Y-Intercept (Hong Kong) Ltd Q4 2023 Filing

Filed February 13, 2024

Portfolio Value

$1.1T

Holdings

1,173

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (1,173 positions)

#StockSharesValue% PortfolioType
1
MRKMERCK & CO INC
116,714$12.7B1.18%
2
AAPLAPPLE INC
63,287$12.2B1.13%
3
NVDANVIDIA CORPORATION
21,815$10.8B1.01%
4
MSFTMICROSOFT CORP
28,465$10.7B1.00%
5
MSIMOTOROLA SOLUTIONS INC
25,384$7.9B0.74%
6
JDJD.COM INC
269,249$7.8B0.72%
7
ITWILLINOIS TOOL WKS INC
27,438$7.2B0.67%
8
DEDEERE & CO
15,679$6.3B0.58%
9
EBAEBAY INC.
143,231$6.2B0.58%
10
CVSCVS HEALTH CORP
76,304$6.0B0.56%
11
MPCMARATHON PETE CORP
37,777$5.6B0.52%
12
BEKEKE HLDGS INC
324,815$5.3B0.49%
13
FERGFERGUSON PLC NEW
26,751$5.2B0.48%
14
CAHCARDINAL HEALTH INC
50,399$5.1B0.47%
15
METAMETA PLATFORMS INC
14,267$5.0B0.47%
16
PBRPETROLEO BRASILEIRO SA PETRO
311,971$5.0B0.46%
17
NIONIO INC
525,449$4.8B0.44%
18
ZMZOOM VIDEO COMMUNICATIONS IN
66,148$4.8B0.44%
19
COINCOINBASE GLOBAL INC
26,584$4.6B0.43%
20
TJXTJX COS INC NEW
48,847$4.6B0.43%
21
SNPSSYNOPSYS INC
8,834$4.5B0.42%
22
TFCTRUIST FINL CORP
121,060$4.5B0.42%
23
IFFINTERNATIONAL FLAVORS&FRAGRA
55,081$4.5B0.42%
24
SOFISOFI TECHNOLOGIES INC
444,095$4.4B0.41%
25
GOOGALPHABET INC
31,137$4.4B0.41%
26
LMTLOCKHEED MARTIN CORP
9,678$4.4B0.41%
27
TMUST-MOBILE US INC
26,917$4.3B0.40%
28
CARRCARRIER GLOBAL CORPORATION
74,956$4.3B0.40%
29
SBUXSTARBUCKS CORP
44,049$4.2B0.39%
30
UMCUNITED MICROELECTRONICS CORP
493,648$4.2B0.39%
31
WFCWELLS FARGO CO NEW
83,706$4.1B0.38%
32
HBC2HSBC HLDGS PLC
101,536$4.1B0.38%
33
JPMJPMORGAN CHASE & CO
23,760$4.0B0.38%
34
VLOVALERO ENERGY CORP
31,020$4.0B0.38%
35
WDCWESTERN DIGITAL CORP.
76,987$4.0B0.38%
36
STTSTATE STR CORP
49,949$3.9B0.36%
37
BRK-BBERKSHIRE HATHAWAY INC DEL
7$3.8B0.35%
38
UUNITY SOFTWARE INC
91,481$3.7B0.35%
39
STLDSTEEL DYNAMICS INC
31,138$3.7B0.34%
40
MOALTRIA GROUP INC
89,931$3.6B0.34%
41
MRO*MARATHON OIL CORP
149,306$3.6B0.34%
42
FT2FIRST HORIZON CORPORATION
253,105$3.6B0.33%
43
PHINPHINIA INC
114,837$3.5B0.32%
44
DECKDECKERS OUTDOOR CORP
5,018$3.4B0.31%
45
NDQINVESCO QQQ TR
8,117$3.3B0.31%
46
VRTVERTIV HOLDINGS CO
68,695$3.3B0.31%
47
LINLINDE PLC
7,822$3.2B0.30%
48
DELLDELL TECHNOLOGIES INC
