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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 14 of 34  ·  669 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CHD CHURCH & DWIGHT CO INC Consumer Defensive 25,524.0 $2.4M 0.04% NEW $93.32 +2.5%
262 BERKSHIRE HATHAWAY INC DEL 4,965.0 $2.4M 0.04% NEW $479.20
263 IMAX IMAX CORP Communication Services 62,363.0 $2.4M 0.04% NEW $38.01 -11.3%
264 SSNC SS&C TECH HLDGS Technology 34,868.0 $2.4M 0.04% NEW $67.57 -0.9%
265 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 32,123.0 $2.3M 0.04% NEW $72.69 +9.2%
266 PINS PINTEREST INC Communication Services 127,282.0 $2.3M 0.04% NEW $18.34 +7.4%
267 NOV NOV INC Energy 123,899.0 $2.3M 0.04% NEW $18.81 +12.4%
268 RGNX REGENXBIO INC Healthcare 275,021.0 $2.3M 0.04% NEW $8.38 -32.1%
269 HCI HCI GROUP INC Financial Services 14,887.0 $2.3M 0.04% NEW $154.61 +2.1%
270 TRMB TRIMBLE INC Technology 35,266.0 $2.3M 0.04% NEW $65.23 -15.9%
271 EVEREST GROUP LTD 7,015.0 $2.3M 0.04% NEW $326.85
272 NWBI NORTHWEST BANCSHARES INC Financial Services 179,936.0 $2.3M 0.04% NEW $12.69 +6.9%
273 SMMT SUMMIT THERAPEUTICS INC Healthcare 119,655.0 $2.3M 0.04% NEW $18.96 -16.5%
274 FERG FERGUSON ENTERPRISES INC Industrials 9,651.0 $2.3M 0.04% NEW $233.26 -7.9%
275 WMK WEIS MKTS INC Consumer Defensive 32,824.0 $2.2M 0.04% NEW $68.39 +4.0%
276 R RYDER SYS INC Industrials 10,931.0 $2.2M 0.04% NEW $204.71 +12.1%
277 MKSI MKS INC. Technology 9,732.0 $2.2M 0.04% NEW $229.81 +27.2%
278 WMB WILLIAMS COS INC Energy 30,588.0 $2.2M 0.04% NEW $72.78 +6.1%
279 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 84,250.0 $2.2M 0.04% NEW $26.25 -8.7%
280 CSL CARLISLE COS INC Industrials 6,542.0 $2.2M 0.04% NEW $333.62 -2.3%
Page 14 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%