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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 74 of 75  ·  1,482 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 AGILON HEALTH INC 199,782.0 $138K 0.00% NEW $0.69
1462 HLMN HILLMAN SOLUTIONS CORP Industrials 15,478.0 $134K 0.00% NEW $8.66 -15.9%
1463 NEXT NEXTDECADE CORP Energy 25,271.0 $133K 0.00% NEW $5.27 +65.1%
1464 BLND BLEND LABS INC Technology 40,926.0 $124K 0.00% NEW $3.04 -50.5%
1465 FBRT FRANKLIN BSP RLTY TR INC Real Estate 12,027.0 $121K 0.00% NEW $10.03 -8.1%
1466 CTLP CANTALOUPE INC Technology 11,338.0 $120K 0.00% NEW $10.62 +5.5%
1467 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 13,499.0 $115K 0.00% NEW $8.50 +14.4%
1468 ACH OWENS & MINOR INC NEW Healthcare 37,443.0 $105K 0.00% NEW $2.80 -0.5%
1469 SXC SUNCOKE ENERGY INC Energy 13,633.0 $98K 0.00% NEW $7.20 +6.3%
1470 ALIT ALIGHT INC Technology 49,146.0 $96K 0.00% NEW $1.95 -61.4%
1471 ARKO ARKO CORP Consumer Cyclical 20,190.0 $92K 0.00% NEW $4.54 +52.9%
1472 ERAS ERASCA INC Healthcare 24,311.0 $90K 0.00% NEW $3.72 +176.1%
1473 RPAY REPAY HLDGS CORP Technology 24,402.0 $89K 0.00% NEW $3.65 -4.4%
1474 COTY COTY INC Consumer Defensive 16,924.0 $52K 0.00% NEW $3.08 -33.1%
1475 BFLY BUTTERFLY NETWORK INC Healthcare 13,010.0 $49K 0.00% NEW $3.80 +1.1%
1476 WEST WESTROCK COFFEE CO Consumer Defensive 11,453.0 $47K 0.00% NEW $4.07 +112.0%
1477 NWL NEWELL BRANDS INC Consumer Defensive 11,738.0 $44K 0.00% NEW $3.72 +2.2%
1478 GETY GETTY IMAGES HOLDINGS INC Communication Services 28,302.0 $38K 0.00% NEW $1.34 -30.6%
1479 CNDT CONDUENT INC Technology 15,045.0 $29K 0.00% NEW $1.92 -26.3%
1480 DDD 3-D SYS CORP DEL Technology 15,775.0 $28K 0.00% NEW $1.77 +66.1%
Page 74 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%