Polymer Capital Management (HK) LTD Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$576.7B

Holdings

167

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (167 positions)

StockValue
AMATAPPLIED MATLS INC
$1.3B
NOWSERVICENOW INC
$1.3B
MTSIMACOM TECH SOLUTIONS HLDGS I
$1.3B
PWRQUANTA SVCS INC
$1.3B
TLNTALEN ENERGY CORP
$1.2B
DTEDTE ENERGY CO
$1.1B
AAOIAPPLIED OPTOELECTRONICS INC
$1.1B
ABBVABBVIE INC
$1.1B
ETRENTERGY CORP NEW
$1.1B
IWMISHARES TR
$1.0B
AZNASTRAZENECA PLC
$1.0B
NINISOURCE INC
$992.9M
TERNTERNS PHARMACEUTICALS INC
$980.6M
NRIXNURIX THERAPEUTICS INC
$943.8M
TELTE CONNECTIVITY PLC
$943.6M
VNETVNET GROUP INC
$941.6M
LEGNLEGEND BIOTECH CORP
$934.8M
MIGAMICROSTRATEGY INC
$926.8M
SMHVANECK ETF TRUST
$920.2M
ATHMAUTOHOME INC
$918.6M
MDBMONGODB INC
$916.6M
UUNITY SOFTWARE INC
$885.3M
VSCOVICTORIAS SECRET AND CO
$874.0M
ORCLORACLE CORP
$849.9M
CNPCENTERPOINT ENERGY INC
$846.9M
NTESNETEASE INC
$829.7M
VNMVANECK ETF TRUST
$803.6M
DOYUDOUYU INTL HLDGS LTD
$767.4M
DDOGDATADOG INC
$764.5M
FDNFIRST TR EXCHANGE-TRADED FD
$729.5M
ZKNZEEKR INTELLIGENT TECHNOLOGY
$709.5M
SKAASKECHERS U S A INC
$650.5M
PYPLPAYPAL HLDGS INC
$606.0M
DKSDICKS SPORTING GOODS INC
$572.1M
PORPORTLAND GEN ELEC CO
$537.8M
JOYYJOYY INC
$523.1M
SNPSSYNOPSYS INC
$496.5M
CRNTCERAGON NETWORKS LTD
$485.7M
TMETENCENT MUSIC ENTMT GROUP
$481.2M
TSEMTOWER SEMICONDUCTOR LTD
$469.6M
VSHVISHAY INTERTECHNOLOGY INC
$462.3M
TAT&T INC
$455.4M
EWZISHARES INC
$450.2M
SAPSAP SE
$443.2M
XELXCEL ENERGY INC
$421.5M
DALDELTA AIR LINES INC DEL
$407.9M
DQDAQO NEW ENERGY CORP
$404.4M
PLTRPALANTIR TECHNOLOGIES INC
$393.3M
UAAUNDER ARMOUR INC
$381.2M
CMICUMMINS INC
$376.1M
WOLF*WOLFSPEED INC
$366.3M
EXPEEXPEDIA GROUP INC
$363.3M
INTUINTUIT
$345.7M
TKOTKO GROUP HOLDINGS INC
$341.1M
TTTRANE TECHNOLOGIES PLC
$317.6M
NTRANATERA INC
$317.1M
HONHONEYWELL INTL INC
$316.2M
VVISA INC
$316.0M
EVRGEVERGY INC
$311.7M
UBERUBER TECHNOLOGIES INC
$301.6M
BIRKBIRKENSTOCK HOLDING PLC
$300.3M
RBLXROBLOX CORP
$260.4M
AFRMAFFIRM HLDGS INC
$254.0M
STMSTMICROELECTRONICS N V
$249.5M
MAMASTERCARD INCORPORATED
$210.6M
DASHDOORDASH INC
$201.3M
GRNDGRINDR INC
$178.4M
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