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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 70 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 SSYS STRATASYS LTD Technology 45,781.0 $392K 0.01% NEW $8.56 -7.4%
1382 PANL PANGAEA LOGISTICS SOLUTION L Industrials 60,237.0 $392K 0.01% NEW $6.50 +23.6%
1383 OSBC OLD SECOND BANCORP INC DEL Financial Services 16,728.0 $390K 0.01% -36K -68.2% $23.32 +8.3%
1384 CAVA CAVA GROUP INC Consumer Cyclical 4,964.0 $390K 0.01% +2K +62.8% $78.48 -14.5%
1385 ASM AVINO SILVER & GOLD MINES LT Basic Materials 61,340.0 $389K 0.01% -586K -90.5% $6.34 +21.1%
1386 WABC WESTAMERICA BANCORPORATION Financial Services 6,603.0 $387K 0.01% +3K +65.0% $58.67 -1.0%
1387 JHMM JOHN HANCOCK EXCHANGE TRADED 5,156.0 $386K 0.01% NEW $74.96 +1.2%
1388 SILJ AMPLIFY ETF TR 14,905.0 $386K 0.01% -103K -87.3% $25.92 +27.6%
1389 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 17,628.0 $384K 0.01% NEW $21.80 -35.5%
1390 SFL SFL CORPORATION LTD Industrials 37,540.0 $383K 0.01% NEW $10.20 +21.3%
1391 SVCO SILVACO GROUP INC Technology 27,665.0 $382K 0.01% NEW $13.79 -46.8%
1392 EA ELECTRONIC ARTS INC Communication Services 1,857.0 $381K 0.01% +349.0 +23.1% $205.04 +2.3%
1393 APG API GROUP CORP Industrials 8,987.0 $381K 0.01% -10K -52.9% $42.35 -3.1%
1394 CACI CACI INTL INC Technology 821.0 $380K 0.01% NEW $463.26 +35.2%
1395 VITL VITAL FARMS INC Consumer Defensive 32,615.0 $379K 0.01% -18K -35.6% $11.63 -10.4%
1396 AGG ISHARES TR 3,829.0 $379K 0.01% NEW $98.98 -1.1%
1397 EVMN EVOMMUNE INC Healthcare 28,398.0 $377K 0.01% NEW $13.29 +4.4%
1398 AFRM AFFIRM HLDGS INC Technology 4,621.0 $377K 0.01% NEW $81.55 -5.7%
1399 MITK MITEK SYS INC Technology 18,658.0 $376K 0.01% NEW $20.13 -5.9%
1400 WLK WESTLAKE CORPORATION Basic Materials 5,128.0 $374K 0.01% NEW $73.00 +1.2%
Page 70 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%