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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 11 of 32  ·  630 positions
# Ticker Company Sector Shares Value ↓ % Port Status
201 AMPX AMPRIUS TECHNOLOGIES INC Industrials 164,224 $2.8M 0.05% SOLD
202 LZ LEGALZOOM COM INC Industrials 483,664 $2.7M 0.05% SOLD
203 PHM PULTE GROUP INC Consumer Cyclical 23,168 $2.7M 0.05% SOLD
204 MAT MATTEL INC Consumer Cyclical 186,638 $2.7M 0.05% SOLD
205 CTRE CARETRUST REIT INC Real Estate 73,984 $2.7M 0.05% SOLD
206 BBY BEST BUY INC Consumer Cyclical 42,109 $2.7M 0.05% SOLD
207 ETORO GROUP LTD 89,653 $2.7M 0.05% SOLD
208 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 28,154 $2.7M 0.05% SOLD
209 EFA ISHARES TR 27,502 $2.7M 0.05% SOLD
210 HIW HIGHWOODS PPTYS INC Real Estate 123,985 $2.7M 0.05% SOLD
211 CHE CHEMED CORP NEW Healthcare 6,966 $2.6M 0.05% SOLD
212 NVR NVR INC Consumer Cyclical 396 $2.6M 0.05% SOLD
213 GNRC GENERAC HLDGS INC Industrials 13,336 $2.6M 0.05% SOLD
214 MHO M/I HOMES INC Consumer Cyclical 21,229 $2.6M 0.05% SOLD
215 DGX QUEST DIAGNOSTICS INC Healthcare 13,146 $2.6M 0.05% SOLD
216 RVLV REVOLVE GROUP INC Consumer Cyclical 113,027 $2.6M 0.05% SOLD
217 HP HELMERICH & PAYNE INC Energy 70,259 $2.5M 0.05% SOLD
218 MO ALTRIA GROUP INC Consumer Defensive 38,216 $2.5M 0.05% SOLD
219 ICFI ICF INTL INC Industrials 38,159 $2.5M 0.05% SOLD
220 RNR RENAISSANCERE HLDGS LTD Financial Services 8,284 $2.5M 0.05% SOLD
Page 11 of 32  ·  630 positions
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%