Polymer Capital Management (HK)’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,200	Closed	-$1.33M	–	131
2024 Q4	$1.33M	Buy	8,200 +5,646	+221%	+$918K	0.23%	101
2024 Q3	$516K	Buy	2,554 +1,354	+113%	+$274K	0.12%	109
2024 Q2	$283K	Buy	+1,200	New	+$283K	0.06%	132