Quỹ Roundhill DRAM bán 432 triệu USD cổ phiếu Samsung Electronics và mua thêm CXMT

The Huoxing Finance report states that on August 2, the U.S. ETF manager Roundhill made significant portfolio adjustments to its DRAM-themed fund this week. In addition to previously reported inclusion of CXMT (ChangXin Memory Technologies) with a weight of 2.52%, the fund also reduced its position in Samsung Electronics. From Monday to Wednesday, Roundhill’s DRAM-themed fund sold approximately 1 million shares of Samsung Electronics each day, totaling 3 million shares over three days, worth approximately $432 million. The top three holdings of the Roundhill DRAM-themed fund are currently Samsung Electronics, Micron Technology, and SK Hynix, with weights of 26.39%, 24.54%, and 22.77% respectively. Other major holdings include Seagate Technology, Western Digital, SanDisk, Kioxia, Nanya Technology, and GigaDevice.