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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 18 of 75  ·  1,496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 GGG GRACO INC Industrials 55,184.0 $4.7M 0.09% +7K +13.5% $84.65 -10.5%
342 FAST FASTENAL CO Industrials 100,194.0 $4.6M 0.09% +72K +249.8% $46.40 -5.2%
343 SBAC SBA COMMUNICATIONS CORP Real Estate 26,997.0 $4.6M 0.09% +22K +441.0% $172.11 +18.1%
344 PSN PARSONS CORP DEL Industrials 85,554.0 $4.6M 0.09% NEW $54.17 -5.0%
345 ATI ATI INC Industrials 31,620.0 $4.6M 0.09% NEW $145.46 +3.4%
346 YUMC YUM CHINA HLDGS INC Consumer Cyclical 94,267.0 $4.6M 0.09% +30K +46.7% $48.78 -6.8%
347 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 218,354.0 $4.6M 0.09% NEW $20.95 +15.5%
348 WFRD WEATHERFORD INTL PLC Energy 48,355.0 $4.6M 0.09% +4K +8.9% $94.58 +17.8%
349 AMCOR PLC 114,693.0 $4.6M 0.09% NEW $39.75
350 TGB TASEKO MINES LTD Basic Materials 706,315.0 $4.6M 0.09% +450K +175.2% $6.45 +1.1%
351 PR PERMIAN RESOURCES CORP Energy 213,625.0 $4.6M 0.09% -233K -52.1% $21.32 -1.9%
352 WTRG ESSENTIAL UTILS INC Utilities 113,084.0 $4.6M 0.09% +99K +713.7% $40.27 -7.5%
353 RMD RESMED INC Healthcare 20,251.0 $4.5M 0.09% +6K +46.5% $224.48 -9.1%
354 PTC PTC INC Technology 31,898.0 $4.5M 0.09% +22K +233.5% $142.49 +1.1%
355 EIX EDISON INTL Utilities 61,855.0 $4.5M 0.09% -64K -51.0% $73.18 -5.5%
356 NI NISOURCE INC Utilities 96,966.0 $4.5M 0.09% +62K +175.6% $46.66 -0.2%
357 HAS HASBRO INC Consumer Cyclical 48,276.0 $4.5M 0.09% -4K -7.3% $93.60 +0.1%
358 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 63,936.0 $4.5M 0.09% NEW $70.51 -23.1%
359 EWJ ISHARES INC 53,320.0 $4.5M 0.09% +48K +910.2% $84.44 +6.9%
360 INCY INCYTE CORP Healthcare 47,833.0 $4.5M 0.09% +41K +644.7% $94.12 +1.1%
Page 18 of 75  ·  1,496 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%