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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 15 of 20  ·  392 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ORLA ORLA MNG LTD NEW Basic Materials 203,869.0 $2.0M 0.04% +106K +107.7% $9.79 -3.6%
282 TDC TERADATA CORP DEL Technology 57,442.0 $2.0M 0.04% +42K +282.6% $34.65 -21.9%
283 FET FORUM ENERGY TECHNOLOGIES IN Energy 39,406.0 $2.0M 0.04% +31K +350.9% $50.23 +50.5%
284 RGR STURM RUGER & CO INC Industrials 52,146.0 $2.0M 0.04% +15K +41.5% $37.85 +1.1%
285 GENI GENIUS SPORTS LIMITED Communication Services 324,155.0 $2.0M 0.04% +127K +64.4% $6.06 +25.7%
286 LII LENNOX INTL INC Industrials 3,386.0 $1.9M 0.04% +2K +195.5% $572.95 -31.3%
287 HRB BLOCK H & R INC Consumer Cyclical 50,890.0 $1.9M 0.04% +3K +6.1% $38.08 +38.3%
288 SMITHFIELD FOODS INC 79,283.0 $1.9M 0.04% +63K +378.1% $24.26
289 CBL CBL & ASSOC PPTYS INC Real Estate 35,979.0 $1.9M 0.04% +23K +178.4% $53.09 +3.8%
290 GDOT GREEN DOT CORP Financial Services 140,004.0 $1.9M 0.04% +9K +7.2% $13.51 -1.1%
291 COGT COGENT BIOSCIENCES INC Healthcare 48,220.0 $1.9M 0.04% +13K +38.7% $38.70 -5.1%
292 SII SPROTT INC Financial Services 16,416.0 $1.8M 0.04% +14K +583.7% $112.35 +21.8%
293 GCT GIGACLOUD TECHNOLOGY INC Technology 58,354.0 $1.8M 0.04% +6K +10.6% $31.60 +64.8%
294 EZPW EZCORP INC Financial Services 52,816.0 $1.8M 0.04% +5K +11.1% $34.57 -1.9%
295 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 76,263.0 $1.8M 0.04% +17K +28.0% $23.58 +7.8%
296 SUPN SUPERNUS PHARMACEUTICALS Healthcare 38,494.0 $1.8M 0.04% +18K +90.2% $46.51 -3.5%
297 MOH MOLINA HEALTHCARE INC Healthcare 7,801.0 $1.8M 0.04% +946.0 +13.8% $228.70 -11.5%
298 ENOV ENOVIS CORPORATION Industrials 86,138.0 $1.8M 0.04% +67K +356.4% $20.70 +22.0%
299 UVE UNIVERSAL INS HLDGS INC Financial Services 43,065.0 $1.8M 0.04% +22K +106.1% $41.36 +5.8%
300 PAX PATRIA INVESTMENTS LIMITED Financial Services 160,061.0 $1.8M 0.04% +65K +68.5% $10.98 +5.6%
Page 15 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%