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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 25 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 OUTFRONT MEDIA INC 90,640.0 $3.0M 0.06% NEW $32.76
482 CCL CARNIVAL CORP Consumer Cyclical 103,892.0 $3.0M 0.06% -215K -67.4% $28.57 -10.4%
483 FERG FERGUSON ENTERPRISES INC Industrials 12,502.0 $3.0M 0.06% +3K +29.5% $237.33 -0.7%
484 NOK NOKIA CORP Technology 222,825.0 $3.0M 0.06% NEW $13.28 -21.7%
485 EMN EASTMAN CHEM CO Basic Materials 44,150.0 $3.0M 0.06% +40K +1049.4% $66.98 +8.9%
486 W WAYFAIR INC Consumer Cyclical 31,938.0 $3.0M 0.06% +23K +243.5% $92.42 +12.6%
487 PTEN PATTERSON-UTI ENERGY INC Energy 321,447.0 $3.0M 0.06% +148K +85.0% $9.18 +28.0%
488 NUVL NUVALENT INC Healthcare 23,874.0 $2.9M 0.06% NEW $123.50 +0.4%
489 FR FIRST INDL RLTY TR INC Real Estate 48,070.0 $2.9M 0.06% +20K +71.9% $61.31 +2.5%
490 FTRE FORTREA HLDGS INC Healthcare 169,370.0 $2.9M 0.06% +53K +45.9% $17.40 +6.5%
491 APTIV PLC 47,917.0 $2.9M 0.06% +41K +631.8% $61.38
492 HESM HESS MIDSTREAM LP Energy 77,286.0 $2.9M 0.06% -31K -28.6% $37.60 +6.6%
493 SONO SONOS INC Technology 214,554.0 $2.9M 0.06% +74K +52.9% $13.53 +13.3%
494 PCTY PAYLOCITY HLDG CORP Technology 27,732.0 $2.9M 0.06% +20K +283.1% $104.53 +45.5%
495 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 135,137.0 $2.9M 0.06% NEW $21.45 +22.0%
496 FHN FIRST HORIZON CORPORATION Financial Services 113,048.0 $2.9M 0.06% -22K -16.1% $25.64 -4.2%
497 ADT ADT INC DEL Industrials 445,554.0 $2.9M 0.06% NEW $6.50 +14.5%
498 EXPD EXPEDITORS INTL WASH INC Industrials 17,769.0 $2.9M 0.06% -30K -63.1% $162.98 +16.7%
499 AXS AXIS CAP HLDGS LTD Financial Services 26,906.0 $2.9M 0.06% +10K +55.8% $107.44 -6.9%
500 KEX KIRBY CORP Industrials 21,231.0 $2.9M 0.06% NEW $135.97 +2.2%
Page 25 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%