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Portfolio (Quarterly) Guide ↗

Y-Intercept (Hong Kong) Ltd

· CIK 0001772875
13F Portfolio $4.5B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1482 New
Page 38 of 75  ·  1,482 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 81,297.0 $1.6M 0.04% NEW $19.33 +18.2%
742 APP APPLOVIN CORP Technology 2,329.0 $1.6M 0.04% NEW $673.82 -27.9%
743 SEM SELECT MED HLDGS CORP Healthcare 105,670.0 $1.6M 0.04% NEW $14.85 +11.2%
744 ESAB ESAB CORPORATION Industrials 13,984.0 $1.6M 0.04% NEW $111.72 -18.4%
745 MHO M/I HOMES INC Consumer Cyclical 12,197.0 $1.6M 0.04% NEW $127.95 +0.8%
746 DHT DHT HOLDINGS INC Energy 127,425.0 $1.6M 0.04% NEW $12.21 +45.5%
747 GE GE AEROSPACE Industrials 5,037.0 $1.6M 0.04% NEW $308.03 -2.0%
748 TOTALENERGIES SE 23,664.0 $1.5M 0.04% NEW $65.42
749 OLN OLIN CORP Basic Materials 74,307.0 $1.5M 0.04% NEW $20.83 +24.9%
750 DNLI DENALI THERAPEUTICS INC Healthcare 93,587.0 $1.5M 0.04% NEW $16.51 +16.9%
751 RNG RINGCENTRAL INC Technology 53,199.0 $1.5M 0.03% NEW $28.88 +50.7%
752 TKC TURKCELL ILETISIM HIZMETLERI Communication Services 280,835.0 $1.5M 0.03% NEW $5.47 +9.9%
753 ERII ENERGY RECOVERY INC Industrials 113,863.0 $1.5M 0.03% NEW $13.49 -36.1%
754 CODI COMPASS DIVERSIFIED Industrials 319,494.0 $1.5M 0.03% NEW $4.80 +143.8%
755 IMXI INTERNATIONAL MNY EXPRESS IN Technology 99,800.0 $1.5M 0.03% NEW $15.36 -0.8%
756 IEUR ISHARES TR 21,487.0 $1.5M 0.03% NEW $70.98 +6.6%
757 BDC BELDEN INC Technology 13,044.0 $1.5M 0.03% NEW $116.55 -10.1%
758 BCPC BALCHEM CORP Basic Materials 9,903.0 $1.5M 0.03% NEW $153.36 +5.5%
759 DAKT DAKTRONICS INC Technology 76,787.0 $1.5M 0.03% NEW $19.77 -0.2%
760 FLO FLOWERS FOODS INC Consumer Defensive 139,448.0 $1.5M 0.03% NEW $10.88 -35.6%
Page 38 of 75  ·  1,482 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 16.1%
Industrials 12.6%
Consumer Cyclical 11.2%
Healthcare 10.9%
Energy 6.5%
Basic Materials 4.9%
Consumer Defensive 4.0%
Communication Services 3.9%
Real Estate 3.4%