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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 6 of 40  ·  785 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CRH PLC 42,578.0 $4.6M 0.09% NEW $107.00
102 FN FABRINET Technology 8,081.0 $4.5M 0.09% NEW $562.08 -23.2%
103 TSLA TESLA INC Consumer Cyclical 10,687.0 $4.5M 0.09% NEW $420.60 -16.7%
104 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 93,708.0 $4.5M 0.09% NEW $47.81 -9.3%
105 NE NOBLE CORP PLC Energy 119,473.0 $4.5M 0.09% NEW $37.30 +22.9%
106 SDVY FIRST TR EXCHANGE TRADED FD 100,961.0 $4.4M 0.09% NEW $43.14 +1.6%
107 AEIS ADVANCED ENERGY INDS Industrials 11,652.0 $4.3M 0.09% NEW $372.87 -26.1%
108 SIX FLAGS ENTERTAINMENT CORP 197,465.0 $4.2M 0.08% NEW $21.30
109 DUK DUKE ENERGY CORP NEW Utilities 32,323.0 $4.1M 0.08% NEW $126.58 -3.9%
110 CRC CALIFORNIA RES CORP Energy 76,082.0 $4.0M 0.08% NEW $52.87 -2.3%
111 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 15,109.0 $4.0M 0.08% NEW $263.26 +36.9%
112 FPS FORGENT POWER SOLUTIONS INC Industrials 71,173.0 $4.0M 0.08% NEW $55.86 -42.4%
113 INVH INVITATION HOMES INC Real Estate 130,304.0 $3.9M 0.08% NEW $30.21 -0.0%
114 VAL VALARIS LTD Energy 53,937.0 $3.9M 0.08% NEW $72.60 +18.1%
115 PIPR PIPER SANDLER COMPANIES Financial Services 54,080.0 $3.9M 0.08% NEW $72.34 +3.3%
116 ROIV ROIVANT SCIENCES LTD Healthcare 110,340.0 $3.9M 0.08% NEW $35.39 +3.1%
117 CNK CINEMARK HLDGS INC Communication Services 121,882.0 $3.9M 0.08% NEW $31.73 +17.9%
118 SAFT SAFETY INS GROUP INC Financial Services 50,782.0 $3.8M 0.07% NEW $74.86 +38.5%
119 WEC WEC ENERGY GROUP INC Utilities 32,315.0 $3.8M 0.07% NEW $116.77 -8.6%
120 RBRK RUBRIK INC. Technology 46,755.0 $3.8M 0.07% NEW $80.28 +15.4%
Page 6 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%