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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 43 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 159,348.0 $1.5M 0.03% -59K -26.9% $9.68 -11.4%
842 PBI PITNEY BOWES INC Industrials 87,995.0 $1.5M 0.03% +39K +79.0% $17.52 -1.6%
843 PATHWARD FINANCIAL INC 17,683.0 $1.5M 0.03% +12K +205.3% $87.06
844 GTY GETTY RLTY CORP NEW Real Estate 45,931.0 $1.5M 0.03% NEW $33.36 -0.8%
845 L LOEWS CORP Financial Services 13,515.0 $1.5M 0.03% +7K +100.9% $113.21 -2.9%
846 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 194,473.0 $1.5M 0.03% +49K +33.4% $7.86 +10.1%
847 GRND GRINDR INC Technology 106,369.0 $1.5M 0.03% NEW $14.37 +9.5%
848 CVCO CAVCO INDS INC DEL Consumer Cyclical 2,484.0 $1.5M 0.03% -7K -72.8% $614.38 -7.6%
849 QDEL QUIDELORTHO CORP Healthcare 87,117.0 $1.5M 0.03% +39K +81.2% $17.52 -15.8%
850 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 88,143.0 $1.5M 0.03% +77K +707.5% $17.31 +1.8%
851 ISSC INNOVATIVE SOLUTIONS & SUPPO Industrials 84,752.0 $1.5M 0.03% -9K -9.3% $18.00 +37.7%
852 FVD FIRST TR EXCHANGE-TRADED FD 31,660.0 $1.5M 0.03% +21K +188.8% $48.18 +4.8%
853 AVT AVNET INC Technology 17,160.0 $1.5M 0.03% +6K +49.8% $88.82 +1.7%
854 CMP COMPASS MINERALS INTL INC Basic Materials 48,523.0 $1.5M 0.03% NEW $31.13 -19.9%
855 HR HEALTHCARE RLTY TR Real Estate 74,762.0 $1.5M 0.03% NEW $20.17 -5.3%
856 SDY SPDR SERIES TRUST 9,888.0 $1.5M 0.03% -389.0 -3.8% $152.18 +3.4%
857 CHCO CITY HLDG CO Financial Services 11,305.0 $1.5M 0.03% NEW $132.64 +8.1%
858 ASC ARDMORE SHIPPING CORP Industrials 106,720.0 $1.5M 0.03% -58K -35.1% $14.01 +22.7%
859 QFIN QFIN HOLDINGS INC Financial Services 94,534.0 $1.5M 0.03% -248K -72.4% $15.81 -43.6%
860 BTI BRITISH AMERN TOB PLC Consumer Defensive 24,172.0 $1.5M 0.03% +13K +112.0% $61.76 -9.2%
Page 43 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%