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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 80 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 NRDS NERDWALLET INC Financial Services 19,788.0 $183K 0.00% NEW $9.25 +9.4%
1582 XNCR XENCOR INC Healthcare 11,023.0 $177K 0.00% NEW $16.10 +82.0%
1583 NUS NU SKIN ENTERPRISES INC Consumer Defensive 32,721.0 $173K 0.00% -122K -78.9% $5.28 -8.1%
1584 MATIV HOLDINGS INC 22,085.0 $167K 0.00% +4K +25.4% $7.57
1585 SLI STANDARD LITHIUM CORP Basic Materials 58,419.0 $161K 0.00% +20K +52.8% $2.75 -6.5%
1586 SWIM LATHAM GROUP INC Industrials 24,705.0 $160K 0.00% -16K -38.9% $6.47 +10.4%
1587 GRAN TIERRA ENERGY INC 24,326.0 $152K 0.00% NEW $6.25
1588 ALLT ALLOT LTD Technology 17,112.0 $151K 0.00% NEW $8.85 -14.0%
1589 VTEX VTEX Technology 36,982.0 $148K 0.00% NEW $4.00 -9.5%
1590 LE LANDS END INC NEW Consumer Cyclical 14,103.0 $148K 0.00% NEW $10.48 +14.2%
1591 ASTL ALGOMA STL GROUP INC Basic Materials 35,549.0 $144K 0.00% NEW $4.05 -1.5%
1592 OPTX SYNTEC OPTICS HLDGS INC Technology 11,115.0 $138K 0.00% NEW $12.45 -37.0%
1593 OCUL OCULAR THERAPEUTIX INC Healthcare 14,007.0 $138K 0.00% -41K -74.4% $9.82 +10.8%
1594 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 26,219.0 $137K 0.00% NEW $5.21 -37.8%
1595 CAMP CAMP4 THERAPEUTICS CORP Healthcare 30,942.0 $135K 0.00% NEW $4.37 +1.8%
1596 NVDY TIDAL TRUST II 10,817.0 $135K 0.00% NEW $12.44 -0.4%
1597 REFI CHICAGO ATLANTIC REAL ESTATE Real Estate 12,279.0 $132K 0.00% NEW $10.72 +0.7%
1598 ARVN ARVINAS INC Healthcare 15,714.0 $131K 0.00% -157K -90.9% $8.31 +15.5%
1599 PATH UIPATH INC Technology 11,987.0 $130K 0.00% NEW $10.87 +53.3%
1600 FATE FATE THERAPEUTICS INC Healthcare 44,773.0 $121K 0.00% NEW $2.70 -5.6%
Page 80 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%