY WORKDAY INC Technology 135,627.0 $17.6M 0.33% +131K +3001.5% $129.92 -8.6%
31 B BARRICK MNG CORP Basic Materials 431,177.0 $17.6M 0.33% NEW $40.79 -0.4%
32 WPM WHEATON PRECIOUS METALS CORP Basic Materials 134,234.0 $17.6M 0.33% NEW $131.01 +6.3%
33 PAAS PAN AMERN SILVER CORP Basic Materials 316,535.0 $17.3M 0.33% NEW $54.63 +11.8%
34 APP APPLOVIN CORP Technology 43,406.0 $17.3M 0.33% +41K +1763.7% $398.00 +25.9%
35 AMD ADVANCED MICRO DEVICES INC Technology 84,712.0 $17.2M 0.33% +69K +425.8% $203.43 +108.5%
36 APH AMPHENOL CORP Technology 132,771.0 $16.8M 0.32% +113K +587.1% $126.35 -1.1%
37 TEAM ATLASSIAN CORPORATION Technology 242,318.0 $16.5M 0.31% +196K +424.1% $68.25 +18.5%
38 MDB MONGODB INC Technology 67,333.0 $16.5M 0.31% +62K +1134.1% $244.77 +23.8%
39 INDA ISHARES TR 349,433.0 $16.4M 0.31% +269K +333.5% $46.84 +2.5%
40 ORCL ORACLE CORP Technology 109,083.0 $16.0M 0.30% NEW $147.11 +33.0%
Page 2 of 75  ·  1,496 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 20.6%
Financial Services 15.4%
Industrials 14.0%
Healthcare 12.2%
Consumer Cyclical 11.5%
Basic Materials 7.3%
Consumer Defensive 5.1%
Communication Services 4.3%
Real Estate 3.7%
Energy 3.7%