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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 69 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 8,981.0 $425K 0.01% -9K -50.4% $47.33 -4.7%
1362 NCNO NCINO INC Technology 25,971.0 $425K 0.01% -35K -57.5% $16.35 +38.5%
1363 GCO GENESCO INC Consumer Cyclical 12,469.0 $421K 0.01% NEW $33.77 -0.6%
1364 DRD DRDGOLD LIMITED Basic Materials 19,614.0 $418K 0.01% -8K -30.1% $21.30 +40.7%
1365 CSV CARRIAGE SVCS INC Consumer Cyclical 10,791.0 $414K 0.01% +3K +32.6% $38.34 -10.9%
1366 AVBP ARRIVENT BIOPHARMA INC Healthcare 11,843.0 $411K 0.01% NEW $34.74 -10.4%
1367 LILAK LIBERTY LATIN AMERICA LTD Communication Services 52,769.0 $411K 0.01% NEW $7.79 +7.3%
1368 ES EVERSOURCE ENERGY Utilities 5,679.0 $410K 0.01% -70K -92.5% $72.27 -1.9%
1369 SSD SIMPSON MFG INC Industrials 1,933.0 $405K 0.01% +98.0 +5.3% $209.35 -12.8%
1370 EMBC EMBECTA CORP Healthcare 123,701.0 $403K 0.01% +61K +96.7% $3.26 +50.2%
1371 MDT MEDTRONIC PLC Healthcare 5,148.0 $403K 0.01% -74K -93.5% $78.23 +16.7%
1372 PKBK PARKE BANCORP INC Financial Services 12,123.0 $402K 0.01% NEW $33.16 +1.3%
1373 LENZ LENZ THERAPEUTICS INC Healthcare 70,728.0 $402K 0.01% -88K -55.4% $5.68 -15.7%
1374 CRTO CRITEO S A Communication Services 21,894.0 $400K 0.01% -12K -36.0% $18.28 -5.5%
1375 ONTO ONTO INNOVATION INC Technology 1,052.0 $398K 0.01% -26K -96.1% $378.45 -23.4%
1376 MILLROSE PPTYS INC 13,234.0 $398K 0.01% -38K -73.9% $30.05
1377 KRUS KURA SUSHI USA INC Consumer Cyclical 6,854.0 $395K 0.01% NEW $57.56 -18.4%
1378 CANADIAN PACIFIC KANSAS CITY 4,545.0 $394K 0.01% -111K -96.1% $86.65
1379 XPERI INC 47,724.0 $393K 0.01% NEW $8.23
1380 FRO FRONTLINE PLC Energy 11,275.0 $392K 0.01% -22K -65.8% $34.79 +25.6%
Page 69 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%