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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 64 of 75  ·  1,482 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 IDT IDT CORP Communication Services 8,798.0 $451K 0.01% NEW $51.21 +1.5%
1262 MZTI MARZETTI COMPANY Consumer Defensive 2,729.0 $449K 0.01% NEW $164.42 -30.7%
1263 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 7,387.0 $448K 0.01% NEW $60.61 +0.8%
1264 MGV VANGUARD WORLD FD 3,152.0 $445K 0.01% NEW $141.16 +9.6%
1265 VOD VODAFONE GROUP PLC NEW Communication Services 33,500.0 $443K 0.01% NEW $13.21 +11.1%
1266 NGVT INGEVITY CORP Basic Materials 7,474.0 $442K 0.01% NEW $59.18 +14.2%
1267 STRA STRATEGIC ED INC Consumer Defensive 5,497.0 $441K 0.01% NEW $80.20 -1.8%
1268 PHR PHREESIA INC Healthcare 26,023.0 $440K 0.01% NEW $16.92 -48.2%
1269 KEX KIRBY CORP Industrials 3,995.0 $440K 0.01% NEW $110.18 +32.2%
1270 TROX TRONOX HOLDINGS PLC Basic Materials 105,479.0 $440K 0.01% NEW $4.17 +91.6%
1271 EFSC ENTERPRISE FINL SVCS CORP Financial Services 8,133.0 $439K 0.01% NEW $54.00 +8.0%
1272 CCOI COGENT COMMUNICATIONS HLDGS Communication Services 20,340.0 $439K 0.01% NEW $21.56 -20.1%
1273 WSM WILLIAMS SONOMA INC Consumer Cyclical 2,455.0 $438K 0.01% NEW $178.59 -5.6%
1274 CNR CORE NATURAL RESOURCES INC Energy 4,947.0 $438K 0.01% NEW $88.51 -5.2%
1275 MADISON SQUARE GARDEN ENTMT 8,030.0 $433K 0.01% NEW $53.89
1276 CM CANADIAN IMPERIAL BANK OF CO Financial Services 4,757.0 $431K 0.01% NEW $90.61 +23.7%
1277 WCC WESCO INTL INC Industrials 1,758.0 $430K 0.01% NEW $244.64 +46.6%
1278 DLN WISDOMTREE TR 4,855.0 $428K 0.01% NEW $88.08 +8.0%
1279 IYR ISHARES TR 4,549.0 $427K 0.01% NEW $93.89 +7.5%
1280 BTG B2GOLD CORP Basic Materials 94,682.0 $427K 0.01% NEW $4.51 +4.2%
Page 64 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%