Polymer Capital Management (HK) LTD Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$661.1M
Holdings
148
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (148 positions)
| Stock | Value |
|---|---|
ASAMER SPORTS INC | $36.2M |
NVDANVIDIA CORPORATION | $30.1M |
AMDADVANCED MICRO DEVICES INC | $28.6M |
IWMISHARES TR | $22.6M |
METAMETA PLATFORMS INC | $21.1M |
SMMTSUMMIT THERAPEUTICS INC | $18.9M |
BILIBILIBILI INC | $18.1M |
PDDPDD HOLDINGS INC | $17.2M |
RBLXROBLOX CORP | $16.6M |
TPRTAPESTRY INC | $15.6M |
GQ9SPDR GOLD TR | $15.2M |
LLYELI LILLY & CO | $14.6M |
SESEA LTD | $14.6M |
FUTUFUTU HLDGS LTD | $14.1M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $13.1M |
MRVLMARVELL TECHNOLOGY INC | $12.6M |
QFINQIFU TECHNOLOGY INC | $12.1M |
BEKEKE HLDGS INC | $11.8M |
WDCWESTERN DIGITAL CORP | $11.3M |
AVGOBROADCOM INC | $11.2M |
HOODROBINHOOD MKTS INC | $11.0M |
SPOTSPOTIFY TECHNOLOGY S A | $10.7M |
INTCINTEL CORP | $9.8M |
ALNYALNYLAM PHARMACEUTICALS INC | $9.4M |
VIPSVIPSHOP HLDGS LTD | $8.0M |
VSTVISTRA CORP | $7.9M |
GEVGE VERNOVA INC | $7.5M |
CLSCELESTICA INC | $7.3M |
GILGILDAN ACTIVEWEAR INC | $7.2M |
MSFTMICROSOFT CORP | $6.8M |
SNDKSANDISK CORP | $6.5M |
SPYSPDR S&P 500 ETF TR | $6.4M |
NFLXNETFLIX INC | $6.3M |
N1UANEW ORIENTAL ED & TECHNOLOGY | $5.9M |
LEGNLEGEND BIOTECH CORP | $5.8M |
CRDOCREDO TECHNOLOGY GROUP HOLDI | $5.4M |
IRENIREN LIMITED | $5.4M |
HTHTH WORLD GROUP LTD | $5.4M |
HWMHOWMET AEROSPACE INC | $5.4M |
DONSPDR DOW JONES INDL AVERAGE | $5.2M |
CRCLCIRCLE INTERNET GROUP INC | $5.2M |
NDQINVESCO QQQ TR | $4.9M |
MNSOMINISO GROUP HLDG LTD | $4.7M |
XLFSELECT SECTOR SPDR TR | $4.6M |
GDSGDS HLDGS LTD | $4.5M |
GRABGRAB HOLDINGS LIMITED | $4.5M |
TJXTJX COS INC NEW | $4.3M |
SOXXISHARES TR | $4.2M |
LILI AUTO INC | $3.8M |
YUMCYUM CHINA HLDGS INC | $3.7M |
LULULULULEMON ATHLETICA INC | $3.5M |
XLESELECT SECTOR SPDR TR | $3.3M |
GOOGALPHABET INC | $3.3M |
ONONON HLDG AG | $3.2M |
LITELUMENTUM HLDGS INC | $3.2M |
BZKANZHUN LIMITED | $3.2M |
NTESNETEASE INC | $3.1M |
WYNNWYNN RESORTS LTD | $3.1M |
XLFISELECT SECTOR SPDR TR | $3.0M |
RCLROYAL CARIBBEAN GROUP | $2.9M |
IBKRINTERACTIVE BROKERS GROUP IN | $2.9M |
YMMFULL TRUCK ALLIANCE CO LTD | $2.8M |
CCLCARNIVAL CORP | $2.8M |
COPXGLOBAL X FDS | $2.8M |
RYAAYRYANAIR HOLDINGS PLC | $2.8M |
IVVISHARES TR | $2.7M |
BIRKBIRKENSTOCK HOLDING PLC | $2.7M |
HLTHILTON WORLDWIDE HLDGS INC | $2.7M |
ATATATOUR LIFESTYLE HLDGS LTD | $2.5M |
XLYSELECT SECTOR SPDR TR | $2.4M |
ANETARISTA NETWORKS INC | $2.4M |
HEREQUANTASING GROUP LTD | $2.1M |
DECKDECKERS OUTDOOR CORP | $2.0M |
RLXRLX TECHNOLOGY INC | $1.9M |
XLKSELECT SECTOR SPDR TR | $1.7M |
DKSDICKS SPORTING GOODS INC | $1.6M |
TMETENCENT MUSIC ENTMT GROUP | $1.6M |
TALTAL EDUCATION GROUP | $1.6M |
XLISELECT SECTOR SPDR TR | $1.5M |
XLUSELECT SECTOR SPDR TR | $1.5M |
ORCLORACLE CORP | $1.5M |
JOYYJOYY INC | $1.4M |
RDDTREDDIT INC | $1.4M |
TRMLTOURMALINE BIO INC | $1.4M |
APGEAPOGEE THERAPEUTICS INC | $1.3M |
BABAALIBABA GROUP HLDG LTD | $1.2M |
TERTERADYNE INC | $1.1M |
PLTRPALANTIR TECHNOLOGIES INC | $1.1M |
SNOWSNOWFLAKE INC | $910K |
TLTISHARES TR | $908K |
GOOGLALPHABET INC | $899K |
6RJ0ROCKET LAB CORP | $888K |
AFRMAFFIRM HLDGS INC | $882K |
CCOCAMECO CORP | $876K |
RBRKRUBRIK INC. | $828K |
SOFISOFI TECHNOLOGIES INC | $824K |
VVISA INC | $788K |
TSLATESLA INC | $778K |
CWCURTISS WRIGHT CORP | $756K |
EFRENERGY FUELS INC | $747K |
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