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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 26 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 SCHL SCHOLASTIC CORP Communication Services 62,443.0 $2.9M 0.06% NEW $46.00 -13.2%
502 HST HOST HOTELS & RESORTS INC Real Estate 120,903.0 $2.9M 0.06% -8K -5.8% $23.71 -5.4%
503 ANIP ANI PHARMACEUTICALS INC Healthcare 34,505.0 $2.9M 0.06% +25K +266.2% $82.78 -9.9%
504 CECO CECO ENVIRONMENTAL CORP Industrials 31,243.0 $2.8M 0.06% NEW $90.74 -22.5%
505 VKTX VIKING THERAPEUTICS INC Healthcare 72,440.0 $2.8M 0.06% NEW $39.01 -11.9%
506 TROX TRONOX HOLDINGS PLC Basic Materials 447,637.0 $2.8M 0.06% +429K +2325.8% $6.30 -13.2%
507 UNFI UNITED NAT FOODS INC Consumer Defensive 61,601.0 $2.8M 0.06% NEW $45.67 +5.1%
508 COLD AMERICOLD REALTY TRUST INC Real Estate 178,865.0 $2.8M 0.06% NEW $15.72 -2.9%
509 MUSA MURPHY USA INC Consumer Cyclical 5,213.0 $2.8M 0.06% NEW $538.87 -1.3%
510 ACVA ACV AUCTIONS INC Consumer Cyclical 390,392.0 $2.8M 0.06% +366K +1493.3% $7.19 +1.8%
511 LIBERTY MEDIA CORP DEL 29,497.0 $2.8M 0.06% NEW $95.14
512 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 36,693.0 $2.8M 0.06% NEW $76.43 -3.7%
513 CENCORA INC 9,903.0 $2.8M 0.06% -31K -76.0% $282.98
514 ARES ARES MANAGEMENT CORPORATION Financial Services 25,117.0 $2.8M 0.06% NEW $111.31 +27.6%
515 KMT KENNAMETAL INC Industrials 79,612.0 $2.8M 0.06% +37K +87.7% $35.05 -14.4%
516 ANDE ANDERSONS INC Consumer Defensive 40,733.0 $2.8M 0.06% NEW $68.40 -4.6%
517 KLAC KLA CORP Technology 9,200.0 $2.8M 0.06% +6K +160.2% $301.71 -39.1%
518 OPCH OPTION CARE HEALTH INC Healthcare 132,312.0 $2.8M 0.06% +107K +420.9% $20.97 +14.6%
519 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 92,183.0 $2.8M 0.05% +77K +526.6% $29.85 +2.9%
520 JKHY HENRY JACK & ASSOC INC Technology 19,928.0 $2.7M 0.05% -3K -11.8% $137.74 +25.2%
Page 26 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%