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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 42 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 WERN WERNER ENTERPRISES INC Industrials 37,142.0 $1.6M 0.03% -28K -43.3% $43.61 -11.6%
822 SYNA SYNAPTICS INC Technology 12,962.0 $1.6M 0.03% NEW $124.23 -21.4%
823 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 80,948.0 $1.6M 0.03% +23K +38.7% $19.89 +12.8%
824 INTR INTER & CO INC Financial Services 296,211.0 $1.6M 0.03% NEW $5.43 -0.9%
825 BRBR BELLRING BRANDS INC Consumer Defensive 124,129.0 $1.6M 0.03% -320K -72.0% $12.94 -20.7%
826 GSL GLOBAL SHIP LEASE INC Industrials 42,693.0 $1.6M 0.03% -47K -52.5% $37.60 +19.7%
827 HLIT HARMONIC INC Technology 98,114.0 $1.6M 0.03% NEW $16.33 -24.8%
828 VFH VANGUARD WORLD FD 12,171.0 $1.6M 0.03% +3K +34.1% $131.60 +7.6%
829 ARHS ARHAUS INC Consumer Cyclical 189,542.0 $1.6M 0.03% NEW $8.42 +4.6%
830 EVEREST GROUP LTD 4,435.0 $1.6M 0.03% -3K -36.8% $357.23
831 REX REX AMERICAN RES CORP Basic Materials 35,053.0 $1.6M 0.03% -4K -11.2% $45.15 -9.2%
832 AGO ASSURED GUARANTY LTD Financial Services 19,699.0 $1.6M 0.03% +6K +43.1% $80.16 -5.4%
833 TYL TYLER TECHNOLOGIES INC Technology 5,395.0 $1.6M 0.03% NEW $292.46 +26.5%
834 DCI DONALDSON INC Industrials 17,455.0 $1.6M 0.03% -68K -79.6% $89.77 +2.9%
835 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 29,730.0 $1.6M 0.03% -62K -67.6% $52.65 +19.8%
836 UI UBIQUITI INC Technology 2,931.0 $1.6M 0.03% NEW $534.03 +11.0%
837 SPFI SOUTH PLAINS FINANCIAL INC Financial Services 36,328.0 $1.6M 0.03% +2K +4.9% $43.09 +1.2%
838 DAVE INC 4,198.0 $1.6M 0.03% NEW $372.59
839 INGRAM MICRO HLDG CORP 56,740.0 $1.6M 0.03% NEW $27.43
840 HMY HARMONY GOLD MNG LTD Basic Materials 101,963.0 $1.6M 0.03% -77K -43.1% $15.21 +38.1%
Page 42 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%