Polymer Capital Management (HK) LTD Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$725.3M
Holdings
244
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (244 positions)
| Stock | Value |
|---|---|
NVDANVIDIA CORPORATION | $38.4M |
LLYELI LILLY & CO | $36.6M |
GOOGALPHABET INC | $25.9M |
GQ9SPDR GOLD TR | $25.5M |
PDDPDD HOLDINGS INC | $24.1M |
TSLATESLA INC | $19.9M |
WDCWESTERN DIGITAL CORP | $19.5M |
MAGSLISTED FDS TR | $19.5M |
BABAALIBABA GROUP HLDG LTD | $19.1M |
SMMTSUMMIT THERAPEUTICS INC | $16.9M |
TPRTAPESTRY INC | $15.6M |
UNHUNITEDHEALTH GROUP INC | $13.4M |
ALNYALNYLAM PHARMACEUTICALS INC | $13.2M |
ALABASTERA LABS INC | $12.5M |
AAPLAPPLE INC | $12.5M |
AVGOBROADCOM INC | $12.0M |
VIPSVIPSHOP HLDGS LTD | $11.5M |
FUTUFUTU HLDGS LTD | $11.5M |
BILIBILIBILI INC | $10.8M |
SNDKSANDISK CORP | $10.4M |
NDQINVESCO QQQ TR | $10.2M |
GILGILDAN ACTIVEWEAR INC | $9.8M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $9.7M |
CRDOCREDO TECHNOLOGY GROUP HOLDI | $9.5M |
TERTERADYNE INC | $8.2M |
GRABGRAB HOLDINGS LIMITED | $7.9M |
BEKEKE HLDGS INC | $7.6M |
RBLXROBLOX CORP | $7.6M |
ONONON HLDG AG | $7.1M |
SPYSPDR S&P 500 ETF TR | $6.9M |
LITELUMENTUM HLDGS INC | $6.8M |
IM8NINSMED INC | $6.4M |
FIXCOMFORT SYS USA INC | $6.2M |
AMDADVANCED MICRO DEVICES INC | $6.1M |
COHRCOHERENT CORP | $6.0M |
GDXVANECK ETF TRUST | $5.9M |
APPAPPLOVIN CORP | $5.9M |
MNSOMINISO GROUP HLDG LTD | $5.6M |
RLRALPH LAUREN CORP | $5.6M |
IRENIREN LIMITED | $5.6M |
DONSPDR DOW JONES INDL AVERAGE | $5.5M |
LEGNLEGEND BIOTECH CORP | $5.3M |
N1UANEW ORIENTAL ED & TECHNOLOGY | $5.0M |
LHXL3HARRIS TECHNOLOGIES INC | $4.1M |
MSFTMICROSOFT CORP | $4.0M |
FLEXFLEX LTD | $3.8M |
FNFABRINET | $3.6M |
CWCURTISS WRIGHT CORP | $3.6M |
XLFSELECT SECTOR SPDR TR | $3.5M |
XLESELECT SECTOR SPDR TR | $3.5M |
CCLCARNIVAL CORP | $3.5M |
NCLHNORWEGIAN CRUISE LINE HLDG L | $3.4M |
TJXTJX COS INC NEW | $3.4M |
OKLOOKLO INC | $3.4M |
NTESNETEASE INC | $3.3M |
HOODROBINHOOD MKTS INC | $3.3M |
CIENCIENA CORP | $3.2M |
CASYCASEYS GEN STORES INC | $3.1M |
SATSECHOSTAR CORP | $3.1M |
IVVISHARES TR | $2.9M |
VNETVNET GROUP INC | $2.9M |
XLFISELECT SECTOR SPDR TR | $2.9M |
SOXXISHARES TR | $2.9M |
ABNBAIRBNB INC | $2.9M |
IBKRINTERACTIVE BROKERS GROUP IN | $2.8M |
VSTMVERASTEM INC | $2.7M |
IONQIONQ INC | $2.7M |
TIGRUP FINTECH HLDG LTD | $2.6M |
XLYSELECT SECTOR SPDR TR | $2.6M |
GOOGLALPHABET INC | $2.6M |
SESEA LTD | $2.6M |
LILI AUTO INC | $2.5M |
SPHYSPDR SERIES TRUST | $2.4M |
SNPSSYNOPSYS INC | $2.4M |
TLNTALEN ENERGY CORP | $2.3M |
NKENIKE INC | $2.3M |
COINCOINBASE GLOBAL INC | $2.3M |
BIDUNBAIDU INC | $2.2M |
VNMVANECK ETF TRUST | $2.1M |
INTCINTEL CORP | $2.1M |
LVSLAS VEGAS SANDS CORP | $2.0M |
METAMETA PLATFORMS INC | $2.0M |
BEBLOOM ENERGY CORP | $1.9M |
XLKSELECT SECTOR SPDR TR | $1.9M |
DKSDICKS SPORTING GOODS INC | $1.8M |
COPXGLOBAL X FDS | $1.8M |
CLSCELESTICA INC | $1.7M |
GWREGUIDEWIRE SOFTWARE INC | $1.7M |
IWMISHARES TR | $1.7M |
CRCLCIRCLE INTERNET GROUP INC | $1.6M |
XLISELECT SECTOR SPDR TR | $1.6M |
XLUSELECT SECTOR SPDR TR | $1.6M |
GDXJVANECK ETF TRUST | $1.6M |
SITMSITIME CORP | $1.6M |
YUMCYUM CHINA HLDGS INC | $1.5M |
ORCLORACLE CORP | $1.5M |
SPOTSPOTIFY TECHNOLOGY S A | $1.5M |
NIONIO INC | $1.2M |
VVISA INC | $1.2M |
BABOEING CO | $1.1M |
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