POLYMER CAPITAL MANAGEMENT (HK) LTD

PrivateCIK: 1970465
Location

HONG KONG, K3

147
Positions
$1.16B
Total AUM (reported)
11.50M
Total Shares

Allocation by class

TOTAL AUM$1.16B147 positions
COM$359.38M31.1%
SEMICONDUCTR ETF$310.25M26.8%
UNIT SER 1$126.94M11.0%
SPONSORED ADS$107.89M9.3%
GOLD SHS$35.30M3.1%
SPON ADS CL A$17.74M1.5%
COM CL A$16.61M1.4%

Portfolio Concentration

Top 344.3%4–1019.2%11–2513.7%Rest22.9%TOP 1063.5%0%100%
Top 3$512.38M44.3%
4–10$222.36M19.2%
11–25$158.05M13.7%
Rest$264.55M22.9%

Top 3 weight

44.3%

Top 10 weight

63.5%

Voting Authority Distribution

Total shares with voting rights: 11.50M

Sole

Full voting authority

11.50M

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)

Sole147
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings147
Rows:

VANECK ETF TRUST

SOLE
SEMICONDUCTR ETF
Shares809.20K
TypeSH
Market value$310.25M
26.81%
Sole
809.20K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares219.93K
TypeSH
Market value$126.94M
10.97%
Sole
219.93K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares431.12K
TypeSH
Market value$75.19M
6.50%
Sole
431.12K
Shared
0.00
None
0.00

PDD HOLDINGS INC

SOLE
SPONSORED ADS
Shares413.46K
TypeSH
Market value$42.25M
3.65%
Sole
413.46K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares43.44K
TypeSH
Market value$39.95M
3.45%
Sole
43.44K
Shared
0.00
None
0.00

SANDISK CORP

SOLE
COM
Shares62.05K
TypeSH
Market value$39.42M
3.41%
Sole
62.05K
Shared
0.00
None
0.00

SPDR GOLD TR

SOLE
GOLD SHS
Shares82.04K
TypeSH
Market value$35.30M
3.05%
Sole
82.04K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares93.71K
TypeSH
Market value$31.67M
2.74%
Sole
93.71K
Shared
0.00
None
0.00

ALNYLAM PHARMACEUTICALS INC

SOLE
COM
Shares57.78K
TypeSH
Market value$19.12M
1.65%
Sole
57.78K
Shared
0.00
None
0.00

VIPSHOP HLDGS LTD

SOLE
SPONSORED ADS A
Shares932K
TypeSH
Market value$14.65M
1.27%
Sole
932K
Shared
0.00
None
0.00

GILDAN ACTIVEWEAR INC

SOLE
COM
Shares239.35K
TypeSH
Market value$13.32M
1.15%
Sole
239.35K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET ENE
Shares215.69K
TypeSH
Market value$13.21M
1.14%
Sole
215.69K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares44.88K
TypeSH
Market value$12.87M
1.11%
Sole
44.88K
Shared
0.00
None
0.00

PALO ALTO NETWORKS INC

SOLE
COM
Shares72.92K
TypeSH
Market value$11.69M
1.01%
Sole
72.92K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares52.59K
TypeSH
Market value$10.95M
0.95%
Sole
52.59K
Shared
0.00
None
0.00

FUTU HLDGS LTD

SOLE
SPON ADS CL A
Shares76.84K
TypeSH
Market value$10.51M
0.91%
Sole
76.84K
Shared
0.00
None
0.00

CORNING INC

SOLE
COM
Shares72.75K
TypeSH
Market value$9.89M
0.85%
Sole
72.75K
Shared
0.00
None
0.00

FRONTLINE PLC

SOLE
COM
Shares280K
TypeSH
Market value$9.76M
0.84%
Sole
280K
Shared
0.00
None
0.00

TAPESTRY INC

SOLE
COM
Shares69.10K
TypeSH
Market value$9.75M
0.84%
Sole
69.10K
Shared
0.00
None
0.00

ASE TECHNOLOGY HLDG CO LTD

SOLE
SPONSORED ADS
Shares443.21K
TypeSH
Market value$9.61M
0.83%
Sole
443.21K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares28.27K
TypeSH
Market value$9.55M
0.83%
Sole
28.27K
Shared
0.00
None
0.00

ISHARES TR

SOLE
ISHARES SEMICDTR
Shares28.96K
TypeSH
Market value$9.52M
0.82%
Sole
28.96K
Shared
0.00
None
0.00

ALIBABA GROUP HLDG LTD

SOLE
SPONSORED ADS
Shares74.78K
TypeSH
Market value$9.38M
0.81%
Sole
74.78K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares14.33K
TypeSH
Market value$9.32M
0.81%
Sole
14.33K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares42.83K
TypeSH
Market value$8.71M
0.75%
Sole
42.83K
Shared
0.00
None
0.00
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