Y-Intercept (HK)’s Alphatec Holdings ATEC Stock Holding History

Y-Intercept (HK)’s Portfolio ATEC Stock Details ATEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.25M	Sell	145,053 -20,126	-12%	-$183K	0.02%	944
2026 Q1	$1.8M	Buy	165,179 +89,814	+119%	+$1.31M	0.03%	768
2025 Q4	$1.59M	Sell	75,365 -40,741	-35%	-$754K	0.04%	736
2025 Q3	$1.69M	Buy	+116,106	New	+$1.62M	0.04%	707
2024 Q4	–	Sell	-26,365	Closed	-$147K	–	1169
2024 Q3	$147K	Buy	+26,365	New	+$202K	0.01%	1198
2023 Q3	–	Sell	-24,545	Closed	-$441K	–	1048
2023 Q2	$441K	Buy	24,545 +13,249	+117%	+$206K	0.05%	604
2023 Q1	$176K	Buy	+11,296	New	+$160K	0.02%	992

Other funds holding ATEC

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return