Polymer Capital Management (HK)’s Dell DELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,000
Closed -$1.09M 160
2025
Q1
$1.09M Sell
12,000
-29,397
-71% -$2.68M 0.19% 77
2024
Q4
$4.77M Buy
41,397
+24,097
+139% +$2.78M 0.83% 28
2024
Q3
$2.05M Sell
17,300
-31,400
-64% -$3.72M 0.47% 61
2024
Q2
$6.72M Buy
48,700
+26,100
+115% +$3.6M 1.36% 21
2024
Q1
$2.58M Sell
22,600
-31,900
-59% -$3.64M 0.65% 45
2023
Q4
$4.17M Buy
+54,500
New +$4.17M 1.44% 23