Y-Intercept (HK)’s MidCap Financial Investment MFIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$995K	Buy	+98,743	New	+$1.09M	0.02%	1056
2022 Q4	–	Sell	-13,553	Closed	-$139K	–	1209
2022 Q3	$139K	Buy	+13,553	New	+$165K	0.01%	862

Other funds holding MFIC

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

AMH

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

SFM

Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NCM

Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Y-Intercept (HK)'s MFIC Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in MidCap Financial Investment (MFIC) in Q2 2026: 98,743 shares worth $995K. The stake represents 0.02% of the portfolio and ranks #1056 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in MFIC as recently as Q3 2022.

Y-Intercept (HK) first reported a position in MFIC in Q3 2022 and has held it in 2 quarters since. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

Y-Intercept (HK) held 98,743 shares of MidCap Financial Investment worth $995K as of Q2 2026.
MidCap Financial Investment was a new Y-Intercept (HK) position in Q2 2026.
MidCap Financial Investment made up 0.02% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1056 holding.
Y-Intercept (HK) first reported a position in MidCap Financial Investment in Q3 2022 and has held it in 2 quarters since.
167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.