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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 46 of 75  ·  1,496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 BIOHAVEN LTD 161,876.0 $1.4M 0.03% NEW $8.46
902 IIIN INSTEEL INDS INC Industrials 40,735.0 $1.4M 0.03% NEW $33.61 -22.0%
903 TREX TREX INC Industrials 37,401.0 $1.4M 0.03% +14K +61.6% $36.42 +5.0%
904 ODC OIL DRI CORP AMER Basic Materials 20,879.0 $1.4M 0.03% -2K -8.3% $65.09 +15.6%
905 ESLT ELBIT SYS LTD Industrials 1,600.0 $1.4M 0.03% NEW $849.09 -10.1%
906 CGEM CULLINAN THERAPEUTICS INC Healthcare 95,417.0 $1.4M 0.03% NEW $14.21 -1.6%
907 SENEA SENECA FOODS CORP NEW Consumer Defensive 8,966.0 $1.4M 0.03% +2K +28.0% $151.12 -7.2%
908 AXON AXON ENTERPRISE INC Industrials 3,180.0 $1.4M 0.03% NEW $424.69 -8.2%
909 OLMA OLEMA PHARMACEUTICALS INC Healthcare 90,375.0 $1.3M 0.03% +53K +142.9% $14.91 -5.7%
910 TTMI TTM TECHNOLOGIES INC Technology 13,800.0 $1.3M 0.03% NEW $97.42 +73.8%
911 SMH VANECK ETF TRUST 3,500.0 $1.3M 0.03% NEW $383.40 +48.0%
912 ASX ASE TECHNOLOGY HLDG CO LTD Technology 61,873.0 $1.3M 0.03% NEW $21.68 +50.6%
913 PBR PETROLEO BRASILEIRO S A Energy 64,570.0 $1.3M 0.03% -1.6M -96.1% $20.75 -3.5%
914 COGT COGENT BIOSCIENCES INC Healthcare 34,759.0 $1.3M 0.03% -60K -63.3% $38.49 -15.4%
915 DLTR DOLLAR TREE INC Consumer Defensive 12,176.0 $1.3M 0.03% +9K +289.6% $109.51 -12.6%
916 CRS CARPENTER TECHNOLOGY CORP Industrials 3,339.0 $1.3M 0.03% -1K -29.2% $394.15 +11.2%
917 WLDN WILLDAN GROUP INC Industrials 17,190.0 $1.3M 0.03% +5K +35.8% $76.56 +21.0%
918 ALLIED GOLD CORP 41,841.0 $1.3M 0.03% -44K -51.5% $31.04
919 MGA MAGNA INTL INC Consumer Cyclical 23,057.0 $1.3M 0.02% NEW $55.81 +13.0%
920 PD PAGERDUTY INC Technology 206,701.0 $1.3M 0.02% +184K +801.4% $6.21 +13.5%
Page 46 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%