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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 37 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 WMG WARNER MUSIC GROUP CORP Communication Services 72,425.0 $2.0M 0.04% NEW $27.07 +4.1%
722 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 15,288.0 $2.0M 0.04% -12K -43.3% $127.90 -5.9%
723 MCB METROPOLITAN BK HLDG CORP Financial Services 19,782.0 $2.0M 0.04% NEW $98.76 -7.2%
724 FORM FORMFACTOR INC Technology 12,202.0 $2.0M 0.04% NEW $159.93 -31.1%
725 SWBI SMITH & WESSON BRANDS INC Industrials 129,418.0 $1.9M 0.04% NEW $15.04 -13.1%
726 LII LENNOX INTL INC Industrials 3,386.0 $1.9M 0.04% +2K +195.5% $572.95 -31.7%
727 CODI COMPASS DIVERSIFIED Industrials 181,898.0 $1.9M 0.04% -182K -50.0% $10.66 +5.5%
728 HRB BLOCK H & R INC Consumer Cyclical 50,890.0 $1.9M 0.04% +3K +6.1% $38.08 +37.9%
729 JJSF J & J SNACK FOODS CORP Consumer Defensive 26,320.0 $1.9M 0.04% NEW $73.45 +19.5%
730 SMITHFIELD FOODS INC 79,283.0 $1.9M 0.04% +63K +378.1% $24.26
731 ALH ALLIANCE LAUNDRY HLDGS INC Consumer Cyclical 72,457.0 $1.9M 0.04% NEW $26.52 -12.4%
732 SPT SPROUT SOCIAL INC Technology 253,759.0 $1.9M 0.04% -373K -59.5% $7.55 +46.2%
733 ALHC ALIGNMENT HEALTHCARE INC Healthcare 80,351.0 $1.9M 0.04% NEW $23.81 -43.0%
734 AMGN AMGEN INC Healthcare 5,281.0 $1.9M 0.04% -27K -83.7% $362.12 +20.7%
735 CBL CBL & ASSOC PPTYS INC Real Estate 35,979.0 $1.9M 0.04% +23K +178.4% $53.09 +3.5%
736 TME TENCENT MUSIC ENTMT GROUP Communication Services 227,294.0 $1.9M 0.04% -536K -70.2% $8.35 +3.7%
737 GDOT GREEN DOT CORP Financial Services 140,004.0 $1.9M 0.04% +9K +7.2% $13.51 -1.0%
738 WGS GENEDX HOLDINGS CORP Healthcare 27,521.0 $1.9M 0.04% NEW $68.65 +30.0%
739 IOT SAMSARA INC Technology 58,229.0 $1.9M 0.04% NEW $32.43 +29.1%
740 V VISA INC Financial Services 5,484.0 $1.9M 0.04% -69K -92.6% $343.09 +10.7%
Page 37 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%