Polymer Capital Management (HK) Ltd
143 holdingsFiling period: 2026-06-30Current AUM: $1.75Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SMH | VanEck ETF Trust | 844.5K | $553.9M | $461.4M | 26.38% | +35.3K | 2026-06-30 |
| 2 | QQQ | Invesco Qqq TR | 589.3K | $434.0M | $422.9M | 24.18% | +369.4K | 2026-06-30 |
| 3 | SNDK | Sandisk Corp | 33.5K | $76.2M | $45.8M | 2.62% | -28,525 | 2026-06-30 |
| 4 | LLY | Eli Lilly & Co | 56.6K | $67.9M | $72.7M | 4.16% | +13.2K | 2026-06-30 |
| 5 | NVDA | NVIDIA Corporation | 321.4K | $64.3M | $69.6M | 3.98% | -109,679 | 2026-06-30 |
| 6 | AMAT | Applied Matls Inc | 62.0K | $44.8M | $25.1M | 1.44% | +58.6K | 2026-06-30 |
| 7 | MU | Micron Technology Inc | 30.0K | $34.6M | $26.8M | 1.54% | +1.7K | 2026-06-30 |
| 8 | PDD | Pdd Holdings Inc | 432.3K | $33.0M | $35.3M | 2.02% | +18.8K | 2026-06-30 |
| 9 | BE | Bloom Energy Corp | 104.6K | $31.7M | $23.3M | 1.33% | +84.6K | 2026-06-30 |
| 10 | TSM | Taiwan Semiconductor Manufac | 62.8K | $30.0M | $26.7M | 1.53% | -30,857 | 2026-06-30 |
| 11 | DRAM | Roundhill ETF Trust | 343.5K | $25.4M | $16.4M | 0.94% | -- | 2026-06-30 |
| 12 | ALNY | Alnylam Pharmaceuticals Inc | 65.0K | $19.6M | $15.0M | 0.86% | +7.2K | 2026-06-30 |
| 13 | AMD | Advanced Micro Devices Inc | 33.6K | $19.5M | $18.0M | 1.03% | -9,201 | 2026-06-30 |
| 14 | — | Credo Technology Group Holdi | 62.7K | $17.0M | $17.0M | 0.97% | -- | 2026-06-30 |
| 15 | — | Frontline PLC | 486.3K | $16.9M | $16.9M | 0.97% | +206.3K | 2026-06-30 |
| 16 | XBI | Spdr Series Trust | 105.3K | $16.7M | $16.1M | 0.92% | -- | 2026-06-30 |
| 17 | WDC | Western Digital Corp | 24.8K | $15.8M | $9.0M | 0.52% | +4.6K | 2026-06-30 |
| 18 | IONS | Ionis Pharmaceuticals Inc | 177.9K | $14.1M | $8.1M | 0.46% | +116.7K | 2026-06-30 |
| 19 | KBWB | Invesco Exch Traded FD TR II | 151.5K | $14.1M | $13.2M | 0.75% | -- | 2026-06-30 |
| 20 | DUOL | Duolingo Inc | 122.3K | $14.1M | $17.1M | 0.98% | -- | 2026-06-30 |
| 21 | LRCX | Lam Research Corp | 29.8K | $12.9M | $7.8M | 0.45% | -- | 2026-06-30 |
| 22 | — | Iren Limited | 262.8K | $12.0M | $12.0M | 0.69% | +10.2K | 2026-06-30 |
| 23 | VIPS | Vipshop Hldgs Ltd | 903.3K | $12.0M | $11.7M | 0.67% | -28,700 | 2026-06-30 |
| 24 | TXN | Texas Instrs Inc | 39.7K | $11.8M | $11.0M | 0.63% | -- | 2026-06-30 |
| 25 | CYTK | Cytokinetics Inc | 138.3K | $11.8M | $8.8M | 0.51% | -- | 2026-06-30 |
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