POLYMER CAPITAL MANAGEMENT (HK) LTD
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SMMT | 1.42M | $24.86M |
 | VIPS | 932K | $16.49M |
 | PDD | 379K | $42.93M |
 | BILI | 354K | $8.70M |
 | VSTM | 267K | $2.06M |
 | AS | 253K | $9.43M |
 | NVDA | 240K | $44.85M |
 | PEPG | 160K | $1.04M |
 | GRAB | 149K | $743.38K |
 | JD | 120K | $3.44M |
 | NCLH | 120K | $2.68M |
 | ONON | 118K | $5.48M |
 | HTHT | 108K | $5.09M |
 | TSM | 103K | $31.34M |
 | EDU | 100K | $5.48M |
 | RLX | 99K | $230.20K |
 | GOOG | 91K | $28.52M |
 | CCL | 91K | $2.77M |
 | NIO | 90K | $459.00K |
 | YUMC | 87K | $4.14M |
Summit Therapeutics Inc.
SMMT
Shares Held
1.42M
Value
$24.86M
Vipshop Holdings Limited
VIPS
Shares Held
932K
Value
$16.49M
PDD Holdings Inc.
PDD
Shares Held
379K
Value
$42.93M
Bilibili Inc.
BILI
Shares Held
354K
Value
$8.70M
Verastem, Inc.
VSTM
Shares Held
267K
Value
$2.06M
Amer Sports, Inc.
AS
Shares Held
253K
Value
$9.43M
NVIDIA Corporation
NVDA
Shares Held
240K
Value
$44.85M
PepGen Inc.
PEPG
Shares Held
160K
Value
$1.04M
Grab Holdings Limited
GRAB
Shares Held
149K
Value
$743.38K
JD.com, Inc.
JD
Shares Held
120K
Value
$3.44M
Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
120K
Value
$2.68M
On Holding AG
ONON
Shares Held
118K
Value
$5.48M
H World Group Limited
HTHT
Shares Held
108K
Value
$5.09M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
103K
Value
$31.34M
New Oriental Education & Technology Group Inc.
EDU
Shares Held
100K
Value
$5.48M
RLX Technology Inc.
RLX
Shares Held
99K
Value
$230.20K
Alphabet Inc.
GOOG
Shares Held
91K
Value
$28.52M
Carnival Corporation & plc
CCL
Shares Held
91K
Value
$2.77M
NIO Inc.
NIO
Shares Held
90K
Value
$459.00K
Yum China Holdings, Inc.
YUMC
Shares Held
87K
Value
$4.14M