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Polymer Capital Management (HK)’s VanEck Semiconductor ETF SMH Stock Holding History

Polymer Capital Management (HK)’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$474K Hold
1,700
– – 0.07% 117
2025
Q1 		$359K Sell
1,700
-2,100
-55% -$444K 0.06% 117
2024
Q4 		$920K Buy
+3,800
New +$920K 0.16% 119