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Y-Intercept (Hong Kong) Ltd

· CIK 0001772875
13F Portfolio $5.3B AUM 1,496 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 669 New 455 Added 356 Reduced 655 Exited
Page 5 of 75  ·  1,496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EXPAND ENERGY CORPORATION 111,757.0 $12.3M 0.23% +52K +85.7% $109.78
82 HWM HOWMET AEROSPACE INC Industrials 52,688.0 $12.1M 0.23% +39K +291.4% $230.46 +18.2%
83 CL COLGATE PALMOLIVE CO Consumer Defensive 141,675.0 $12.1M 0.23% NEW $85.23 +3.4%
84 THC TENET HEALTHCARE CORP Healthcare 63,397.0 $12.0M 0.23% +40K +174.5% $188.71 +5.2%
85 MKC MCCORMICK & CO INC Consumer Defensive 235,558.0 $11.9M 0.23% NEW $50.44 -7.8%
86 ADI ANALOG DEVICES INC Technology 37,238.0 $11.8M 0.23% +36K +2820.6% $318.14 +31.2%
87 CRM SALESFORCE INC Technology 63,093.0 $11.8M 0.22% NEW $186.67 -10.2%
88 GOOG ALPHABET INC Communication Services 40,775.0 $11.7M 0.22% +10K +33.8% $286.86 +38.5%
89 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 11,719.0 $11.7M 0.22% +11K +1596.0% $996.43 +4.5%
90 UNP UNION PAC CORP Industrials 47,839.0 $11.6M 0.22% +5K +12.9% $242.62 +11.0%
91 GE GE AEROSPACE Industrials 40,767.0 $11.6M 0.22% +36K +709.4% $283.77 +2.7%
92 AEM AGNICO EAGLE MINES LTD Basic Materials 56,962.0 $11.6M 0.22% NEW $202.98 -11.2%
93 HII HUNTINGTON INGALLS INDS INC Industrials 30,181.0 $11.5M 0.22% NEW $379.90 -11.3%
94 AMGN AMGEN INC Healthcare 32,401.0 $11.4M 0.22% NEW $351.85 -7.3%
95 RDDT REDDIT INC Communication Services 84,404.0 $11.4M 0.21% +79K +1498.6% $134.65 +16.1%
96 SYK STRYKER CORPORATION Healthcare 34,580.0 $11.4M 0.21% +5K +18.7% $328.59 -7.0%
97 SHOP SHOPIFY INC Technology 95,606.0 $11.3M 0.21% NEW $118.62 -17.9%
98 ANET ARISTA NETWORKS INC Technology 88,792.0 $10.9M 0.21% +84K +1786.0% $122.78 +15.6%
99 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 117,303.0 $10.6M 0.20% NEW $90.67 -1.4%
100 VLO VALERO ENERGY CORP Energy 42,644.0 $10.5M 0.20% NEW $247.08 -0.9%
Page 5 of 75  ·  1,496 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 20.6%
Financial Services 15.4%
Industrials 14.0%
Healthcare 12.2%
Consumer Cyclical 11.5%
Basic Materials 7.3%
Consumer Defensive 5.1%
Communication Services 4.3%
Real Estate 3.7%
Energy 3.7%