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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 30 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 MCO MOODYS CORP Financial Services 5,498.0 $2.5M 0.05% -13K -70.4% $452.92 +13.6%
582 ST SENSATA TECHNOLOGIES HLDG PL Technology 52,086.0 $2.5M 0.05% -7K -12.4% $47.74 -10.8%
583 IGV ISHARES TR 27,427.0 $2.5M 0.05% -20K -42.0% $90.60 +13.0%
584 INSP INSPIRE MED SYS INC Healthcare 55,681.0 $2.5M 0.05% -103K -64.8% $44.61 +38.5%
585 NTGR NETGEAR INC Technology 106,306.0 $2.5M 0.05% +79K +284.5% $23.35 -7.2%
586 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 10,301.0 $2.5M 0.05% NEW $240.97 +3.5%
587 OZK BANK OZK LITTLE ROCK ARK Financial Services 47,622.0 $2.5M 0.05% -22K -31.5% $52.09 -5.0%
588 GPOR GULFPORT ENERGY CORP Energy 14,538.0 $2.5M 0.05% -14K -48.3% $169.70 +2.6%
589 FIGS FIGS INC Consumer Cyclical 241,070.0 $2.5M 0.05% NEW $10.23 +48.8%
590 NAVI NAVIENT CORPORATION Financial Services 289,552.0 $2.5M 0.05% +140K +93.0% $8.51 +10.1%
591 PAM PAMPA ENERGIA SA Utilities 29,917.0 $2.5M 0.05% +12K +68.8% $82.13 -1.7%
592 EXPAND ENERGY CORPORATION 26,932.0 $2.5M 0.05% -85K -75.9% $91.19
593 PBF PBF ENERGY INC Energy 53,727.0 $2.4M 0.05% -18K -25.2% $45.52 +53.2%
594 ALLIED GOLD CORP 102,812.0 $2.4M 0.05% +61K +145.7% $23.78
595 LEA LEAR CORP Consumer Cyclical 18,211.0 $2.4M 0.05% -2K -10.0% $134.06 -7.2%
596 BLKB BLACKBAUD INC Technology 82,250.0 $2.4M 0.05% +7K +8.7% $29.62 +59.0%
597 CVS CVS HEALTH CORP Healthcare 23,507.0 $2.4M 0.05% NEW $103.45 -8.8%
598 INDB INDEPENDENT BK CORP MASS Financial Services 28,993.0 $2.4M 0.05% +25K +601.5% $83.72 -1.1%
599 CHDN CHURCHILL DOWNS INC Consumer Cyclical 26,918.0 $2.4M 0.05% +24K +845.8% $89.64 -2.3%
600 ASTE ASTEC INDS INC Industrials 39,319.0 $2.4M 0.05% +28K +253.7% $61.19 -28.1%
Page 30 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%