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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 59 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 FDS FACTSET RESH SYS INC Financial Services 3,280.0 $755K 0.01% -17K -83.8% $230.08 +32.3%
1162 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,308.0 $754K 0.01% -11K -89.6% $576.70 -8.3%
1163 VBR VANGUARD INDEX FDS 3,087.0 $750K 0.01% -5K -62.7% $242.99 +2.2%
1164 SBSI SOUTHSIDE BANCSHARES INC Financial Services 21,271.0 $749K 0.01% NEW $35.19 -9.4%
1165 LTC LTC PPTYS INC Real Estate 19,450.0 $748K 0.01% -3K -11.9% $38.45 +5.8%
1166 ONON ON HLDG AG Consumer Cyclical 21,097.0 $747K 0.01% NEW $35.42 -18.3%
1167 XRAY DENTSPLY SIRONA INC Healthcare 70,301.0 $746K 0.01% +54K +318.5% $10.61 +4.1%
1168 RDVT RED VIOLET INC Technology 11,699.0 $745K 0.01% -47K -79.9% $63.72 +13.0%
1169 DVN DEVON ENERGY CORP NEW Energy 18,034.0 $745K 0.01% +10K +134.6% $41.32 +14.0%
1170 KNG FIRST TR EXCHANGE-TRADED FD 14,735.0 $744K 0.01% NEW $50.50 +2.0%
1171 TRGP TARGA RES CORP Energy 2,768.0 $742K 0.01% NEW $268.14 +7.8%
1172 TTI TETRA TECHNOLOGIES INC DEL Energy 65,400.0 $741K 0.01% NEW $11.33 -38.8%
1173 IMKTA INGLES MKTS INC Consumer Defensive 8,331.0 $738K 0.01% NEW $88.58 -7.1%
1174 BBB FOODS INC 17,581.0 $733K 0.01% NEW $41.67
1175 EYPT EYEPOINT INC Healthcare 51,190.0 $732K 0.01% NEW $14.30 -67.6%
1176 YPF YPF SOCIEDAD ANONIMA Energy 16,069.0 $731K 0.01% -125K -88.6% $45.47 +11.0%
1177 AM ANTERO MIDSTREAM CORP Energy 32,047.0 $729K 0.01% NEW $22.75 -1.0%
1178 KOD KODIAK SCIENCES INC Healthcare 18,561.0 $723K 0.01% +9K +85.5% $38.96 +0.4%
1179 BTU PEABODY ENGR CORP Energy 31,209.0 $722K 0.01% -16K -34.5% $23.12 +27.3%
1180 FSUN FIRSTSUN CAP BANCORP Financial Services 18,605.0 $722K 0.01% -2K -11.1% $38.78 +3.5%
Page 59 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%