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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
METAMeta Platforms Inc
Recent Activity
Increased 4.63%
0.43%
$6.933M
12,111 shares@ $572.45 avg price
MRNAModerna Inc
Recent Activity
Increased 30.91%
0.42%
$6.76M
101,159 shares@ $66.84 avg price
BABAAlibaba Group Hldg Ltd
Recent Activity
Increased 356.32%
0.42%
$6.707M
63,199 shares@ $106.13 avg price
MDTMedtronic Plc
Recent Activity
Increased 322.59%
0.41%
$6.626M
73,593 shares@ $90.04 avg price
GOOGAlphabet Inc
Recent Activity
Increased 143.27%
0.41%
$6.612M
39,545 shares@ $167.2 avg price
PGProcter And Gamble Co
Recent Activity
Increased 269.65%
0.41%
$6.547M
37,800 shares@ $173.2 avg price
CZRCaesars Entertainment Inc Ne
Recent Activity
Increased 774.09%
0.38%
$6.07M
145,421 shares@ $41.75 avg price
MCKMckesson Corp
Recent Activity
Increased 448.61%
0.36%
$5.837M
11,806 shares@ $494.43 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Increased 1153.95%
0.35%
$5.612M
54,697 shares@ $102.6 avg price
MELIMercadolibre Inc
Recent Activity
Increased 40.05%
0.35%
$5.598M
2,728 shares@ $2051.97 avg price