Y-Intercept (Hong Kong) Ltd Q4 2023 Filing

Filed February 13, 2024

Portfolio Value

$1.1B

Holdings

1,173

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (1,173 positions)

#StockSharesValue% PortfolioType
1
MRKMERCK & CO INC
116,714$12.7T1184556.28%
2
AAPLAPPLE INC
63,287$12.2T1134330.20%
3
NVDANVIDIA CORPORATION
21,815$10.8T1005726.65%
4
MSFTMICROSOFT CORP
28,465$10.7T996487.43%
5
MSIMOTOROLA SOLUTIONS INC
25,384$7.9T739870.75%
6
JDJD.COM INC
269,249$7.8T724149.51%
7
ITWILLINOIS TOOL WKS INC
27,438$7.2T669084.35%
8
DEDEERE & CO
15,679$6.3T583665.17%
9
EBAEBAY INC.
143,231$6.2T581633.28%
10
CVSCVS HEALTH CORP
76,304$6.0T560894.31%
11
MPCMARATHON PETE CORP
37,777$5.6T521760.13%
12
BEKEKE HLDGS INC
324,815$5.3T490168.79%
13
FERGFERGUSON PLC NEW
26,751$5.2T480818.79%
14
CAHCARDINAL HEALTH INC
50,399$5.1T472943.23%
15
METAMETA PLATFORMS INC
14,267$5.0T470125.05%
16
PBRPETROLEO BRASILEIRO SA PETRO
311,971$5.0T463816.00%
17
NIONIO INC
525,449$4.8T443674.42%
18
ZMZOOM VIDEO COMMUNICATIONS IN
66,148$4.8T442825.49%
19
COINCOINBASE GLOBAL INC
26,584$4.6T430423.93%
20
TJXTJX COS INC NEW
48,847$4.6T426592.88%
21
SNPSSYNOPSYS INC
8,834$4.5T423462.84%
22
TFCTRUIST FINL CORP
121,060$4.5T416091.57%
23
IFFINTERNATIONAL FLAVORS&FRAGRA
55,081$4.5T415195.44%
24
SOFISOFI TECHNOLOGIES INC
444,095$4.4T411363.27%
25
GOOGALPHABET INC
31,137$4.4T408513.82%
26
LMTLOCKHEED MARTIN CORP
9,678$4.4T408357.42%
27
TMUST-MOBILE US INC
26,917$4.3T401761.27%
28
CARRCARRIER GLOBAL CORPORATION
74,956$4.3T400887.94%
29
SBUXSTARBUCKS CORP
44,049$4.2T393712.36%
30
UMCUNITED MICROELECTRONICS CORP
493,648$4.2T388789.31%
31
WFCWELLS FARGO CO NEW
83,706$4.1T383552.43%
32
HBC2HSBC HLDGS PLC
101,536$4.1T383204.26%
33
JPMJPMORGAN CHASE & CO
23,760$4.0T376250.71%
34
VLOVALERO ENERGY CORP
31,020$4.0T375415.09%
35
WDCWESTERN DIGITAL CORP.
76,987$4.0T375341.45%
36
STTSTATE STR CORP
49,949$3.9T360189.39%
37
BRK-BBERKSHIRE HATHAWAY INC DEL
7$3.8T353609.90%
38
UUNITY SOFTWARE INC
91,481$3.7T348236.73%
39
STLDSTEEL DYNAMICS INC
31,138$3.7T342347.54%
40
MOALTRIA GROUP INC
89,931$3.6T337731.80%
41
MRO*MARATHON OIL CORP
149,306$3.6T335815.53%
42
FT2FIRST HORIZON CORPORATION
253,105$3.6T333649.58%
43
PHINPHINIA INC
114,837$3.5T323823.02%
44
DECKDECKERS OUTDOOR CORP
5,018$3.4T312257.73%
45
NDQINVESCO QQQ TR
8,117$3.3T309454.83%
46
VRTVERTIV HOLDINGS CO
68,695$3.3T307159.75%
47
LINLINDE PLC
7,822$3.2T299074.73%
48
DELLDELL TECHNOLOGIES INC
