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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
AALAmerican Airls Group Inc
Recent Activity
New Position
0.34%
$5.463M
486,052 shares@ $11.24 avg price
FANGDiamondback Energy Inc
Recent Activity
New Position
0.33%
$5.292M
30,698 shares@ $172.4 avg price
NVONovo-nordisk A S
Recent Activity
New Position
0.31%
$4.967M
41,717 shares@ $119.07 avg price
DHRDanaher Corporation
Recent Activity
New Position
0.31%
$4.963M
17,850 shares@ $278.02 avg price
EEMIshares Tr
Recent Activity
New Position
0.3%
$4.884M
106,504 shares@ $45.86 avg price
CCitigroup Inc
Recent Activity
New Position
0.29%
$4.605M
73,565 shares@ $62.6 avg price
INTUIntuit
Recent Activity
New Position
0.28%
$4.479M
7,213 shares@ $621.0 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
New Position
0.28%
$4.446M
25,601 shares@ $173.68 avg price
WWayfair Inc
Recent Activity
New Position
0.28%
$4.418M
78,637 shares@ $56.19 avg price
UUnity Software Inc
Recent Activity
New Position
0.27%
$4.39M
194,098 shares@ $22.63 avg price