POLYMER CAPITAL MANAGEMENT (HK) LTD
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GRAB | 1.07M | $3.93M |
 | VIPS | 932K | $14.65M |
 | ASX | 443K | $9.61M |
 | NVDA | 421K | $73.44M |
 | PDD | 413K | $42.25M |
 | ERAS | 358K | $5.79M |
 | NOK | 357K | $2.87M |
 | FRO | 280K | $9.76M |
 | IREN | 253K | $8.66M |
 | AS | 249K | $8.21M |
 | JD | 245K | $7.23M |
 | GIL | 239K | $13.32M |
 | BILI | 208K | $4.70M |
 | CRVS | 183K | $2.68M |
 | YMM | 149K | $1.24M |
 | DHT | 134K | $2.45M |
 | SMMT | 133K | $2.52M |
 | AVBP | 122K | $2.82M |
 | RLX | 117K | $257.05K |
 | AXTI | 116K | $6.59M |
Grab Holdings Limited
GRAB
Shares Held
1.07M
Value
$3.93M
Vipshop Holdings Limited
VIPS
Shares Held
932K
Value
$14.65M
ASE Technology Holding Co., Ltd.
ASX
Shares Held
443K
Value
$9.61M
NVIDIA Corporation
NVDA
Shares Held
421K
Value
$73.44M
PDD Holdings Inc.
PDD
Shares Held
413K
Value
$42.25M
Erasca, Inc.
ERAS
Shares Held
358K
Value
$5.79M
Nokia Oyj
NOK
Shares Held
357K
Value
$2.87M
Frontline Plc
FRO
Shares Held
280K
Value
$9.76M
IREN Limited
IREN
Shares Held
253K
Value
$8.66M
Amer Sports, Inc.
AS
Shares Held
249K
Value
$8.21M
JD.com, Inc.
JD
Shares Held
245K
Value
$7.23M
Gildan Activewear Inc.
GIL
Shares Held
239K
Value
$13.32M
Bilibili Inc.
BILI
Shares Held
208K
Value
$4.70M
Corvus Pharmaceuticals, Inc.
CRVS
Shares Held
183K
Value
$2.68M
Full Truck Alliance Co. Ltd.
YMM
Shares Held
149K
Value
$1.24M
DHT Holdings, Inc.
DHT
Shares Held
134K
Value
$2.45M
Summit Therapeutics Inc.
SMMT
Shares Held
133K
Value
$2.52M
ArriVent BioPharma, Inc.
AVBP
Shares Held
122K
Value
$2.82M
RLX Technology Inc.
RLX
Shares Held
117K
Value
$257.05K
AXT, Inc.
AXTI
Shares Held
116K
Value
$6.59M