POLYMER CAPITAL MANAGEMENT (HK) LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LLY | 48K | $36.56M |
 | TSLA | 45K | $19.89M |
 | INSM | 44K | $6.40M |
 | IONQ | 44K | $2.72M |
 | LITE | 42K | $6.77M |
 | IBKR | 41K | $2.84M |
 | SATS | 41K | $3.10M |
 | BITF | 40K | $112.52K |
 | UNH | 39K | $13.44M |
 | AMD | 38K | $6.10M |
 | LVS | 38K | $2.02M |
 | AVGO | 36K | $11.99M |
 | YUMC | 36K | $1.55M |
 | TSM | 35K | $9.67M |
 | NKE | 33K | $2.32M |
 | BZ | 33K | $770.83K |
 | LYFT | 31K | $681.72K |
 | OKLO | 30K | $3.39M |
 | ALNY | 29K | $13.18M |
 | CFLT | 28K | $556.99K |
Eli Lilly and Company
LLY
Shares Held
48K
Value
$36.56M
Tesla, Inc.
TSLA
Shares Held
45K
Value
$19.89M
Insmed Incorporated
INSM
Shares Held
44K
Value
$6.40M
IonQ, Inc.
IONQ
Shares Held
44K
Value
$2.72M
Lumentum Holdings Inc.
LITE
Shares Held
42K
Value
$6.77M
Interactive Brokers Group, Inc.
IBKR
Shares Held
41K
Value
$2.84M
EchoStar Corporation
SATS
Shares Held
41K
Value
$3.10M
Bitfarms Ltd.
BITF
Shares Held
40K
Value
$112.52K
UnitedHealth Group Incorporated
UNH
Shares Held
39K
Value
$13.44M
Advanced Micro Devices, Inc.
AMD
Shares Held
38K
Value
$6.10M
Las Vegas Sands Corp.
LVS
Shares Held
38K
Value
$2.02M
Broadcom Inc.
AVGO
Shares Held
36K
Value
$11.99M
Yum China Holdings, Inc.
YUMC
Shares Held
36K
Value
$1.55M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
35K
Value
$9.67M
NIKE, Inc.
NKE
Shares Held
33K
Value
$2.32M
Kanzhun Limited
BZ
Shares Held
33K
Value
$770.83K
Lyft, Inc.
LYFT
Shares Held
31K
Value
$681.72K
Oklo Inc.
OKLO
Shares Held
30K
Value
$3.39M
Alnylam Pharmaceuticals, Inc.
ALNY
Shares Held
29K
Value
$13.18M
Confluent, Inc.
CFLT
Shares Held
28K
Value
$556.99K