Polymer Capital Management (HK) LTD Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$703.0M

Holdings

126

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (126 positions)

#	Stock	Shares	Value	% Portfolio
101	TTANSERVICETITAN INC	5,127	$546K	0.08%
102	CRMSALESFORCE INC	2,059	$545K	0.08%
103	IRENIREN LIMITED	14,020	$529K	0.08%
104	AMZNAMAZON COM INC	2,237	$516K	0.07%
105	MPMP MATERIALS CORP	10,000	$505K	0.07%
106	NIONIO INC	90,000	$459K	0.07%
107	GNRCGENERAC HLDGS INC	3,000	$409K	0.06%
108	IOTSAMSARA INC	11,500	$407K	0.06%
109	TMETENCENT MUSIC ENTMT GROUP	20,800	$364K	0.05%
110	VVISA INC	1,023	$358K	0.05%
111	SNOWSNOWFLAKE INC	1,600	$350K	0.05%
112	FRMIFERMI INC	35,100	$280K	0.04%
113	LILI AUTO INC	16,500	$279K	0.04%
114	GDSGDS HLDGS LTD	7,684	$268K	0.04%
115	BACVERIZON COMMUNICATIONS INC	6,000	$244K	0.03%
116	RLXRLX TECHNOLOGY INC	98,800	$230K	0.03%
117	MRVLMARVELL TECHNOLOGY INC	2,699	$229K	0.03%
118	LULULULULEMON ATHLETICA INC	1,095	$227K	0.03%
119	MNSOMINISO GROUP HLDG LTD	11,900	$223K	0.03%
120	ASMLASML HOLDING N V	203	$217K	0.03%
121	SPGIS&P GLOBAL INC	411	$214K	0.03%
122	LNGCHENIERE ENERGY INC	1,095	$212K	0.03%
123	CHACHAGEE HLDGS LTD	15,300	$177K	0.03%
124	SOUNSOUNDHOUND AI INC	12,233	$121K	0.02%
125	HUYAHUYA INC	33,270	$95K	0.01%
126	IQIQIYI INC	32,559	$62K	0.01%

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