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POLYMER CAPITAL MANAGEMENT (HK) LTD
POLYMER CAPITAL MANAGEMENT (HK) LTD
Latest filing: 2026-06-30
POLYMER CAPITAL MANAGEMENT (HK) LTD runs POLYMER CAPITAL MANAGEMENT (HK) LTD and currently holds 143 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.98B. Their top holdings are SNDK, LLY, NVDA, AMAT, MU. The top five represent 14.6% of reported portfolio weight. POLYMER CAPITAL MANAGEMENT (HK) LTD ranks #112 out of 1000 investors tracked by Alpha Score. In the most recent quarter, POLYMER CAPITAL MANAGEMENT (HK) LTD initiated 34 new positions. They added to 41 existing positions. They trimmed 24 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
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143 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SNDK SANDISK CORP | 3.86% | $47.61 | $1,596.10 | +3,252.45% | Trimmed -45.97% |
 LLY ELI LILLY & CO | 3.44% | $870.24 | $1,254.77 | +44.19% | Added +30.33% |
 NVDA NVIDIA CORPORATION | 3.26% | $148.49 | $214.76 | +44.63% | Trimmed -23.67% |
 AMAT APPLIED MATLS INC | 2.27% | $702.36 | $492.32 | -29.90% | Added +1747.02% |
 MU MICRON TECHNOLOGY INC | 1.75% | $383.76 | $966.78 | +151.92% | Added +5.96% |
 PDD PDD HOLDINGS INC | 1.67% | $118.68 | $88.35 | -25.56% | Added +4.56% |
 BE BLOOM ENERGY CORP | 1.60% | $270.70 | $201.42 | -25.59% | Added +422.51% |
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 1.52% | $259.09 | $418.87 | +61.67% | Trimmed -32.93% |
DR DRAM ROUNDHILL ETF TRUST | 1.28% | $73.85 | $57.72 | -21.84% | New Buy |
 ALNY ALNYLAM PHARMACEUTICALS INC | 0.99% | $312.72 | $236.22 | -24.46% | Added +12.41% |
Showing 1-10 of 143