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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 39 of 75  ·  1,482 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 CARG CARGURUS INC Consumer Cyclical 39,494.0 $1.5M 0.03% NEW $38.35 -28.0%
762 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 45,349.0 $1.5M 0.03% NEW $33.37 +3.7%
763 SIRIUSPOINT LTD 69,105.0 $1.5M 0.03% NEW $21.89
764 TVTX TRAVERE THERAPEUTICS INC Healthcare 39,568.0 $1.5M 0.03% NEW $38.21 +13.8%
765 PNTG PENNANT GROUP INC Healthcare 53,574.0 $1.5M 0.03% NEW $28.15 +25.5%
766 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 46,011.0 $1.5M 0.03% NEW $32.74 +19.1%
767 USMV ISHARES TR 15,994.0 $1.5M 0.03% NEW $94.16 +2.0%
768 JETS ETF SER SOLUTIONS 53,385.0 $1.5M 0.03% NEW $28.07 -3.8%
769 KMB KIMBERLY-CLARK CORP Consumer Defensive 14,792.0 $1.5M 0.03% NEW $100.89 -2.1%
770 VERA VERA THERAPEUTICS INC Healthcare 29,442.0 $1.5M 0.03% NEW $50.64 -31.6%
771 WRB BERKLEY W R CORP Financial Services 21,193.0 $1.5M 0.03% NEW $70.12 -2.7%
772 CRS CARPENTER TECHNOLOGY CORP Industrials 4,719.0 $1.5M 0.03% NEW $314.84 +39.2%
773 TNC TENNANT CO Industrials 20,150.0 $1.5M 0.03% NEW $73.70 +12.5%
774 MGPI MGP INGREDIENTS INC NEW Consumer Defensive 61,090.0 $1.5M 0.03% NEW $24.30 -25.5%
775 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 39,595.0 $1.5M 0.03% NEW $37.42 -18.5%
776 ARVN ARVINAS INC Healthcare 124,835.0 $1.5M 0.03% NEW $11.86 -23.3%
777 KINIKSA PHARMACEUTICALS INTL 35,889.0 $1.5M 0.03% NEW $41.25
778 EEM ISHARES TR 27,034.0 $1.5M 0.03% NEW $54.71 +20.7%
779 BHC BAUSCH HEALTH COS INC Healthcare 212,231.0 $1.5M 0.03% NEW $6.95 -21.6%
780 KLIC KULICKE & SOFFA INDS INC Technology 32,346.0 $1.5M 0.03% NEW $45.56 +121.9%
Page 39 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%