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Joong Ho Chang

@Y-intercept (hong Kong) Ltd

Latest period2024 - Q3ReportedManaged Assets$1.634BTotal holdings1237
Assets growth rate-10.42%Assets growth rate (2-Q avg)13.53%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Y-intercept (hong Kong) Ltd's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1237 positions.

Assets under management

The assets under management (AUM) of Y-intercept (hong Kong) Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.634B in assets, with a quarterly growth rate of -10.42% and a 2-quarter average growth rate of 13.53%. The portfolio is managed by Joong Ho Chang, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
New Position
2.12%
$34.629M
285,153 shares@ $121.44 avg price
MSFTMicrosoft Corp
Recent Activity
New Position
1.95%
$31.707M
73,685 shares@ $430.31 avg price
JDJd.com Inc
Recent Activity
New Position
1.21%
$19.614M
490,358 shares@ $40.0 avg price
LLYEli Lilly & Co
Recent Activity
New Position
0.87%
$14.078M
15,891 shares@ $885.95 avg price
BEKEKe Hldgs Inc
Recent Activity
New Position
0.83%
$13.54M
680,062 shares@ $19.91 avg price
VALEVale S A
Recent Activity
New Position
0.81%
$13.233M
1.133M shares@ $11.69 avg price
OTISOtis Worldwide Corp
Recent Activity
New Position
0.8%
$13.027M
125,333 shares@ $103.94 avg price
REGNRegeneron Pharmaceuticals
Recent Activity
New Position
0.61%
$9.908M
9,425 shares@ $1051.24 avg price
AJGGallagher Arthur J & Co
Recent Activity
New Position
0.6%
$9.731M
34,585 shares@ $281.37 avg price
JPMJpmorgan Chase & Co.
Recent Activity
New Position
0.41%
$6.549M
31,057 shares@ $210.86 avg price