POLYMER CAPITAL MANAGEMENT (HK) LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GRAB | 1.31M | $7.87M |
 | SMMT | 817K | $16.88M |
 | VIPS | 585K | $11.49M |
 | BEKE | 400K | $7.60M |
 | BILI | 385K | $10.83M |
 | VSTM | 310K | $2.74M |
 | VNET | 285K | $2.94M |
 | MNSO | 249K | $5.60M |
 | TIGR | 247K | $2.64M |
 | NVDA | 206K | $38.38M |
 | PDD | 182K | $24.08M |
 | GIL | 170K | $9.80M |
 | ONON | 169K | $7.14M |
 | WDC | 163K | $19.52M |
 | LEGN | 162K | $5.30M |
 | NIO | 161K | $1.23M |
 | NCLH | 140K | $3.45M |
 | TPR | 138K | $15.62M |
 | CCL | 120K | $3.47M |
 | IREN | 118K | $5.55M |
Grab Holdings Limited
GRAB
Shares Held
1.31M
Value
$7.87M
Summit Therapeutics Inc.
SMMT
Shares Held
817K
Value
$16.88M
Vipshop Holdings Limited
VIPS
Shares Held
585K
Value
$11.49M
KE Holdings Inc.
BEKE
Shares Held
400K
Value
$7.60M
Bilibili Inc.
BILI
Shares Held
385K
Value
$10.83M
Verastem, Inc.
VSTM
Shares Held
310K
Value
$2.74M
VNET Group, Inc.
VNET
Shares Held
285K
Value
$2.94M
MINISO Group Holding Limited
MNSO
Shares Held
249K
Value
$5.60M
UP Fintech Holding Limited
TIGR
Shares Held
247K
Value
$2.64M
NVIDIA Corporation
NVDA
Shares Held
206K
Value
$38.38M
PDD Holdings Inc.
PDD
Shares Held
182K
Value
$24.08M
Gildan Activewear Inc.
GIL
Shares Held
170K
Value
$9.80M
On Holding AG
ONON
Shares Held
169K
Value
$7.14M
Western Digital Corporation
WDC
Shares Held
163K
Value
$19.52M
Legend Biotech Corporation
LEGN
Shares Held
162K
Value
$5.30M
NIO Inc.
NIO
Shares Held
161K
Value
$1.23M
Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
140K
Value
$3.45M
Tapestry, Inc.
TPR
Shares Held
138K
Value
$15.62M
Carnival Corporation & plc
CCL
Shares Held
120K
Value
$3.47M
IREN Limited
IREN
Shares Held
118K
Value
$5.55M