Polymer Capital Management (HK) LTD Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$661.1B
Holdings
148
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (148 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CASYCASEYS GEN STORES INC | 1,451 | $740.4M | 0.11% | |
| 102 | BABOEING CO | 3,485 | $730.2M | 0.11% | |
| 103 | CRWVCOREWEAVE INC | 4,400 | $717.5M | 0.11% | |
| 104 | NRIXNURIX THERAPEUTICS INC | 58,898 | $670.8M | 0.10% | |
| 105 | MOMOHELLO GROUP INC | 74,813 | $631.4M | 0.10% | |
| 106 | OKLOOKLO INC | 11,170 | $625.4M | 0.09% | |
| 107 | WBWEIBO CORP | 64,827 | $617.8M | 0.09% | |
| 108 | GWREGUIDEWIRE SOFTWARE INC | 2,615 | $615.7M | 0.09% | |
| 109 | IM8NINSMED INC | 5,892 | $593.0M | 0.09% | |
| 110 | AMZNAMAZON COM INC | 2,539 | $557.0M | 0.08% | |
| 111 | AAPLAPPLE INC | 2,700 | $554.0M | 0.08% | |
| 112 | FIXCOMFORT SYS USA INC | 1,014 | $543.7M | 0.08% | |
| 113 | CHWYCHEWY INC | 12,407 | $528.8M | 0.08% | |
| 114 | 4I1PHILIP MORRIS INTL INC | 2,777 | $505.8M | 0.08% | |
| 115 | FLEXFLEX LTD | 9,865 | $492.5M | 0.07% | |
| 116 | ZTOZTO EXPRESS CAYMAN INC | 27,067 | $480.4M | 0.07% | |
| 117 | SMHVANECK ETF TRUST | 1,700 | $474.1M | 0.07% | |
| 118 | SMRNUSCALE PWR CORP | 11,791 | $466.5M | 0.07% | |
| 119 | ONCBEONE MEDICINES LTD | 1,900 | $459.9M | 0.07% | |
| 120 | DDOGDATADOG INC | 3,302 | $443.6M | 0.07% | |
| 121 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 1,800 | $437.1M | 0.07% | |
| 122 | FCXFREEPORT-MCMORAN INC | 9,903 | $429.3M | 0.06% | |
| 123 | MIGAMICROSTRATEGY INC | 1,050 | $424.4M | 0.06% | |
| 124 | VNETVNET GROUP INC | 59,510 | $410.6M | 0.06% | |
| 125 | FLUTFLUTTER ENTMT PLC | 1,380 | $394.3M | 0.06% | |
| 126 | DALDELTA AIR LINES INC DEL | 7,491 | $368.4M | 0.06% | |
| 127 | MDBMONGODB INC | 1,746 | $366.6M | 0.06% | |
| 128 | ALABASTERA LABS INC | 3,888 | $351.6M | 0.05% | |
| 129 | UBERUBER TECHNOLOGIES INC | 3,752 | $350.1M | 0.05% | |
| 130 | TTTRANE TECHNOLOGIES PLC | 800 | $349.9M | 0.05% | |
| 131 | EXPEEXPEDIA GROUP INC | 2,000 | $337.4M | 0.05% | |
| 132 | JDJD.COM INC | 10,000 | $326.4M | 0.05% | |
| 133 | DASHDOORDASH INC | 1,200 | $295.8M | 0.04% | |
| 134 | GISGENERAL MLS INC | 5,707 | $295.7M | 0.04% | |
| 135 | USFDUS FOODS HLDG CORP | 3,785 | $291.5M | 0.04% | |
| 136 | NKENIKE INC | 4,100 | $291.3M | 0.04% | |
| 137 | DUOLDUOLINGO INC | 700 | $287.0M | 0.04% | |
| 138 | LEUCENTRUS ENERGY CORP | 1,500 | $274.8M | 0.04% | |
| 139 | VIKVIKING HOLDINGS LTD | 5,152 | $274.6M | 0.04% | |
| 140 | KHCKRAFT HEINZ CO | 10,067 | $259.9M | 0.04% | |
| 141 | GMGENERAL MTRS CO | 5,257 | $258.7M | 0.04% | |
| 142 | TTMITTM TECHNOLOGIES INC | 6,100 | $249.0M | 0.04% | |
| 143 | XPEVXPENG INC | 12,850 | $229.8M | 0.03% | |
| 144 | PYPLPAYPAL HLDGS INC | 3,031 | $225.3M | 0.03% | |
| 145 | NETCLOUDFLARE INC | 1,150 | $225.2M | 0.03% | |
| 146 | CVNACARVANA CO | 648 | $218.3M | 0.03% | |
| 147 | XYZBLOCK INC | 3,200 | $217.4M | 0.03% | |
| 148 | TEMTEMPUS AI INC | 3,200 | $203.3M | 0.03% |
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