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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
MELIMercadolibre Inc
Recent Activity
Increased 40.05%
0.35%
$5.598M
2,728 shares@ $2051.97 avg price
ABTAbbott Labs
Recent Activity
New Position
0.34%
$5.485M
48,106 shares@ $114.01 avg price
GEHCGe Healthcare Technologies I
Recent Activity
New Position
0.34%
$5.47M
58,284 shares@ $93.85 avg price
AALAmerican Airls Group Inc
Recent Activity
New Position
0.34%
$5.463M
486,052 shares@ $11.24 avg price
CHRDChord Energy Corporation
Recent Activity
Decreased -11.81%
0.34%
$5.395M
41,424 shares@ $130.24 avg price
FANGDiamondback Energy Inc
Recent Activity
New Position
0.33%
$5.292M
30,698 shares@ $172.4 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -42.54%
0.32%
$5.159M
91,330 shares@ $56.5 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
CIVICivitas Resources Inc
Recent Activity
Increased 41.88%
0.31%
$4.935M
97,401 shares@ $50.68 avg price