Polymer Capital Management (HK)’s Applied Optoelectronics AAOI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-20,000
Closed -$307K 149
2025
Q1
$307K Sell
20,000
-9,900
-33% -$152K 0.05% 118
2024
Q4
$1.1M Buy
+29,900
New +$1.1M 0.19% 107
2024
Q3
Sell
-194,500
Closed -$1.61M 151
2024
Q2
$1.61M Buy
194,500
+12,720
+7% +$105K 0.33% 68
2024
Q1
$2.52M Buy
181,780
+81,780
+82% +$1.13M 0.63% 47
2023
Q4
$1.93M Buy
+100,000
New +$1.93M 0.67% 41