13F HOLDINGS REPORT
Polymer Capital Management (HK) LTD
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001970465-25-000008
Total Value
$661.1M
Positions
150
Other Managers
0
Confidential Omitted
No
Holdings (150)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMER SPORTS INC | AS | 934,324 | $36.2M | 5.48% |
| 2 | NVIDIA CORPORATION | NVDA | 190,318 | $30.1M | 4.55% |
| 3 | ADVANCED MICRO DEVICES INC | AMD | 201,696 | $28.6M | 4.33% |
| 4 | ISHARES TR | 464287655 | 100,000 | $21.6M | 3.26% |
| 5 | META PLATFORMS INC | META | 28,654 | $21.1M | 3.20% |
| 6 | SUMMIT THERAPEUTICS INC | SMMT | 890,029 | $18.9M | 2.86% |
| 7 | BILIBILI INC | BLBLF | 843,057 | $18.1M | 2.74% |
| 8 | PDD HOLDINGS INC | PDD | 164,500 | $17.2M | 2.60% |
| 9 | ROBLOX CORP | RBLX | 158,094 | $16.6M | 2.52% |
| 10 | TAPESTRY INC | TPR | 177,916 | $15.6M | 2.36% |
| 11 | SPDR GOLD TR | GLD | 49,945 | $15.2M | 2.30% |
| 12 | ELI LILLY & CO | LLY | 18,694 | $14.6M | 2.20% |
| 13 | SEA LTD | SE | 91,066 | $14.6M | 2.20% |
| 14 | FUTU HLDGS LTD | FUTU | 114,128 | $14.1M | 2.13% |
| 15 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 57,768 | $13.1M | 1.98% |
| 16 | MARVELL TECHNOLOGY INC | MRVL | 163,294 | $12.6M | 1.91% |
| 17 | QIFU TECHNOLOGY INC | QFNHF | 279,036 | $12.1M | 1.83% |
| 18 | KE HLDGS INC | BEKE | 662,700 | $11.8M | 1.78% |
| 19 | WESTERN DIGITAL CORP | WDC | 176,785 | $11.3M | 1.71% |
| 20 | BROADCOM INC | AVGO | 40,640 | $11.2M | 1.69% |
| 21 | ROBINHOOD MKTS INC | 770700102 | 116,977 | $11.0M | 1.66% |
| 22 | SPOTIFY TECHNOLOGY S A | SPOT | 13,987 | $10.7M | 1.62% |
| 23 | INTEL CORP | INTC | 439,598 | $9.8M | 1.49% |
| 24 | ALNYLAM PHARMACEUTICALS INC | ALNY | 28,869 | $9.4M | 1.42% |
| 25 | VIPSHOP HLDGS LTD | VIPS | 529,613 | $8.0M | 1.21% |
| 26 | VISTRA CORP | VST | 40,879 | $7.9M | 1.20% |
| 27 | GE VERNOVA INC | GEV | 14,155 | $7.5M | 1.13% |
| 28 | CELESTICA INC | CLS | 47,050 | $7.3M | 1.11% |
| 29 | GILDAN ACTIVEWEAR INC | GIL | 145,253 | $7.2M | 1.08% |
| 30 | MICROSOFT CORP | MSFT | 13,686 | $6.8M | 1.03% |
| 31 | SANDISK CORP | SNDK | 144,064 | $6.5M | 0.99% |
| 32 | SPDR S&P 500 ETF TR | SPY | 10,429 | $6.4M | 0.97% |
| 33 | NETFLIX INC | NFLX | 4,695 | $6.3M | 0.95% |
| 34 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 110,183 | $5.9M | 0.90% |
| 35 | LEGEND BIOTECH CORP | LEGN | 162,055 | $5.8M | 0.87% |
