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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 7 of 32  ·  630 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 COPX GLOBAL X FDS 57,933 $4.4M 0.08% SOLD
122 SIMO SILICON MOTION TECHNOLOGY CO Technology 39,350 $4.4M 0.08% SOLD
123 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 65,834 $4.4M 0.08% SOLD
124 ITA ISHARES TR 20,095 $4.4M 0.08% SOLD
125 CMPX COMPASS THERAPEUTICS INC Healthcare 828,879 $4.4M 0.08% SOLD
126 AR ANTERO RESOURCES CORP Energy 101,633 $4.3M 0.08% SOLD
127 CARR CARRIER GLOBAL CORPORATION Industrials 76,535 $4.3M 0.08% SOLD
128 ARGX ARGENX SE Healthcare 5,884 $4.3M 0.08% SOLD
129 DUOL DUOLINGO INC Technology 42,860 $4.2M 0.08% SOLD
130 FSK FS KKR CAP CORP Financial Services 414,788 $4.2M 0.08% SOLD
131 CPA COPA HOLDINGS SA Industrials 37,147 $4.2M 0.08% SOLD
132 RYANAIR HOLDINGS PLC 72,487 $4.2M 0.08% SOLD
133 MHK MOHAWK INDS INC Consumer Cyclical 42,446 $4.2M 0.08% SOLD
134 QLYS QUALYS INC Technology 47,194 $4.1M 0.08% SOLD
135 FMC FMC CORP Basic Materials 239,911 $4.1M 0.08% SOLD
136 PNC PNC FINL SVCS GROUP INC Financial Services 19,747 $4.1M 0.08% SOLD
137 ORC ORCHID IS CAP INC Real Estate 579,236 $4.1M 0.08% SOLD
138 PRU PRUDENTIAL FINL INC Financial Services 41,584 $4.1M 0.08% SOLD
139 HEI HEICO CORP NEW Industrials 14,724 $4.0M 0.08% SOLD
140 CG CARLYLE GROUP INC Financial Services 83,153 $4.0M 0.08% SOLD
Page 7 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%