Polymer Capital Management (HK)’s Alpha and Omega Semiconductor AOSL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-18,065	Closed	-$449K	–	151
2025 Q1	$449K	Sell	18,065 -31,312	-63%	-$778K	0.08%	112
2024 Q4	$1.83M	Buy	+49,377	New	+$1.83M	0.32%	85
2024 Q3	–	Sell	-103,400	Closed	-$3.86M	–	154
2024 Q2	$3.86M	Buy	+103,400	New	+$3.86M	0.78%	31