Stock Taper

POLYMER CAPITAL MANAGEMENT (HK) LTD

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Deutsche Bank AGDB56.18K$1.9M
Eli Lilly and CompanyLLY56.61K$67.9M
Nurix Therapeutics, Inc.NRIX58.9K$1.43M
Universal Technical Institute, Inc.UTI60K$2.57M
Applied Materials, Inc.AMAT61.99K$44.82M
Credo Technology Group Holding LtdCRDO62.69K$17.05M
Taiwan Semiconductor Manufacturing Company LimitedTSM62.85K$30.01M
JD.com, Inc.JD63.2K$1.61M
NetEase, Inc.NTES63.69K$8.16M
Amphenol CorporationAPH64.68K$11.4M
Alnylam Pharmaceuticals, Inc.ALNY64.96K$19.55M
INNIO N.V. Ordinary SharesINIO70K$2.77M
Honda Motor Co., Ltd.HMC72K$1.95M
UBS Group AGUBS78.8K$3.91M
Interactive Brokers Group, Inc.IBKR91.88K$8M
On Holding AGONON92.12K$3.26M
MoonLake ImmunotherapeuticsMLTX100.46K$1.96M
Bloom Energy CorporationBE104.65K$31.68M
United Microelectronics CorporationUMC115.07K$3.13M
Duolingo, Inc.DUOL122.3K$14.07M