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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
JCIJohnson Ctls Intl Plc
Recent Activity
Increased 136.83%
0.44%
$7.082M
91,248 shares@ $77.61 avg price
METAMeta Platforms Inc
Recent Activity
Increased 4.63%
0.43%
$6.933M
12,111 shares@ $572.45 avg price
CEGConstellation Energy Corp
Recent Activity
Decreased -53.03%
0.43%
$6.907M
26,562 shares@ $260.02 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
JPMJpmorgan Chase & Co.
Recent Activity
New Position
0.41%
$6.549M
31,057 shares@ $210.86 avg price
PGProcter And Gamble Co
Recent Activity
Increased 269.65%
0.41%
$6.547M
37,800 shares@ $173.2 avg price
ARKKArk Etf Tr
Recent Activity
New Position
0.41%
$6.545M
137,701 shares@ $47.54 avg price