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Portfolio (Quarterly) Guide ↗

Y-Intercept (Hong Kong) Ltd

· CIK 0001772875
13F Portfolio $5.3B AUM 1,496 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 669 New 455 Added 356 Reduced 655 Exited
Page 6 of 75  ·  1,496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TMUS T-MOBILE US INC Communication Services 49,458.0 $10.4M 0.20% +7K +16.6% $210.03 -11.8%
102 WING WINGSTOP INC Consumer Cyclical 65,856.0 $10.2M 0.19% NEW $154.97 -16.6%
103 FIRST HAWAIIAN INC 411,419.0 $10.1M 0.19% +227K +122.8% $24.64
104 UPS UNITED PARCEL SVCS INC Industrials 102,890.0 $10.1M 0.19% +55K +112.9% $98.38 +0.6%
105 LOW LOWES COS INC Consumer Cyclical 42,736.0 $10.1M 0.19% NEW $236.28 -7.6%
106 URI UNITED RENTALS INC Industrials 13,771.0 $10.0M 0.19% +12K +663.4% $728.56 +31.9%
107 GM GENERAL MTRS CO Consumer Cyclical 134,092.0 $10.0M 0.19% NEW $74.50 +0.5%
108 FISV FISERV INC Technology 177,037.0 $9.9M 0.19% +147K +482.9% $55.80 -0.8%
109 DECK DECKERS OUTDOOR CORP Consumer Cyclical 98,182.0 $9.8M 0.19% NEW $100.09 -6.5%
110 JBHT HUNT J B TRANS SVCS INC Industrials 46,346.0 $9.8M 0.19% NEW $211.90 +23.7%
111 FICO FAIR ISAAC CORP Technology 9,146.0 $9.8M 0.18% +8K +759.6% $1067.54 +2.9%
112 IBM INTERNATIONAL BUSINESS MACHS Technology 40,248.0 $9.8M 0.18% +34K +506.1% $242.39 -9.5%
113 JCI JOHNSON CONTROLS INTERNATION Industrials 74,462.0 $9.8M 0.18% -22K -23.1% $130.95 +9.3%
114 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 158,233.0 $9.7M 0.18% NEW $61.35 -23.2%
115 ADMA ADMA BIOLOGICS INC Healthcare 1,075,422.0 $9.7M 0.18% +1.0M +1508.1% $9.01 -7.0%
116 TXN TEXAS INSTRS INC Technology 49,880.0 $9.7M 0.18% NEW $194.14 +55.9%
117 TM TOYOTA MOTOR CORP Consumer Cyclical 46,570.0 $9.6M 0.18% NEW $206.09 -7.5%
118 A AGILENT TECHNOLOGIES INC Healthcare 82,523.0 $9.4M 0.18% -9K -10.0% $113.98 -1.6%
119 MMM 3M CO Industrials 64,583.0 $9.4M 0.18% -22K -25.5% $145.23 +0.7%
120 TCOM TRIP COM GROUP LTD Consumer Cyclical 187,905.0 $9.4M 0.18% +150K +399.8% $49.79 -0.4%
Page 6 of 75  ·  1,496 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 20.6%
Financial Services 15.4%
Industrials 14.0%
Healthcare 12.2%
Consumer Cyclical 11.5%
Basic Materials 7.3%
Consumer Defensive 5.1%
Communication Services 4.3%
Real Estate 3.7%
Energy 3.7%