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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 3 of 40  ·  785 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DOCN DIGITALOCEAN HLDGS INC Technology 55,493.0 $8.7M 0.17% NEW $157.03 -28.8%
42 FTAI AVIATION LTD 31,725.0 $8.6M 0.17% NEW $270.53
43 MOD MODINE MFG CO Consumer Cyclical 30,517.0 $8.1M 0.16% NEW $267.02 -28.5%
44 WBS WEBSTER FINL CORP Financial Services 104,920.0 $8.0M 0.16% NEW $76.42 +1.5%
45 BBIO BRIDGEBIO PHARMA INC Healthcare 107,419.0 $8.0M 0.16% NEW $74.48 +8.1%
46 CF CF INDUSTRIES HOLD Basic Materials 73,725.0 $8.0M 0.16% NEW $108.26 +17.6%
47 GWRE GUIDEWIRE SOFTWARE INC Technology 64,169.0 $7.9M 0.16% NEW $123.05 +54.0%
48 GH GUARDANT HEALTH INC Healthcare 52,547.0 $7.9M 0.16% NEW $150.03 +11.0%
49 TLN TALEN ENERGY CORP Utilities 20,503.0 $7.9M 0.16% NEW $384.26 -19.7%
50 CTAS CINTAS CORP Industrials 46,188.0 $7.9M 0.15% NEW $170.08 +19.9%
51 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 14,271.0 $7.7M 0.15% NEW $541.83 -4.8%
52 VST VISTRA CORP Utilities 47,810.0 $7.6M 0.15% NEW $158.63 -12.6%
53 SLB SLB LIMITED Energy 162,397.0 $7.5M 0.15% NEW $46.49 +15.3%
54 LPLA LPL FINL HLDGS INC Financial Services 26,484.0 $7.5M 0.15% NEW $281.68 +28.2%
55 LYG LLOYDS BANKING GROUP PLC Financial Services 1,261,414.0 $7.4M 0.15% NEW $5.83 +3.6%
56 WULF TERAWULF INC Financial Services 292,096.0 $7.2M 0.14% NEW $24.70 -34.5%
57 AAL AMERICAN AIRLINES GROUP INC Industrials 394,744.0 $7.1M 0.14% NEW $18.07 -23.7%
58 CLS CELESTICA INC Technology 19,199.0 $7.0M 0.14% NEW $364.80 -17.2%
59 F FORD MTR CO Consumer Cyclical 501,512.0 $7.0M 0.14% NEW $13.90 +0.5%
60 EQH EQUITABLE HLDGS INC Financial Services 156,199.0 $6.9M 0.14% NEW $43.88 +11.4%
Page 3 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%