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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 31 of 40  ·  785 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 12,318.0 $364K 0.01% NEW $29.53 +1.2%
602 OOMA OOMA INC Communication Services 18,754.0 $360K 0.01% NEW $19.22 +7.1%
603 KASPI KZ JSC 4,158.0 $360K 0.01% NEW $86.64
604 NERV MINERVA NEUROSCIENCES INC Healthcare 64,687.0 $359K 0.01% NEW $5.55 -9.9%
605 XLG INVESCO EXCHANGE TRADED FD T 5,861.0 $359K 0.01% NEW $61.23 +1.4%
606 FLAGSTAR BANK NATIONAL ASSOC 23,687.0 $354K 0.01% NEW $14.94
607 SMCI SUPER MICRO COMPUTER INC Technology 12,016.0 $352K 0.01% NEW $29.33 +31.1%
608 RWL INVESCO EXCH TRADED FD TR II 2,757.0 $352K 0.01% NEW $127.76 +5.2%
609 AX AXOS FINANCIAL INC Financial Services 3,594.0 $350K 0.01% NEW $97.39 +1.5%
610 ICLN ISHARES TR 16,795.0 $344K 0.01% NEW $20.49 -13.9%
611 TLS TELOS CORP MD Technology 74,218.0 $341K 0.01% NEW $4.60 -5.0%
612 PBW INVESCO EXCHANGE TRADED FD T 8,747.0 $341K 0.01% NEW $39.01 -15.8%
613 IYR ISHARES TR 3,334.0 $341K 0.01% NEW $102.25 +3.1%
614 ANTERIS TECHNOLOGIES GLOBAL 34,472.0 $340K 0.01% NEW $9.85
615 NVAX NOVAVAX INC Healthcare 35,842.0 $338K 0.01% NEW $9.42 +0.2%
616 NGS NATURAL GAS SVCS GROUP INC Energy 7,793.0 $336K 0.01% NEW $43.14 -20.3%
617 JBLU JETBLUE AIRWAYS CORP Industrials 58,560.0 $336K 0.01% NEW $5.73 -11.3%
618 ALIT ALIGHT INC Technology 598,091.0 $335K 0.01% NEW $11.20 +33.6%
619 TECHNIPFMC PLC 4,984.0 $330K 0.01% NEW $66.30
620 LGN LEGENCE CORP Industrials 3,860.0 $329K 0.01% NEW $85.23 -32.8%
Page 31 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%