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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 58 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 PELAGOS INS CAP LTD 32,320.0 $787K 0.02% NEW $24.35
1142 BV BRIGHTVIEW HLDGS INC Industrials 55,493.0 $786K 0.02% NEW $14.17 -21.8%
1143 AIQ GLOBAL X FDS 11,959.0 $785K 0.02% NEW $65.61 -1.6%
1144 THOMSON REUTERS CORP 9,589.0 $783K 0.01% -49K -83.7% $81.67
1145 AIRR FIRST TR EXCHANGE TRADED FD 5,868.0 $782K 0.01% -270.0 -4.4% $133.25 -15.4%
1146 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 98,930.0 $782K 0.01% NEW $7.90 -6.1%
1147 VGT VANGUARD WORLD FD 6,524.0 $780K 0.01% +6K +552.4% $119.52 +2.0%
1148 FIVN FIVE9 INC Technology 36,443.0 $777K 0.01% +22K +150.1% $21.32 +62.1%
1149 NGVT INGEVITY CORP Basic Materials 10,354.0 $773K 0.01% NEW $74.67 -6.6%
1150 SENEA SENECA FOODS CORP NEW Consumer Defensive 4,443.0 $773K 0.01% -5K -50.5% $173.94 +10.5%
1151 CAL CALERES INC Consumer Cyclical 62,419.0 $772K 0.01% NEW $12.37 +1.4%
1152 DCH DAUCH CORP Industrials 142,349.0 $772K 0.01% -352K -71.2% $5.42 +16.6%
1153 MELI MERCADOLIBRE INC Consumer Cyclical 453.0 $769K 0.01% -8K -94.5% $1697.39 +13.7%
1154 LECO LINCOLN ELEC HLDGS INC Industrials 2,892.0 $768K 0.01% -18K -86.1% $265.51 +9.1%
1155 PTC PTC INC Technology 6,756.0 $768K 0.01% -25K -78.8% $113.61 +39.9%
1156 XLRE SELECT SECTOR SPDR TR 17,407.0 $766K 0.01% NEW $44.03 +1.4%
1157 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 7,055.0 $764K 0.01% NEW $108.35 -0.3%
1158 CSTL CASTLE BIOSCIENCES INC Healthcare 31,916.0 $761K 0.01% +8K +35.8% $23.85 +43.6%
1159 SHLD GLOBAL X FDS 12,709.0 $759K 0.01% NEW $59.71 +12.0%
1160 RLJ RLJ LODGING TR Real Estate 63,726.0 $755K 0.01% NEW $11.85 -4.0%
Page 58 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%