Stock Taper 
POLYMER CAPITAL MANAGEMENT (HK) LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lam Research Corporation | LRCX | 29.78K | $12.9M |
 MINISO Group Holding Limited | MNSO | 29.6K | $356.98K |
 ZTO Express (Cayman) Inc. | ZTO | 28.8K | $644.54K |
 FormFactor, Inc. | FORM | 25K | $4M |
 Western Digital Corporation | WDC | 24.76K | $15.82M |
 BHP Group Limited | BHP | 24.4K | $2.03M |
 Entegris, Inc. | ENTG | 24.11K | $4.34M |
 Broadcom Inc. | AVGO | 22.03K | $8.32M |
 Wolfspeed Inc. | WOLF | 21.3K | $1.03M |
 Take-Two Interactive Software, Inc. | TTWO | 21.16K | $5.29M |
 Cloudflare, Inc. | NET | 20.88K | $5.12M |
 Alphabet Inc. | GOOG | 20.84K | $7.36M |
 Sociedad Química y Minera de Chile S.A. | SQM | 20.6K | $1.53M |
 Qfin Holdings, Inc. | QFIN | 20.23K | $319.84K |
 Li Auto Inc. | LI | 20K | $234.8K |
 TPG Inc. | TPG | 19.6K | $794.78K |
 Coupang, Inc. | CPNG | 19.32K | $335.59K |
 Hyatt Hotels Corporation | H | 18.8K | $3.64M |
 Impinj, Inc. | PI | 18.77K | $2.69M |
 Corning Inc | GLW | 18.17K | $4.64M |