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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 14 of 40  ·  785 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 — SUTRO BIOPHARMA INC — 55,879.0 $1.9M 0.04% NEW — $33.20 —
262 GNL GLOBAL NET LEASE INC Real Estate 207,206.0 $1.9M 0.04% NEW — $8.94 -6.6%
263 DDS DILLARDS INC Consumer Cyclical 3,480.0 $1.8M 0.04% NEW — $528.42 +28.2%
264 EIG EMPLOYERS HLDGS INC Financial Services 35,978.0 $1.8M 0.04% NEW — $50.48 -5.1%
265 DEA EASTERLY GOVT PPTYS INC Real Estate 72,449.0 $1.8M 0.04% NEW — $24.93 -7.3%
266 VNDA VANDA PHARMACEUTICALS INC Healthcare 294,131.0 $1.8M 0.04% NEW — $6.12 -17.8%
267 HLF HERBALIFE LTD Consumer Defensive 136,201.0 $1.8M 0.04% NEW — $13.15 -5.4%
268 HELE HELEN OF TROY LTD Consumer Defensive 61,610.0 $1.8M 0.04% NEW — $29.07 -3.2%
269 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 46,131.0 $1.8M 0.04% NEW — $38.77 -12.4%
270 POOL POOL CORP Industrials 8,307.0 $1.8M 0.04% NEW — $214.90 -24.4%
271 BWA BORGWARNER INC Consumer Cyclical 26,855.0 $1.8M 0.04% NEW — $66.40 -8.2%
272 DB DEUTSCHE BK AG Financial Services 52,784.0 $1.8M 0.04% NEW — $33.76 +7.0%
273 CCBG CAPITAL CITY BANK Financial Services 36,024.0 $1.8M 0.04% NEW — $49.42 -1.2%
274 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 96,756.0 $1.8M 0.04% NEW — $18.37 +8.9%
275 JCAP JEFFERSON CAPITAL INC Financial Services 90,893.0 $1.8M 0.04% NEW — $19.47 -1.8%
276 FSS FEDERAL SIGNAL CORP Industrials 13,758.0 $1.8M 0.04% NEW — $128.49 -11.1%
277 DBX DROPBOX INC Technology 64,092.0 $1.8M 0.04% NEW — $27.47 +19.0%
278 TX TERNIUM SA Basic Materials 41,169.0 $1.8M 0.04% NEW — $42.70 +25.2%
279 INVA INNOVIVA INC Healthcare 77,285.0 $1.8M 0.04% NEW — $22.71 -7.0%
280 OKLO OKLO INC Utilities 33,358.0 $1.7M 0.04% NEW — $52.33 -29.1%
Page 14 of 40  ·  785 positions

① 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%