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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 67 of 75  ·  1,482 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 RNST RENASANT CORP Financial Services 10,437.0 $368K 0.01% NEW $35.22 +11.1%
1322 IRIDIUM COMMUNICATIONS INC 21,122.0 $367K 0.01% NEW $17.38
1323 DELL DELL TECHNOLOGIES INC Technology 2,912.0 $367K 0.01% NEW $125.88 +92.3%
1324 VPU VANGUARD WORLD FD 1,979.0 $366K 0.01% NEW $185.04 +2.9%
1325 IWN ISHARES TR 2,020.0 $366K 0.01% NEW $181.21 +13.7%
1326 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 22,141.0 $362K 0.01% NEW $16.35 +41.8%
1327 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 24,158.0 $358K 0.01% NEW $14.82 -12.3%
1328 HLIO HELIOS TECHNOLOGIES INC Industrials 6,693.0 $358K 0.01% NEW $53.49 +44.0%
1329 CCRN CROSS CTRY HEALTHCARE INC Healthcare 44,104.0 $357K 0.01% NEW $8.10 +61.7%
1330 HNRG HALLADOR ENERGY COMPANY Energy 18,761.0 $357K 0.01% NEW $19.04 -4.7%
1331 DK DELEK US HLDGS INC NEW Energy 11,918.0 $353K 0.01% NEW $29.66 +51.1%
1332 VTR VENTAS INC Real Estate 4,558.0 $353K 0.01% NEW $77.38 +13.0%
1333 BFST BUSINESS FIRST BANCSHARES IN Financial Services 13,448.0 $352K 0.01% NEW $26.14 +4.2%
1334 KFRC KFORCE INC Industrials 11,325.0 $350K 0.01% NEW $30.92 +27.7%
1335 TBPH THERAVANCE BIOPHARMA INC Healthcare 18,686.0 $350K 0.01% NEW $18.71 -13.3%
1336 MCK MCKESSON CORP Healthcare 423.0 $347K 0.01% NEW $820.29 -7.3%
1337 JMIA JUMIA TECHNOLOGIES AG Consumer Cyclical 27,695.0 $346K 0.01% NEW $12.49 -44.0%
1338 ADI ANALOG DEVICES INC Technology 1,275.0 $346K 0.01% NEW $271.20 +54.3%
1339 M MACYS INC Consumer Cyclical 15,669.0 $346K 0.01% NEW $22.05 -16.5%
1340 CAT CATERPILLAR INC Industrials 603.0 $345K 0.01% NEW $572.87 +50.8%
Page 67 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%