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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 22 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 BKD BROOKDALE SR LIVING INC Healthcare 215,431.0 $3.5M 0.07% +70K +48.3% $16.09 -24.1%
422 S SENTINELONE INC Technology 204,207.0 $3.5M 0.07% NEW $16.97 +20.9%
423 ORA ORMAT TECHNOLOGIES INC Utilities 31,797.0 $3.5M 0.07% NEW $108.90 -5.0%
424 EVRG EVERGY INC Utilities 40,048.0 $3.5M 0.07% +17K +74.3% $86.43 -4.9%
425 TARS TARSUS PHARMACEUTICALS INC Healthcare 54,671.0 $3.4M 0.07% +43K +387.7% $62.94 +12.3%
426 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 13,081.0 $3.4M 0.07% -8K -37.5% $261.37 +31.3%
427 EPAC ENERPAC TOOL GROUP CORP Industrials 95,152.0 $3.4M 0.07% NEW $35.86 +5.1%
428 STANDARDAERO INC 114,038.0 $3.4M 0.07% NEW $29.91
429 ATRO ASTRONICS CORP Industrials 41,733.0 $3.4M 0.07% +15K +56.4% $81.26 -4.7%
430 URBN URBAN OUTFITTERS INC Consumer Cyclical 47,790.0 $3.4M 0.07% -53K -52.4% $70.86 +17.1%
431 TPG TPG INC Financial Services 83,307.0 $3.4M 0.07% -19K -19.0% $40.55 +30.2%
432 ZG ZILLOW GROUP INC 107,181.0 $3.4M 0.07% NEW $31.37
433 TE T1 ENERGY INC Industrials 354,476.0 $3.4M 0.07% NEW $9.48 -52.5%
434 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 37,894.0 $3.4M 0.07% -19K -33.1% $88.60 -36.3%
435 MWA MUELLER WTR PRODS INC Industrials 129,939.0 $3.4M 0.07% NEW $25.83 -2.2%
436 REGCO REGENCY CTRS CORP 42,081.0 $3.4M 0.07% +30K +243.7% $79.74
437 CUBE CUBESMART Real Estate 84,277.0 $3.4M 0.07% -55K -39.4% $39.77 +1.7%
438 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 29,409.0 $3.3M 0.07% NEW $112.74 +14.2%
439 COKE COCA COLA CONS INC Consumer Defensive 17,345.0 $3.3M 0.07% +2K +16.8% $190.92 +1.6%
440 CORZ CORE SCIENTIFIC INC NEW Technology 128,736.0 $3.3M 0.07% NEW $25.59 -31.9%
Page 22 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%