41,458$3.2B0.30%
49
PYPLPAYPAL HLDGS INC
50,934$3.1B0.29%
50
CVNACARVANA CO
58,815$3.1B0.29%
51
COWZPACER FDS TR
59,782$3.1B0.29%
52
GNRCGENERAC HLDGS INC
23,848$3.1B0.29%
53
BHPBHP GROUP LTD
45,111$3.1B0.29%
54
BXSLBLACKSTONE SECD LENDING FD
111,000$3.1B0.29%
55
KRKROGER CO
66,407$3.0B0.28%
56
VSTVISTRA CORP
78,777$3.0B0.28%
57
ASXASE TECHNOLOGY HLDG CO LTD
321,625$3.0B0.28%
58
APPAPPLOVIN CORP
75,837$3.0B0.28%
59
GISGENERAL MLS INC
46,393$3.0B0.28%
60
METMETLIFE INC
45,363$3.0B0.28%
61
MUMICRON TECHNOLOGY INC
34,694$3.0B0.28%
62
LVSLAS VEGAS SANDS CORP
60,007$3.0B0.27%
63
CLVTCLARIVATE PLC
315,188$2.9B0.27%
64
BABAALIBABA GROUP HLDG LTD
37,529$2.9B0.27%
65
CCIVGBPLUCID GROUP INC
690,780$2.9B0.27%
66
NUENUCOR CORP
16,629$2.9B0.27%
67
SESEA LTD
70,981$2.9B0.27%
68
MHKMOHAWK INDS INC
27,737$2.9B0.27%
69
IRMIRON MTN INC DEL
40,911$2.9B0.27%
70
OTISOTIS WORLDWIDE CORP
31,918$2.9B0.27%
71
VVISA INC
10,900$2.8B0.26%
72
AXONAXON ENTERPRISE INC
10,941$2.8B0.26%
73
WEAWESTERN ALLIANCE BANCORP
42,902$2.8B0.26%
74
WYNNWYNN RESORTS LTD
30,950$2.8B0.26%
75
REGNREGENERON PHARMACEUTICALS
3,185$2.8B0.26%
76
BACVERIZON COMMUNICATIONS INC
73,832$2.8B0.26%
77
CLFCLEVELAND-CLIFFS INC NEW
136,109$2.8B0.26%
78
CYTKCYTOKINETICS INC
33,215$2.8B0.26%
79
FLEXFLEX LTD
89,922$2.7B0.25%
80
CNCCENTENE CORP DEL
36,729$2.7B0.25%
81
FTREFORTREA HLDGS INC
78,042$2.7B0.25%
82
TWLOTWILIO INC
35,770$2.7B0.25%
83
AIGAMERICAN INTL GROUP INC
39,970$2.7B0.25%
84
IOTSAMSARA INC
80,984$2.7B0.25%
85
ORLYOREILLY AUTOMOTIVE INC
2,842$2.7B0.25%
86
KEYKEYCORP
185,800$2.7B0.25%
87
ATOATMOS ENERGY CORP
22,952$2.7B0.25%
88
EXPDEXPEDITORS INTL WASH INC
20,882$2.7B0.25%
89
DOCUDOCUSIGN INC
44,516$2.6B0.25%
90
ARWARROW ELECTRS INC
21,596$2.6B0.25%
91
VICIVICI PPTYS INC
82,545$2.6B0.24%
92
NVONOVO-NORDISK A S
25,430$2.6B0.24%
93
RIVNRIVIAN AUTOMOTIVE INC
111,589$2.6B0.24%
94
BUDANHEUSER BUSCH INBEV SA/NV
39,996$2.6B0.24%
95
AVTRAVANTOR INC
112,835$2.6B0.24%
96
INGING GROEP N.V.
171,212$2.6B0.24%
97
AJGGALLAGHER ARTHUR J & CO
11,312$2.5B0.24%
98
CSXCSX CORP
73,245$2.5B0.24%
99
PCGPG&E CORP
139,844$2.5B0.23%
100
NKENIKE INC
22,804$2.5B0.23%
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