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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 29 of 75  ·  1,496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 VIKING HOLDINGS LTD 38,153.0 $2.8M 0.05% -31K -44.9% $73.48
562 GWW WW GRAINGER INC Industrials 2,570.0 $2.8M 0.05% NEW $1090.81 +13.6%
563 JBL JABIL INC Technology 10,512.0 $2.8M 0.05% -22K -67.8% $265.63 +34.2%
564 LPX LOUISIANA PAC CORP Basic Materials 38,365.0 $2.8M 0.05% +22K +135.3% $72.75 -3.6%
565 DT DYNATRACE INC Technology 75,453.0 $2.8M 0.05% +9K +14.1% $36.98 +5.9%
566 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 37,433.0 $2.8M 0.05% NEW $74.38 -32.5%
567 FLO FLOWERS FOODS INC Consumer Defensive 341,394.0 $2.8M 0.05% +202K +144.8% $8.15 -14.0%
568 AMPX AMPRIUS TECHNOLOGIES INC Industrials 164,224.0 $2.8M 0.05% NEW $16.86 -9.3%
569 MADISON SQUARE GARDEN ENTMT 46,855.0 $2.8M 0.05% +39K +483.5% $58.91
570 HMY HARMONY GOLD MNG LTD Basic Materials 179,237.0 $2.8M 0.05% +165K +1118.1% $15.37 +11.9%
571 LZ LEGALZOOM COM INC Industrials 483,664.0 $2.7M 0.05% +152K +46.0% $5.67 +13.8%
572 PAYC PAYCOM SOFTWARE INC Technology 22,523.0 $2.7M 0.05% +12K +120.7% $121.54 +10.5%
573 BBWI BATH & BODY WORKS INC Consumer Cyclical 146,443.0 $2.7M 0.05% NEW $18.67 -7.2%
574 PHM PULTE GROUP INC Consumer Cyclical 23,168.0 $2.7M 0.05% -36K -60.9% $117.61 -1.1%
575 CNP CENTERPOINT ENERGY INC Utilities 62,997.0 $2.7M 0.05% NEW $43.16 -1.6%
576 GSK GSK PLC Healthcare 49,164.0 $2.7M 0.05% NEW $55.19 -6.6%
577 MAT MATTEL INC Consumer Cyclical 186,638.0 $2.7M 0.05% +143K +326.2% $14.53 +3.0%
578 CTRE CARETRUST REIT INC Real Estate 73,984.0 $2.7M 0.05% NEW $36.65 +11.9%
579 UPBOUND GROUP INC 150,195.0 $2.7M 0.05% +54K +56.0% $18.05
580 BBY BEST BUY INC Consumer Cyclical 42,109.0 $2.7M 0.05% NEW $64.20 -4.8%
Page 29 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%