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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 44 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 FBK FB FINL CORP Financial Services 26,842.0 $1.5M 0.03% NEW $55.35 +4.2%
862 EEFT EURONET WORLDWIDE INC Technology 20,251.0 $1.5M 0.03% -7K -25.1% $73.19 -4.9%
863 ARDX ARDELYX INC Healthcare 290,254.0 $1.5M 0.03% -160K -35.6% $5.10 -26.0%
864 GPCR STRUCTURE THERAPEUTICS INC Healthcare 27,573.0 $1.5M 0.03% NEW $53.67 -11.1%
865 AN AUTONATION INC Consumer Cyclical 7,954.0 $1.5M 0.03% NEW $185.79 +8.7%
866 DOO BRP INC Consumer Cyclical 24,104.0 $1.5M 0.03% +8K +49.3% $61.02 +1.3%
867 CGEM CULLINAN THERAPEUTICS INC Healthcare 80,648.0 $1.5M 0.03% -15K -15.5% $18.21 +19.7%
868 SYY SYSCO CORP Consumer Defensive 17,563.0 $1.5M 0.03% -178K -91.0% $83.58 -2.2%
869 KD KYNDRYL HLDGS INC Technology 129,335.0 $1.5M 0.03% +65K +102.1% $11.31 +18.6%
870 TXT TEXTRON INC Industrials 15,908.0 $1.5M 0.03% -51K -76.3% $91.73 -9.8%
871 BL BLACKLINE INC Technology 51,928.0 $1.5M 0.03% NEW $28.07 +18.3%
872 BLUE OWL CAPITAL CORPORATION 133,766.0 $1.5M 0.03% +45K +51.0% $10.87
873 PD PAGERDUTY INC Technology 150,578.0 $1.5M 0.03% -56K -27.1% $9.65 +42.3%
874 CAG CONAGRA BRANDS INC Consumer Defensive 107,531.0 $1.4M 0.03% +3K +3.1% $13.46 +19.2%
875 HRL HORMEL FOODS CORP Consumer Defensive 58,008.0 $1.4M 0.03% NEW $24.82 -13.9%
876 KRG KITE REALTY GROUP TRUST Real Estate 50,586.0 $1.4M 0.03% NEW $28.38 -7.6%
877 IYH ISHARES TR 21,401.0 $1.4M 0.03% NEW $67.01 +7.9%
878 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 10,062.0 $1.4M 0.03% NEW $142.41 -10.0%
879 DXC DXC TECHNOLOGY CO Technology 161,283.0 $1.4M 0.03% +64K +65.8% $8.85 +26.1%
880 WS WORTHINGTON STL INC Basic Materials 42,463.0 $1.4M 0.03% +25K +148.6% $33.58 +1.5%
Page 44 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%