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Portfolio (Quarterly) Guide ↗

Y-Intercept (Hong Kong) Ltd

· CIK 0001772875
13F Portfolio $4.5B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1482 New
Page 51 of 75  ·  1,482 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 MKTX MARKETAXESS HLDGS INC Financial Services 5,160.0 $935K 0.02% NEW $181.25 -22.1%
1002 OLMA OLEMA PHARMACEUTICALS INC Healthcare 37,199.0 $930K 0.02% NEW $25.00 -48.4%
1003 CDE COEUR MNG INC Basic Materials 52,156.0 $930K 0.02% NEW $17.83 -6.0%
1004 CNS COHEN & STEERS INC Financial Services 14,812.0 $930K 0.02% NEW $62.78 +15.1%
1005 BLUE OWL CAPITAL CORPORATION 74,788.0 $930K 0.02% NEW $12.43
1006 UDMY UDEMY INC Consumer Defensive 158,812.0 $929K 0.02% NEW $5.85 -20.9%
1007 MAS MASCO CORP Industrials 14,596.0 $926K 0.02% NEW $63.46 +3.3%
1008 FSLY FASTLY INC Technology 90,729.0 $924K 0.02% NEW $10.18 +64.1%
1009 RHI ROBERT HALF INC. Industrials 33,943.0 $922K 0.02% NEW $27.16 -7.5%
1010 J P MORGAN EXCHANGE TRADED F 14,587.0 $922K 0.02% NEW $63.18
1011 FCF FIRST COMWLTH FINL CORP PA Financial Services 54,616.0 $921K 0.02% NEW $16.86 +8.8%
1012 ENPH ENPHASE ENERGY INC Energy 28,599.0 $917K 0.02% NEW $32.05 +55.0%
1013 GRAL GRAIL INC Healthcare 10,702.0 $916K 0.02% NEW $85.59 -29.1%
1014 FISI FINANCIAL INSTNS INC Financial Services 29,072.0 $906K 0.02% NEW $31.17 +10.4%
1015 SPSC SPS COMM INC Technology 10,146.0 $904K 0.02% NEW $89.13 -40.5%
1016 RLI RLI CORP Financial Services 14,123.0 $904K 0.02% NEW $63.98 -17.2%
1017 DISC MEDICINE INC 11,359.0 $902K 0.02% NEW $79.41
1018 AON AON PLC Financial Services 2,556.0 $902K 0.02% NEW $352.88 -8.3%
1019 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 12,719.0 $898K 0.02% NEW $70.60 +7.0%
1020 MEG MONTROSE ENVIRONMENTAL GROUP Industrials 36,079.0 $896K 0.02% NEW $24.83 -38.8%
Page 51 of 75  ·  1,482 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 23.2%
Financial Services 16.1%
Industrials 12.6%
Consumer Cyclical 11.2%
Healthcare 10.9%
Energy 6.5%
Basic Materials 4.9%
Consumer Defensive 4.0%
Communication Services 3.9%
Real Estate 3.4%