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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 70 of 75  ·  1,496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 EBAY EBAY INC. Consumer Cyclical 3,244.0 $295K 0.01% NEW $91.02 +25.8%
1382 MOAT VANECK ETF TRUST 3,053.0 $295K 0.01% NEW $96.70 +2.9%
1383 EMN EASTMAN CHEM CO Basic Materials 3,841.0 $293K 0.01% -35K -90.1% $76.32 -7.5%
1384 BW LPG LTD 16,672.0 $290K 0.01% NEW $17.37
1385 PHR PHREESIA INC Healthcare 34,035.0 $285K 0.01% +8K +30.8% $8.38 +7.3%
1386 KMI KINDER MORGAN INC DEL Energy 8,468.0 $284K 0.01% NEW $33.53 -0.4%
1387 LAD LITHIA MTRS INC Consumer Cyclical 1,130.0 $282K 0.01% NEW $249.72 +4.8%
1388 IYZ ISHARES TR 7,158.0 $281K 0.01% -2K -22.3% $39.32 +8.5%
1389 WSFS WSFS FINL CORP Financial Services 4,296.0 $281K 0.01% -37K -89.7% $65.46 +7.6%
1390 CB CHUBB LTD SWITZ Financial Services 853.0 $278K 0.01% NEW $325.93 -0.1%
1391 SCHD SCHWAB STRATEGIC TR 9,028.0 $277K 0.01% -19K -68.0% $30.68 +3.3%
1392 CWAN CLEARWATER ANALYTICS HLDGS I Technology 11,651.0 $276K 0.01% NEW $23.65 +3.0%
1393 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 7,341.0 $275K 0.01% NEW $37.45 -7.1%
1394 DVY ISHARES TR 1,795.0 $272K 0.01% +113.0 +6.7% $151.41 +0.1%
1395 CAAP CORPORACION AMER ARPTS S A Industrials 10,738.0 $272K 0.01% -11K -51.3% $25.29 -5.3%
1396 FANG DIAMONDBACK ENERGY INC Energy 1,367.0 $270K 0.01% -5K -77.0% $197.79 +1.1%
1397 NUE NUCOR CORP Basic Materials 1,590.0 $269K 0.01% -30K -94.9% $169.10 +34.6%
1398 MAREX GROUP PLC 5,950.0 $265K 0.01% -38K -86.6% $44.58
1399 SCHG SCHWAB STRATEGIC TR 8,989.0 $262K 0.01% NEW $29.13 +17.4%
1400 LHX L3HARRIS TECHNOLOGIES INC Industrials 758.0 $262K 0.01% NEW $345.15 -11.7%
Page 70 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%