| 36 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 58,737 | $5.4M | 0.82% |
| 37 | H WORLD GROUP LTD | HWLDF | 158,659 | $5.4M | 0.81% |
| 38 | HOWMET AEROSPACE INC | HWM | 28,777 | $5.4M | 0.81% |
| 39 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 11,850 | $5.2M | 0.79% |
| 40 | CIRCLE INTERNET GROUP INC | CRCL | 28,565 | $5.2M | 0.78% |
| 41 | INVESCO QQQ TR | IVZ | 8,967 | $4.9M | 0.75% |
| 42 | MINISO GROUP HLDG LTD | MSOGF | 260,053 | $4.7M | 0.72% |
| 43 | SELECT SECTOR SPDR TR | 81369Y605 | 88,028 | $4.6M | 0.70% |
| 44 | GDS HLDGS LTD | GDHLF | 147,552 | $4.5M | 0.68% |
| 45 | GRAB HOLDINGS LIMITED | GRABW | 891,774 | $4.5M | 0.68% |
| 46 | IREN LIMITED | IREN | 298,000 | $4.3M | 0.66% |
| 47 | TJX COS INC NEW | 872540109 | 34,890 | $4.3M | 0.65% |
| 48 | ISHARES TR | 464287523 | 17,660 | $4.2M | 0.64% |
| 49 | LI AUTO INC | LAAOF | 140,894 | $3.8M | 0.58% |
| 50 | YUM CHINA HLDGS INC | YUMC | 82,044 | $3.7M | 0.55% |
| 51 | LULULEMON ATHLETICA INC | LULU | 14,900 | $3.5M | 0.54% |
| 52 | SELECT SECTOR SPDR TR | 81369Y506 | 39,086 | $3.3M | 0.50% |
| 53 | ALPHABET INC | GOOG | 18,562 | $3.3M | 0.50% |
| 54 | ON HLDG AG | H5919C104 | 62,258 | $3.2M | 0.49% |
| 55 | LUMENTUM HLDGS INC | LITE | 33,875 | $3.2M | 0.49% |
| 56 | KANZHUN LIMITED | BZ | 179,600 | $3.2M | 0.48% |
| 57 | NETEASE INC | NETTF | 23,136 | $3.1M | 0.47% |
| 58 | WYNN RESORTS LTD | WYNN | 33,000 | $3.1M | 0.47% |
| 59 | SELECT SECTOR SPDR TR | 81369Y308 | 37,500 | $3.0M | 0.46% |
| 60 | ROYAL CARIBBEAN GROUP | V7780T103 | 9,150 | $2.9M | 0.43% |
| 61 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 51,600 | $2.9M | 0.43% |
| 62 | FULL TRUCK ALLIANCE CO LTD | YMM | 238,324 | $2.8M | 0.43% |
| 63 | CARNIVAL CORP | CUKPF | 100,000 | $2.8M | 0.43% |
| 64 | GLOBAL X FDS | 37954Y830 | 62,300 | $2.8M | 0.42% |
| 65 | RYANAIR HOLDINGS PLC | RYAOF | 48,007 | $2.8M | 0.42% |
| 66 | ISHARES TR | 464287200 | 4,400 | $2.7M | 0.41% |
| 67 | BIRKENSTOCK HOLDING PLC | BIRK | 55,213 | $2.7M | 0.41% |
| 68 | HILTON WORLDWIDE HLDGS INC | HLT | 10,000 | $2.7M | 0.40% |
| 69 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 78,104 | $2.5M | 0.38% |
| 70 | SELECT SECTOR SPDR TR | 81369Y407 | 11,000 | $2.4M | 0.36% |
| 71 | ARISTA NETWORKS INC | ANET | 23,000 | $2.4M | 0.36% |
| 72 | QUANTASING GROUP LTD | HERE | 217,400 | $2.1M | 0.31% |
