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Y-Intercept (Hong Kong) Ltd

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1772875

$5.05B

disclosed book value

1,651

positions

1.3%

largest position share

Positions, as of 2026-06-30

top 100 of 1,651 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AMZNAMAZON COM INC266,479$63.5M1.3%
2AAPLAPPLE INC173,481$50.2M1%
3BSXBOSTON SCIENTIFIC CORP1.1M$47.8M0.9%
4MSFTMICROSOFT CORP119,407$44.5M0.9%
5SPCXSPACE EXPLORATION TECHN CORP248,379$42.4M0.8%
6CRMSALESFORCE INC226,510$35.5M0.7%
7CMECME GROUP INC148,345$32.8M0.6%
8CTSHCOGNIZANT TECHNOLOGY SOLUTIO798,623$30.9M0.6%
9INTUINTUIT109,433$28.6M0.6%
10QCOMQUALCOMM INC151,891$28.1M0.6%
11CBOECBOE GLOBAL MKTS INC113,221$27.5M0.5%
12NVDANVIDIA CORPORATION129,840$26.0M0.5%
13ACCENTURE PLC IRELAND205,916$25.6M0.5%
14MPWRMONOLITHIC PWR SYS INC18,074$25.0M0.5%
15JPMJPMORGAN CHASE & CO71,175$23.3M0.5%
16NFLXNETFLIX INC.316,642$22.6M0.4%
17CVXCHEVRON CORPORATION134,525$22.3M0.4%
18COSTCOSTCO WHOLESALE CORPORATION23,655$22.1M0.4%
19WMTWALMART INC193,722$21.9M0.4%
20LDOSLEIDOS HOLDINGS INC210,637$21.7M0.4%
21ORCLORACLE CORP146,923$21.5M0.4%
22ONON SEMICONDUCTOR CORP227,012$21.5M0.4%
23GSGOLDMAN SACHS GROUP INC20,642$20.9M0.4%
24BEBLOOM ENERGY CORP68,243$20.7M0.4%
25INTCINTEL CORP146,980$20.5M0.4%
26KVUEKENVUE INC1.1M$20.2M0.4%
27SUSUNCOR ENERGY INC NEW358,732$19.3M0.4%
28ELVELEVANCE HEALTH INC FORMERLY49,698$19.2M0.4%
29ABBVABBVIE INC74,248$18.7M0.4%
30SNDKSANDISK CORP8,149$18.5M0.4%
31COPCONOCOPHILLIPS177,776$18.5M0.4%
32UHSUNIVERSAL HLTH SVCS INC113,700$16.9M0.3%
33VRTVERTIV HOLDINGS CO47,597$15.9M0.3%
34NEMNEWMONT CORP163,665$15.3M0.3%
35CREDO TECHNOLOGY GROUP HOLDI55,780$15.2M0.3%
36LYVLIVE NATION ENTERTAINMENT IN81,884$15.0M0.3%
37UBERUBER TECHNOLOGIES INC207,539$15.0M0.3%
38TAT&T INC720,792$14.9M0.3%
39PGRPROGRESSIVE CORP67,696$14.8M0.3%
40HWMHOWMET AEROSPACE INC54,786$14.7M0.3%
41TSMTAIWAN SEMICONDUCTOR MANUFAC30,807$14.7M0.3%
42KTOSKRATOS DEFENSE & SEC SOLUTIO294,532$14.7M0.3%
43UNHUNITEDHEALTH GROUP INC35,009$14.6M0.3%
44ISRGINTUITIVE SURGICAL INC36,194$14.4M0.3%
45NOCNORTHROP GRUMMAN CORP28,224$14.4M0.3%
46ICEINTERCONTINENTAL EXCHANGE IN115,441$14.2M0.3%
47AVGOBROADCOM INC37,533$14.2M0.3%
48BPBP PLC373,917$13.8M0.3%
49KOCOCA COLA CO168,502$13.7M0.3%
50STRLSTERLING INFRASTRUCTURE INC16,276$13.7M0.3%
51ROLROLLINS INC326,517$13.6M0.3%
52LRCXLAM RESEARCH CORP31,377$13.6M0.3%
53AEMAGNICO EAGLE MINES LTD87,225$13.5M0.3%
54FOXAFOX CORP259,013$13.5M0.3%
55ZSZSCALER INC94,948$13.4M0.3%
56CIENCIENA CORP26,452$13.0M0.3%
57TMUST-MOBILE US INC76,931$12.9M0.3%
58HCAHCA HEALTHCARE INC32,238$12.6M0.2%
59RMBSRAMBUS INC DEL94,680$12.6M0.2%
60BRK/BBERKSHIRE HATHAWAY INC DEL24,714$12.4M0.2%
61FOXFOX CORP260,295$12.2M0.2%
62CSGPCOSTAR GROUP INC420,878$11.9M0.2%
63SANMSANMINA CORP47,061$11.9M0.2%
64ROYAL CARIBBEAN GROUP37,369$11.9M0.2%
65ZZILLOW GROUP INC376,381$11.9M0.2%
66BKRBAKER HUGHES COMPANY212,452$11.8M0.2%
67KGCKINROSS GOLD CORP496,643$11.7M0.2%
68CVECENOVUS ENERGY INC466,339$11.6M0.2%
69CNQCANADIAN NAT RES LTD MED TER287,188$11.3M0.2%
70MCKMCKESSON CORP14,936$11.3M0.2%
71HUBSHUBSPOT INC61,740$11.3M0.2%
72HALHALLIBURTON CO331,404$11.3M0.2%
73ORLYOREILLY AUTOMOTIVE INC121,225$11.2M0.2%
74PBRPETROLEO BRASILEIRO S A685,957$11.1M0.2%
75ANETARISTA NETWORKS INC64,628$11.0M0.2%
76AGIALAMOS GOLD INC360,625$10.9M0.2%
77INSMINSMED INC101,908$10.9M0.2%
78BLKBLACKROCK INC11,087$10.7M0.2%
79ENSGENSIGN GROUP INC65,957$10.6M0.2%
80ZTSZOETIS INC147,055$10.6M0.2%
81ULTAULTA BEAUTY INC23,291$10.5M0.2%
82MCDMCDONALDS CORP38,443$10.4M0.2%
83BBARRICK MNG CORP282,402$10.4M0.2%
84ADBEADOBE INC50,053$10.3M0.2%
85APHAMPHENOL CORP58,146$10.3M0.2%
86SMTCSEMTECH CORP62,973$10.2M0.2%
87HIGHARTFORD INSURANCE GROUP INC75,765$10.0M0.2%
88DYDYCOM INDS INC19,766$10.0M0.2%
89HLTHILTON WORLDWIDE HLDGS INC30,182$10.0M0.2%
90LLYELI LILLY & CO8,310$10.0M0.2%
91FCXFREEPORT MCMORAN INC158,319$10.0M0.2%
92SEAGATE TECHNOLOGY HLDNGS PL10,225$9.9M0.2%
93STLDSTEEL DYNAMICS INC42,999$9.9M0.2%
94KMBKIMBERLY-CLARK CORP89,295$9.8M0.2%
95MRNAMODERNA INC139,861$9.8M0.2%
96TE CONNECTIVITY PLC48,344$9.7M0.2%
97VRSNVERISIGN INC38,682$9.7M0.2%
98NXTNEXTPOWER INC81,461$9.7M0.2%
99PCORPROCORE TECHNOLOGIES INC238,871$9.7M0.2%
100APAAPA CORPORATION290,891$9.5M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.