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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
VRTVertiv Holdings Co
Recent Activity
New Position
0.4%
$6.453M
64,859 shares@ $99.5 avg price
ADBEAdobe Inc
Recent Activity
New Position
0.39%
$6.294M
12,155 shares@ $517.79 avg price
XPEVXpeng Inc
Recent Activity
New Position
0.39%
$6.233M
511,768 shares@ $12.18 avg price
VWOVanguard Intl Equity Index F
Recent Activity
New Position
0.39%
$6.226M
130,120 shares@ $47.85 avg price
UNPUnion Pac Corp
Recent Activity
New Position
0.38%
$6.194M
25,130 shares@ $246.48 avg price
CBOECboe Global Mkts Inc
Recent Activity
New Position
0.38%
$6.089M
29,721 shares@ $204.87 avg price
CZRCaesars Entertainment Inc Ne
Recent Activity
Increased 774.09%
0.38%
$6.07M
145,421 shares@ $41.75 avg price
WDAYWorkday Inc
Recent Activity
New Position
0.37%
$6.02M
24,632 shares@ $244.41 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