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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 41 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 AVPT AVEPOINT INC Technology 152,298.0 $1.7M 0.03% -80K -34.4% $11.21 +27.6%
802 CTO CTO RLTY GROWTH INC NEW Real Estate 78,912.0 $1.7M 0.03% -27K -25.3% $21.51 -0.3%
803 POST POST HLDGS INC Consumer Defensive 19,220.0 $1.7M 0.03% NEW $88.26 -7.7%
804 RS RELIANCE INC Basic Materials 4,516.0 $1.7M 0.03% NEW $373.60 +4.8%
805 SE SEA LTD Consumer Cyclical 17,555.0 $1.7M 0.03% -265K -93.8% $95.83 +23.5%
806 KLIC KULICKE & SOFFA INDS INC Technology 12,532.0 $1.7M 0.03% NEW $133.76 -36.7%
807 HMC HONDA MOTOR CO LTD Consumer Cyclical 61,783.0 $1.7M 0.03% -22K -26.0% $27.11 +15.6%
808 LKQ LKQ CORP Consumer Cyclical 63,563.0 $1.7M 0.03% NEW $26.33 -3.7%
809 SLM SLM CORP Financial Services 64,388.0 $1.7M 0.03% NEW $25.94 +3.2%
810 NTB BANK OF N T BUTTERFIELD & SO Financial Services 28,063.0 $1.7M 0.03% -7K -20.8% $59.50 -0.6%
811 FUTU FUTU HLDGS LTD Financial Services 17,776.0 $1.7M 0.03% NEW $93.74 +32.9%
812 IMMUNITYBIO INC 188,966.0 $1.7M 0.03% NEW $8.76
813 XLU SELECT SECTOR SPDR TR 36,428.0 $1.7M 0.03% +28K +326.8% $45.34 -4.8%
814 COLB COLUMBIA BKG SYS INC Financial Services 51,497.0 $1.7M 0.03% NEW $32.05 -4.2%
815 AXP AMERICAN EXPRESS CO Financial Services 4,874.0 $1.6M 0.03% +3K +140.9% $338.25 -1.2%
816 MAREX GROUP PLC 26,909.0 $1.6M 0.03% +21K +352.2% $60.95
817 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 73,114.0 $1.6M 0.03% NEW $22.34 +4.8%
818 PFBC PREFERRED BK LOS ANGELES CA Financial Services 15,331.0 $1.6M 0.03% -5K -25.4% $106.26 -2.7%
819 UE URBAN EDGE PPTYS Real Estate 71,165.0 $1.6M 0.03% NEW $22.88 -6.8%
820 SATL SATELLOGIC INC Technology 283,244.0 $1.6M 0.03% NEW $5.72 -7.2%
Page 41 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%