What smart money is saying about ASE Technology Holding
3711.TW
No fund has written a full thesis on ASE Technology Holding in our archive, but 1 fund letter reports a position in it — most recently Antipodes Emerging Markets Fund in June 2026.
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1
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Every position in ASE Technology Holding on record in the archive was reported in Q2 2026, across 1 fund letter — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
Fund activity · 1 position · 1 move
- June 2026
“We trimmed ASE over the quarter, following its strong performance.”
ASE Technology Holding
Also mentioned · 1
These funds discuss ASE Technology Holding — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedGuinness Greater China FundJuly 2026
“The largest effect came from TSMC, which represented 30.5% of the benchmark at quarter-end, compared with a 6.0% position in the Fund. We estimate this underweight detracted 10.0pp from relative performance. The absence of positions in MediaTek, Delta Electronics, ASE Technology and Yageo Corporation also detracted.”
ASE Technology Holding
Read the letters behind these ASE Technology Holding positions
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