| 73 | DECKERS OUTDOOR CORP | DECK | 19,872 | $2.0M | 0.31% |
| 74 | RLX TECHNOLOGY INC | RLX | 859,867 | $1.9M | 0.29% |
| 75 | SELECT SECTOR SPDR TR | 81369Y803 | 6,700 | $1.7M | 0.26% |
| 76 | DICKS SPORTING GOODS INC | 253393102 | 8,200 | $1.6M | 0.25% |
| 77 | TENCENT MUSIC ENTMT GROUP | XHLD | 82,654 | $1.6M | 0.24% |
| 78 | TAL EDUCATION GROUP | TAL | 151,731 | $1.6M | 0.23% |
| 79 | SELECT SECTOR SPDR TR | 81369Y704 | 10,500 | $1.5M | 0.23% |
| 80 | SELECT SECTOR SPDR TR | 81369Y886 | 18,384 | $1.5M | 0.23% |
| 81 | ORACLE CORP | ORCL-PD | 6,841 | $1.5M | 0.23% |
| 82 | JOYY INC | JOYY | 28,140 | $1.4M | 0.22% |
| 83 | REDDIT INC | RDDT | 9,386 | $1.4M | 0.21% |
| 84 | TOURMALINE BIO INC | 89157D105 | 86,934 | $1.4M | 0.21% |
| 85 | APOGEE THERAPEUTICS INC | APGE | 29,268 | $1.3M | 0.19% |
| 86 | ALIBABA GROUP HLDG LTD | BBAAY | 11,007 | $1.2M | 0.19% |
| 87 | TERADYNE INC | TER | 12,277 | $1.1M | 0.17% |
| 88 | IREN LIMITED | IREN | 75,000 | $1.1M | 0.17% |
| 89 | PALANTIR TECHNOLOGIES INC | PLTR | 7,824 | $1.1M | 0.16% |
| 90 | ISHARES TR | 464287655 | 4,640 | $1.0M | 0.15% |
| 91 | SNOWFLAKE INC | SNOW | 4,068 | $910,296 | 0.14% |
| 92 | ISHARES TR | 464287432 | 10,294 | $908,446 | 0.14% |
| 93 | ALPHABET INC | GOOG | 5,100 | $898,773 | 0.14% |
| 94 | ROCKET LAB CORP | RKLB | 24,832 | $888,241 | 0.13% |
| 95 | AFFIRM HLDGS INC | AFRM | 12,760 | $882,226 | 0.13% |
| 96 | CAMECO CORP | CCJ | 11,800 | $875,914 | 0.13% |
| 97 | RUBRIK INC. | RBRK | 9,242 | $827,991 | 0.13% |
| 98 | SOFI TECHNOLOGIES INC | SOFI | 45,274 | $824,440 | 0.12% |
| 99 | VISA INC | V | 2,218 | $787,501 | 0.12% |
| 100 | TESLA INC | TSLA | 2,450 | $778,267 | 0.12% |
| 101 | CURTISS WRIGHT CORP | CW | 1,548 | $756,275 | 0.11% |
| 102 | ENERGY FUELS INC | UUUU | 129,958 | $747,259 | 0.11% |
| 103 | CASEYS GEN STORES INC | 147528103 | 1,451 | $740,402 | 0.11% |
| 104 | BOEING CO | BA-PA | 3,485 | $730,212 | 0.11% |
| 105 | COREWEAVE INC | CRWV | 4,400 | $717,464 | 0.11% |
| 106 | NURIX THERAPEUTICS INC | NRIX | 58,898 | $670,848 | 0.10% |
| 107 | HELLO GROUP INC | MOMO | 74,813 | $631,422 | 0.10% |
| 108 | OKLO INC | OKLO | 11,170 | $625,408 | 0.09% |
| 109 | WEIBO CORP | WEIBF | 64,827 | $617,801 | 0.09% |
| 110 | GUIDEWIRE SOFTWARE INC | GWRE | 2,615 | $615,702 | 0.09% |
| 111 | INSMED INC | INSM | 5,892 | $592,971 | 0.09% |
