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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 14 of 20  ·  392 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 HTH HILLTOP HLDGS INC Financial Services 57,919.0 $2.2M 0.04% +17K +40.7% $38.78 -0.4%
262 UPWK UPWORK INC Industrials 263,874.0 $2.2M 0.04% +193K +274.6% $8.36 +3.3%
263 VIR VIR BIOTECHNOLOGY INC Healthcare 214,529.0 $2.2M 0.04% +80K +59.5% $10.19 +8.7%
264 AVB AVALONBAY CMNTYS INC Real Estate 11,476.0 $2.2M 0.04% +6K +107.2% $188.69 -63.9%
265 KYTX KYVERNA THERAPEUTICS INC Healthcare 242,387.0 $2.2M 0.04% +128K +111.1% $8.91 -3.4%
266 MGRC MCGRATH RENTCORP Industrials 17,661.0 $2.1M 0.04% +3K +22.6% $121.03 -5.7%
267 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 389,114.0 $2.1M 0.04% +272K +231.7% $5.45 -12.1%
268 SPLV INVESCO EXCH TRADED FD TR II 28,272.0 $2.1M 0.04% +19K +198.4% $74.90 +1.3%
269 IQVIA HLDGS INC 10,950.0 $2.1M 0.04% +9K +354.2% $193.22
270 NPK NATIONAL PRESTO INDS INC Industrials 16,796.0 $2.1M 0.04% +14K +447.6% $124.99 +20.9%
271 ENS ENERSYS Industrials 8,958.0 $2.1M 0.04% +2K +33.6% $233.82 -17.5%
272 TTC TORO CO Industrials 21,228.0 $2.1M 0.04% +17K +385.0% $97.42 +3.0%
273 NEU NEWMARKET CORP Basic Materials 2,598.0 $2.1M 0.04% +317.0 +13.9% $791.24 +16.9%
274 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 64,592.0 $2.1M 0.04% +7K +12.8% $31.80 +10.9%
275 AUPH AURINIA PHARMACEUTICALS INC Healthcare 120,824.0 $2.1M 0.04% +49K +69.1% $16.97 -2.5%
276 IGF ISHARES TR 30,519.0 $2.0M 0.04% +16K +106.8% $66.60 -0.6%
277 NATL NCR ATLEOS CORPORATION Technology 46,577.0 $2.0M 0.04% +22K +87.6% $43.41 +7.0%
278 BKU BANKUNITED INC Financial Services 41,469.0 $2.0M 0.04% +20K +97.0% $48.45 -4.1%
279 OIS OIL STS INTL INC Energy 250,165.0 $2.0M 0.04% +145K +138.9% $8.01 +3.5%
280 KBE SPDR SERIES TRUST 29,361.0 $2.0M 0.04% +25K +594.6% $68.22 +0.7%
Page 14 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%