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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 37 of 75  ·  1,496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 DOV DOVER CORP Industrials 9,406.0 $2.0M 0.04% NEW $208.45 -0.3%
722 MKL MARKEL GROUP INC Financial Services 1,023.0 $2.0M 0.04% NEW $1914.07 -3.2%
723 KN KNOWLES CORP Technology 76,098.0 $2.0M 0.04% +463.0 +0.6% $25.68 +37.2%
724 CTO CTO RLTY GROWTH INC NEW Real Estate 105,644.0 $2.0M 0.04% NEW $18.49 +10.8%
725 BDC BELDEN INC Technology 16,989.0 $2.0M 0.04% +4K +30.2% $114.83 -8.7%
726 EFV ISHARES TR 26,227.0 $1.9M 0.04% NEW $74.35 +6.2%
727 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 89,487.0 $1.9M 0.04% +22K +32.9% $21.75 +27.1%
728 JANX JANUX THERAPEUTICS INC Healthcare 139,967.0 $1.9M 0.04% NEW $13.90 +3.7%
729 FNDF SCHWAB STRATEGIC TR 39,728.0 $1.9M 0.04% NEW $48.93 +9.6%
730 ORRF ORRSTOWN FINL SVCS INC Financial Services 53,877.0 $1.9M 0.04% +19K +53.2% $36.08 +1.9%
731 TNK TEEKAY TANKERS LTD Energy 26,454.0 $1.9M 0.04% -33K -55.3% $73.32 +7.7%
732 SRPT SAREPTA THERAPEUTICS INC Healthcare 88,944.0 $1.9M 0.04% NEW $21.76 -21.3%
733 WERN WERNER ENTERPRISES INC Industrials 65,508.0 $1.9M 0.04% NEW $29.41 +35.9%
734 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 15,310.0 $1.9M 0.04% -53K -77.7% $125.46 +4.8%
735 ISSC INNOVATIVE SOLUTIONS & SUPPO Industrials 93,404.0 $1.9M 0.04% NEW $20.53 -22.7%
736 NKTR NEKTAR THERAPEUTICS Healthcare 26,545.0 $1.9M 0.04% +16K +144.4% $71.95 -4.7%
737 UMBF UMB FINL CORP Financial Services 16,857.0 $1.9M 0.04% NEW $112.79 +15.4%
738 CCB COASTAL FINL CORP WA Financial Services 24,768.0 $1.9M 0.04% NEW $76.10 -7.7%
739 EVRG EVERGY INC Utilities 22,981.0 $1.9M 0.04% -71K -75.4% $81.92 +2.1%
740 PTEN PATTERSON-UTI ENERGY INC Energy 173,716.0 $1.9M 0.04% -117K -40.2% $10.83 +13.4%
Page 37 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%