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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 32 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 ACADIAN ASSET MANAGEMENT INC 32,525.0 $2.3M 0.05% +10K +41.8% $71.52
622 CASY CASEYS GEN STORES INC Consumer Cyclical 2,913.0 $2.3M 0.05% NEW $794.79 -1.6%
623 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 134,542.0 $2.3M 0.05% -303K -69.2% $17.20 -0.5%
624 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 88,471.0 $2.3M 0.05% +4K +5.0% $26.08 +31.5%
625 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 37,987.0 $2.3M 0.05% NEW $60.67 +21.9%
626 SXC SUNCOKE ENERGY INC Energy 285,290.0 $2.3M 0.04% +179K +169.4% $8.05 +23.8%
627 ETSY INC 30,437.0 $2.3M 0.04% NEW $75.33
628 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 74,576.0 $2.3M 0.04% +67K +915.9% $30.61 -7.7%
629 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 75,609.0 $2.3M 0.04% NEW $30.18 -1.8%
630 TAL TAL ED GROUP Consumer Defensive 237,951.0 $2.3M 0.04% NEW $9.57 +22.1%
631 VSH VISHAY INTERTECHNOLOGY INC Technology 42,323.0 $2.3M 0.04% NEW $53.78 -41.3%
632 AVA AVISTA CORP Utilities 55,491.0 $2.3M 0.04% -7K -10.9% $40.91 -7.7%
633 VISN VISTANCE NETWORKS INC Technology 176,601.0 $2.3M 0.04% NEW $12.78 -10.1%
634 IRMD IRADIMED CORP Healthcare 23,617.0 $2.3M 0.04% +20K +580.6% $95.56 -8.8%
635 HTH HILLTOP HLDGS INC Financial Services 57,919.0 $2.2M 0.04% +17K +40.7% $38.78 -0.8%
636 XYL XYLEM INC Industrials 18,953.0 $2.2M 0.04% -1K -5.1% $118.21 -4.8%
637 DXPE DXP ENTERPRISES INC Industrials 13,227.0 $2.2M 0.04% NEW $168.74 +14.1%
638 AMN AMN HEALTHCARE SVCS INC Healthcare 68,845.0 $2.2M 0.04% NEW $32.37 +7.3%
639 BTDR BITDEER TECHNOLOGIES GROUP Technology 140,094.0 $2.2M 0.04% NEW $15.87 -27.0%
640 NWS NEWS CORP NEW 79,083.0 $2.2M 0.04% NEW $28.06
Page 32 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%