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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 55 of 75  ·  1,496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 BEACON FINANCIAL CORP. 29,461.0 $884K 0.02% NEW $30.00
1082 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 39,403.0 $884K 0.02% -8K -16.7% $22.43 +26.9%
1083 IJK ISHARES TR 8,772.0 $883K 0.02% NEW $100.62 +10.2%
1084 DTM DT MIDSTREAM INC Energy 6,493.0 $874K 0.02% NEW $134.67 +10.8%
1085 GENI GENIUS SPORTS LIMITED Communication Services 197,211.0 $874K 0.02% NEW $4.43 +10.4%
1086 PKE PARK AEROSPACE CORP Industrials 31,880.0 $873K 0.02% NEW $27.38 +23.7%
1087 PNTG PENNANT GROUP INC Healthcare 28,630.0 $873K 0.02% -25K -46.6% $30.48 +15.9%
1088 XHR XENIA HOTELS & RESORTS INC Real Estate 58,676.0 $870K 0.02% NEW $14.83 +14.0%
1089 NVST ENVISTA HOLDINGS CORPORATION Healthcare 34,094.0 $865K 0.02% +2K +7.4% $25.37 -6.9%
1090 XBI SPDR SERIES TRUST 6,746.0 $862K 0.02% NEW $127.73 +4.0%
1091 NRIX NURIX THERAPEUTICS INC Healthcare 55,138.0 $855K 0.02% NEW $15.50 +13.1%
1092 WD WALKER & DUNLOP INC Financial Services 19,040.0 $845K 0.02% -9K -31.1% $44.38 +12.1%
1093 RJF RAYMOND JAMES FINL INC Financial Services 5,830.0 $844K 0.02% +2K +60.0% $144.79 +5.0%
1094 FSV FIRSTSERVICE CORP NEW Real Estate 6,068.0 $843K 0.02% +4K +146.1% $138.94 -4.2%
1095 KD KYNDRYL HLDGS INC Technology 64,005.0 $840K 0.02% NEW $13.12 -8.0%
1096 MRNA MODERNA INC Healthcare 16,510.0 $839K 0.02% -444K -96.4% $50.80 -7.0%
1097 VBK VANGUARD INDEX FDS 2,774.0 $838K 0.02% NEW $302.25 +13.7%
1098 ATHM AUTOHOME INC Communication Services 48,039.0 $834K 0.02% NEW $17.37 -4.0%
1099 HLIO HELIOS TECHNOLOGIES INC Industrials 12,885.0 $834K 0.02% +6K +92.5% $64.71 +20.5%
1100 BLMN BLOOMIN BRANDS INC Consumer Cyclical 152,975.0 $826K 0.02% -227K -59.7% $5.40 +43.5%
Page 55 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%