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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 40  ·  785 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CASY CASEYS GEN STORES INC Consumer Cyclical 2,913.0 $2.3M 0.05% NEW $794.79 +1.6%
202 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 37,987.0 $2.3M 0.05% NEW $60.67 +22.4%
203 ETSY INC 30,437.0 $2.3M 0.04% NEW $75.33
204 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 75,609.0 $2.3M 0.04% NEW $30.18 -1.7%
205 TAL TAL ED GROUP Consumer Defensive 237,951.0 $2.3M 0.04% NEW $9.57 +22.2%
206 VSH VISHAY INTERTECHNOLOGY INC Technology 42,323.0 $2.3M 0.04% NEW $53.78 -43.0%
207 VISN VISTANCE NETWORKS INC Technology 176,601.0 $2.3M 0.04% NEW $12.78 -13.5%
208 DXPE DXP ENTERPRISES INC Industrials 13,227.0 $2.2M 0.04% NEW $168.74 +13.1%
209 AMN AMN HEALTHCARE SVCS INC Healthcare 68,845.0 $2.2M 0.04% NEW $32.37 +5.8%
210 BTDR BITDEER TECHNOLOGIES GROUP Technology 140,094.0 $2.2M 0.04% NEW $15.87 -32.8%
211 NWS NEWS CORP NEW 79,083.0 $2.2M 0.04% NEW $28.06
212 AVNS AVANOS MED INC Healthcare 88,958.0 $2.2M 0.04% NEW $24.88 +0.4%
213 LKFN LAKELAND FINL CORP Financial Services 35,842.0 $2.2M 0.04% NEW $61.72 -3.6%
214 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 75,144.0 $2.2M 0.04% NEW $29.29 +23.5%
215 RKT ROCKET COS INC Financial Services 139,407.0 $2.2M 0.04% NEW $15.75 -11.7%
216 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 45,968.0 $2.2M 0.04% NEW $47.74 -9.7%
217 ZYMEWORKS INC 83,455.0 $2.2M 0.04% NEW $26.14
218 LIN LINDE PLC Basic Materials 4,201.0 $2.2M 0.04% NEW $518.94 -5.5%
219 IESC IES HOLDINGS INC Industrials 2,953.0 $2.2M 0.04% NEW $734.66 -54.9%
220 CCOI COGENT COMM HOLDINGS INC Communication Services 154,019.0 $2.1M 0.04% NEW $13.88 -27.6%
Page 11 of 40  ·  785 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%