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)

#StockSharesValue% PortfolioType
101
NRIXNURIX THERAPEUTICS INC
58,898$699.7M0.12%
102
ASXASE TECHNOLOGY HLDG CO LTD
76,310$668.5M0.11%
103
TERNTERNS PHARMACEUTICALS INC
239,110$659.9M0.11%
104
FINVFINVOLUTION GROUP
66,813$643.4M0.11%
105
VVISA INC
1,823$638.9M0.11%
106
GOOGLALPHABET INC
4,129$638.5M0.11%
107
CASYCASEYS GEN STORES INC
1,226$532.1M0.09%
108
CRWDCROWDSTRIKE HLDGS INC
1,435$506.0M0.09%
109
JBLJABIL INC
3,705$504.1M0.09%
110
NKENIKE INC
7,900$501.5M0.09%
111
VSHVISHAY INTERTECHNOLOGY INC
30,205$480.3M0.08%
112
CMGCHIPOTLE MEXICAN GRILL INC
9,044$454.1M0.08%
113
AOSLALPHA & OMEGA SEMICONDUCTOR
18,065$449.1M0.08%
114
UBERUBER TECHNOLOGIES INC
5,907$430.4M0.07%
115
ZTOZTO EXPRESS CAYMAN INC
21,300$422.6M0.07%
116
SAPSAP SE
1,450$389.2M0.07%
117
DASHDOORDASH INC
2,102$384.2M0.07%
118
SMHVANECK ETF TRUST
1,700$359.5M0.06%
119
DDOGDATADOG INC
2,700$267.9M0.05%
120
GMGENERAL MTRS CO
5,304$249.4M0.04%
121
PYPLPAYPAL HLDGS INC
3,718$242.6M0.04%
122
FOXAFOX CORP
4,027$227.9M0.04%
123
HDHOME DEPOT INC
621$227.6M0.04%
124
CENXCENTURY ALUM CO
12,200$226.4M0.04%
125
FLUTFLUTTER ENTMT PLC
996$220.7M0.04%
126
UAAUNDER ARMOUR INC
18,281$114.3M0.02%
127
NVTSNAVITAS SEMICONDUCTOR CORP
46,131$94.6M0.02%
128
CCIVGBPLUCID GROUP INC
10,509$25.4M0.00%
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