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Y-Intercept (Hong Kong) Limited
Paul Kim · Hedge Fund · Quant/Systematic
Y-Intercept (Hong Kong) Limited is a quantitative investment management firm headquartered in Hong Kong. Founded in late 2018, the firm initially operated with the backing of Schonfeld Strategic Advisors before transitioning into an independent institutional manager. Y-Intercept specializes in statistical arbitrage and systematic trading strategies, primarily focusing on global equities and related financial instruments. The firm gained significant industry recognition by launching its first external hedge fund, which successfully raised over $1.7 billion from high-profile institutional investors, including sovereign wealth funds and global asset managers. It leverages deep expertise in data science and advanced technology to navigate global financial markets.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +58.6% |
| YTD return | +45.3% |
| Sharpe ratio | 3.54 |
| Win rate | 60% |
| AUM | $0.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://y-intercept.org |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AMZN | Amazon.com Inc | 9.0% | +4.5% |
| MSFT | Microsoft Corporation | 7.6% | +24.1% |
| BSX | Boston Scientific Corp | 7.4% | +7.6% |
| AAPL | Apple Inc | 7.0% | +23.6% |
| CTSH | Cognizant Technology Solutions Corp Class A | 6.6% | +37.5% |
| CRM | Salesforce.com Inc | 6.2% | +50.9% |
| CME | CME Group Inc | 5.3% | +14.5% |
| INTU | Intuit Inc | 5.3% | +13.9% |
| ACN | Accenture plc | 5.0% | +28.8% |
| FOXA | Fox Corp Class A | 4.7% | +13.5% |
| SPCX | SPAC and New Issue ETF | 4.5% | +19.0% |
| CBOE | Cboe Global Markets Inc | 4.5% | +12.7% |
| LDOS | Leidos Holdings Inc | 3.9% | +23.3% |
| NVDA | NVIDIA Corporation | 3.7% | +13.6% |
| CVX | Chevron Corp | 3.6% | +11.3% |
| NFLX | Netflix Inc | 3.3% | +11.6% |
| JPM | JPMorgan Chase & Co | 3.2% | +10.6% |
| QCOM | Qualcomm Incorporated | 3.2% | -1.7% |
| COP | ConocoPhillips | 3.1% | -0.5% |
| MPWR | Monolithic Power Systems Inc | 3.0% | -6.8% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | SELL | CVX | 3.7% → 3.6% |
| Aug 24, 2026 | SELL | AAPL | 7.4% → 7.0% |
| Aug 24, 2026 | BUY | MSFT | 7.8% → 7.6% |
| Aug 24, 2026 | BUY | CRM | 5.8% → 6.2% |
| Aug 24, 2026 | SELL | FOXA | 4.2% → 4.7% |
Investment Style Analysis
Y-Intercept (Hong Kong) Limited is widely recognized for employing a Quant/Systematic strategy. As of Sep 4, 2026, the firm oversees approximately $0.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Information Technology Services and Software - Application sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, Y-Intercept (Hong Kong) Limited made a significant move by reducing the position in CVX. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Y-Intercept's investment philosophy is rooted in a rigorous, scientific approach to financial markets. The firm operates a highly collaborative environment where data science, advanced technology, and trading expertise converge to identify and capture market inefficiencies. By utilizing tested and proven quantitative strategies across various asset classes, the firm aims to deliver high-quality, risk-adjusted returns. Y-Intercept prioritizes a talent-driven culture that values intellectual curiosity, hard work, and a systematic method for uncovering value in global financial markets through rigorous data analysis and algorithmic execution.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Y-Intercept (Hong Kong) Limited.
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Frequently asked questions
How is the simulated portfolio for Y-Intercept (Hong Kong) Limited constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Y-Intercept (Hong Kong) Limited's largest holding?
As of the latest filing, Y-Intercept (Hong Kong) Limited's top position is Amazon.com Inc (AMZN), representing 9.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Y-Intercept (Hong Kong) Limited's historical performance and risk profile?
Our simulation indicates a total return of +58.6% with a win rate of 60%. Notably, the portfolio maintains a Sharpe Ratio of 3.54, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Y-Intercept (Hong Kong) Limited primarily invest in?
Y-Intercept (Hong Kong) Limited has a strong preference for the Information Technology Services sector, which makes up 15.4% of their disclosed assets. The portfolio also has exposure to Software - Application, indicating a specific thematic focus.
Is Y-Intercept (Hong Kong) Limited's portfolio concentrated or diversified?
Y-Intercept (Hong Kong) Limited runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 24.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Y-Intercept (Hong Kong) Limited performed in 2026?
Our AI-simulated model portfolio for Y-Intercept (Hong Kong) Limited tracks a Year-to-Date (YTD) return of +45.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Paul Kim manage Y-Intercept (Hong Kong) Limited directly?
Yes, Paul Kim serves as the key portfolio manager for Y-Intercept (Hong Kong) Limited, overseeing the investment strategy and final capital allocation decisions.