Polymer Capital Management (HK)’s Lumentum LITE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.22M	Buy	33,875 +8,290	+32%	+$788K	0.49%	54
2025 Q1	$1.59M	Sell	25,585 -12,827	-33%	-$800K	0.27%	65
2024 Q4	$3.22M	Buy	38,412 +4,512	+13%	+$379K	0.56%	51
2024 Q3	$2.15M	Buy	+33,900	New	+$2.15M	0.5%	58