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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 19 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SAIA SAIA INC Industrials 9,331.0 $3.9M 0.08% +498.0 +5.6% $421.16 -18.3%
362 MMS MAXIMUS INC Industrials 73,063.0 $3.9M 0.08% +4K +5.8% $53.76 +8.9%
363 VAL VALARIS LTD Energy 53,937.0 $3.9M 0.08% NEW $72.60 +18.1%
364 PIPR PIPER SANDLER COMPANIES Financial Services 54,080.0 $3.9M 0.08% NEW $72.34 +3.3%
365 ROIV ROIVANT SCIENCES LTD Healthcare 110,340.0 $3.9M 0.08% NEW $35.39 +3.1%
366 MLI MUELLER INDS INC Industrials 31,762.0 $3.9M 0.08% -11K -25.6% $122.93 -50.0%
367 PLTR PALANTIR TECHNOLOGIES INC Technology 33,399.0 $3.9M 0.08% +29K +690.7% $116.67 +48.1%
368 WEAV WEAVE COMMUNICATIONS INC Technology 650,493.0 $3.9M 0.08% +281K +75.8% $5.99 +21.7%
369 SCCO SOUTHERN COPPER CORP Basic Materials 22,274.0 $3.9M 0.08% -86K -79.5% $174.26 +26.1%
370 TT TRANE TECHNOLOGIES PLC Industrials 7,893.0 $3.9M 0.08% -9K -54.5% $491.16 -7.3%
371 OMF ONEMAIN HLDGS INC Financial Services 63,562.0 $3.9M 0.08% +7K +11.4% $60.97 +3.7%
372 CNK CINEMARK HLDGS INC Communication Services 121,882.0 $3.9M 0.08% NEW $31.73 +17.9%
373 ESTC ELASTIC N V Technology 67,412.0 $3.8M 0.08% +8K +12.8% $57.02 +41.0%
374 ITT ITT INC Industrials 19,407.0 $3.8M 0.08% +13K +214.8% $197.76 +4.2%
375 SAFT SAFETY INS GROUP INC Financial Services 50,782.0 $3.8M 0.07% NEW $74.86 +38.5%
376 AES AES CORP Utilities 259,274.0 $3.8M 0.07% -293K -53.1% $14.66 +0.5%
377 FAST FASTENAL CO Industrials 79,081.0 $3.8M 0.07% -21K -21.1% $48.03 +4.7%
378 WEC WEC ENERGY GROUP INC Utilities 32,315.0 $3.8M 0.07% NEW $116.77 -8.6%
379 SHAK SHAKE SHACK INC Consumer Cyclical 67,298.0 $3.8M 0.07% +53K +371.6% $56.02 +32.2%
380 RSP INVESCO EXCHANGE TRADED FD T 17,712.0 $3.8M 0.07% +12K +190.7% $212.77 +4.2%
Page 19 of 83  ·  1,651 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%