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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 16 of 34  ·  669 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 FNDF SCHWAB STRATEGIC TR 39,728.0 $1.9M 0.04% NEW $48.93 +7.3%
302 SRPT SAREPTA THERAPEUTICS INC Healthcare 88,944.0 $1.9M 0.04% NEW $21.76 -22.7%
303 WERN WERNER ENTERPRISES INC Industrials 65,508.0 $1.9M 0.04% NEW $29.41 +26.4%
304 ISSC INNOVATIVE SOLUTIONS & SUPPO Industrials 93,404.0 $1.9M 0.04% NEW $20.53 -25.0%
305 UMBF UMB FINL CORP Financial Services 16,857.0 $1.9M 0.04% NEW $112.79 +11.3%
306 CCB COASTAL FINL CORP WA Financial Services 24,768.0 $1.9M 0.04% NEW $76.10 -9.2%
307 BLOCK INC 31,212.0 $1.9M 0.04% NEW $60.18
308 ZTS ZOETIS INC Healthcare 15,837.0 $1.9M 0.04% NEW $118.21 -34.0%
309 SILA SILA REALTY TRUST INC Real Estate 79,019.0 $1.9M 0.04% NEW $23.68 +29.1%
310 RCUS ARCUS BIOSCIENCES INC Healthcare 86,192.0 $1.9M 0.04% NEW $21.60 +6.0%
311 AJG GALLAGHER ARTHUR J & CO Financial Services 8,580.0 $1.9M 0.04% NEW $216.58 -4.9%
312 WAL WESTERN ALLIANCE BANCORP Financial Services 25,970.0 $1.8M 0.04% NEW $70.85 +5.6%
313 CDNS CADENCE DESIGN SYSTEM INC Technology 6,567.0 $1.8M 0.04% NEW $277.87 +23.5%
314 PECO PHILLIPS EDISON & CO INC Real Estate 48,641.0 $1.8M 0.04% NEW $37.42 +6.5%
315 CVNA CARVANA CO Consumer Cyclical 5,782.0 $1.8M 0.03% NEW $314.38 -79.4%
316 RB GLOBAL INC 18,957.0 $1.8M 0.03% NEW $95.85
317 ORKA ORUKA THERAPEUTICS INC Healthcare 36,912.0 $1.8M 0.03% NEW $49.05 +13.8%
318 NTLA INTELLIA THERAPEUTICS INC Healthcare 141,081.0 $1.8M 0.03% NEW $12.82 -6.0%
319 ASML ASML HLDG NV Technology 1,369.0 $1.8M 0.03% NEW $1320.83 +10.7%
320 REX REX AMERICAN RES CORP Basic Materials 39,493.0 $1.8M 0.03% NEW $45.57 +10.4%
Page 16 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%