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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 20 of 20  ·  392 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 VUG VANGUARD INDEX FDS 6,188.0 $533K 0.01% +486.0 +8.5% $86.14 +1.3%
382 VREX VAREX IMAGING CORP Healthcare 48,602.0 $507K 0.01% +11K +27.8% $10.43 +77.7%
383 GILT GILAT SATELLITE NETWORKS LTD Technology 33,517.0 $446K 0.01% +22K +197.7% $13.31 -24.2%
384 CSV CARRIAGE SVCS INC Consumer Cyclical 10,791.0 $414K 0.01% +3K +32.6% $38.34 -9.8%
385 SSD SIMPSON MFG INC Industrials 1,933.0 $405K 0.01% +98.0 +5.3% $209.35 -11.1%
386 EMBC EMBECTA CORP Healthcare 123,701.0 $403K 0.01% +61K +96.7% $3.26 +50.6%
387 CAVA CAVA GROUP INC Consumer Cyclical 4,964.0 $390K 0.01% +2K +62.8% $78.48 -10.8%
388 WABC WESTAMERICA BANCORPORATION Financial Services 6,603.0 $387K 0.01% +3K +65.0% $58.67 -1.3%
389 EA ELECTRONIC ARTS INC Communication Services 1,857.0 $381K 0.01% +349.0 +23.1% $205.04 +2.3%
390 SHC SOTERA HEALTH CO Healthcare 16,865.0 $299K 0.01% +4K +36.1% $17.75 +9.4%
391 MATIV HOLDINGS INC 22,085.0 $167K 0.00% +4K +25.4% $7.57
392 SLI STANDARD LITHIUM CORP Basic Materials 58,419.0 $161K 0.00% +20K +52.8% $2.75 -7.1%
Page 20 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%