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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 64 of 75  ·  1,496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 IDT IDT CORP Communication Services 10,333.0 $507K 0.01% +2K +17.4% $49.10 +7.3%
1262 MKTX MARKETAXESS HLDGS INC Financial Services 3,054.0 $504K 0.01% -2K -40.8% $164.98 -14.5%
1263 CBL CBL & ASSOC PPTYS INC Real Estate 12,924.0 $497K 0.01% -3K -16.9% $38.43 +20.1%
1264 DAC DANAOS CORPORATION Industrials 4,344.0 $489K 0.01% NEW $112.64 +17.3%
1265 FRT FEDERAL RLTY INVT TR NEW Real Estate 4,603.0 $489K 0.01% NEW $106.21 +8.2%
1266 VNT VONTIER CORPORATION Technology 13,716.0 $487K 0.01% NEW $35.47 -21.1%
1267 FIS FIDELITY NATL INFORMATION SV Technology 10,220.0 $479K 0.01% -30K -74.4% $46.91 -7.5%
1268 ARMK ARAMARK Industrials 11,592.0 $470K 0.01% NEW $40.54 +27.1%
1269 VERA VERA THERAPEUTICS INC Healthcare 11,670.0 $469K 0.01% -18K -60.4% $40.23 -14.6%
1270 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 5,190.0 $469K 0.01% -63K -92.4% $90.42 -5.8%
1271 MSC INCOME FUND INC 38,516.0 $469K 0.01% NEW $12.18
1272 AGIO AGIOS PHARMACEUTICALS INC Healthcare 13,866.0 $469K 0.01% -66K -82.6% $33.83 -18.0%
1273 SNX TD SYNNEX CORPORATION Technology 2,776.0 $468K 0.01% NEW $168.71 +35.1%
1274 GSBD GOLDMAN SACHS BDC INC Financial Services 52,620.0 $467K 0.01% -106K -66.8% $8.88 -1.5%
1275 ZM ZOOM COMMUNICATIONS INC Technology 5,803.0 $467K 0.01% -23K -80.0% $80.39 +23.0%
1276 SMITHFIELD FOODS INC 16,584.0 $464K 0.01% -29K -63.6% $27.97
1277 OCUL OCULAR THERAPEUTIX INC Healthcare 54,703.0 $463K 0.01% -341K -86.2% $8.47 -1.1%
1278 EWU ISHARES TR 10,132.0 $462K 0.01% NEW $45.56 +1.6%
1279 NBTB NBT BANCORP INC Financial Services 10,830.0 $461K 0.01% -60K -84.7% $42.58 +5.2%
1280 FENY FIDELITY COVINGTON TRUST 13,504.0 $459K 0.01% NEW $34.02 +0.1%
Page 64 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%