Polymer Capital Management (HK) LTD Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$725.3B
Holdings
244
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (244 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ZTOZTO EXPRESS CAYMAN INC | 56,555 | $1.1B | 0.15% | |
| 102 | CQQQINVESCO EXCH TRADED FD TR II | 18,200 | $1.1B | 0.15% | |
| 103 | VORVOR BIOPHARMA INC | 21,248 | $1.0B | 0.14% | |
| 104 | ONTOONTO INNOVATION INC | 7,147 | $923.5M | 0.13% | |
| 105 | TLTISHARES TR | 10,294 | $920.0M | 0.13% | |
| 106 | EFRENERGY FUELS INC | 59,563 | $914.3M | 0.13% | |
| 107 | ITWILLINOIS TOOL WKS INC | 3,467 | $904.1M | 0.12% | |
| 108 | ATATATOUR LIFESTYLE HLDGS LTD | 23,736 | $892.2M | 0.12% | |
| 109 | HSAIHESAI GROUP | 27,900 | $784.0M | 0.11% | |
| 110 | BZKANZHUN LIMITED | 32,998 | $770.8M | 0.11% | |
| 111 | BACVERIZON COMMUNICATIONS INC | 16,940 | $744.5M | 0.10% | |
| 112 | SPGIS&P GLOBAL INC | 1,484 | $722.3M | 0.10% | |
| 113 | LYFTLYFT INC | 30,973 | $681.7M | 0.09% | |
| 114 | MDBMONGODB INC | 2,020 | $627.0M | 0.09% | |
| 115 | GMGENERAL MTRS CO | 10,176 | $620.4M | 0.09% | |
| 116 | ROPROPER TECHNOLOGIES INC | 1,228 | $612.4M | 0.08% | |
| 117 | CVNACARVANA CO | 1,623 | $612.3M | 0.08% | |
| 118 | FTAIFTAI AVIATION LTD | 3,669 | $612.2M | 0.08% | |
| 119 | SMRNUSCALE PWR CORP | 16,629 | $598.6M | 0.08% | |
| 120 | MLIMUELLER INDS INC | 5,869 | $593.4M | 0.08% | |
| 121 | KOCOCA COLA CO | 8,918 | $591.4M | 0.08% | |
| 122 | QFINQFIN HOLDINGS INC | 20,233 | $582.3M | 0.08% | |
| 123 | WOLFWOLFSPEED INC | 20,345 | $581.9M | 0.08% | |
| 124 | CFLTCONFLUENT INC | 28,131 | $557.0M | 0.08% | |
| 125 | SMHVANECK ETF TRUST | 1,700 | $554.8M | 0.08% | |
| 126 | ASXASE TECHNOLOGY HLDG CO LTD | 50,000 | $554.5M | 0.08% | |
| 127 | FLUTFLUTTER ENTMT PLC | 2,159 | $548.4M | 0.08% | |
| 128 | NRIXNURIX THERAPEUTICS INC | 58,898 | $544.2M | 0.08% | |
| 129 | CARRCARRIER GLOBAL CORPORATION | 9,101 | $543.3M | 0.07% | |
| 130 | CRWVCOREWEAVE INC | 3,946 | $540.0M | 0.07% | |
| 131 | BLTEBELITE BIO INC | 7,266 | $537.7M | 0.07% | |
| 132 | FTVFORTIVE CORP | 10,947 | $536.3M | 0.07% | |
| 133 | STLASTELLANTIS N.V | 57,039 | $532.7M | 0.07% | |
| 134 | ANETARISTA NETWORKS INC | 3,583 | $522.1M | 0.07% | |
| 135 | CMCSACOMCAST CORP NEW | 16,028 | $503.6M | 0.07% | |
| 136 | UNPUNION PAC CORP | 2,055 | $485.7M | 0.07% | |
| 137 | ZLABZAI LAB LTD | 13,902 | $471.1M | 0.06% | |
| 138 | GDSGDS HLDGS LTD | 12,000 | $464.4M | 0.06% | |
| 139 | VRSKVERISK ANALYTICS INC | 1,829 | $460.0M | 0.06% | |
| 140 | FSLRFIRST SOLAR INC | 2,063 | $455.0M | 0.06% | |
| 141 | ELVELEVANCE HEALTH INC FORMERLY | 1,387 | $448.2M | 0.06% | |
| 142 | HSICHENRY SCHEIN INC | 6,624 | $439.6M | 0.06% | |
| 143 | UWMPROSHARES TR | 9,000 | $417.2M | 0.06% | |
| 144 | SNOWSNOWFLAKE INC | 1,751 | $394.9M | 0.05% | |
| 145 | VRTVERTIV HOLDINGS CO | 2,609 | $393.6M | 0.05% | |
| 146 | TROWPRICE T ROWE GROUP INC | 3,768 | $386.7M | 0.05% | |
| 147 | W3UWESTERN UN CO | 48,319 | $386.1M | 0.05% | |
| 148 | LGIHLGI HOMES INC | 7,426 | $384.0M | 0.05% | |
