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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 9 of 40  ·  785 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 OUTFRONT MEDIA INC 90,640.0 $3.0M 0.06% NEW $32.76
162 NOK NOKIA CORP Technology 222,825.0 $3.0M 0.06% NEW $13.28 -22.1%
163 NUVL NUVALENT INC Healthcare 23,874.0 $2.9M 0.06% NEW $123.50 +0.4%
164 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 135,137.0 $2.9M 0.06% NEW $21.45 +22.4%
165 ADT ADT INC DEL Industrials 445,554.0 $2.9M 0.06% NEW $6.50 +14.3%
166 KEX KIRBY CORP Industrials 21,231.0 $2.9M 0.06% NEW $135.97 +1.2%
167 SCHL SCHOLASTIC CORP Communication Services 62,443.0 $2.9M 0.06% NEW $46.00 -10.9%
168 CECO CECO ENVIRONMENTAL CORP Industrials 31,243.0 $2.8M 0.06% NEW $90.74 -22.6%
169 VKTX VIKING THERAPEUTICS INC Healthcare 72,440.0 $2.8M 0.06% NEW $39.01 -12.4%
170 UNFI UNITED NAT FOODS INC Consumer Defensive 61,601.0 $2.8M 0.06% NEW $45.67 +4.2%
171 COLD AMERICOLD REALTY TRUST INC Real Estate 178,865.0 $2.8M 0.06% NEW $15.72 -1.5%
172 MUSA MURPHY USA INC Consumer Cyclical 5,213.0 $2.8M 0.06% NEW $538.87 +1.0%
173 LIBERTY MEDIA CORP DEL 29,497.0 $2.8M 0.06% NEW $95.14
174 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 36,693.0 $2.8M 0.06% NEW $76.43 -3.6%
175 ARES ARES MANAGEMENT CORPORATION Financial Services 25,117.0 $2.8M 0.06% NEW $111.31 +28.3%
176 ANDE ANDERSONS INC Consumer Defensive 40,733.0 $2.8M 0.06% NEW $68.40 -3.6%
177 KEP KOREA ELEC PWR CORP Utilities 225,589.0 $2.7M 0.05% NEW $12.10 -2.5%
178 MARA MARA HOLDINGS INC Financial Services 195,754.0 $2.7M 0.05% NEW $13.89 -14.8%
179 KRMN KARMAN HLDGS INC Industrials 53,896.0 $2.7M 0.05% NEW $49.92 -1.4%
180 LNG CHENIERE ENERGY INC Energy 11,195.0 $2.7M 0.05% NEW $239.01 +16.6%
Page 9 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%