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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 31 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 PHIN PHINIA INC Consumer Cyclical 29,184.0 $2.4M 0.05% -5K -15.1% $82.37 -15.0%
602 EWA ISHARES INC 85,365.0 $2.4M 0.05% +34K +64.9% $28.16 +7.1%
603 HHH HOWARD HUGHES HOLDINGS INC Real Estate 33,574.0 $2.4M 0.05% NEW $71.49 -8.2%
604 NNN NNN REIT INC Real Estate 51,576.0 $2.4M 0.05% +23K +78.5% $46.53 -1.9%
605 PPL PPL CORP Utilities 65,517.0 $2.4M 0.05% NEW $36.35 -3.7%
606 META META PLATFORMS INC Communication Services 4,224.0 $2.4M 0.05% -22K -84.2% $563.29 +2.3%
607 AXTI AXT INC Technology 33,005.0 $2.4M 0.05% NEW $72.08 -9.6%
608 CMPS COMPASS PATHWAYS PLC Healthcare 168,090.0 $2.4M 0.05% +123K +273.7% $14.15 +3.3%
609 QCRH QCR HLDGS INC Financial Services 24,420.0 $2.4M 0.05% +18K +291.5% $97.35 +3.5%
610 APOG APOGEE ENTERPRISES INC Industrials 51,928.0 $2.4M 0.05% +25K +94.2% $45.74 -10.7%
611 MC MOELIS & CO Financial Services 36,289.0 $2.4M 0.05% -33K -48.0% $65.42 +2.7%
612 NPK INTERNATIONAL INC 149,133.0 $2.4M 0.05% +39K +35.2% $15.91
613 TFC TRUIST FINL CORP Financial Services 47,537.0 $2.4M 0.05% -155K -76.6% $49.82 +1.7%
614 AMT AMERICAN TOWER CORP Real Estate 14,469.0 $2.4M 0.05% -15K -51.5% $163.57 +7.4%
615 LINC LINCOLN EDL SVCS CORP Consumer Defensive 47,313.0 $2.4M 0.05% -25K -34.4% $49.90 -48.7%
616 PJT PJT PARTNERS INC Financial Services 15,567.0 $2.3M 0.05% +6K +55.2% $150.94 +15.8%
617 BANR BANNER CORP Financial Services 35,352.0 $2.3M 0.05% -19K -35.5% $66.44 +5.9%
618 JBL JABIL INC Technology 6,090.0 $2.3M 0.05% -4K -42.1% $385.48 -19.3%
619 DVY ISHARES TR 14,946.0 $2.3M 0.05% +13K +732.6% $156.30 +5.5%
620 OXY OCCIDENTAL PETE CORP Energy 47,959.0 $2.3M 0.05% NEW $48.57 +20.7%
Page 31 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%