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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 62 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 PLAY DAVE & BUSTERS ENTMT INC Communication Services 57,704.0 $658K 0.01% -10K -15.0% $11.40 -19.5%
1222 BFC BANK FIRST CORP Financial Services 4,430.0 $657K 0.01% NEW $148.35 +2.4%
1223 BW LPG LTD 37,684.0 $657K 0.01% +21K +126.0% $17.43
1224 CRVS CORVUS PHARMACEUTICALS INC Healthcare 43,769.0 $654K 0.01% NEW $14.94 -1.5%
1225 PDS PRECISION DRILLING CORP Energy 8,505.0 $652K 0.01% -3K -25.4% $76.66 +17.8%
1226 PICS NV 61,179.0 $650K 0.01% NEW $10.63
1227 VO VANGUARD INDEX FDS 8,036.0 $647K 0.01% +7K +442.2% $80.57 +3.1%
1228 SNAP SNAP INC Communication Services 145,691.0 $647K 0.01% NEW $4.44 +20.0%
1229 IDT IDT CORP Communication Services 11,116.0 $647K 0.01% +783.0 +7.6% $58.16 +18.4%
1230 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 14,775.0 $646K 0.01% -27K -64.9% $43.75 -4.7%
1231 JHG JANUS HENDERSON GROUP PLC Financial Services 12,434.0 $646K 0.01% -54K -81.3% $51.95 +0.0%
1232 NFBK NORTHFIELD BANCORP INC DEL Financial Services 43,835.0 $646K 0.01% NEW $14.73 +3.9%
1233 NHI NATIONAL HEALTH INVS INC Real Estate 8,457.0 $645K 0.01% +947.0 +12.6% $76.26 -4.9%
1234 FLS FLOWSERVE CORP Industrials 8,655.0 $642K 0.01% -25K -74.6% $74.16 +10.6%
1235 DHT DHT HOLDINGS INC Energy 38,428.0 $635K 0.01% -20K -34.3% $16.53 +17.1%
1236 CQQQ INVESCO EXCH TRADED FD TR II 11,110.0 $634K 0.01% NEW $57.03 -14.0%
1237 BETA BETA TECHNOLOGIES INC Industrials 37,680.0 $631K 0.01% NEW $16.75 +31.0%
1238 FTEC FIDELITY COVINGTON TRUST 2,210.0 $631K 0.01% NEW $285.58 +1.9%
1239 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 10,976.0 $628K 0.01% -67K -86.0% $57.22 +14.1%
1240 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 14,593.0 $624K 0.01% -12K -44.2% $42.77 -49.5%
Page 62 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%