Stock Taper

POLYMER CAPITAL MANAGEMENT (HK) LTD

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Vertex Pharmaceuticals IncorporatedVRTX1.07K$530.51K
KLA CorporationKLAC1.07K$322.83K
United Rentals, Inc.URI1.49K$1.69M
SiTime CorporationSITM2K$1.49M
Newmont CorporationNEM2.35K$219.68K
ASML Holding N.V.ASML2.36K$4.7M
S&P Global Inc.SPGI2.48K$1.01M
Monolithic Power Systems, Inc.MPWR2.72K$3.76M
Keysight Technologies, Inc.KEYS2.95K$1.03M
Regeneron Pharmaceuticals, Inc.REGN3.7K$2.31M
Zoom Communications, Inc.ZM3.83K$330.14K
Linde plcLIN3.88K$2.01M
Nebius Group N.V.NBIS4.03K$1.11M
Citigroup Inc.C4.06K$568.1K
Teradyne, Inc.TER4.82K$2.33M
ResMed Inc.RMD4.99K$972.45K
Visa Inc.V6.08K$2.08M
Seagate Technology Holdings plcSTX6.27K$6.05M
Arm Holdings plc American Depositary SharesARM7K$2.48M
Novo Nordisk A/SNVO7.62K$365.45K