| 149 | GISGENERAL MLS INC | 7,559 | $381.1M | 0.05% | |
| 150 | MSAMSA SAFETY INC | 2,210 | $380.3M | 0.05% | |
| 151 | XPEVXPENG INC | 15,928 | $373.0M | 0.05% | |
| 152 | NIJNELNET INC | 2,907 | $364.5M | 0.05% | |
| 153 | STWDSTARWOOD PPTY TR INC | 18,626 | $360.8M | 0.05% | |
| 154 | AVYAVERY DENNISON CORP | 2,224 | $360.7M | 0.05% | |
| 155 | JOYYJOYY INC | 6,146 | $360.2M | 0.05% | |
| 156 | FCNFTI CONSULTING INC | 2,228 | $360.2M | 0.05% | |
| 157 | TFCTRUIST FINL CORP | 7,804 | $356.8M | 0.05% | |
| 158 | GGGGRACO INC | 4,153 | $352.8M | 0.05% | |
| 159 | AVBAVALONBAY CMNTYS INC | 1,737 | $335.5M | 0.05% | |
| 160 | NJRNEW JERSEY RES CORP | 6,826 | $328.7M | 0.05% | |
| 161 | ZMZOOM COMMUNICATIONS INC | 3,933 | $324.5M | 0.04% | |
| 162 | AMEAMETEK INC | 1,716 | $322.6M | 0.04% | |
| 163 | MIGASTRATEGY INC | 1,000 | $322.2M | 0.04% | |
| 164 | TTANSERVICETITAN INC | 3,184 | $321.0M | 0.04% | |
| 165 | ZTSZOETIS INC | 2,180 | $319.0M | 0.04% | |
| 166 | TMETENCENT MUSIC ENTMT GROUP | 13,598 | $317.4M | 0.04% | |
| 167 | SYKSTRYKER CORPORATION | 853 | $315.3M | 0.04% | |
| 168 | NBISNEBIUS GROUP N.V. | 2,807 | $315.1M | 0.04% | |
| 169 | AMKRAMKOR TECHNOLOGY INC | 10,896 | $309.4M | 0.04% | |
| 170 | ADCAGREE RLTY CORP | 4,307 | $306.0M | 0.04% | |
| 171 | ESLTELBIT SYS LTD | 600 | $305.9M | 0.04% | |
| 172 | IEXIDEX CORP | 1,861 | $302.9M | 0.04% | |
| 173 | YMMFULL TRUCK ALLIANCE CO LTD | 23,149 | $300.2M | 0.04% | |
| 174 | VLTOVERALTO CORP | 2,801 | $298.6M | 0.04% | |
| 175 | POOLPOOL CORP | 959 | $297.4M | 0.04% | |
| 176 | CYDCHINA YUCHAI INTL LTD | 7,174 | $296.8M | 0.04% | |
| 177 | ASTSAST SPACEMOBILE INC | 6,000 | $294.5M | 0.04% | |
| 178 | LLOEWS CORP | 2,908 | $291.9M | 0.04% | |
| 179 | NAVINAVIENT CORPORATION | 21,895 | $287.9M | 0.04% | |
| 180 | CSXCSX CORP | 8,083 | $287.0M | 0.04% | |
| 181 | RGLDROYAL GOLD INC | 1,430 | $286.8M | 0.04% | |
| 182 | FRTFEDERAL RLTY INVT TR NEW | 2,829 | $286.6M | 0.04% | |
| 183 | A4SAMERIPRISE FINL INC | 580 | $284.9M | 0.04% | |
| 184 | MRSHMARSH & MCLENNAN COS INC | 1,398 | $281.7M | 0.04% | |
| 185 | BAXBAXTER INTL INC | 12,034 | $274.0M | 0.04% | |
| 186 | CBCHUBB LIMITED | 961 | $271.2M | 0.04% | |
| 187 | PGPROCTER AND GAMBLE CO | 1,757 | $270.0M | 0.04% | |
| 188 | DHRDANAHER CORPORATION | 1,354 | $268.4M | 0.04% | |
| 189 | LHLABCORP HOLDINGS INC | 931 | $267.3M | 0.04% | |
| 190 | RLXRLX TECHNOLOGY INC | 98,800 | $259.8M | 0.04% | |
| 191 | BRK/BBERKSHIRE HATHAWAY INC DEL | 509 | $255.9M | 0.04% | |
| 192 | AAOIAPPLIED OPTOELECTRONICS INC | 9,865 | $255.8M | 0.04% | |
| 193 | HWCHANCOCK WHITNEY CORPORATION | 4,081 | $255.5M | 0.04% | |
| 194 | DGXQUEST DIAGNOSTICS INC | 1,331 | $253.7M | 0.03% | |
| 195 | PRUPRUDENTIAL FINL INC | 2,434 | $252.5M | 0.03% | |
| 196 | CCOCAMECO CORP | 3,000 | $251.6M | 0.03% | |
| 197 | NOVNOV INC | 18,955 | $251.2M | 0.03% | |
| 198 | AREALEXANDRIA REAL ESTATE EQ IN | 3,005 | $250.4M | 0.03% | |
| 199 | NVRNVR INC | 31 | $249.1M | 0.03% | |
| 200 | SEICSEI INVTS CO | 2,935 | $249.0M | 0.03% |