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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 24 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CAH CARDINAL HEALTH INC Healthcare 13,190.0 $3.1M 0.06% +10K +274.5% $237.56 +0.4%
462 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 35,783.0 $3.1M 0.06% -8K -17.9% $87.10 -16.3%
463 EPAM EPAM SYS INC Technology 39,270.0 $3.1M 0.06% NEW $79.35 +37.8%
464 HAFC HANMI FINL CORP Financial Services 95,785.0 $3.1M 0.06% +37K +63.1% $32.40 -4.1%
465 NSP INSPERITY INC Industrials 74,900.0 $3.1M 0.06% NEW $41.31 +25.7%
466 EBAY EBAY INC. Consumer Cyclical 27,625.0 $3.1M 0.06% +24K +751.6% $111.75 -6.8%
467 MTCH MATCH GROUP INC NEW Communication Services 81,078.0 $3.1M 0.06% -24K -22.9% $38.05 +10.6%
468 ASAN ASANA INC Technology 439,440.0 $3.1M 0.06% -93K -17.5% $7.00 +34.9%
469 NATWEST GROUP PLC 173,146.0 $3.1M 0.06% NEW $17.63
470 SM SM ENERGY COMPANY Energy 116,096.0 $3.0M 0.06% +96K +469.5% $26.10 +35.5%
471 TXN TEXAS INSTRS INC Technology 10,164.0 $3.0M 0.06% -40K -79.6% $298.07 -12.2%
472 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 1,455.0 $3.0M 0.06% NEW $2080.79 +4.6%
473 JANX JANUX THERAPEUTICS INC Healthcare 196,487.0 $3.0M 0.06% +57K +40.4% $15.36 +23.0%
474 BHP BHP BILLITON LIMITED Basic Materials 36,092.0 $3.0M 0.06% +23K +176.7% $83.31 +15.6%
475 KMPR KEMPER CORP Financial Services 111,200.0 $3.0M 0.06% +58K +109.5% $26.96 +5.4%
476 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 318,256.0 $3.0M 0.06% NEW $9.39 +22.9%
477 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 5,560.0 $3.0M 0.06% NEW $536.95 +0.4%
478 GDXJ VANECK ETF TRUST 30,350.0 $3.0M 0.06% -22K -41.6% $98.25 +35.2%
479 MANH MANHATTAN ASSOCIATES INC Technology 21,387.0 $3.0M 0.06% -19K -46.6% $139.25 +55.0%
480 SBRA SABRA HEALTH CARE REIT INC Real Estate 152,638.0 $3.0M 0.06% NEW $19.51 +7.7%
Page 24 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%