Position in UPBD
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$2,711,019
+$1,020,395 QoQ
Shares Held
150,195
+56.0% QoQ
Ownership
0.258%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UPBD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Y-Intercept (Hong Kong) Ltd holds $289,232,616 across 58 Software - Application names. UPBD ranks #33 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
239,581 | $25,048,193 | |
| 2 | SAP |
Sap SE
|
122,505 | $20,974,081 | |
| 3 | ADBE |
Adobe Inc.
|
83,284 | $20,244,674 | |
| 4 | WDAY |
Workday, Inc.
|
135,627 | $17,620,659 | |
| 5 | TEAM |
Atlassian Corp
|
242,318 | $16,538,203 | |
| 6 | HUBS |
Hubspot Inc
|
63,692 | $15,547,217 | |
| 7 | UBER |
Uber Technologies, Inc
|
199,368 | $14,340,540 | |
| 8 | SNOW |
Snowflake Inc.
|
88,816 | $13,395,229 |
All Filings in UPBD
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,711,019 | 150,195 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,690,624 | 96,277 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,385,592 | 58,637 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,056,885 | 42,107 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $833,591 | 28,577 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,083,245 | 33,862 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $782,911 | 25,502 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $794,619 | 22,568 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $373,805 | 11,004 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $493,822 | 21,899 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $423,134 | 21,755 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $486,141 | 19,299 | Shares | Sole | 2022-05-16 | |
| 2020-12-31 | $229,548 | 5,995 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||