Institutions / Polymer Capital Management (HK) LTD
Polymer Capital Management (HK) LTD
CIK 1970465 · Institution · as of Dec 31, 2025
Portfolio value
$642.52M
Positions
126
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 126 →
| Company | Value | % of portfolio |
|---|---|---|
| ELI LILLY & Co | $49.23M | 7.7% |
| NVIDIA Corp | $44.85M | 7.0% |
| PDD Holdings Inc.PDD | $42.93M | 6.7% |
| SPDR Gold Tr | $33.31M | 5.2% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $31.34M | 4.9% |
| Alphabet Inc. | $28.52M | 4.4% |
| Summit Therapeutics Inc.SMMT | $24.86M | 3.9% |
| Global X Artificial Intelligence & Technology ETF | $17.19M | 2.7% |
| Broadcom Inc. | $16.90M | 2.6% |
| Vipshop Holdings LtdVIPS | $16.49M | 2.6% |
| Sandisk Corp | $15.68M | 2.4% |
| Alnylam Pharmaceuticals Inc | $14.62M | 2.3% |
| Invesco Exch Traded Fd Tr II | $12.90M | 2.0% |
| Coherent Corp | $11.98M | 1.9% |
| Western Digital Corp | $10.49M | 1.6% |
| Amer Sports Inc | $9.43M | 1.5% |
| Futu Holdings LtdFUTU | $9.40M | 1.5% |
| Global X Fds | $9.22M | 1.4% |
| Baidu, Inc.BIDU | $8.99M | 1.4% |
| Bilibili Inc. | $8.70M | 1.4% |
| VanEck ETF Trust | $8.53M | 1.3% |
| Meta Platforms Inc | $7.76M | 1.2% |
| SPDR S&P 500 ETF Tr | $7.38M | 1.1% |
| Tapestry Inc | $7.35M | 1.1% |
| SPDR Series Trust | $5.88M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.