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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 21 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 EXEL EXELIXIS INC Healthcare 65,873.0 $3.6M 0.07% NEW $54.41 +3.1%
402 BLDR BUILDERS FIRSTSOURCE INC Industrials 39,914.0 $3.6M 0.07% NEW $89.48 -23.3%
403 LIBERTY CAP CORP 165,469.0 $3.6M 0.07% +145K +710.2% $21.56
404 LOPE GRAND CANYON ED INC Consumer Defensive 24,902.0 $3.6M 0.07% +15K +162.2% $143.11 +4.0%
405 GRDN GUARDIAN PHARMACY SVCS INC Healthcare 85,036.0 $3.6M 0.07% NEW $41.87 -10.5%
406 WVE WAVE LIFE SCIENCES LTD Healthcare 610,094.0 $3.5M 0.07% +453K +288.6% $5.81 -10.0%
407 ENPH ENPHASE ENERGY INC Energy 71,807.0 $3.5M 0.07% NEW $49.24 -22.0%
408 STEP STEPSTONE GROUP INC Financial Services 85,479.0 $3.5M 0.07% NEW $41.36 +20.4%
409 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 47,505.0 $3.5M 0.07% NEW $74.04 +5.7%
410 WPC WP CAREY INC Real Estate 49,131.0 $3.5M 0.07% +38K +327.3% $71.50 -0.5%
411 GVA GRANITE CONSTR INC Industrials 22,205.0 $3.5M 0.07% +13K +131.9% $158.08 -21.6%
412 CSL CARLISLE COS INC Industrials 9,661.0 $3.5M 0.07% +3K +47.7% $362.75 +0.8%
413 SR SPIRE INC Utilities 44,854.0 $3.5M 0.07% +33K +277.7% $78.09 +7.1%
414 TNET TRINET GROUP INC Industrials 70,738.0 $3.5M 0.07% +11K +18.6% $49.49 +42.3%
415 CALX CALIX INC Technology 93,685.0 $3.5M 0.07% +21K +29.6% $37.32 +2.8%
416 RIOT RIOT PLATFORMS INC Financial Services 127,610.0 $3.5M 0.07% NEW $27.38 -24.7%
417 VERX VERTEX INC Technology 303,502.0 $3.5M 0.07% +47K +18.4% $11.48 +18.1%
418 AIG AMERICAN INTL GROUP INC Financial Services 46,746.0 $3.5M 0.07% -17K -26.5% $74.53 +3.3%
419 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 303,706.0 $3.5M 0.07% +139K +84.3% $11.45 -1.9%
420 DYN DYNE THERAPEUTICS INC Healthcare 156,203.0 $3.5M 0.07% +91K +139.7% $22.21 +18.7%
Page 21 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%