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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 34 of 40  ·  785 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CAMT CAMTEK LTD Technology 1,650.0 $269K 0.01% NEW $163.12 -10.1%
662 GOGO GOGO INC Communication Services 86,501.0 $268K 0.01% NEW $3.10 -12.3%
663 MRAM EVERSPIN TECHNOLOGIES INC Technology 11,049.0 $267K 0.01% NEW $24.18 -27.1%
664 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 30,956.0 $265K 0.01% NEW $8.57 +58.6%
665 RUN SUNRUN INC Energy 19,760.0 $264K 0.01% NEW $13.38 -31.3%
666 LEG LEGGETT & PLATT INC Consumer Cyclical 22,560.0 $264K 0.01% NEW $11.71 -20.4%
667 RWR SPDR SERIES TRUST 2,289.0 $259K 0.01% NEW $112.97 +2.0%
668 OEF ISHARES TR 702.0 $257K 0.01% NEW $365.87 +3.4%
669 RSKD RISKIFIED LTD Technology 50,814.0 $256K 0.01% NEW $5.04 +17.9%
670 TRDA ENTRADA THERAPEUTICS INC Healthcare 34,687.0 $255K 0.01% NEW $7.36 +3.5%
671 LIBERTY GLOBAL LTD 22,386.0 $255K 0.01% NEW $11.37
672 WLTH WEALTHFRONT CORP Technology 28,439.0 $254K 0.01% NEW $8.94 +5.5%
673 IYW ISHARES TR 1,007.0 $254K 0.01% NEW $252.23 -2.5%
674 SO SOUTHERN CO Utilities 2,599.0 $249K 0.01% NEW $95.71 -6.0%
675 SPYM SPDR SERIES TRUST 2,823.0 $248K 0.01% NEW $87.88 +2.6%
676 LOGI LOGITECH INTL S A Technology 2,635.0 $248K 0.01% NEW $94.04 +4.9%
677 RYLD GLOBAL X FDS 15,442.0 $247K 0.01% NEW $15.99 +1.7%
678 XPOF XPONENTIAL FITNESS INC Consumer Cyclical 35,535.0 $246K 0.01% NEW $6.92 -24.3%
679 SHOO MADDEN STEVEN LTD Consumer Cyclical 5,832.0 $246K 0.01% NEW $42.10 +8.1%
680 YEXT YEXT INC Technology 51,700.0 $241K 0.01% NEW $4.67 +40.9%
Page 34 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%