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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 32 of 75  ·  1,496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 GTLB GITLAB INC Technology 113,551.0 $2.5M 0.05% NEW $21.64 +18.4%
622 HUN HUNTSMAN CORP Basic Materials 184,136.0 $2.5M 0.05% NEW $13.31 +8.0%
623 LEA LEAR CORP Consumer Cyclical 20,233.0 $2.4M 0.05% NEW $121.08 +14.3%
624 VSNT VERSANT MEDIA GROUP INC Industrials 65,974.0 $2.4M 0.05% NEW $37.02 +13.1%
625 FIX COMFORT SYS USA INC Industrials 1,768.0 $2.4M 0.05% NEW $1378.99 +33.0%
626 FLNC FLUENCE ENERGY INC Utilities 177,037.0 $2.4M 0.05% +117K +194.3% $13.76 +46.7%
627 RELY REMITLY GLOBAL INC Technology 155,418.0 $2.4M 0.05% +61K +64.1% $15.67 +37.7%
628 IOSP INNOSPEC INC Basic Materials 33,296.0 $2.4M 0.05% +9K +35.3% $73.02 +7.8%
629 CM CANADIAN IMPERIAL BANK OF CO Financial Services 25,646.0 $2.4M 0.05% +21K +439.1% $94.75 +21.2%
630 GREAT LAKES DREDGE & DOCK CO 142,229.0 $2.4M 0.05% -71K -33.4% $17.00
631 DKNG DRAFTKINGS INC NEW Consumer Cyclical 111,759.0 $2.4M 0.05% NEW $21.62 +17.5%
632 FORTINET INC 29,544.0 $2.4M 0.05% -7K -18.4% $81.72
633 LMND LEMONADE INC Financial Services 38,430.0 $2.4M 0.05% +30K +366.0% $62.68 -9.0%
634 MSCI MSCI INC Financial Services 4,450.0 $2.4M 0.04% -5K -53.7% $539.01 +8.0%
635 GCT GIGACLOUD TECHNOLOGY INC Technology 52,774.0 $2.4M 0.04% +42K +407.9% $45.38 -15.1%
636 XYL XYLEM INC Industrials 19,969.0 $2.4M 0.04% +13K +204.2% $119.50 -9.4%
637 HNGE HINGE HEALTH INC Healthcare 61,850.0 $2.4M 0.04% NEW $38.56 +42.9%
638 CHD CHURCH & DWIGHT CO INC Consumer Defensive 25,524.0 $2.4M 0.04% NEW $93.32 +2.5%
639 BERKSHIRE HATHAWAY INC DEL 4,965.0 $2.4M 0.04% NEW $479.20
640 IMAX IMAX CORP Communication Services 62,363.0 $2.4M 0.04% NEW $38.01 -10.9%
Page 32 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%