Polymer Capital Management (HK) LTD
CIK 1970465
13F filing for Q2 2026・No. 1,652
- Holdings
- US$1.98B
- Quarter change
- +US$817.8M
- Entries
- 143
- Net bought (estimate)
- +US$150.29M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 63
- Sold out 70
- Cut 33
- Added 42
- Corporate actions 0
- Unchanged 2
Largest holdings
140 stocks worth US$984.84M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SNDKSANDISK CORPCOM | AddedSplit 1:2 | 33,521 | US$76.22M | 7.74% |
| LLYELI LILLY & COCOM | Added | 56,607 | US$67.9M | 6.89% |
| NVDANvidiaCOM | Cut | 321,441 | US$64.32M | 6.53% |
| AMATAPPLIED MATLS INCCOM | Added | 61,986 | US$44.82M | 4.55% |
| MUMicronCOM | Added | 29,958 | US$34.58M | 3.51% |
| PDDPDD HOLDINGS INCSPONSORED ADS | Added | 432,300 | US$32.98M | 3.35% |
| BEBLOOM ENERGY CORPCOM CL A | Added | 104,649 | US$31.68M | 3.22% |
| TSMTSMC ADRSPONSORED ADS | Cut | 62,849 | US$30.01M | 3.05% |
| ROUNDHILL ETF TRUSTMEMORY ETF | New | 343,498 | US$25.37M | 2.58% |
| ALNYALNYLAM PHARMACEUTICALS INCCOM | Added | 64,957 | US$19.55M | 1.99% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.