Filed: 8/14/2025ACC: 0001970465-25-000008
📋 What this filing means
POLYMER CAPITAL MANAGEMENT (HK) LTD filed this quarterly 13F‑HR report disclosing 148 equity positions with a total reported market value of $661.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
148
Positions
$661.10M
Total AUM (reported)
12.94M
Total Shares
Allocation by class
COM$261.18M39.5%
SPONSORED ADS$83.09M12.6%
CL A$44.10M6.7%
COM SHS$41.28M6.2%
RUSSELL 2000 ETF$22.58M3.4%
COM CL A$22.00M3.3%
SPONS ADS REP Z$18.08M2.7%
Portfolio Concentration
Top 3$94.90M14.4%
4–10$130.22M19.7%
11–25$179.48M27.1%
Rest$256.49M38.8%
Top 3 weight
14.4%
Top 10 weight
34.1%
Voting Authority Distribution
Total shares with voting rights: 12.94M
Sole
Full voting authority
12.94M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole148
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings148
Rows:
AMER SPORTS INC
SOLEShares934.32K
TypeSH
Market value$36.21M
5.48%
Sole
934.32K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares190.32K
TypeSH
Market value$30.07M
4.55%
Sole
190.32K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares201.70K
TypeSH
Market value$28.62M
4.33%
Sole
201.70K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares104.64K
TypeSH
Market value$22.58M
3.42%
Sole
104.64K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares28.65K
TypeSH
Market value$21.15M
3.20%
Sole
28.65K
Shared
0.00
None
0.00
SUMMIT THERAPEUTICS INC
SOLEShares890.03K
TypeSH
Market value$18.94M
2.86%
Sole
890.03K
Shared
0.00
None
0.00
BILIBILI INC
SOLEShares843.06K
TypeSH
Market value$18.08M
2.74%
Sole
843.06K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares164.50K
TypeSH
Market value$17.22M
2.60%
Sole
164.50K
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares158.09K
TypeSH
Market value$16.63M
2.52%
Sole
158.09K
Shared
0.00
None
0.00
TAPESTRY INC
SOLEShares177.92K
TypeSH
Market value$15.62M
2.36%
Sole
177.92K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares49.95K
TypeSH
Market value$15.22M
2.30%
Sole
49.95K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares18.69K
TypeSH
Market value$14.57M
2.20%
Sole
18.69K
Shared
0.00
None
0.00
SEA LTD
SOLEShares91.07K
TypeSH
Market value$14.57M
2.20%
Sole
91.07K
Shared
0.00
None
0.00
FUTU HLDGS LTD
SOLEShares114.13K
TypeSH
Market value$14.11M
2.13%
Sole
114.13K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares57.77K
TypeSH
Market value$13.08M
1.98%
Sole
57.77K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares163.29K
TypeSH
Market value$12.64M
1.91%
Sole
163.29K
Shared
0.00
None
0.00
QIFU TECHNOLOGY INC
SOLEShares279.04K
TypeSH
Market value$12.10M
1.83%
Sole
279.04K
Shared
0.00
None
0.00
KE HLDGS INC
SOLEShares662.70K
TypeSH
Market value$11.76M
1.78%
Sole
662.70K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares176.78K
TypeSH
Market value$11.31M
1.71%
Sole
176.78K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares40.64K
TypeSH
Market value$11.20M
1.69%
Sole
40.64K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares116.98K
TypeSH
Market value$10.95M
1.66%
Sole
116.98K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares13.99K
TypeSH
Market value$10.73M
1.62%
Sole
13.99K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares439.60K
TypeSH
Market value$9.85M
1.49%
Sole
439.60K
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares28.87K
TypeSH
Market value$9.41M
1.42%
Sole
28.87K
Shared
0.00
None
0.00
VIPSHOP HLDGS LTD
SOLEShares529.61K
TypeSH
Market value$7.97M
1.21%
Sole
529.61K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMER SPORTS INCSOLE | COM SHS | 934.32K | SH | $36.21M 5.48% | 934.32K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 190.32K | SH | $30.07M 4.55% | 190.32K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 201.70K | SH | $28.62M 4.33% | 201.70K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 104.64K | SH | $22.58M 3.42% | 104.64K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 28.65K | SH | $21.15M 3.20% | 28.65K | 0.00 | 0.00 |
SUMMIT THERAPEUTICS INCSOLE | COM | 890.03K | SH | $18.94M 2.86% | 890.03K | 0.00 | 0.00 |
BILIBILI INCSOLE | SPONS ADS REP Z | 843.06K | SH | $18.08M 2.74% | 843.06K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 164.50K | SH | $17.22M 2.60% | 164.50K | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 158.09K | SH | $16.63M 2.52% | 158.09K | 0.00 | 0.00 |
TAPESTRY INCSOLE | COM | 177.92K | SH | $15.62M 2.36% | 177.92K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 49.95K | SH | $15.22M 2.30% | 49.95K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 18.69K | SH | $14.57M 2.20% | 18.69K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 91.07K | SH | $14.57M 2.20% | 91.07K | 0.00 | 0.00 |
FUTU HLDGS LTDSOLE | SPON ADS CL A | 114.13K | SH | $14.11M 2.13% | 114.13K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 57.77K | SH | $13.08M 1.98% | 57.77K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 163.29K | SH | $12.64M 1.91% | 163.29K | 0.00 | 0.00 |
QIFU TECHNOLOGY INCSOLE | AMERICAN DEP | 279.04K | SH | $12.10M 1.83% | 279.04K | 0.00 | 0.00 |
KE HLDGS INCSOLE | SPONSORED ADS | 662.70K | SH | $11.76M 1.78% | 662.70K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 176.78K | SH | $11.31M 1.71% | 176.78K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 40.64K | SH | $11.20M 1.69% | 40.64K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 116.98K | SH | $10.95M 1.66% | 116.98K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 13.99K | SH | $10.73M 1.62% | 13.99K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 439.60K | SH | $9.85M 1.49% | 439.60K | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 28.87K | SH | $9.41M 1.42% | 28.87K | 0.00 | 0.00 |
VIPSHOP HLDGS LTDSOLE | SPONSORED ADS A | 529.61K | SH | $7.97M 1.21% | 529.61K | 0.00 | 0.00 |
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