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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 13 of 40  ·  785 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 REGN REGENERON PHARMACEUTICALS Healthcare 3,198.0 $2.0M 0.04% NEW $623.54 +30.7%
242 LW LAMB WESTON HLDGS INC Consumer Defensive 46,098.0 $2.0M 0.04% NEW $43.18 +28.0%
243 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 75,572.0 $2.0M 0.04% NEW $26.22 -4.1%
244 BGC BGC GROUP INC Financial Services 185,196.0 $2.0M 0.04% NEW $10.69 +11.3%
245 FRMI FERMI INC Utilities 216,111.0 $2.0M 0.04% NEW $9.16 -38.8%
246 PRDO PERDOCEO ED CORP Consumer Defensive 61,832.0 $2.0M 0.04% NEW $32.00 +4.6%
247 VSTS VESTIS CORPORATION Industrials 135,789.0 $2.0M 0.04% NEW $14.52 -10.3%
248 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 7,786.0 $2.0M 0.04% NEW $253.16 -15.1%
249 DISC MEDICINE INC 26,888.0 $2.0M 0.04% NEW $73.14
250 WMG WARNER MUSIC GROUP CORP Communication Services 72,425.0 $2.0M 0.04% NEW $27.07 +3.2%
251 MCB METROPOLITAN BK HLDG CORP Financial Services 19,782.0 $2.0M 0.04% NEW $98.76 -7.5%
252 FORM FORMFACTOR INC Technology 12,202.0 $2.0M 0.04% NEW $159.93 -32.4%
253 SWBI SMITH & WESSON BRANDS INC Industrials 129,418.0 $1.9M 0.04% NEW $15.04 -11.1%
254 JJSF J & J SNACK FOODS CORP Consumer Defensive 26,320.0 $1.9M 0.04% NEW $73.45 +20.8%
255 ALH ALLIANCE LAUNDRY HLDGS INC Consumer Cyclical 72,457.0 $1.9M 0.04% NEW $26.52 -9.7%
256 ALHC ALIGNMENT HEALTHCARE INC Healthcare 80,351.0 $1.9M 0.04% NEW $23.81 -41.6%
257 WGS GENEDX HOLDINGS CORP Healthcare 27,521.0 $1.9M 0.04% NEW $68.65 +31.5%
258 IOT SAMSARA INC Technology 58,229.0 $1.9M 0.04% NEW $32.43 +22.8%
259 EWW ISHARES INC 24,971.0 $1.9M 0.04% NEW $75.27 +3.0%
260 SNDR SCHNEIDER NATIONAL INC Industrials 51,135.0 $1.9M 0.04% NEW $36.53 -3.6%
Page 13 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%