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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 33 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 OPLN OPENLANE INC Consumer Cyclical 53,732.0 $2.2M 0.04% -31K -36.8% $41.24 -13.8%
642 AVNS AVANOS MED INC Healthcare 88,958.0 $2.2M 0.04% NEW $24.88 +0.4%
643 LKFN LAKELAND FINL CORP Financial Services 35,842.0 $2.2M 0.04% NEW $61.72 -4.3%
644 UPWK UPWORK INC Industrials 263,874.0 $2.2M 0.04% +193K +274.6% $8.36 +6.7%
645 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 75,144.0 $2.2M 0.04% NEW $29.29 +24.1%
646 RKT ROCKET COS INC Financial Services 139,407.0 $2.2M 0.04% NEW $15.75 -9.6%
647 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 45,968.0 $2.2M 0.04% NEW $47.74 -10.0%
648 VIR VIR BIOTECHNOLOGY INC Healthcare 214,529.0 $2.2M 0.04% +80K +59.5% $10.19 +10.4%
649 MSI MOTOROLA SOLUTIONS INC Technology 5,256.0 $2.2M 0.04% -7K -56.9% $415.29 +17.7%
650 ZYMEWORKS INC 83,455.0 $2.2M 0.04% NEW $26.14
651 LIN LINDE PLC Basic Materials 4,201.0 $2.2M 0.04% NEW $518.94 -6.8%
652 RGNX REGENXBIO INC Healthcare 181,471.0 $2.2M 0.04% -94K -34.0% $11.98 -23.3%
653 IESC IES HOLDINGS INC Industrials 2,953.0 $2.2M 0.04% NEW $734.66 -54.4%
654 AVB AVALONBAY CMNTYS INC Real Estate 11,476.0 $2.2M 0.04% +6K +107.2% $188.69 -2.5%
655 KYTX KYVERNA THERAPEUTICS INC Healthcare 242,387.0 $2.2M 0.04% +128K +111.1% $8.91 -2.3%
656 DD DUPONT DE NEMOURS INC Basic Materials 15,831.0 $2.1M 0.04% -65K -80.5% $135.64 +2.3%
657 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 40,562.0 $2.1M 0.04% -51K -55.5% $52.85 -0.9%
658 KMX CARMAX INC Consumer Cyclical 40,501.0 $2.1M 0.04% -21K -34.2% $52.89 +19.3%
659 CCOI COGENT COMM HOLDINGS INC Communication Services 154,019.0 $2.1M 0.04% NEW $13.88 -29.6%
660 MGRC MCGRATH RENTCORP Industrials 17,661.0 $2.1M 0.04% +3K +22.6% $121.03 -6.3%
Page 33 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%