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)

#StockSharesValue% PortfolioType
201
BOKFBOK FINL CORP
2,197$244.8M0.03%
202
UBSIUNITED BANKSHARES INC WEST V
6,574$244.6M0.03%
203
DOVDOVER CORP
1,453$242.4M0.03%
204
GWWGRAINGER W W INC
253$241.1M0.03%
205
CPBTHE CAMPBELLS COMPANY
7,634$241.1M0.03%
206
WHWYNDHAM HOTELS & RESORTS INC
3,004$240.0M0.03%
207
STXSEAGATE TECHNOLOGY HLDNGS PL
1,000$236.1M0.03%
208
MSMMSC INDL DIRECT INC
2,538$233.9M0.03%
209
LSTRLANDSTAR SYS INC
1,874$229.7M0.03%
210
TXTTEXTRON INC
2,711$229.1M0.03%
211
WSCWILLSCOT HLDGS CORP
10,709$226.1M0.03%
212
JNJJOHNSON & JOHNSON
1,210$224.4M0.03%
213
METMETLIFE INC
2,718$223.9M0.03%
214
UUNITY SOFTWARE INC
5,583$223.5M0.03%
215
RSRELIANCE INC
791$222.1M0.03%
216
WYWEYERHAEUSER CO MTN BE
8,943$221.7M0.03%
217
EMREMERSON ELEC CO
1,688$221.4M0.03%
218
CLXCLOROX CO DEL
1,787$220.3M0.03%
219
LKQ1LKQ CORP
7,160$218.7M0.03%
220
HTHTH WORLD GROUP LTD
5,500$215.1M0.03%
221
HIMXHIMAX TECHNOLOGIES INC
24,000$211.9M0.03%
222
MORNMORNINGSTAR INC
906$210.2M0.03%
223
EXPDEXPEDITORS INTL WASH INC
1,713$210.0M0.03%
224
JDJD.COM INC
6,000$209.9M0.03%
225
KIMKIMCO RLTY CORP
9,503$207.6M0.03%
226
PNCPNC FINL SVCS GROUP INC
1,029$206.8M0.03%
227
BMTABRITISH AMERN TOB PLC
3,893$206.6M0.03%
228
HCAHCA HEALTHCARE INC
482$205.4M0.03%
229
ELSEQUITY LIFESTYLE PPTYS INC
3,377$205.0M0.03%
230
GLPIGAMING & LEISURE PPTYS INC
4,357$203.1M0.03%
231
PRIPRIMERICA INC
728$202.1M0.03%
232
CCCCCC INTELLIGENT SOLUTIONS HL
21,843$199.0M0.03%
233
INMDINMODE LTD
13,339$198.8M0.03%
234
WENWENDYS CO
20,000$183.2M0.03%
235
CHACHAGEE HLDGS LTD
11,000$182.1M0.03%
236
HAYWHAYWARD HLDGS INC
11,811$178.6M0.02%
237
HEREQUANTASING GROUP LTD
19,044$171.8M0.02%
238
UAUNDER ARMOUR INC
26,714$129.0M0.02%
239
CNHICNH INDL N V
10,864$117.9M0.02%
240
BITFBITFARMS LTD
39,900$112.5M0.02%
241
ZGNERMENEGILDO ZEGNA N V
10,767$101.7M0.01%
242
IQIQIYI INC
27,739$71.0M0.01%
243
GSMFERROGLOBE PLC
15,039$68.4M0.01%
244
BRBSBLUE RIDGE BANKSHARES INC VA
10,474$44.3M0.01%
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