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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
NSCNorfolk Southn Corp
Recent Activity
Exited
0%
$4.936M
22,992 shares@ $214.69 avg price
WYWeyerhaeuser Co Mtn Be
Recent Activity
Exited
0%
$4.842M
170,567 shares@ $28.39 avg price
CTASCintas Corp
Recent Activity
Exited
0%
$4.816M
6,877 shares@ $700.26 avg price
INSPInspire Med Sys Inc
Recent Activity
Exited
0%
$4.643M
34,695 shares@ $133.84 avg price
HWMHowmet Aerospace Inc
Recent Activity
Exited
0%
$4.626M
59,594 shares@ $77.63 avg price
TCOMTrip Com Group Ltd
Recent Activity
Exited
0%
$4.35M
92,546 shares@ $47.0 avg price
TSTenaris S A
Recent Activity
Exited
0%
$4.34M
142,187 shares@ $30.52 avg price
HUBBHubbell Inc
Recent Activity
Exited
0%
$4.336M
11,865 shares@ $365.48 avg price
ADMArcher Daniels Midland Co
Recent Activity
Exited
0%
$4.26M
70,478 shares@ $60.45 avg price
MCDMcdonalds Corp
Recent Activity
Exited
0%
$4.238M
16,632 shares@ $254.85 avg price