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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 9 of 83  ·  1,651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PG PROCTER & GAMBLE CO Consumer Defensive 51,360.0 $7.5M 0.15% +35K +218.3% $146.64 -0.8%
162 DECK DECKERS OUTDOOR CORP Consumer Cyclical 75,838.0 $7.5M 0.15% -22K -22.8% $99.29 -10.6%
163 LPLA LPL FINL HLDGS INC Financial Services 26,484.0 $7.5M 0.15% NEW $281.68 +28.5%
164 GDDY GODADDY INC Technology 87,574.0 $7.4M 0.15% -13K -12.6% $84.88 +17.6%
165 ACM AECOM Industrials 105,769.0 $7.4M 0.15% +41K +62.9% $69.80 -10.1%
166 LYG LLOYDS BANKING GROUP PLC Financial Services 1,261,414.0 $7.4M 0.15% NEW $5.83 +4.3%
167 CBRE CBRE GROUP INC Real Estate 53,746.0 $7.2M 0.14% +25K +87.6% $134.69 +12.6%
168 BAC BANK OF AMER CORP Financial Services 126,924.0 $7.2M 0.14% -32K -20.2% $56.98 +9.6%
169 WULF TERAWULF INC Financial Services 292,096.0 $7.2M 0.14% NEW $24.70 -33.9%
170 GILD GILEAD SCIENCES INC Healthcare 57,007.0 $7.2M 0.14% -47K -45.3% $126.34 +17.8%
171 ADI ANALOG DEVICES INC Technology 18,130.0 $7.2M 0.14% -19K -51.3% $397.17 -5.9%
172 TGT TARGET CORP Consumer Defensive 55,099.0 $7.2M 0.14% +20K +58.8% $130.61 +25.1%
173 AAL AMERICAN AIRLINES GROUP INC Industrials 394,744.0 $7.1M 0.14% NEW $18.07 -22.8%
174 ABNB AIRBNB INC Consumer Cyclical 49,573.0 $7.1M 0.14% +6K +14.2% $143.10 +33.1%
175 PEP PEPSICO INC Consumer Defensive 52,068.0 $7.1M 0.14% -31K -37.6% $135.40 +5.1%
176 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 140,910.0 $7.0M 0.14% +48K +51.1% $49.98 +4.9%
177 PINS PINTEREST INC Communication Services 333,910.0 $7.0M 0.14% +207K +162.3% $21.03 +12.5%
178 CI THE CIGNA GROUP Healthcare 25,438.0 $7.0M 0.14% +13K +108.4% $275.68 +1.3%
179 CNP CENTERPOINT ENERGY INC Utilities 159,115.0 $7.0M 0.14% +96K +152.6% $44.04 -11.6%
180 CLS CELESTICA INC Technology 19,199.0 $7.0M 0.14% NEW $364.80 -15.9%
Page 9 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%