POLYMER CAPITAL MANAGEMENT (HK) LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ZGN | 11K | $101.75K |
 | WSC | 11K | $226.07K |
 | GOOGL | 11K | $2.58M |
 | GM | 10K | $620.43K |
 | FN | 10K | $3.60M |
 | AAOI | 10K | $255.80K |
 | KIM | 10K | $207.64K |
 | CARR | 9K | $543.33K |
 | WY | 9K | $221.70K |
 | KO | 9K | $591.44K |
 | DKS | 8K | $1.82M |
 | APP | 8K | $5.87M |
 | CSX | 8K | $287.03K |
 | TFC | 8K | $356.80K |
 | MSFT | 8K | $4.04M |
 | CPB | 8K | $241.08K |
 | GIS | 8K | $381.13K |
 | FIX | 7K | $6.17M |
 | LGIH | 7K | $384.00K |
 | GWRE | 7K | $1.70M |
Ermenegildo Zegna N.V.
ZGN
Shares Held
11K
Value
$101.75K
WillScot Holdings Corporation
WSC
Shares Held
11K
Value
$226.07K
Alphabet Inc.
GOOGL
Shares Held
11K
Value
$2.58M
General Motors Company
GM
Shares Held
10K
Value
$620.43K
Fabrinet
FN
Shares Held
10K
Value
$3.60M
Applied Optoelectronics, Inc.
AAOI
Shares Held
10K
Value
$255.80K
Kimco Realty Corporation
KIM
Shares Held
10K
Value
$207.64K
Carrier Global Corporation
CARR
Shares Held
9K
Value
$543.33K
Weyerhaeuser Company
WY
Shares Held
9K
Value
$221.70K
The Coca-Cola Company
KO
Shares Held
9K
Value
$591.44K
DICK'S Sporting Goods, Inc.
DKS
Shares Held
8K
Value
$1.82M
AppLovin Corporation
APP
Shares Held
8K
Value
$5.87M
CSX Corporation
CSX
Shares Held
8K
Value
$287.03K
Truist Financial Corporation
TFC
Shares Held
8K
Value
$356.80K
Microsoft Corporation
MSFT
Shares Held
8K
Value
$4.04M
Campbell Soup Company
CPB
Shares Held
8K
Value
$241.08K
General Mills, Inc.
GIS
Shares Held
8K
Value
$381.13K
Comfort Systems USA, Inc.
FIX
Shares Held
7K
Value
$6.17M
LGI Homes, Inc.
LGIH
Shares Held
7K
Value
$384.00K
Guidewire Software, Inc.
GWRE
Shares Held
7K
Value
$1.70M