41,458$3.2T295254.39%
49
PYPLPAYPAL HLDGS INC
50,934$3.1T291188.00%
50
CVNACARVANA CO
58,815$3.1T289866.88%
51
COWZPACER FDS TR
59,782$3.1T289345.55%
52
GNRCGENERAC HLDGS INC
23,848$3.1T286929.73%
53
BHPBHP GROUP LTD
45,111$3.1T286875.37%
54
BXSLBLACKSTONE SECD LENDING FD
111,000$3.1T285619.33%
55
KRKROGER CO
66,407$3.0T282586.66%
56
VSTVISTRA CORP
78,777$3.0T282495.99%
57
ASXASE TECHNOLOGY HLDG CO LTD
321,625$3.0T281751.32%
58
APPAPPLOVIN CORP
75,837$3.0T281342.91%
59
GISGENERAL MLS INC
46,393$3.0T281336.96%
60
METMETLIFE INC
45,363$3.0T279271.64%
61
MUMICRON TECHNOLOGY INC
34,694$3.0T275634.51%
62
LVSLAS VEGAS SANDS CORP
60,007$3.0T274904.46%
63
CLVTCLARIVATE PLC
315,188$2.9T271711.02%
64
BABAALIBABA GROUP HLDG LTD
37,529$2.9T270801.67%
65
CCIVGBPLUCID GROUP INC
690,780$2.9T270737.53%
66
NUENUCOR CORP
16,629$2.9T269427.40%
67
SESEA LTD
70,981$2.9T267623.22%
68
MHKMOHAWK INDS INC
27,737$2.9T267255.40%
69
IRMIRON MTN INC DEL
40,911$2.9T266526.65%
70
OTISOTIS WORLDWIDE CORP
31,918$2.9T265851.81%
71
VVISA INC
10,900$2.8T264186.52%
72
AXONAXON ENTERPRISE INC
10,941$2.8T263122.82%
73
WEAWESTERN ALLIANCE BANCORP
42,902$2.8T262762.91%
74
WYNNWYNN RESORTS LTD
30,950$2.8T262514.53%
75
REGNREGENERON PHARMACEUTICALS
3,185$2.8T260419.80%
76
BACVERIZON COMMUNICATIONS INC
73,832$2.8T259126.90%
77
CLFCLEVELAND-CLIFFS INC NEW
136,109$2.8T258743.35%
78
CYTKCYTOKINETICS INC
33,215$2.8T258163.74%
79
FLEXFLEX LTD
89,922$2.7T254989.57%
80
CNCCENTENE CORP DEL
36,729$2.7T253745.35%
81
FTREFORTREA HLDGS INC
78,042$2.7T253559.81%
82
TWLOTWILIO INC
35,770$2.7T252647.86%
83
AIGAMERICAN INTL GROUP INC
39,970$2.7T252098.41%
84
IOTSAMSARA INC
80,984$2.7T251658.81%
85
ORLYOREILLY AUTOMOTIVE INC
2,842$2.7T251368.45%
86
KEYKEYCORP
185,800$2.7T249077.66%
87
ATOATMOS ENERGY CORP
22,952$2.7T247645.58%
88
EXPDEXPEDITORS INTL WASH INC
20,882$2.7T247278.13%
89
DOCUDOCUSIGN INC
44,516$2.6T246373.81%
90
ARWARROW ELECTRS INC
21,596$2.6T245781.26%
91
VICIVICI PPTYS INC
82,545$2.6T244982.88%
92
NVONOVO-NORDISK A S
25,430$2.6T244908.31%
93
RIVNRIVIAN AUTOMOTIVE INC
111,589$2.6T243711.48%
94
BUDANHEUSER BUSCH INBEV SA/NV
39,996$2.6T240608.06%
95
AVTRAVANTOR INC
112,835$2.6T239814.98%
96
INGING GROEP N.V.
171,212$2.6T239403.60%
97
AJGGALLAGHER ARTHUR J & CO
11,312$2.5T236819.18%
98
CSXCSX CORP
73,245$2.5T236405.94%
99
PCGPG&E CORP
139,844$2.5T234728.64%
100
NKENIKE INC
22,804$2.5T230487.51%
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