Polymer Capital Management (HK) LTD Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$586.7B
Holdings
128
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (128 positions)
| Stock | Value |
|---|---|
TPRTAPESTRY INC | $24.1M |
METAMETA PLATFORMS INC | $23.8M |
QFINQIFU TECHNOLOGY INC | $23.3M |
AMDADVANCED MICRO DEVICES INC | $22.2M |
BABAALIBABA GROUP HLDG LTD | $21.8M |
INTCINTEL CORP | $19.4M |
TALTAL EDUCATION GROUP | $18.9M |
PDDPDD HOLDINGS INC | $17.7M |
GQ9SPDR GOLD TR | $17.1M |
GDXVANECK ETF TRUST | $15.8M |
NVDANVIDIA CORPORATION | $15.4M |
XLFSELECT SECTOR SPDR TR | $15.3M |
BEKEKE HLDGS INC | $14.0M |
AAPLAPPLE INC | $12.8M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $12.7M |
TLTISHARES TR | $11.4M |
ONONON HLDG AG | $11.1M |
BILIBILIBILI INC | $11.1M |
N1UANEW ORIENTAL ED & TECHNOLOGY | $10.8M |
YMMFULL TRUCK ALLIANCE CO LTD | $10.6M |
JDJD.COM INC | $9.9M |
VIPSVIPSHOP HLDGS LTD | $8.5M |
SNDKSANDISK CORP | $8.4M |
SESEA LTD | $8.3M |
NDQINVESCO QQQ TR | $8.0M |
ASAMER SPORTS INC | $7.9M |
SMMTSUMMIT THERAPEUTICS INC | $7.6M |
FUTUFUTU HLDGS LTD | $7.2M |
LXLEXINFINTECH HLDGS LTD | $7.1M |
MUMICRON TECHNOLOGY INC | $6.9M |
TJXTJX COS INC NEW | $6.5M |
VNETVNET GROUP INC | $6.2M |
APPAPPLOVIN CORP | $6.2M |
HDBHDFC BANK LTD | $6.2M |
SPYSPDR S&P 500 ETF TR | $5.8M |
4I1PHILIP MORRIS INTL INC | $5.8M |
DONSPDR DOW JONES INDL AVERAGE | $5.0M |
ALNYALNYLAM PHARMACEUTICALS INC | $4.8M |
HWMHOWMET AEROSPACE INC | $4.7M |
LLYELI LILLY & CO | $4.6M |
VNMVANECK ETF TRUST | $4.4M |
HTHTH WORLD GROUP LTD | $4.4M |
WMTWALMART INC | $4.0M |
CLVTRIP COM GROUP LTD | $3.7M |
XLESELECT SECTOR SPDR TR | $3.7M |
LILI AUTO INC | $3.5M |
SITMSITIME CORP | $3.4M |
XLFISELECT SECTOR SPDR TR | $3.4M |
HLTHILTON WORLDWIDE HLDGS INC | $3.1M |
RCLROYAL CARIBBEAN GROUP | $3.1M |
BZKANZHUN LIMITED | $3.0M |
CCLCARNIVAL CORP | $2.9M |
FTAIFTAI AVIATION LTD | $2.8M |
FROFRONTLINE PLC | $2.7M |
GDXJVANECK ETF TRUST | $2.7M |
RLRALPH LAUREN CORP | $2.6M |
ATATATOUR LIFESTYLE HLDGS LTD | $2.5M |
IVVISHARES TR | $2.5M |
BIRKBIRKENSTOCK HOLDING PLC | $2.4M |
WYNNWYNN RESORTS LTD | $2.3M |
XLYSELECT SECTOR SPDR TR | $2.2M |
BABOEING CO | $2.1M |
SOXXISHARES TR | $2.0M |
WDCWESTERN DIGITAL CORP | $2.0M |
GEVGE VERNOVA INC | $1.9M |
LITELUMENTUM HLDGS INC | $1.6M |
XLISELECT SECTOR SPDR TR | $1.5M |
AGIALAMOS GOLD | $1.5M |
XLUSELECT SECTOR SPDR TR | $1.4M |
ARMARM HOLDINGS PLC | $1.4M |
XLKSELECT SECTOR SPDR TR | $1.4M |
TRMLTOURMALINE BIO INC | $1.3M |
CRDOCREDO TECHNOLOGY GROUP HOLDI | $1.3M |
CLSCELESTICA INC | $1.3M |
LEGNLEGEND BIOTECH CORP | $1.3M |
HSAIHESAI GROUP | $1.2M |
SHOPSHOPIFY INC | $1.2M |
DELLDELL TECHNOLOGIES INC | $1.1M |
APGEAPOGEE THERAPEUTICS INC | $1.1M |
MTUMISHARES TR | $1.1M |
LVSLAS VEGAS SANDS CORP | $1.1M |
DECKDECKERS OUTDOOR CORP | $1.0M |
AMZNAMAZON COM INC | $1.0M |
TAT&T INC | $969K |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $964K |
ZKNZEEKR INTELLIGENT TECHNOLOGY | $964K |
RDDTREDDIT INC | $948K |
IWMISHARES TR | $926K |
DKSDICKS SPORTING GOODS INC | $861K |
MPWRMONOLITHIC PWR SYS INC | $827K |
TSLATESLA INC | $826K |
PLTRPALANTIR TECHNOLOGIES INC | $822K |
EBAEBAY INC. | $820K |
JOYYJOYY INC | $801K |
RHCRH PLC | $797K |
IQIQIYI INC | $796K |
GWREGUIDEWIRE SOFTWARE INC | $775K |
AAOIAPPLIED OPTOELECTRONICS INC | $768K |
GDSGDS HLDGS LTD | $760K |
USFDUS FOODS HLDG CORP | $707K |
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