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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 60 of 75  ·  1,496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 7,858.0 $673K 0.01% +2K +34.4% $85.66 +9.6%
1182 BTI BRITISH AMERN TOB PLC Consumer Defensive 11,404.0 $667K 0.01% NEW $58.47 +13.7%
1183 CYD CHINA YUCHAI INTL LTD Industrials 17,217.0 $663K 0.01% -776.0 -4.3% $38.50 +33.3%
1184 BBCA J P MORGAN EXCHANGE TRADED F 7,043.0 $662K 0.01% NEW $94.06 +5.3%
1185 OWL BLUE OWL CAPITAL INC Financial Services 72,262.0 $660K 0.01% -319K -81.5% $9.13 +2.7%
1186 SCHV SCHWAB STRATEGIC TR 21,601.0 $659K 0.01% -54K -71.5% $30.50 +7.0%
1187 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 117,294.0 $657K 0.01% -97K -45.2% $5.60 +1.2%
1188 CGNT COGNYTE SOFTWARE LTD Technology 81,052.0 $657K 0.01% NEW $8.10 +22.5%
1189 DXJ WISDOMTREE TR 4,139.0 $656K 0.01% NEW $158.58 +5.7%
1190 ADTRAN HOLDINGS INC 52,099.0 $655K 0.01% +16K +45.4% $12.58
1191 THFF FIRST FINANCIAL CORPORATION Financial Services 10,346.0 $654K 0.01% NEW $63.20 +6.1%
1192 EXTR EXTREME NETWORKS INC Technology 43,339.0 $654K 0.01% -142K -76.7% $15.08 +57.8%
1193 DNN DENISON MINES CORP Energy 184,864.0 $653K 0.01% NEW $3.53 -11.5%
1194 ECH ISHARES INC 16,380.0 $651K 0.01% NEW $39.76 -0.6%
1195 MAZE MAZE THERAPEUTICS INC Healthcare 21,728.0 $649K 0.01% NEW $29.85 -15.7%
1196 ALRM ALARM COM HLDGS INC Technology 14,954.0 $646K 0.01% -7K -31.1% $43.19 -1.0%
1197 ECVT ECOVYST INC Basic Materials 49,936.0 $642K 0.01% NEW $12.86 +9.8%
1198 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 18,118.0 $638K 0.01% NEW $35.21 +19.4%
1199 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 26,868.0 $638K 0.01% -33K -55.2% $23.74 +15.3%
1200 SM SM ENERGY COMPANY Energy 20,387.0 $636K 0.01% -237K -92.1% $31.18 +13.5%
Page 60 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%