Stock Taper 
POLYMER CAPITAL MANAGEMENT (HK) LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Morgan Stanley | MS | 8.03K | $1.68M |
 Merck & Co., Inc. | MRK | 8.1K | $1.04M |
 Cintas Corporation | CTAS | 8.5K | $1.45M |
 Lumentum Holdings Inc. | LITE | 8.51K | $7.3M |
 Onto Innovation Inc. | ONTO | 11.4K | $4.31M |
 Twilio Inc. | TWLO | 13K | $2.68M |
 The Chefs' Warehouse, Inc. | CHEF | 13.4K | $1.29M |
 Flex Ltd. | FLEX | 13.7K | $2.22M |
 Sea Limited | SE | 14.1K | $1.35M |
 Advanced Energy Industries, Inc. | AEIS | 14.12K | $5.26M |
 AXT, Inc. | AXTI | 14.49K | $1.04M |
 Alphabet Inc. | GOOGL | 14.8K | $5.29M |
 DoorDash, Inc. | DASH | 16.36K | $3.02M |
 Eaton Corporation plc | ETN | 16.36K | $6.97M |
 STMicroelectronics N.V. | STM | 16.5K | $1.24M |
 Tencent Music Entertainment Group | TME | 17.57K | $146.67K |
 Verizon Communications Inc. | VZ | 18K | $762.12K |
 Las Vegas Sands Corp. | LVS | 18K | $831.42K |
 Corning Inc | GLW | 18.17K | $4.64M |
 Impinj, Inc. | PI | 18.77K | $2.69M |