Polymer Capital Management (HK) LTD Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$576.7M
Holdings
167
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (167 positions)
| Stock | Value |
|---|---|
AMZNAMAZON COM INC | $35.7M |
ASAMER SPORTS INC | $34.4M |
BABOEING CO | $18.8M |
NVDANVIDIA CORPORATION | $17.5M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $17.1M |
JDJD.COM INC | $16.3M |
QFINQIFU TECHNOLOGY INC | $14.8M |
PDDPDD HOLDINGS INC | $13.7M |
METAMETA PLATFORMS INC | $12.5M |
FUTUFUTU HLDGS LTD | $12.1M |
TLTISHARES TR | $11.1M |
AVGOBROADCOM INC | $10.6M |
TPRTAPESTRY INC | $10.5M |
BEKEKE HLDGS INC | $10.4M |
SPYSPDR S&P 500 ETF TR | $9.4M |
TALTAL EDUCATION GROUP | $9.3M |
BILIBILIBILI INC | $8.9M |
DECKDECKERS OUTDOOR CORP | $7.7M |
CLVTRIP COM GROUP LTD | $7.6M |
HDBHDFC BANK LTD | $7.6M |
GEVGE VERNOVA INC | $7.4M |
SITMSITIME CORP | $7.4M |
AMDADVANCED MICRO DEVICES INC | $6.9M |
SOXXISHARES TR | $5.8M |
MRVLMARVELL TECHNOLOGY INC | $5.6M |
N1UANEW ORIENTAL ED & TECHNOLOGY | $5.3M |
AAPLAPPLE INC | $5.1M |
ONONON HLDG AG | $4.8M |
DELLDELL TECHNOLOGIES INC | $4.8M |
SPGIS&P GLOBAL INC | $4.8M |
XLYSELECT SECTOR SPDR TR | $4.7M |
YMMFULL TRUCK ALLIANCE CO LTD | $4.7M |
XLFSELECT SECTOR SPDR TR | $4.6M |
MSFTMICROSOFT CORP | $4.6M |
TSLATESLA INC | $4.5M |
BABAALIBABA GROUP HLDG LTD | $4.5M |
VSTVISTRA CORP | $4.1M |
GOOGALPHABET INC | $4.1M |
ARGTGLOBAL X FDS | $4.1M |
WMTWALMART INC | $4.0M |
ANETARISTA NETWORKS INC | $4.0M |
XLESELECT SECTOR SPDR TR | $3.9M |
SMMTSUMMIT THERAPEUTICS INC | $3.9M |
GQ9SPDR GOLD TR | $3.9M |
LLYELI LILLY & CO | $3.8M |
NKENIKE INC | $3.7M |
CRDOCREDO TECHNOLOGY GROUP HOLDI | $3.7M |
VIPSVIPSHOP HLDGS LTD | $3.6M |
BZKANZHUN LIMITED | $3.4M |
APHAMPHENOL CORP NEW | $3.3M |
LITELUMENTUM HLDGS INC | $3.2M |
ASXASE TECHNOLOGY HLDG CO LTD | $3.1M |
NDQINVESCO QQQ TR | $3.0M |
URTYPROSHARES TR | $3.0M |
IRENIREN LIMITED | $2.9M |
CCLCARNIVAL CORP | $2.9M |
MLCOMELCO RESORTS AND ENTMNT LTD | $2.9M |
HUBSHUBSPOT INC | $2.7M |
ALABASTERA LABS INC | $2.7M |
SPOTSPOTIFY TECHNOLOGY S A | $2.6M |
SYFSYNCHRONY FINANCIAL | $2.6M |
DDLDINGDONG CAYMAN LTD | $2.6M |
RLRALPH LAUREN CORP | $2.5M |
HLTHILTON WORLDWIDE HLDGS INC | $2.5M |
ALNYALNYLAM PHARMACEUTICALS INC | $2.4M |
MPWRMONOLITHIC PWR SYS INC | $2.4M |
ATATATOUR LIFESTYLE HLDGS LTD | $2.4M |
XLFISELECT SECTOR SPDR TR | $2.4M |
BKNGBOOKING HOLDINGS INC | $2.4M |
RDDTREDDIT INC | $2.4M |
GAPGAP INC | $2.4M |
LVSLAS VEGAS SANDS CORP | $2.3M |
SESEA LTD | $2.3M |
IVVISHARES TR | $2.2M |
ONON SEMICONDUCTOR CORP | $2.1M |
RCLROYAL CARIBBEAN GROUP | $2.1M |
WDCWESTERN DIGITAL CORP | $2.0M |
DONSPDR DOW JONES INDL AVERAGE | $2.0M |
CEGCONSTELLATION ENERGY CORP | $2.0M |
SNSHARKNINJA INC | $2.0M |
HTHTH WORLD GROUP LTD | $2.0M |
PIIMPINJ INC | $2.0M |
ZTOZTO EXPRESS CAYMAN INC | $1.9M |
APPAPPLOVIN CORP | $1.9M |
AOSLALPHA & OMEGA SEMICONDUCTOR | $1.8M |
GDSGDS HLDGS LTD | $1.8M |
IBKRINTERACTIVE BROKERS GROUP IN | $1.8M |
CRMSALESFORCE INC | $1.7M |
XLISELECT SECTOR SPDR TR | $1.7M |
TERTERADYNE INC | $1.6M |
TRMLTOURMALINE BIO INC | $1.6M |
YUMCYUM CHINA HLDGS INC | $1.5M |
FOXFOX CORP | $1.5M |
ZZILLOW GROUP INC | $1.5M |
XLKSELECT SECTOR SPDR TR | $1.5M |
GOOGLALPHABET INC | $1.5M |
QCOMQUALCOMM INC | $1.4M |
XLUSELECT SECTOR SPDR TR | $1.4M |
WYNNWYNN RESORTS LTD | $1.4M |
NETCLOUDFLARE INC | $1.4M |
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