Fund Holdings

Y-Intercept (Hong Kong) Ltd

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)0233,683+233,683043,600,5741.05%+43,600,574
APPLE INC(AAPL)0169,404+169,404043,135,3411.04%+43,135,341
S&P GLOBAL INC(SPGI)1,65469,932+68,278872,13834,036,6040.82%+33,164,466
JD.COM INC(JD)0631,677+631,677022,096,0610.53%+22,096,061
FACTSET RESH SYS INC(FDS)4,75381,075+76,3222,125,92223,227,1770.56%+21,101,255
TESLA INC(TSLA)046,705+46,705020,770,6480.50%+20,770,648
CRH PLC20,230185,486+165,2561,857,11422,239,7710.53%+20,382,657
FISERV INC(FISV)60,319236,044+175,72510,399,59930,433,1530.73%+20,033,554
GAMESTOP CORP NEW(GME)0716,348+716,348019,541,9730.47%+19,541,973
KKR & CO INC(KKR)0133,954+133,954017,407,3220.42%+17,407,322
RIVIAN AUTOMOTIVE INC(RIVN)472,1561,624,707+1,152,5516,487,42323,850,6990.57%+17,363,276
VERISK ANALYTICS INC(VRSK)25,347100,225+74,8787,895,59125,207,5900.60%+17,311,999
MICROSOFT CORP(MSFT)032,597+32,597016,883,6160.41%+16,883,616
ANGLOGOLD ASHANTI PLC(AU)0235,644+235,644016,572,8430.40%+16,572,843
RIGETTI COMPUTING INC(RGTI)195,666630,655+434,9892,320,59918,787,2120.45%+16,466,613
VALE S A260,0221,673,559+1,413,5372,524,81418,174,8510.44%+15,650,037
THOMSON REUTERS CORP0100,479+100,479015,607,4030.37%+15,607,403
DISNEY WALT CO(DIS)0134,871+134,871015,442,7300.37%+15,442,730
EMERSON ELEC CO(EMR)0113,586+113,586014,900,2110.36%+14,900,211
PHILIP MORRIS INTL INC(PM)085,815+85,815013,919,1930.33%+13,919,193
ADVANCED MICRO DEVICES INC(AMD)084,760+84,760013,713,3200.33%+13,713,320
THE TRADE DESK INC(TTD)15,352301,397+286,0451,105,19014,771,4670.35%+13,666,277
D-WAVE QUANTUM INC(QBTS)57,283569,743+512,460838,62314,078,3500.34%+13,239,727
LENNOX INTL INC(LII)89625,848+24,952513,62313,682,8970.33%+13,169,274
CHIPOTLE MEXICAN GRILL INC(CMG)91,257445,584+354,3275,124,08117,462,4370.42%+12,338,356
IONQ INC(IONQ)142,050297,344+155,2946,103,88918,286,6560.44%+12,182,767
CONSTELLATION BRANDS INC(STZ)2,26292,685+90,423367,98212,481,8890.30%+12,113,907
NETAPP INC(NTAP)18,820115,757+96,9372,005,27113,712,5740.33%+11,707,303
DOVER CORP(DOV)17,60088,907+71,3073,224,84814,832,3550.36%+11,607,507
PAYCHEX INC(PAYX)43,885140,662+96,7776,383,51217,830,3150.43%+11,446,803
SPROUTS FMRS MKT INC(SFM)51,029178,220+127,1918,401,41519,390,3360.47%+10,988,921
VERTEX PHARMACEUTICALS INC(VRTX)027,770+27,770010,875,8430.26%+10,875,843
KEURIG DR PEPPER INC(KDP)0422,718+422,718010,783,5360.26%+10,783,536
AMERICAN TOWER CORP NEW(AMT)055,299+55,299010,635,1040.26%+10,635,104
HONEYWELL INTL INC(HON)28,20881,119+52,9116,569,07917,075,5500.41%+10,506,471
BROADRIDGE FINL SOLUTIONS IN(BR)6,82350,317+43,4941,658,19411,984,0000.29%+10,325,806
ROIVANT SCIENCES LTD(ROIV)271,903873,081+601,1783,064,34713,209,7160.32%+10,145,369
VISTRA CORP(VST)051,412+51,412010,072,6390.24%+10,072,639
INTUITIVE SURGICAL INC022,487+22,487010,056,8610.24%+10,056,861
COSTAR GROUP INC(CSGP)0118,260+118,26009,977,5960.24%+9,977,596
ROPER TECHNOLOGIES INC(ROP)85820,943+20,085486,34910,444,0650.25%+9,957,716
META PLATFORMS INC(META)013,517+13,51709,926,6140.24%+9,926,614
MARA HOLDINGS INC(MARA)197,594709,473+511,8793,098,27412,954,9770.31%+9,856,703
WINGSTOP INC(WING)5,04844,774+39,7261,699,86411,268,7200.27%+9,568,856
MOTOROLA SOLUTIONS INC(MSI)3,31223,908+20,5961,392,56410,932,8890.26%+9,540,325
PONY AI INC(PONY)0422,806+422,80609,508,9070.23%+9,508,907
UNITED PARCEL SERVICE INC(UPS)16,693133,739+117,0461,684,99111,171,2190.27%+9,486,228
BAIDU INC070,788+70,78809,327,7350.22%+9,327,735
