POLYMER CAPITAL MANAGEMENT (HK) LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | STWD | 19K | $360.79K |
 | RL | 18K | $5.60M |
 | VZ | 17K | $744.51K |
 | BIDU | 17K | $2.23M |
 | SMR | 17K | $598.64K |
 | CMCSA | 16K | $503.60K |
 | XPEV | 16K | $373.03K |
 | GSM | 15K | $68.43K |
 | SE | 14K | $2.57M |
 | ZLAB | 14K | $471.14K |
 | TME | 14K | $317.38K |
 | LHX | 13K | $4.09M |
 | INMD | 13K | $198.75K |
 | CRCL | 12K | $1.64M |
 | BAX | 12K | $274.01K |
 | GDS | 12K | $464.40K |
 | HAYW | 12K | $178.58K |
 | CHA | 11K | $182.05K |
 | FTV | 11K | $536.29K |
 | AMKR | 11K | $309.45K |
Starwood Property Trust, Inc.
STWD
Shares Held
19K
Value
$360.79K
Ralph Lauren Corporation
RL
Shares Held
18K
Value
$5.60M
Verizon Communications Inc.
VZ
Shares Held
17K
Value
$744.51K
Baidu, Inc.
BIDU
Shares Held
17K
Value
$2.23M
NuScale Power Corporation
SMR
Shares Held
17K
Value
$598.64K
Comcast Corporation
CMCSA
Shares Held
16K
Value
$503.60K
XPeng Inc.
XPEV
Shares Held
16K
Value
$373.03K
Ferroglobe PLC
GSM
Shares Held
15K
Value
$68.43K
Sea Limited
SE
Shares Held
14K
Value
$2.57M
Zai Lab Limited
ZLAB
Shares Held
14K
Value
$471.14K
Tencent Music Entertainment Group
TME
Shares Held
14K
Value
$317.38K
L3Harris Technologies, Inc.
LHX
Shares Held
13K
Value
$4.09M
InMode Ltd.
INMD
Shares Held
13K
Value
$198.75K
Circle Internet Group
CRCL
Shares Held
12K
Value
$1.64M
Baxter International Inc.
BAX
Shares Held
12K
Value
$274.01K
GDS Holdings Limited
GDS
Shares Held
12K
Value
$464.40K
Hayward Holdings, Inc.
HAYW
Shares Held
12K
Value
$178.58K
Chagee Holdings Limited American Depositary Shares
CHA
Shares Held
11K
Value
$182.05K
Fortive Corporation
FTV
Shares Held
11K
Value
$536.29K
Amkor Technology, Inc.
AMKR
Shares Held
11K
Value
$309.45K