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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 9 of 34  ·  669 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 10,832.0 $4.2M 0.08% NEW $391.76 +103.1%
162 SIL GLOBAL X FDS 46,985.0 $4.2M 0.08% NEW $90.08 +0.6%
163 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 91,155.0 $4.2M 0.08% NEW $46.42 +0.6%
164 GLPI GAMING & LEISURE P Real Estate 94,878.0 $4.2M 0.08% NEW $44.37 +4.5%
165 HESM HESS MIDSTREAM LP Energy 108,258.0 $4.2M 0.08% NEW $38.87 +2.6%
166 INTU INTUIT Technology 9,719.0 $4.2M 0.08% NEW $432.38 -9.1%
167 RYANAIR HOLDINGS PLC 72,487.0 $4.2M 0.08% NEW $57.80
168 JLL JONES LANG LASALLE INC Real Estate 13,762.0 $4.2M 0.08% NEW $304.32 -5.3%
169 HIG HARTFORD INSURANCE GROUP INC Financial Services 30,549.0 $4.1M 0.08% NEW $135.23 -1.0%
170 PNC PNC FINL SVCS GROUP INC Financial Services 19,747.0 $4.1M 0.08% NEW $208.09 +2.3%
171 ASM AVINO SILVER & GOLD MINES LT Basic Materials 647,141.0 $4.1M 0.08% NEW $6.32 +9.8%
172 SJM SMUCKER J M CO Consumer Defensive 42,213.0 $4.1M 0.08% NEW $96.44 +4.3%
173 LEGN LEGEND BIOTECH CORP Healthcare 223,296.0 $4.0M 0.08% NEW $18.09 +52.3%
174 CG CARLYLE GROUP INC Financial Services 83,153.0 $4.0M 0.08% NEW $48.39 -3.7%
175 MC MOELIS & CO Financial Services 69,769.0 $4.0M 0.07% NEW $57.00 +11.8%
176 DOX AMDOCS LTD Technology 60,764.0 $4.0M 0.07% NEW $65.26 -7.2%
177 AIR AAR CORP Industrials 35,671.0 $3.9M 0.07% NEW $109.46 -5.2%
178 THO THOR INDS INC Consumer Cyclical 48,386.0 $3.9M 0.07% NEW $79.89 -7.3%
179 IGV ISHARES TR 47,257.0 $3.8M 0.07% NEW $80.05 +16.0%
180 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 11,361.0 $3.8M 0.07% NEW $330.87 -13.5%
Page 9 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%