| 112 | AMAZON COM INC | AMZN | 2,539 | $557,031 | 0.08% |
| 113 | APPLE INC | AAPL | 2,700 | $553,959 | 0.08% |
| 114 | COMFORT SYS USA INC | 199908104 | 1,014 | $543,717 | 0.08% |
| 115 | CHEWY INC | CHWY | 12,407 | $528,786 | 0.08% |
| 116 | PHILIP MORRIS INTL INC | 718172109 | 2,777 | $505,775 | 0.08% |
| 117 | FLEX LTD | FLEX | 9,865 | $492,461 | 0.07% |
| 118 | ZTO EXPRESS CAYMAN INC | ZTOEF | 27,067 | $480,439 | 0.07% |
| 119 | VANECK ETF TRUST | 92189F676 | 1,700 | $474,096 | 0.07% |
| 120 | NUSCALE PWR CORP | NU | 11,791 | $466,452 | 0.07% |
| 121 | BEONE MEDICINES LTD | BEIGF | 1,900 | $459,933 | 0.07% |
| 122 | DATADOG INC | DDOG | 3,302 | $443,558 | 0.07% |
| 123 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 1,800 | $437,130 | 0.07% |
| 124 | FREEPORT-MCMORAN INC | FCX | 9,903 | $429,295 | 0.06% |
| 125 | MICROSTRATEGY INC | STRK | 1,050 | $424,442 | 0.06% |
| 126 | VNET GROUP INC | VNET | 59,510 | $410,619 | 0.06% |
| 127 | FLUTTER ENTMT PLC | G3643J108 | 1,380 | $394,349 | 0.06% |
| 128 | DELTA AIR LINES INC DEL | DAL | 7,491 | $368,407 | 0.06% |
| 129 | MONGODB INC | MDB | 1,746 | $366,643 | 0.06% |
| 130 | ASTERA LABS INC | ALAB | 3,888 | $351,553 | 0.05% |
| 131 | UBER TECHNOLOGIES INC | UBER | 3,752 | $350,062 | 0.05% |
| 132 | TRANE TECHNOLOGIES PLC | TT | 800 | $349,928 | 0.05% |
| 133 | EXPEDIA GROUP INC | EXPE | 2,000 | $337,360 | 0.05% |
| 134 | JD.COM INC | JDCMF | 10,000 | $326,400 | 0.05% |
| 135 | DOORDASH INC | DASH | 1,200 | $295,812 | 0.04% |
| 136 | GENERAL MLS INC | 370334104 | 5,707 | $295,680 | 0.04% |
| 137 | US FOODS HLDG CORP | USFD | 3,785 | $291,483 | 0.04% |
| 138 | NIKE INC | NKE | 4,100 | $291,264 | 0.04% |
| 139 | DUOLINGO INC | DUOL | 700 | $287,014 | 0.04% |
| 140 | CENTRUS ENERGY CORP | LEU | 1,500 | $274,770 | 0.04% |
| 141 | VIKING HOLDINGS LTD | VIK | 5,152 | $274,550 | 0.04% |
| 142 | KRAFT HEINZ CO | KHC | 10,067 | $259,930 | 0.04% |
| 143 | GENERAL MTRS CO | 37045V100 | 5,257 | $258,697 | 0.04% |
| 144 | TTM TECHNOLOGIES INC | TTMI | 6,100 | $249,002 | 0.04% |
| 145 | XPENG INC | XPNGF | 12,850 | $229,758 | 0.03% |
| 146 | PAYPAL HLDGS INC | PYPL | 3,031 | $225,264 | 0.03% |
| 147 | CLOUDFLARE INC | NET | 1,150 | $225,205 | 0.03% |
| 148 | CARVANA CO | CVNA | 648 | $218,350 | 0.03% |
| 149 | BLOCK INC | BSQKZ | 3,200 | $217,376 | 0.03% |
| 150 | TEMPUS AI INC | TEM | 3,200 | $203,328 | 0.03% |