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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 39 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 HLF HERBALIFE LTD Consumer Defensive 136,201.0 $1.8M 0.04% NEW $13.15 -6.1%
762 HELE HELEN OF TROY LTD Consumer Defensive 61,610.0 $1.8M 0.04% NEW $29.07 -0.5%
763 SUPN SUPERNUS PHARMACEUTICALS Healthcare 38,494.0 $1.8M 0.04% +18K +90.2% $46.51 -5.0%
764 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 46,131.0 $1.8M 0.04% NEW $38.77 -2.7%
765 PAYC PAYCOM SOFTWARE INC Technology 14,217.0 $1.8M 0.04% -8K -36.9% $125.68 +88.6%
766 POOL POOL CORP Industrials 8,307.0 $1.8M 0.04% NEW $214.90 -13.4%
767 MOH MOLINA HEALTHCARE INC Healthcare 7,801.0 $1.8M 0.04% +946.0 +13.8% $228.70 -13.1%
768 BWA BORGWARNER INC Consumer Cyclical 26,855.0 $1.8M 0.04% NEW $66.40 -2.4%
769 ENOV ENOVIS CORPORATION Industrials 86,138.0 $1.8M 0.04% +67K +356.4% $20.70 +20.0%
770 DB DEUTSCHE BK AG Financial Services 52,784.0 $1.8M 0.04% NEW $33.76 +18.7%
771 QTWO Q2 HLDGS INC Technology 37,039.0 $1.8M 0.04% -76K -67.4% $48.10 +36.5%
772 UVE UNIVERSAL INS HLDGS INC Financial Services 43,065.0 $1.8M 0.04% +22K +106.1% $41.36 +4.9%
773 CCBG CAPITAL CITY BANK Financial Services 36,024.0 $1.8M 0.04% NEW $49.42 +3.6%
774 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 96,756.0 $1.8M 0.04% NEW $18.37 +30.0%
775 WING WINGSTOP INC Consumer Cyclical 10,231.0 $1.8M 0.04% -56K -84.5% $173.41 -36.6%
776 JCAP JEFFERSON CAPITAL INC Financial Services 90,893.0 $1.8M 0.04% NEW $19.47 +11.4%
777 FSS FEDERAL SIGNAL CORP Industrials 13,758.0 $1.8M 0.04% NEW $128.49 -6.3%
778 INGR INGREDION INC Consumer Defensive 18,607.0 $1.8M 0.04% -19K -50.1% $94.71 +9.3%
779 DBX DROPBOX INC Technology 64,092.0 $1.8M 0.04% NEW $27.47 +30.6%
780 CXW CORECIVIC INC Real Estate 57,889.0 $1.8M 0.04% -29K -33.5% $30.38 +11.2%
Page 39 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%