Polymer Capital Management (HK) LTD Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$661.1B
Holdings
148
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (148 positions)
| Stock | Value |
|---|---|
CASYCASEYS GEN STORES INC | $740.4M |
BABOEING CO | $730.2M |
CRWVCOREWEAVE INC | $717.5M |
NRIXNURIX THERAPEUTICS INC | $670.8M |
MOMOHELLO GROUP INC | $631.4M |
OKLOOKLO INC | $625.4M |
WBWEIBO CORP | $617.8M |
GWREGUIDEWIRE SOFTWARE INC | $615.7M |
IM8NINSMED INC | $593.0M |
AMZNAMAZON COM INC | $557.0M |
AAPLAPPLE INC | $554.0M |
FIXCOMFORT SYS USA INC | $543.7M |
CHWYCHEWY INC | $528.8M |
4I1PHILIP MORRIS INTL INC | $505.8M |
FLEXFLEX LTD | $492.5M |
ZTOZTO EXPRESS CAYMAN INC | $480.4M |
SMHVANECK ETF TRUST | $474.1M |
SMRNUSCALE PWR CORP | $466.5M |
ONCBEONE MEDICINES LTD | $459.9M |
DDOGDATADOG INC | $443.6M |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $437.1M |
FCXFREEPORT-MCMORAN INC | $429.3M |
MIGAMICROSTRATEGY INC | $424.4M |
VNETVNET GROUP INC | $410.6M |
FLUTFLUTTER ENTMT PLC | $394.3M |
DALDELTA AIR LINES INC DEL | $368.4M |
MDBMONGODB INC | $366.6M |
ALABASTERA LABS INC | $351.6M |
UBERUBER TECHNOLOGIES INC | $350.1M |
TTTRANE TECHNOLOGIES PLC | $349.9M |
EXPEEXPEDIA GROUP INC | $337.4M |
JDJD.COM INC | $326.4M |
DASHDOORDASH INC | $295.8M |
GISGENERAL MLS INC | $295.7M |
USFDUS FOODS HLDG CORP | $291.5M |
NKENIKE INC | $291.3M |
DUOLDUOLINGO INC | $287.0M |
LEUCENTRUS ENERGY CORP | $274.8M |
VIKVIKING HOLDINGS LTD | $274.6M |
KHCKRAFT HEINZ CO | $259.9M |
GMGENERAL MTRS CO | $258.7M |
TTMITTM TECHNOLOGIES INC | $249.0M |
XPEVXPENG INC | $229.8M |
PYPLPAYPAL HLDGS INC | $225.3M |
NETCLOUDFLARE INC | $225.2M |
CVNACARVANA CO | $218.3M |
XYZBLOCK INC | $217.4M |
TEMTEMPUS AI INC | $203.3M |
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