Polymer Capital Management (HK) LTD Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$725.3B
Holdings
244
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (244 positions)
| Stock | Value |
|---|---|
ZTOZTO EXPRESS CAYMAN INC | $1.1B |
CQQQINVESCO EXCH TRADED FD TR II | $1.1B |
VORVOR BIOPHARMA INC | $1.0B |
ONTOONTO INNOVATION INC | $923.5M |
TLTISHARES TR | $920.0M |
EFRENERGY FUELS INC | $914.3M |
ITWILLINOIS TOOL WKS INC | $904.1M |
ATATATOUR LIFESTYLE HLDGS LTD | $892.2M |
HSAIHESAI GROUP | $784.0M |
BZKANZHUN LIMITED | $770.8M |
BACVERIZON COMMUNICATIONS INC | $744.5M |
SPGIS&P GLOBAL INC | $722.3M |
LYFTLYFT INC | $681.7M |
MDBMONGODB INC | $627.0M |
GMGENERAL MTRS CO | $620.4M |
ROPROPER TECHNOLOGIES INC | $612.4M |
CVNACARVANA CO | $612.3M |
FTAIFTAI AVIATION LTD | $612.2M |
SMRNUSCALE PWR CORP | $598.6M |
MLIMUELLER INDS INC | $593.4M |
KOCOCA COLA CO | $591.4M |
QFINQFIN HOLDINGS INC | $582.3M |
WOLFWOLFSPEED INC | $581.9M |
CFLTCONFLUENT INC | $557.0M |
SMHVANECK ETF TRUST | $554.8M |
ASXASE TECHNOLOGY HLDG CO LTD | $554.5M |
FLUTFLUTTER ENTMT PLC | $548.4M |
NRIXNURIX THERAPEUTICS INC | $544.2M |
CARRCARRIER GLOBAL CORPORATION | $543.3M |
CRWVCOREWEAVE INC | $540.0M |
BLTEBELITE BIO INC | $537.7M |
FTVFORTIVE CORP | $536.3M |
STLASTELLANTIS N.V | $532.7M |
ANETARISTA NETWORKS INC | $522.1M |
CMCSACOMCAST CORP NEW | $503.6M |
UNPUNION PAC CORP | $485.7M |
ZLABZAI LAB LTD | $471.1M |
GDSGDS HLDGS LTD | $464.4M |
VRSKVERISK ANALYTICS INC | $460.0M |
FSLRFIRST SOLAR INC | $455.0M |
ELVELEVANCE HEALTH INC FORMERLY | $448.2M |
HSICHENRY SCHEIN INC | $439.6M |
UWMPROSHARES TR | $417.2M |
SNOWSNOWFLAKE INC | $394.9M |
VRTVERTIV HOLDINGS CO | $393.6M |
TROWPRICE T ROWE GROUP INC | $386.7M |
W3UWESTERN UN CO | $386.1M |
LGIHLGI HOMES INC | $384.0M |
GISGENERAL MLS INC | $381.1M |
MSAMSA SAFETY INC | $380.3M |
XPEVXPENG INC | $373.0M |
NIJNELNET INC | $364.5M |
STWDSTARWOOD PPTY TR INC | $360.8M |
AVYAVERY DENNISON CORP | $360.7M |
JOYYJOYY INC | $360.2M |
FCNFTI CONSULTING INC | $360.2M |
TFCTRUIST FINL CORP | $356.8M |
GGGGRACO INC | $352.8M |
AVBAVALONBAY CMNTYS INC | $335.5M |
NJRNEW JERSEY RES CORP | $328.7M |
ZMZOOM COMMUNICATIONS INC | $324.5M |
AMEAMETEK INC | $322.6M |
MIGASTRATEGY INC | $322.2M |
TTANSERVICETITAN INC | $321.0M |
ZTSZOETIS INC | $319.0M |
TMETENCENT MUSIC ENTMT GROUP | $317.4M |
SYKSTRYKER CORPORATION | $315.3M |
NBISNEBIUS GROUP N.V. | $315.1M |
AMKRAMKOR TECHNOLOGY INC | $309.4M |
ADCAGREE RLTY CORP | $306.0M |
ESLTELBIT SYS LTD | $305.9M |
IEXIDEX CORP | $302.9M |
YMMFULL TRUCK ALLIANCE CO LTD | $300.2M |
VLTOVERALTO CORP | $298.6M |
POOLPOOL CORP | $297.4M |
CYDCHINA YUCHAI INTL LTD | $296.8M |
ASTSAST SPACEMOBILE INC | $294.5M |
LLOEWS CORP | $291.9M |
NAVINAVIENT CORPORATION | $287.9M |
CSXCSX CORP | $287.0M |
RGLDROYAL GOLD INC | $286.8M |
FRTFEDERAL RLTY INVT TR NEW | $286.6M |
A4SAMERIPRISE FINL INC | $284.9M |
MRSHMARSH & MCLENNAN COS INC | $281.7M |
BAXBAXTER INTL INC | $274.0M |
CBCHUBB LIMITED | $271.2M |
PGPROCTER AND GAMBLE CO | $270.0M |
DHRDANAHER CORPORATION | $268.4M |
LHLABCORP HOLDINGS INC | $267.3M |
RLXRLX TECHNOLOGY INC | $259.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $255.9M |
AAOIAPPLIED OPTOELECTRONICS INC | $255.8M |
HWCHANCOCK WHITNEY CORPORATION | $255.5M |
DGXQUEST DIAGNOSTICS INC | $253.7M |
PRUPRUDENTIAL FINL INC | $252.5M |
CCOCAMECO CORP | $251.6M |
NOVNOV INC | $251.2M |
AREALEXANDRIA REAL ESTATE EQ IN | $250.4M |
NVRNVR INC | $249.1M |
SEICSEI INVTS CO | $249.0M |