Y-Intercept (Hong Kong) Ltd Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$1.0T

Holdings

1,000

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (1,000 positions)

#StockSharesValue% PortfolioType
1
BXBLACKSTONE INC
106,211$11.4B1.11%
2
KVUEKENVUE INC
481,823$9.7B0.95%
3
NVDANVIDIA CORPORATION
17,731$7.7B0.75%
4
RTXRTX CORPORATION
105,760$7.6B0.74%
5
FERGFERGUSON PLC NEW
41,952$6.9B0.67%
6
CSCOCISCO SYS INC
125,018$6.7B0.66%
7
ADBEADOBE INC
12,896$6.6B0.64%
8
HSYHERSHEY CO
32,221$6.4B0.63%
9
ZBHZIMMER BIOMET HOLDINGS INC
56,292$6.3B0.62%
10
JNJJOHNSON & JOHNSON
40,006$6.2B0.61%
11
JCIJOHNSON CTLS INTL PLC
112,647$6.0B0.59%
12
DGDOLLAR GEN CORP NEW
55,867$5.9B0.58%
13
AVGOBROADCOM INC
6,900$5.7B0.56%
14
TPRTAPESTRY INC
183,642$5.3B0.52%
15
GOOGALPHABET INC
38,110$5.0B0.49%
16
MSFTMICROSOFT CORP
15,873$5.0B0.49%
17
WDAYWORKDAY INC
23,070$5.0B0.48%
18
BRK-BBERKSHIRE HATHAWAY INC DEL
9$4.8B0.47%
19
NEMNEWMONT CORP
129,344$4.8B0.47%
20
DHID R HORTON INC
43,333$4.7B0.46%
21
PPLPPL CORP
196,149$4.6B0.45%
22
CMCSACOMCAST CORP NEW
103,668$4.6B0.45%
23
GOOGLALPHABET INC
34,249$4.5B0.44%
24
DALDELTA AIR LINES INC DEL
120,713$4.5B0.44%
25
CAGCONAGRA BRANDS INC
161,875$4.4B0.43%
26
TELTE CONNECTIVITY LTD
35,658$4.4B0.43%
27
EWEDWARDS LIFESCIENCES CORP
61,475$4.3B0.42%
28
FMCFMC CORP
63,272$4.2B0.41%
29
ROPROPER TECHNOLOGIES INC
8,698$4.2B0.41%
30
GISGENERAL MLS INC
65,187$4.2B0.41%
31
WFCWELLS FARGO CO NEW
100,373$4.1B0.40%
32
KMBKIMBERLY-CLARK CORP
32,570$3.9B0.38%
33
CLXCLOROX CO DEL
29,917$3.9B0.38%
34
HDHOME DEPOT INC
12,917$3.9B0.38%
35
NFLXNETFLIX INC
10,299$3.9B0.38%
36
SEDGSOLAREDGE TECHNOLOGIES INC
29,841$3.9B0.38%
37
DGXQUEST DIAGNOSTICS INC
31,520$3.8B0.38%
38
ABNBAIRBNB INC
27,967$3.8B0.38%
39
PAYCPAYCOM SOFTWARE INC
14,783$3.8B0.37%
40
ESEVERSOURCE ENERGY
65,445$3.8B0.37%
41
EMREMERSON ELEC CO
38,635$3.7B0.36%
42
MGMMGM RESORTS INTERNATIONAL
99,949$3.7B0.36%
43
ULTAULTA BEAUTY INC
8,849$3.5B0.35%
44
LOWLOWES COS INC
16,798$3.5B0.34%
45
NKENIKE INC
36,271$3.5B0.34%
46
NTAPNETAPP INC
45,318$3.4B0.34%
47
NSCNORFOLK SOUTHN CORP
17,405$3.4B0.34%
48
AONAON PLC
10,402$3.4B0.33%
49
RSRELIANCE STEEL & ALUMINUM CO
12,785$3.4B0.33%
50
BKNGBOOKING HOLDINGS INC
1,059$3.3B0.32%
51
DLTRDOLLAR TREE INC
30,114$3.2B0.31%
52
FISVFISERV INC
28,331$3.2B0.31%
53
TMUST-MOBILE US INC
22,848$3.2B0.31%
54
CRMSALESFORCE INC
15,666$3.2B0.31%
55
OREALTY INCOME CORP
63,455$3.2B0.31%
56
LRCXEURLAM RESEARCH CORP
5,034$3.2B0.31%
57
BTUPEABODY ENERGY CORP
121,353$3.2B0.31%
58
UNPUNION PAC CORP
15,460$3.1B0.31%
59
SPGIS&P GLOBAL INC
8,593$3.1B0.31%
60
ADMARCHER DANIELS MIDLAND CO
41,105$3.1B0.30%
61
WPCWP CAREY INC
56,780$3.1B0.30%
62
AAPLAPPLE INC
17,727$3.0B0.30%
63
DFSEURDISCOVER FINL SVCS
34,717$3.0B0.29%
64
SHELSHELL PLC
46,704$3.0B0.29%
65
MRSHMARSH & MCLENNAN COS INC
15,762$3.0B0.29%
66
MKTXMARKETAXESS HLDGS INC
13,802$2.9B0.29%
67
PODDINSULET CORP
18,446$2.9B0.29%
68
CMCCOMMERCIAL METALS CO
59,456$2.9B0.29%
69
AYIACUITY BRANDS INC
17,164$2.9B0.29%
70
MLB1MERCADOLIBRE INC
2,292$2.9B0.28%
71
AMATAPPLIED MATLS INC
20,973$2.9B0.28%
72
XLUSELECT SECTOR SPDR TR
49,159$2.9B0.28%
73
ZTSZOETIS INC
16,606$2.9B0.28%
74
CBRECBRE GROUP INC
38,998$2.9B0.28%
75
OXYOCCIDENTAL PETE CORP
44,302$2.9B0.28%
76
MTZMASTEC INC
39,882$2.9B0.28%
77
NNNNNN REIT INC
81,014$2.9B0.28%
78
GPNGLOBAL PMTS INC
24,709$2.9B0.28%
79
ROSTROSS STORES INC
24,794$2.8B0.27%
80
PGPROCTER AND GAMBLE CO
19,077$2.8B0.27%
81
UDRUDR INC
77,603$2.8B0.27%
82
LKQ1LKQ CORP
55,544$2.7B0.27%
83
ALKALASKA AIR GROUP INC
73,610$2.7B0.27%
84
GSKGSK PLC
74,926$2.7B0.27%
85
AESAES CORP
177,924$2.7B0.26%
86
IDXXIDEXX LABS INC
6,176$2.7B0.26%
87
HCAHCA HEALTHCARE INC
10,840$2.7B0.26%
88
SJMSMUCKER J M CO
21,556$2.6B0.26%
89
KIMKIMCO RLTY CORP
150,453$2.6B0.26%
90
XLFISELECT SECTOR SPDR TR
38,402$2.6B0.26%
91
VTYVERINT SYS INC
113,716$2.6B0.26%
92
FLOFLOWERS FOODS INC
117,501$2.6B0.25%
93
DDDUPONT DE NEMOURS INC
34,680$2.6B0.25%
94
XYZBLOCK INC
58,350$2.6B0.25%
95
GGGGRACO INC
35,306$2.6B0.25%
96
BAPCREDICORP LTD
20,057$2.6B0.25%
97
ABTABBOTT LABS
26,403$2.6B0.25%
98
AKXANSYS INC
8,529$2.5B0.25%
99
CTRACOTERRA ENERGY INC
93,772$2.5B0.25%
100
GENGEN DIGITAL INC
143,132$2.5B0.25%
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