Fund Holdings

Y-Intercept (Hong Kong) Ltd

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
MICRON TECHNOLOGY INC0127,057+127,057042,924,937+42,924,937
DOORDASH INC0219,516+219,516032,960,327+32,960,327
ELI LILLY & CO032,982+32,982030,335,854+30,335,854
SANDISK CORP047,480+47,480030,165,943+30,165,943
CAPITAL ONE FINL CORP0158,239+158,239028,867,541+28,867,541
EMERSON ELEC CO0218,790+218,790028,665,866+28,665,866
ALPHABET INC096,659+96,659027,795,262+27,795,262
LAM RESEARCH CORP0123,979+123,979026,489,353+26,489,353
VISA INC074,473+74,473022,508,720+22,508,720
BOSTON SCIENTIFIC CORP0450,271+450,271028,254,505+28,254,505
PHILIP MORRIS INTL INC0133,907+133,907022,140,183+22,140,183
SAP SE0122,505+122,505020,974,081+20,974,081
TAIWAN SEMICONDUCTOR MANUFAC081,189+81,189027,437,823+27,437,823
SERVICENOW INC0239,581+239,581025,048,194+25,048,194
ABBVIE INC093,676+93,676020,373,593+20,373,593
S&P GLOBAL INC045,465+45,465019,338,083+19,338,083
BOOKING HOLDINGS INC04,523+4,523019,043,277+19,043,277
ULTA BEAUTY INC036,176+36,176018,909,557+18,909,557
SOUTHERN COPPER CORP0108,452+108,452018,660,251+18,660,251
BARRICK MNG CORP0431,177+431,177017,587,710+17,587,710
WHEATON PRECIOUS METALS CORP0134,234+134,234017,585,996+17,585,996
PAN AMERN SILVER CORP0316,535+316,535017,292,307+17,292,307
SEA LTD0282,201+282,201023,369,065+23,369,065
WORKDAY INC0135,627+135,627017,620,660+17,620,660
ORACLE CORP0109,083+109,083016,047,200+16,047,200
VERTEX PHARMACEUTICALS INC035,829+35,829015,999,082+15,999,082
CUMMINS INC029,568+29,568015,908,175+15,908,175
BARCLAYS PLC0745,343+745,343015,771,458+15,771,458
APPLOVIN CORP043,406+43,406017,275,588+17,275,588
WALMART INC0126,130+126,130015,675,436+15,675,436
META PLATFORMS INC026,683+26,683015,266,145+15,266,145
INTUITIVE SURGICAL INC031,951+31,951014,729,091+14,729,091
ROYAL CARIBBEAN GROUP052,956+52,956014,572,432+14,572,432
GILEAD SCIENCES INC0104,293+104,293014,535,315+14,535,315
DANAHER CORP DEL076,280+76,280014,462,688+14,462,688
MCKESSON CORP016,652+16,652014,409,975+14,409,975
CHIPOTLE MEXICAN GRILL INC0446,249+446,249014,284,430+14,284,430
MONGODB INC067,333+67,333016,481,098+16,481,098
AMPHENOL CORP0132,771+132,771016,775,616+16,775,616
SYSCO CORP0195,666+195,666013,956,856+13,956,856
CISCO SYS INC0255,435+255,435019,819,202+19,819,202
ADVANCED MICRO DEVICES INC084,712+84,712017,232,962+17,232,962
CATERPILLAR INC019,363+19,363013,717,911+13,717,911
CITIGROUP INC0120,679+120,679013,686,205+13,686,205
TRAVELERS COMPANIES INC046,715+46,715013,625,831+13,625,831
SNOWFLAKE INC088,816+88,816013,395,229+13,395,229
CAMECO CORP0123,024+123,024013,361,637+13,361,637
CHECK POINT SOFTWARE TECH LT099,169+99,169014,166,292+14,166,292
HOME DEPOT INC053,815+53,815017,699,215+17,699,215
AMERIPRISE FINL INC028,626+28,626012,721,394+12,721,394