CISCO SYS INC(CSCO)0135,184+135,18409,249,2890.22%+9,249,289
INTUIT(INTU)013,396+13,39609,148,2620.22%+9,148,262
GALAXY DIGITAL INC.(GLXY)0269,976+269,97609,127,8890.22%+9,127,889
KIRBY CORP(KEX)0109,352+109,35209,125,4240.22%+9,125,424
QORVO INC(QRVO)096,162+96,16208,758,4350.21%+8,758,435
KRANESHARES TRUST0207,328+207,32808,709,8490.21%+8,709,849
PINTEREST INC(PINS)0268,334+268,33408,632,3050.21%+8,632,305
BROADCOM INC(AVGO)026,084+26,08408,605,3720.21%+8,605,372
HIMS & HERS HEALTH INC(HIMS)104,600241,869+137,2695,214,31013,718,8100.33%+8,504,500
PURE STORAGE INC(P)10,579108,514+97,935609,1399,094,5580.22%+8,485,419
TRADEWEB MKTS INC(TW)076,151+76,15108,451,2380.20%+8,451,238
SHAKE SHACK INC(SHAK)089,900+89,90008,415,5390.20%+8,415,539
KE HLDGS INC(BEKE)0440,688+440,68808,373,0720.20%+8,373,072
CARLISLE COS INC(CSL)17,17244,342+27,1706,412,02514,586,7440.35%+8,174,719
FREEPORT-MCMORAN INC(FCX)0205,856+205,85608,073,6720.19%+8,073,672
MERCADOLIBRE INC(MELI)7684,263+3,4952,007,2689,962,3750.24%+7,955,107
KENVUE INC(KVUE)0483,928+483,92807,854,1510.19%+7,854,151
HILTON WORLDWIDE HLDGS INC(HLT)030,037+30,03707,792,7990.19%+7,792,799
TEXAS INSTRS INC(TXN)041,445+41,44507,614,6900.18%+7,614,690
SYNOPSYS INC(SNPS)015,291+15,29107,544,4260.18%+7,544,426
COLGATE PALMOLIVE CO(CL)66,433167,905+101,4726,038,76013,422,3260.32%+7,383,566
XPENG INC(XPEV)0307,397+307,39707,199,2380.17%+7,199,238
RELIANCE INC(RS)8,89134,946+26,0552,790,8859,813,8850.24%+7,023,000
EQUINOX GOLD CORP(EQX)0623,084+623,08406,991,0020.17%+6,991,002
CORPAY INC(CPAY)1,60525,891+24,286532,5717,458,1610.18%+6,925,590
GE VERNOVA INC(GEV)011,158+11,15806,861,0540.16%+6,861,054
CARVANA CO(CVNA)19,57635,495+15,9196,596,32913,390,1340.32%+6,793,805
ASTERA LABS INC(ALAB)034,569+34,56906,768,6100.16%+6,768,610
TRANE TECHNOLOGIES PLC(TT)015,572+15,57206,570,7610.16%+6,570,761
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)095,067+95,06706,376,1440.15%+6,376,144
APTARGROUP INC13,77663,790+50,0142,154,9808,526,1710.20%+6,371,191
MICROCHIP TECHNOLOGY INC.(MCHP)097,562+97,56206,265,4320.15%+6,265,432
DYNATRACE INC(DT)0129,231+129,23106,261,2420.15%+6,261,242
LKQ CORP(LKQ)0204,646+204,64606,249,8890.15%+6,249,889
PARAMOUNT SKYDANCE CORP(PSKY)0322,032+322,03206,092,8450.15%+6,092,845
CELANESE CORP DEL(CE)0143,947+143,94706,057,2900.15%+6,057,290
SABRA HEALTH CARE REIT INC(SBRA)0321,988+321,98806,001,8560.14%+6,001,856
VEEVA SYS INC(VEEV)019,897+19,89705,927,5150.14%+5,927,515
AMERICAN ELEC PWR CO INC42,12191,426+49,3054,370,47510,285,4250.25%+5,914,950
CORE SCIENTIFIC INC NEW(CORZ)356,622668,435+311,8136,087,53811,991,7240.29%+5,904,186
BJS WHSL CLUB HLDGS INC(BJ)063,000+63,00005,874,7500.14%+5,874,750
EOS ENERGY ENTERPRISES INC(EOSE)0506,734+506,73405,771,7000.14%+5,771,700
DOLLAR TREE INC(DLTR)060,882+60,88205,745,4340.14%+5,745,434
SOUNDHOUND AI INC(SOUN)344,423583,847+239,4243,695,6599,388,2600.23%+5,692,601
IRIDIUM COMMUNICATIONS INC(IRDM)13,488345,226+331,738406,9336,027,6460.14%+5,620,713
NETFLIX INC(NFLX)04,630+4,63005,551,0000.13%+5,551,000
CHORD ENERGY CORPORATION(CHRD)17,29372,673+55,3801,674,8277,221,5160.17%+5,546,689
PRUDENTIAL FINL INC(PFH)053,233+53,23305,522,3910.13%+5,522,391
CASELLA WASTE SYS INC(CWST)058,168+58,16805,518,9800.13%+5,518,980
SENSIENT TECHNOLOGIES CORP(SXT)058,575+58,57505,497,2640.13%+5,497,264
HUMANA INC(HUM)6,22926,913+20,6841,522,8667,001,9550.17%+5,479,089
QUANTUM COMPUTING INC(QUBT)0295,455+295,45505,439,3270.13%+5,439,327
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