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Portfolio (Quarterly) Guide ↗

Y-Intercept (Hong Kong) Ltd

· CIK 0001772875
13F Portfolio $5.1B AUM 1,651 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 785 New 392 Added 471 Reduced 630 Exited
Page 10 of 20  ·  392 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 303,706.0 $3.5M 0.07% +139K +84.3% $11.45 -1.8%
182 DYN DYNE THERAPEUTICS INC Healthcare 156,203.0 $3.5M 0.07% +91K +139.7% $22.21 +18.6%
183 BKD BROOKDALE SR LIVING INC Healthcare 215,431.0 $3.5M 0.07% +70K +48.3% $16.09 -24.2%
184 EVRG EVERGY INC Utilities 40,048.0 $3.5M 0.07% +17K +74.3% $86.43 -5.0%
185 TARS TARSUS PHARMACEUTICALS INC Healthcare 54,671.0 $3.4M 0.07% +43K +387.7% $62.94 +11.9%
186 ATRO ASTRONICS CORP Industrials 41,733.0 $3.4M 0.07% +15K +56.4% $81.26 -4.8%
187 REGCO REGENCY CTRS CORP 42,081.0 $3.4M 0.07% +30K +243.7% $79.74
188 COKE COCA COLA CONS INC Consumer Defensive 17,345.0 $3.3M 0.07% +2K +16.8% $190.92 +2.3%
189 ILMN ILLUMINA INC Healthcare 18,655.0 $3.3M 0.07% +17K +823.1% $175.83 +27.9%
190 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 411,346.0 $3.3M 0.06% +250K +154.2% $7.92 +11.4%
191 MSA MSA SAFETY INC Industrials 18,555.0 $3.2M 0.06% +11K +157.1% $174.58 +8.7%
192 CUBI CUSTOMERS BANCORP INC Financial Services 40,690.0 $3.2M 0.06% +31K +300.6% $79.10 -1.0%
193 HSY HERSHEY CO Consumer Defensive 18,275.0 $3.2M 0.06% +17K +1073.0% $175.45 +5.8%
194 CART MAPLEBEAR INC Consumer Cyclical 66,180.0 $3.1M 0.06% +34K +104.8% $47.35 +8.1%
195 CAH CARDINAL HEALTH INC Healthcare 13,190.0 $3.1M 0.06% +10K +274.5% $237.56 +0.1%
196 HAFC HANMI FINL CORP Financial Services 95,785.0 $3.1M 0.06% +37K +63.1% $32.40 -4.3%
197 EBAY EBAY INC. Consumer Cyclical 27,625.0 $3.1M 0.06% +24K +751.6% $111.75 -6.4%
198 SM SM ENERGY COMPANY Energy 116,096.0 $3.0M 0.06% +96K +469.5% $26.10 +36.5%
199 JANX JANUX THERAPEUTICS INC Healthcare 196,487.0 $3.0M 0.06% +57K +40.4% $15.36 +22.9%
200 BHP BHP BILLITON LIMITED Basic Materials 36,092.0 $3.0M 0.06% +23K +176.7% $83.31 +15.7%
Page 10 of 20  ·  392 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 23.2%
Financial Services 14.0%
Healthcare 12.7%
Industrials 11.9%
Consumer Cyclical 11.1%
Energy 6.4%
Basic Materials 5.5%
Consumer Defensive 4.8%
Communication Services 4.3%
Real Estate 3.8%