UNILEVER PLC0218,910+218,910012,471,303+12,471,303
MONSTER BEVERAGE CORP NEW0170,014+170,014012,319,214+12,319,214
COLGATE PALMOLIVE CO0141,675+141,675012,074,960+12,074,960
ISHARES TR0349,433+349,433016,367,442+16,367,442
MCCORMICK & CO INC0235,558+235,558011,881,546+11,881,546
ADOBE INC083,284+83,284020,244,675+20,244,675
ANALOG DEVICES INC037,238+37,238011,846,897+11,846,897
SALESFORCE INC063,093+63,093011,777,570+11,777,570
COSTCO WHOLESALE CORPORATION011,719+11,719011,677,163+11,677,163
AGNICO EAGLE MINES LTD056,962+56,962011,562,147+11,562,147
UBER TECHNOLOGIES INC0199,368+199,368014,340,540+14,340,540
HUNTINGTON INGALLS INDS INC030,181+30,181011,465,762+11,465,762
AMGEN INC032,401+32,401011,400,292+11,400,292
HUBSPOT INC063,692+63,692015,547,217+15,547,217
SHOPIFY INC095,606+95,606011,340,784+11,340,784
COSTAR GROUP INC0311,918+311,918012,582,772+12,582,772
SPOTIFY TECHNOLOGY S A029,738+29,738014,420,254+14,420,254
ARISTA NETWORKS INC088,792+88,792010,901,882+10,901,882
COCA-COLA EUROPACIFIC PARTNE0117,303+117,303010,635,863+10,635,863
VALERO ENERGY CORP042,644+42,644010,536,480+10,536,480
PEPSICO INC083,442+83,442012,957,708+12,957,708
LAS VEGAS SANDS CORP0247,801+247,801013,351,518+13,351,518
WINGSTOP INC065,856+65,856010,205,704+10,205,704
REDDIT INC084,404+84,404011,364,999+11,364,999
LOWES COS INC042,736+42,736010,097,662+10,097,662
GE AEROSPACE040,767+40,767011,568,452+11,568,452
GENERAL MTRS CO0134,092+134,09209,989,854+9,989,854
DECKERS OUTDOOR CORP098,182+98,18209,827,036+9,827,036
HUNT J B TRANS SVCS INC046,346+46,34609,820,717+9,820,717
COGNIZANT TECHNOLOGY SOLUTIO0158,233+158,23309,707,595+9,707,595
TEXAS INSTRS INC049,880+49,88009,683,703+9,683,703
TOYOTA MOTOR CORP046,570+46,57009,597,611+9,597,611
HOWMET AEROSPACE INC052,688+52,688012,142,476+12,142,476
BERKSHIRE HATHAWAY INC DEL013+1309,335,820+9,335,820
ECOLAB INC060,086+60,086015,984,078+15,984,078
MASTERCARD INCORPORATED018,553+18,55309,270,192+9,270,192
RTX CORPORATION047,836+47,83609,227,564+9,227,564
CANADIAN PACIFIC KANSAS CITY0116,042+116,04209,127,864+9,127,864
TEVA PHARMACEUTICAL INDS LTD0302,995+302,99509,126,209+9,126,209
ATLASSIAN CORPORATION0242,318+242,318016,538,204+16,538,204
APPLIED MATLS INC026,169+26,16908,944,303+8,944,303
PPG INDS INC083,653+83,65308,940,833+8,940,833
KINROSS GOLD CORP0292,251+292,25108,919,501+8,919,501
INSULET CORP061,636+61,636012,933,698+12,933,698
FIRST MAJESTIC SILVER CORP0411,256+411,25608,833,779+8,833,779
STARBUCKS CORP097,374+97,37408,723,737+8,723,737
WILLIAMS SONOMA INC047,733+47,73308,703,158+8,703,158
ALAMOS GOLD INC0195,341+195,34108,679,001+8,679,001
TE CONNECTIVITY PLC063,266+63,266013,223,859+13,223,859
FEDEX CORP024,219+24,21908,626,323+8,626,323
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