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Portfolio (Quarterly) Guide ↗

Y-Intercept (Hong Kong) Ltd

· CIK 0001772875
13F Portfolio $4.5B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1482 New
Page 32 of 75  ·  1,482 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 WMG WARNER MUSIC GROUP CORP Communication Services 65,400.0 $2.0M 0.04% NEW $30.67 +11.8%
622 NVR NVR INC Consumer Cyclical 275.0 $2.0M 0.04% NEW $7292.77 -20.8%
623 GNTX GENTEX CORP Consumer Cyclical 86,088.0 $2.0M 0.04% NEW $23.27 -2.6%
624 XPO XPO INC Industrials 14,734.0 $2.0M 0.04% NEW $135.91 +48.8%
625 MMS MAXIMUS INC Industrials 23,120.0 $2.0M 0.04% NEW $86.32 -30.6%
626 NVCR NOVOCURE LTD Healthcare 153,518.0 $2.0M 0.04% NEW $12.93 +31.6%
627 OZK BANK OZK LITTLE ROCK ARK Financial Services 43,122.0 $2.0M 0.04% NEW $46.02 +2.2%
628 HILLENBRAND INC 62,547.0 $2.0M 0.04% NEW $31.72
629 TNET TRINET GROUP INC Industrials 33,539.0 $2.0M 0.04% NEW $59.13 -27.9%
630 IIPR INNOVATIVE INDL PPTYS INC Real Estate 41,873.0 $2.0M 0.04% NEW $47.36 +15.0%
631 AXS AXIS CAP HLDGS LTD Financial Services 18,480.0 $2.0M 0.04% NEW $107.09 -6.1%
632 TKO TKO GROUP HOLDINGS INC Communication Services 9,444.0 $2.0M 0.04% NEW $209.00 -7.6%
633 ALLIED GOLD CORP 86,215.0 $2.0M 0.04% NEW $22.88
634 LANDBRIDGE COMPANY LLC 40,229.0 $2.0M 0.04% NEW $48.99
635 IBM INTERNATIONAL BUSINESS MACHS Technology 6,641.0 $2.0M 0.04% NEW $296.21 -24.9%
636 CRTO CRITEO S A Communication Services 94,819.0 $2.0M 0.04% NEW $20.61 -16.8%
637 GDOT GREEN DOT CORP Financial Services 152,360.0 $2.0M 0.04% NEW $12.81 -1.3%
638 IFS INTERCORP FINL SVCS INC Financial Services 46,038.0 $2.0M 0.04% NEW $42.36 +10.1%
639 STEP STEPSTONE GROUP INC Financial Services 30,387.0 $1.9M 0.04% NEW $64.17 -18.2%
640 NATWEST GROUP PLC 111,369.0 $1.9M 0.04% NEW $17.50
Page 32 of 75  ·  1,482 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 16.1%
Industrials 12.6%
Consumer Cyclical 11.2%
Healthcare 10.9%
Energy 6.5%
Basic Materials 4.9%
Consumer Defensive 4.0%
Communication Services 3.9%
Real Estate 3.4%