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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
ETSYEtsy Inc
Recent Activity
New Position
0.27%
$4.376M
78,798 shares@ $55.54 avg price
VZVerizon Communications Inc
Recent Activity
New Position
0.27%
$4.352M
96,904 shares@ $44.92 avg price
DKNGDraftkings Inc New
Recent Activity
New Position
0.25%
$4.066M
103,716 shares@ $39.2 avg price
WBDWarner Bros Discovery Inc
Recent Activity
New Position
0.24%
$3.827M
463,875 shares@ $8.26 avg price
GNRCGenerac Hldgs Inc
Recent Activity
New Position
0.24%
$3.771M
23,733 shares@ $158.88 avg price
KOCoca Cola Co
Recent Activity
New Position
0.23%
$3.73M
51,912 shares@ $71.86 avg price
SPGSimon Ppty Group Inc New
Recent Activity
New Position
0.23%
$3.712M
21,962 shares@ $169.02 avg price
NBIXNeurocrine Biosciences Inc
Recent Activity
New Position
0.23%
$3.662M
31,781 shares@ $115.23 avg price
BIDUBaidu Inc
Recent Activity
New Position
0.23%
$3.66M
34,761 shares@ $105.3 avg price
SDVYFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.23%
$3.642M
100,110 shares@ $36.39 avg price