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Portfolio (Quarterly) Guide ↗

Y-Intercept (Hong Kong) Ltd

· CIK 0001772875
13F Portfolio $5.3B AUM 1,496 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 669 New 455 Added 356 Reduced 655 Exited
Page 31 of 33  ·  655 positions
# Ticker Company Sector Shares Value ↓ % Port Status
601 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 16,973 $265K 0.01% SOLD
602 CUREVAC N V 57,353 $259K 0.01% SOLD
603 KOP KOPPERS HOLDINGS INC Basic Materials 9,465 $256K 0.01% SOLD
604 ROCK GIBRALTAR INDS INC Industrials 5,174 $256K 0.01% SOLD
605 CALY TOPGOLF CALLAWAY BRANDS CORP Consumer Cyclical 21,569 $252K 0.01% SOLD
606 LIBERTY GLOBAL LTD 22,690 $250K 0.01% SOLD
607 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 2,565 $250K 0.01% SOLD
608 VVX V2X INC Industrials 4,568 $249K 0.01% SOLD
609 LAMR LAMAR ADVERTISING CO NEW Real Estate 1,935 $245K 0.01% SOLD
610 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 14,866 $244K 0.01% SOLD
611 IYT ISHARES TR 3,259 $243K 0.01% SOLD
612 SCHA SCHWAB STRATEGIC TR 8,499 $242K 0.01% SOLD
613 CRY ARTIVION INC 5,300 $242K 0.01% SOLD
614 OEC ORION S.A. Basic Materials 42,473 $224K 0.01% SOLD
615 MLR MILLER INDS INC TENN Consumer Cyclical 5,952 $222K 0.01% SOLD
616 WSR WHITESTONE REIT Real Estate 15,733 $219K 0.01% SOLD
617 MIDWESTONE FINL GROUP INC NE 5,675 $218K 0.01% SOLD
618 PLXS PLEXUS CORP Technology 1,482 $218K 0.01% SOLD
619 KRNT KORNIT DIGITAL LTD Industrials 15,134 $218K 0.01% SOLD
620 JBLU JETBLUE AWYS CORP Industrials 47,507 $216K 0.01% SOLD
Page 31 of 33  ·  655 positions
Sector Allocation
Technology 20.6%
Financial Services 15.4%
Industrials 14.0%
Healthcare 12.2%
Consumer Cyclical 11.5%
Basic Materials 7.3%
Consumer Defensive 5.1%
Communication Services 4.3%
Real Estate 3.7%
Energy 3.7%