Stock Taper

POLYMER CAPITAL MANAGEMENT (HK) LTD

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Hyatt Hotels CorporationH18.8K$3.64M
Coupang, Inc.CPNG19.32K$335.59K
TPG Inc.TPG19.6K$794.78K
Li Auto Inc.LI20K$234.8K
Qfin Holdings, Inc.QFIN20.23K$319.84K
Sociedad Química y Minera de Chile S.A.SQM20.6K$1.53M
Alphabet Inc.GOOG20.84K$7.36M
Cloudflare, Inc.NET20.88K$5.12M
Take-Two Interactive Software, Inc.TTWO21.16K$5.29M
Wolfspeed Inc.WOLF21.3K$1.03M
Broadcom Inc.AVGO22.03K$8.32M
Entegris, Inc.ENTG24.11K$4.34M
BHP Group LimitedBHP24.4K$2.03M
Western Digital CorporationWDC24.76K$15.82M
FormFactor, Inc.FORM25K$4M
ZTO Express (Cayman) Inc.ZTO28.8K$644.54K
MINISO Group Holding LimitedMNSO29.6K$356.98K
Lam Research CorporationLRCX29.78K$12.9M
Micron Technology, Inc.MU29.96K$34.58M
KE Holdings Inc.BEKE30K$435.9K