What smart money is saying about ASMPT
0522.HK
No fund has written a full thesis on ASMPT in our archive, but 2 fund letters report a position in it — most recently Harding Loevner Emerging Markets Equity in September 2026.
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2
Reported positions
0
Bought
2
Sold
2
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in ASMPT — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q2 2026 | 1 | 0 | 1 | 0 |
Fund activity · 2 positions · 2 moves
- September 2026
“Our sales this quarter included Coca-Cola HBC and semiconductor equipment manufacturer ASMPT, both of whose shares looked fairly valued after strong price appreciation.”
ASMPT - June 2026
“Additionally, the committee reduced exposure to several technology holdings that performed exceptionally well in the quarter, including the full sell of Hong Kong-based semiconductor equipment company ASMPT.”
ASMPT
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