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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 8 of 20  ·  392 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NXST NEXSTAR MEDIA GROUP INC Communication Services 24,288.0 $4.3M 0.09% +6K +31.2% $178.59 +6.0%
142 JLL JONES LANG LASALLE INC Real Estate 13,934.0 $4.3M 0.09% +172.0 +1.2% $309.95 +26.7%
143 SFM SPROUTS FMRS MKT INC Consumer Defensive 50,870.0 $4.3M 0.09% +41K +411.5% $84.58 +1.6%
144 KMI KINDER MORGAN INC DEL Energy 133,523.0 $4.3M 0.08% +125K +1476.8% $31.97 -3.2%
145 PDD PDD HOLDINGS INC Consumer Cyclical 55,798.0 $4.3M 0.08% +7K +15.2% $76.28 +15.0%
146 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 215,849.0 $4.2M 0.08% +89K +69.8% $19.47 -20.1%
147 PPC PILGRIMS PRIDE CORP Consumer Defensive 149,503.0 $4.2M 0.08% +102K +216.2% $28.11 +15.4%
148 WIX WIX COM LTD Technology 91,751.0 $4.2M 0.08% +69K +301.7% $45.37 +89.7%
149 SRPT SAREPTA THERAPEUTICS INC Healthcare 231,501.0 $4.2M 0.08% +143K +160.3% $17.97 +5.3%
150 MORN MORNINGSTAR INC Financial Services 26,415.0 $4.1M 0.08% +17K +175.6% $156.02 +37.8%
151 WAL WESTERN ALLIANCE BANCORP Financial Services 50,042.0 $4.1M 0.08% +24K +92.7% $82.20 -3.1%
152 BCO BRINKS CO Industrials 43,043.0 $4.1M 0.08% +24K +121.1% $94.49 +17.5%
153 STN STANTEC INC Industrials 58,384.0 $4.0M 0.08% +16K +36.7% $68.91 +6.6%
154 IMCR IMMUNOCORE HLDGS PLC Healthcare 126,652.0 $4.0M 0.08% +92K +262.6% $31.75 +17.8%
155 WRB BERKLEY W R CORP Financial Services 55,737.0 $3.9M 0.08% +23K +68.9% $70.53 -2.9%
156 SAIA SAIA INC Industrials 9,331.0 $3.9M 0.08% +498.0 +5.6% $421.16 -18.3%
157 MMS MAXIMUS INC Industrials 73,063.0 $3.9M 0.08% +4K +5.8% $53.76 +8.9%
158 PLTR PALANTIR TECHNOLOGIES INC Technology 33,399.0 $3.9M 0.08% +29K +690.7% $116.67 +48.1%
159 WEAV WEAVE COMMUNICATIONS INC Technology 650,493.0 $3.9M 0.08% +281K +75.8% $5.99 +21.7%
160 OMF ONEMAIN HLDGS INC Financial Services 63,562.0 $3.9M 0.08% +7K +11.4% $60.97 +3.7%
Page 8 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%