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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 8 of 34  ·  669 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AIG AMERICAN INTL GROUP INC Financial Services 63,637.0 $4.8M 0.09% NEW $75.25 +4.1%
142 RGLD ROYAL GOLD INC Basic Materials 18,753.0 $4.8M 0.09% NEW $254.49 -10.3%
143 GEV GE VERNOVA INC Utilities 5,423.0 $4.7M 0.09% NEW $872.90 +20.2%
144 MLI MUELLER INDS INC Industrials 42,706.0 $4.7M 0.09% NEW $110.80 +23.1%
145 PSN PARSONS CORP DEL Industrials 85,554.0 $4.6M 0.09% NEW $54.17 -7.0%
146 ATI ATI INC Industrials 31,620.0 $4.6M 0.09% NEW $145.46 +2.9%
147 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 218,354.0 $4.6M 0.09% NEW $20.95 +19.3%
148 AMCOR PLC 114,693.0 $4.6M 0.09% NEW $39.75
149 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 63,936.0 $4.5M 0.09% NEW $70.51 -26.1%
150 AEE AMEREN CORP Utilities 40,475.0 $4.4M 0.08% NEW $109.92 -2.3%
151 TJX TJX COS INC NEW Consumer Cyclical 27,825.0 $4.4M 0.08% NEW $159.70 -7.7%
152 NTNX NUTANIX INC Technology 116,467.0 $4.4M 0.08% NEW $38.01 +21.9%
153 COPX GLOBAL X FDS 57,933.0 $4.4M 0.08% NEW $76.35 +7.2%
154 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 65,834.0 $4.4M 0.08% NEW $67.07 +29.7%
155 CVCO CAVCO INDS INC DEL Consumer Cyclical 9,115.0 $4.4M 0.08% NEW $484.29 -5.9%
156 FDS FACTSET RESH SYS INC Financial Services 20,295.0 $4.4M 0.08% NEW $216.99 -2.0%
157 ITA ISHARES TR 20,095.0 $4.4M 0.08% NEW $218.75 +0.7%
158 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 56,649.0 $4.3M 0.08% NEW $76.16 +11.8%
159 AR ANTERO RESOURCES CORP Energy 101,633.0 $4.3M 0.08% NEW $42.44 -9.6%
160 BX BLACKSTONE INC Financial Services 37,380.0 $4.3M 0.08% NEW $114.99 +1.8%
Page 8 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%