POLYMER CAPITAL MANAGEMENT (HK) LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SNPS | 5K | $2.37M |
 | GLPI | 4K | $203.08K |
 | ADC | 4K | $305.97K |
 | GGG | 4K | $352.84K |
 | HWC | 4K | $255.51K |
 | CRWV | 4K | $540.01K |
 | ZM | 4K | $324.47K |
 | BTI | 4K | $206.64K |
 | TROW | 4K | $386.75K |
 | FTAI | 4K | $612.21K |
 | ANET | 4K | $522.08K |
 | V | 4K | $1.21M |
 | ITW | 3K | $904.05K |
 | ELS | 3K | $204.98K |
 | TTAN | 3K | $321.04K |
 | ARE | 3K | $250.44K |
 | WH | 3K | $240.02K |
 | CCJ | 3K | $251.58K |
 | SEIC | 3K | $249.03K |
 | L | 3K | $291.93K |
Synopsys, Inc.
SNPS
Shares Held
5K
Value
$2.37M
Gaming and Leisure Properties, Inc.
GLPI
Shares Held
4K
Value
$203.08K
Agree Realty Corporation
ADC
Shares Held
4K
Value
$305.97K
Graco Inc.
GGG
Shares Held
4K
Value
$352.84K
Hancock Whitney Corporation
HWC
Shares Held
4K
Value
$255.51K
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
4K
Value
$540.01K
Zoom Communications, Inc.
ZM
Shares Held
4K
Value
$324.47K
British American Tobacco p.l.c.
BTI
Shares Held
4K
Value
$206.64K
T. Rowe Price Group, Inc.
TROW
Shares Held
4K
Value
$386.75K
FTAI Aviation Ltd.
FTAI
Shares Held
4K
Value
$612.21K
Arista Networks, Inc.
ANET
Shares Held
4K
Value
$522.08K
Visa Inc.
V
Shares Held
4K
Value
$1.21M
Illinois Tool Works Inc.
ITW
Shares Held
3K
Value
$904.05K
Equity LifeStyle Properties, Inc.
ELS
Shares Held
3K
Value
$204.98K
ServiceTitan, Inc.
TTAN
Shares Held
3K
Value
$321.04K
Alexandria Real Estate Equities, Inc.
ARE
Shares Held
3K
Value
$250.44K
Wyndham Hotels & Resorts, Inc.
WH
Shares Held
3K
Value
$240.02K
Cameco Corporation
CCJ
Shares Held
3K
Value
$251.58K
SEI Investments Company
SEIC
Shares Held
3K
Value
$249.03K
Loews Corporation
L
Shares Held
3K
Value
$291.93K