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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 27 of 34  ·  669 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 AZZ AZZ INC Industrials 4,510.0 $564K 0.01% NEW $125.13 +11.7%
522 MLAB MESA LABS INC Technology 6,315.0 $558K 0.01% NEW $88.42 +9.1%
523 IWP ISHARES TR 4,346.0 $557K 0.01% NEW $128.12 +6.2%
524 BJRI BJS RESTAURANTS INC Consumer Cyclical 15,735.0 $552K 0.01% NEW $35.10 +21.5%
525 VHT VANGUARD WORLD FD 1,991.0 $542K 0.01% NEW $272.33 -0.3%
526 ANRO ALTO NEUROSCIENCE INC Healthcare 23,945.0 $538K 0.01% NEW $22.48 -3.0%
527 QCRH QCR HLDGS INC Financial Services 6,238.0 $533K 0.01% NEW $85.45 +2.5%
528 LII LENNOX INTL INC Industrials 1,146.0 $532K 0.01% NEW $464.13 +7.7%
529 HCC WARRIOR MET COAL INC Energy 5,668.0 $528K 0.01% NEW $93.15 -8.6%
530 REPL REPLIMUNE GROUP INC Healthcare 68,978.0 $528K 0.01% NEW $7.65 -31.8%
531 PLPC PREFORMED LINE PRODS CO Industrials 1,948.0 $527K 0.01% NEW $270.75 +28.3%
532 STLD STEEL DYNAMICS INC Basic Materials 2,886.0 $519K 0.01% NEW $180.00 +27.4%
533 FET FORUM ENERGY TECHNOLOGIES IN Energy 8,740.0 $513K 0.01% NEW $58.66 -3.9%
534 EWP ISHARES INC 9,405.0 $511K 0.01% NEW $54.31 +4.0%
535 DAC DANAOS CORPORATION Industrials 4,344.0 $489K 0.01% NEW $112.64 +15.6%
536 FRT FEDERAL RLTY INVT TR NEW Real Estate 4,603.0 $489K 0.01% NEW $106.21 +6.5%
537 VNT VONTIER CORPORATION Technology 13,716.0 $487K 0.01% NEW $35.47 -21.0%
538 ARMK ARAMARK Industrials 11,592.0 $470K 0.01% NEW $40.54 +30.6%
539 MSC INCOME FUND INC 38,516.0 $469K 0.01% NEW $12.18
540 SNX TD SYNNEX CORPORATION Technology 2,776.0 $468K 0.01% NEW $168.71 +36.5%
Page 27 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%