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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 8 of 40  ·  785 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TE T1 ENERGY INC Industrials 354,476.0 $3.4M 0.07% NEW $9.48 -50.9%
142 MWA MUELLER WTR PRODS INC Industrials 129,939.0 $3.4M 0.07% NEW $25.83 -3.4%
143 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 29,409.0 $3.3M 0.07% NEW $112.74 +16.7%
144 CORZ CORE SCIENTIFIC INC NEW Technology 128,736.0 $3.3M 0.07% NEW $25.59 -29.5%
145 WM WASTE MGMT INC DEL Industrials 14,765.0 $3.3M 0.07% NEW $222.88 -0.3%
146 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 40,231.0 $3.3M 0.07% NEW $81.51 +9.0%
147 PAGAYA TECHNOLOGIES LTD 179,335.0 $3.3M 0.07% NEW $18.25
148 PYPL PAYPAL HLDGS INC Financial Services 75,561.0 $3.3M 0.07% NEW $43.18 +44.2%
149 EW EDWARDS LIFESCIENCES CORP Healthcare 36,042.0 $3.3M 0.07% NEW $90.46 +0.5%
150 EQR EQUITY RESIDENTIAL Real Estate 47,598.0 $3.2M 0.06% NEW $67.93 +0.3%
151 CLH CLEAN HARBORS INC Industrials 10,690.0 $3.2M 0.06% NEW $298.75 +3.3%
152 INOD INNODATA INC Technology 41,983.0 $3.2M 0.06% NEW $75.58 -24.4%
153 CSR CENTERSPACE Real Estate 56,182.0 $3.2M 0.06% NEW $56.19 -4.1%
154 EPAM EPAM SYS INC Technology 39,270.0 $3.1M 0.06% NEW $79.35 +41.0%
155 NSP INSPERITY INC Industrials 74,900.0 $3.1M 0.06% NEW $41.31 +26.7%
156 NATWEST GROUP PLC 173,146.0 $3.1M 0.06% NEW $17.63
157 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 1,455.0 $3.0M 0.06% NEW $2080.79 +3.8%
158 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 318,256.0 $3.0M 0.06% NEW $9.39 +22.7%
159 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 5,560.0 $3.0M 0.06% NEW $536.95 -4.6%
160 SBRA SABRA HEALTH CARE REIT INC Real Estate 152,638.0 $3.0M 0.06% NEW $19.51 +6.7%
Page 8 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%