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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 79 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 DGICA DONEGAL GROUP INC Financial Services 11,271.0 $213K 0.00% NEW $18.86 +1.4%
1562 HEFA ISHARES TR 4,528.0 $212K 0.00% NEW $46.92 +1.2%
1563 CORBUS PHARMACEUTICALS HLDGS 22,646.0 $212K 0.00% NEW $9.38
1564 IYZ ISHARES TR 5,002.0 $212K 0.00% -2K -30.1% $42.31 +2.0%
1565 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 7,050.0 $211K 0.00% -32K -82.1% $29.93 +12.3%
1566 TREX TREX INC Industrials 4,200.0 $210K 0.00% -33K -88.8% $50.04 -6.4%
1567 RITM RITHM CAPITAL CORP Real Estate 22,250.0 $209K 0.00% NEW $9.39 +8.3%
1568 JBND J P MORGAN EXCHANGE TRADED F 3,872.0 $207K 0.00% NEW $53.50 -1.0%
1569 SLP SIMULATIONS PLUS INC Healthcare 11,296.0 $207K 0.00% NEW $18.31 +0.4%
1570 CTS CTS CORP Technology 3,138.0 $205K 0.00% NEW $65.19 -13.0%
1571 KRT KARAT PACKAGING INC Consumer Cyclical 6,091.0 $204K 0.00% NEW $33.46 +47.8%
1572 NCDL NUVEEN CHURCHILL DIRECT LEND Financial Services 16,318.0 $203K 0.00% NEW $12.42 -0.5%
1573 HIPPO HLDGS INC 7,103.0 $201K 0.00% NEW $28.26
1574 EWL ISHARES INC 3,185.0 $200K 0.00% -22K -87.6% $62.85 +2.9%
1575 CRNC CERENCE INC Technology 17,156.0 $194K 0.00% -137K -88.9% $11.32 -29.2%
1576 LITHIUM ARGENTINA AG 23,348.0 $193K 0.00% NEW $8.27
1577 OPRT OPORTUN FINL CORP Financial Services 33,350.0 $190K 0.00% NEW $5.71 +31.5%
1578 DHC DIVERSIFIED HEALTHCARE TR Real Estate 20,208.0 $188K 0.00% NEW $9.30 -13.1%
1579 OBIO ORCHESTRA BIOMED HLDGS INC Healthcare 43,486.0 $188K 0.00% NEW $4.32 +24.2%
1580 DSGN DESIGN THERAPEUTICS INC Healthcare 12,910.0 $187K 0.00% NEW $14.47 +8.4%
Page 79 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%