POLYMER CAPITAL MANAGEMENT (HK) LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BABA | 107K | $19.12M |
 | GOOG | 106K | $25.91M |
 | LI | 100K | $2.55M |
 | RLX | 99K | $259.84K |
 | EDU | 94K | $5.01M |
 | SNDK | 93K | $10.44M |
 | FLEX | 66K | $3.85M |
 | FUTU | 66K | $11.48M |
 | CRDO | 65K | $9.52M |
 | ALAB | 62K | $12.13M |
 | INTC | 61K | $2.06M |
 | TER | 60K | $8.19M |
 | NRIX | 59K | $544.22K |
 | STLA | 57K | $532.74K |
 | ZTO | 57K | $1.09M |
 | COHR | 55K | $5.97M |
 | RBLX | 55K | $7.59M |
 | ASX | 50K | $554.50K |
 | AAPL | 49K | $12.52M |
 | WU | 48K | $386.07K |
Alibaba Group Holding Limited
BABA
Shares Held
107K
Value
$19.12M
Alphabet Inc.
GOOG
Shares Held
106K
Value
$25.91M
Li Auto Inc.
LI
Shares Held
100K
Value
$2.55M
RLX Technology Inc.
RLX
Shares Held
99K
Value
$259.84K
New Oriental Education & Technology Group Inc.
EDU
Shares Held
94K
Value
$5.01M
Sandisk Corporation
SNDK
Shares Held
93K
Value
$10.44M
Flex Ltd.
FLEX
Shares Held
66K
Value
$3.85M
Futu Holdings Limited
FUTU
Shares Held
66K
Value
$11.48M
Credo Technology Group Holding Ltd
CRDO
Shares Held
65K
Value
$9.52M
Astera Labs, Inc. Common Stock
ALAB
Shares Held
62K
Value
$12.13M
Intel Corporation
INTC
Shares Held
61K
Value
$2.06M
Teradyne, Inc.
TER
Shares Held
60K
Value
$8.19M
Nurix Therapeutics, Inc.
NRIX
Shares Held
59K
Value
$544.22K
Stellantis N.V.
STLA
Shares Held
57K
Value
$532.74K
ZTO Express (Cayman) Inc.
ZTO
Shares Held
57K
Value
$1.09M
Coherent, Inc.
COHR
Shares Held
55K
Value
$5.97M
Roblox Corporation
RBLX
Shares Held
55K
Value
$7.59M
ASE Technology Holding Co., Ltd.
ASX
Shares Held
50K
Value
$554.50K
Apple Inc.
AAPL
Shares Held
49K
Value
$12.52M
The Western Union Company
WU
Shares Held
48K
Value
$386.07K