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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Exited
0%
$6.122M
15,050 shares@ $406.8 avg price
WFRDWeatherford Intl Plc
Recent Activity
Exited
0%
$6.07M
49,572 shares@ $122.45 avg price
AMKRAmkor Technology Inc
Recent Activity
Exited
0%
$5.893M
147,252 shares@ $40.02 avg price
FIVEFive Below Inc
Recent Activity
Exited
0%
$5.519M
50,646 shares@ $108.98 avg price
XPXp Inc
Recent Activity
Exited
0%
$5.479M
311,501 shares@ $17.6 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Exited
0%
$5.263M
108,296 shares@ $48.61 avg price
LOWLowes Cos Inc
Recent Activity
Exited
0%
$5.201M
23,590 shares@ $220.46 avg price
TMUST-mobile Us Inc
Recent Activity
Exited
0%
$5.159M
29,281 shares@ $176.19 avg price
NUENucor Corp
Recent Activity
Exited
0%
$5.074M
32,096 shares@ $158.09 avg price
MUMicron Technology Inc
Recent Activity
Exited
0%
$5.001M
38,022 shares@ $131.54 avg price