Polymer Capital Management (HK)’s ASE Group ASX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-76,310	Closed	-$668K	–	154
2025 Q1	$668K	Sell	76,310 -229,190	-75%	-$2.01M	0.11%	101
2024 Q4	$3.08M	Buy	305,500 +180,000	+143%	+$1.81M	0.53%	52
2024 Q3	$1.22M	Buy	+125,500	New	+$1.22M	0.28%	77