Even 'Yao Chi Mu' Won't Hold Stocks Over Holidays! 00981A Rarely Cuts 30 Holdings at Once — TSMC, MediaTek Among Sells

Actively managed ETF 00981A, operated by its portfolio manager 'Yao Chi Mu' Chen Chuan-Yao, has drawn significant investor attention for its trading moves. Today (24th) marks the last trading day before the Mid-Autumn holiday break in the Taiwan stock market. However, rather than buying new positions, 00981A unusually slashed 30 holdings in one go — including major holdings like TSMC, MediaTek, and Wistron NeWeb, which had already been reduced earlier. This indicates a strategy focused on locking in profits at high levels instead of holding stocks over the holiday.

After some intraday volatility, 00981A closed higher today, rising 0.65% to NT$30.85. It has now gained for five consecutive trading days, with a weekly surge of 9.67%.

Unprecedented Sell-Only Move: What Did 00981A Sell? Notably, manager Chen Chuan-Yao made a large-scale sell-off just before the holiday. The main holdings sold include:

- TSMC (2330): 400 lots - MediaTek (2454): 100 lots - InnoMedia (5274): 39 lots - ASE Holding (3711): 1,500 lots - UMC (2303): 2,000 lots - Wistron NeWeb (6669): 265 lots - Yageo (2327): 350 lots - Delta Electronics (2308): 100 lots

According to Uni-Investment Trust’s official website, TSMC remains the top holding in 00981A with a weight of 9.77%, followed by MediaTek at 9.26%. Positions 3 to 5 are Unimicron (8.2%), Taishin Electronics (8.09%), and Avalue Technology (7.21%).

Cash Returns to Hand — When Will It Re-enter? The market notes that 00981A’s activity this week involved both buys and sells, but today marked the first time with no purchases — a complete sell-down. Given it’s right before the holiday and 00981A has surged nearly 10% this week alone, the move appears aimed at profit-taking and reducing volatility risk during the market closure.

Markets are now closely watching when these funds will re-enter, waiting for the next positioning opportunity.

More exclusive reports from Feng Media: · Wistron NeWeb dumped 158 lots by Yao Chi Mu! 00981A turns around and buys 1,600 lots of 'this stock,' sending it to limit-up · Is Yao Chi Mu under attack? Foreign investors dump heavily — '50,000 lots withdrawn from 00981A' — while this sector becomes the new favorite · Has Yao Chi Mu signaled? 00981A’s holdings shift — 'massive cuts in tech stocks' — experts: Does 'Sister Yao' think tech stocks have risen too much?