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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 12 of 24  ·  471 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DCI DONALDSON INC Industrials 17,455.0 $1.6M 0.03% -68K -79.6% $89.77 +6.1%
222 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 29,730.0 $1.6M 0.03% -62K -67.6% $52.65 +18.9%
223 HMY HARMONY GOLD MNG LTD Basic Materials 101,963.0 $1.6M 0.03% -77K -43.1% $15.21 +47.5%
224 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 159,348.0 $1.5M 0.03% -59K -26.9% $9.68 -11.8%
225 CVCO CAVCO INDS INC DEL Consumer Cyclical 2,484.0 $1.5M 0.03% -7K -72.8% $614.38 -6.0%
226 ISSC INNOVATIVE SOLUTIONS & SUPPO Industrials 84,752.0 $1.5M 0.03% -9K -9.3% $18.00 +37.7%
227 SDY SPDR SERIES TRUST 9,888.0 $1.5M 0.03% -389.0 -3.8% $152.18 +4.1%
228 ASC ARDMORE SHIPPING CORP Industrials 106,720.0 $1.5M 0.03% -58K -35.1% $14.01 +21.2%
229 QFIN QFIN HOLDINGS INC Financial Services 94,534.0 $1.5M 0.03% -248K -72.4% $15.81 -40.9%
230 EEFT EURONET WORLDWIDE INC Technology 20,251.0 $1.5M 0.03% -7K -25.1% $73.19 -3.6%
231 ARDX ARDELYX INC Healthcare 290,254.0 $1.5M 0.03% -160K -35.6% $5.10 -24.9%
232 CGEM CULLINAN THERAPEUTICS INC Healthcare 80,648.0 $1.5M 0.03% -15K -15.5% $18.21 +25.5%
233 SYY SYSCO CORP Consumer Defensive 17,563.0 $1.5M 0.03% -178K -91.0% $83.58 -0.4%
234 TXT TEXTRON INC Industrials 15,908.0 $1.5M 0.03% -51K -76.3% $91.73 -9.2%
235 PD PAGERDUTY INC Technology 150,578.0 $1.5M 0.03% -56K -27.1% $9.65 +26.3%
236 DRI DARDEN RESTAURANTS INC Consumer Cyclical 6,815.0 $1.4M 0.03% -20K -74.9% $206.01 +6.3%
237 MZTI MARZETTI COMPANY Consumer Defensive 12,179.0 $1.4M 0.03% -3K -19.0% $114.16 -0.6%
238 WKC WORLD KINECT CORPORATION Energy 41,704.0 $1.4M 0.03% -10K -18.9% $32.94 +9.3%
239 RHI ROBERT HALF INC. Industrials 44,561.0 $1.4M 0.03% -36K -44.6% $30.70 +45.1%
240 JXN JACKSON FINANCIAL INC Financial Services 13,224.0 $1.4M 0.03% -7K -33.4% $102.39 +30.5%
Page 12 of 24  ·  471 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%