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Portfolio (Quarterly) Guide ↗

Y-Intercept (Hong Kong) Ltd

· CIK 0001772875
13F Portfolio $5.3B AUM 1,496 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 669 New 455 Added 356 Reduced 655 Exited
Page 13 of 34  ·  669 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NXPI NXP SEMICONDUCTORS N V Technology 13,341.0 $2.6M 0.05% NEW $196.86 +48.1%
242 GOLD GOLD COM INC Financial Services 65,323.0 $2.6M 0.05% NEW $40.08 -3.4%
243 NRIM NORTHRIM BANCORP INC Financial Services 114,043.0 $2.6M 0.05% NEW $22.88 +2.4%
244 ZION ZIONS BANCORPORATION NATL AS Financial Services 44,368.0 $2.6M 0.05% NEW $57.62 +3.5%
245 RVLV REVOLVE GROUP INC Consumer Cyclical 113,027.0 $2.6M 0.05% NEW $22.61 -17.7%
246 HP HELMERICH & PAYNE INC Energy 70,259.0 $2.5M 0.05% NEW $36.03 +9.6%
247 AVAV AEROVIRONMENT INC Industrials 13,696.0 $2.5M 0.05% NEW $183.05 -13.7%
248 MGK VANGUARD WORLD FD 6,794.0 $2.5M 0.05% NEW $367.44 -76.0%
249 ICFI ICF INTL INC Industrials 38,159.0 $2.5M 0.05% NEW $65.29 -6.4%
250 VUG VANGUARD INDEX FDS 5,702.0 $2.5M 0.05% NEW $436.79 -80.1%
251 OPLN OPENLANE INC Consumer Cyclical 84,979.0 $2.5M 0.05% NEW $29.15 +19.7%
252 HST HOST HOTELS & RESORTS INC Real Estate 128,421.0 $2.5M 0.05% NEW $19.16 +11.6%
253 VTV VANGUARD INDEX FDS 12,525.0 $2.5M 0.05% NEW $196.20 +5.7%
254 GTLB GITLAB INC Technology 113,551.0 $2.5M 0.05% NEW $21.64 +9.3%
255 HUN HUNTSMAN CORP Basic Materials 184,136.0 $2.5M 0.05% NEW $13.31 +2.9%
256 LEA LEAR CORP Consumer Cyclical 20,233.0 $2.4M 0.05% NEW $121.08 +9.6%
257 VSNT VERSANT MEDIA GROUP INC Industrials 65,974.0 $2.4M 0.05% NEW $37.02 +16.1%
258 FIX COMFORT SYS USA INC Industrials 1,768.0 $2.4M 0.05% NEW $1378.99 +44.5%
259 DKNG DRAFTKINGS INC NEW Consumer Cyclical 111,759.0 $2.4M 0.05% NEW $21.62 +15.6%
260 HNGE HINGE HEALTH INC Healthcare 61,850.0 $2.4M 0.04% NEW $38.56 +41.3%
Page 13 of 34  ·  669 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 20.6%
Financial Services 15.4%
Industrials 14.0%
Healthcare 12.2%
Consumer Cyclical 11.5%
Basic Materials 7.3%
Consumer Defensive 5.1%
Communication Services 4.3%
Real Estate 3.7%
Energy 3.7%