Polymer Capital Management (HK) LTD Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$576.7B
Holdings
167
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (167 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | AMATAPPLIED MATLS INC | 8,200 | $1.3B | 0.23% | |
| 102 | NOWSERVICENOW INC | 1,247 | $1.3B | 0.23% | |
| 103 | MTSIMACOM TECH SOLUTIONS HLDGS I | 9,898 | $1.3B | 0.22% | |
| 104 | PWRQUANTA SVCS INC | 4,000 | $1.3B | 0.22% | |
| 105 | TLNTALEN ENERGY CORP | 6,000 | $1.2B | 0.21% | |
| 106 | DTEDTE ENERGY CO | 9,259 | $1.1B | 0.19% | |
| 107 | AAOIAPPLIED OPTOELECTRONICS INC | 29,900 | $1.1B | 0.19% | |
| 108 | ABBVABBVIE INC | 6,200 | $1.1B | 0.19% | |
| 109 | ETRENTERGY CORP NEW | 14,233 | $1.1B | 0.19% | |
| 110 | IWMISHARES TR | 4,640 | $1.0B | 0.18% | |
| 111 | AZNASTRAZENECA PLC | 15,350 | $1.0B | 0.17% | |
| 112 | NINISOURCE INC | 27,009 | $992.9M | 0.17% | |
| 113 | TERNTERNS PHARMACEUTICALS INC | 177,000 | $980.6M | 0.17% | |
| 114 | NRIXNURIX THERAPEUTICS INC | 50,098 | $943.8M | 0.16% | |
| 115 | TELTE CONNECTIVITY PLC | 6,600 | $943.6M | 0.16% | |
| 116 | VNETVNET GROUP INC | 198,647 | $941.6M | 0.16% | |
| 117 | LEGNLEGEND BIOTECH CORP | 28,727 | $934.8M | 0.16% | |
| 118 | MIGAMICROSTRATEGY INC | 3,200 | $926.8M | 0.16% | |
| 119 | SMHVANECK ETF TRUST | 3,800 | $920.2M | 0.16% | |
| 120 | ATHMAUTOHOME INC | 35,400 | $918.6M | 0.16% | |
| 121 | MDBMONGODB INC | 3,937 | $916.6M | 0.16% | |
| 122 | UUNITY SOFTWARE INC | 39,400 | $885.3M | 0.15% | |
| 123 | VSCOVICTORIAS SECRET AND CO | 21,100 | $874.0M | 0.15% | |
| 124 | ORCLORACLE CORP | 5,100 | $849.9M | 0.15% | |
| 125 | CNPCENTERPOINT ENERGY INC | 26,690 | $846.9M | 0.15% | |
| 126 | NTESNETEASE INC | 9,300 | $829.7M | 0.14% | |
| 127 | VNMVANECK ETF TRUST | 70,000 | $803.6M | 0.14% | |
| 128 | DOYUDOUYU INTL HLDGS LTD | 68,458 | $767.4M | 0.13% | |
| 129 | DDOGDATADOG INC | 5,350 | $764.5M | 0.13% | |
| 130 | FDNFIRST TR EXCHANGE-TRADED FD | 3,000 | $729.5M | 0.13% | |
| 131 | ZKNZEEKR INTELLIGENT TECHNOLOGY | 25,000 | $709.5M | 0.12% | |
| 132 | SKAASKECHERS U S A INC | 9,674 | $650.5M | 0.11% | |
| 133 | PYPLPAYPAL HLDGS INC | 7,100 | $606.0M | 0.11% | |
| 134 | DKSDICKS SPORTING GOODS INC | 2,500 | $572.1M | 0.10% | |
| 135 | PORPORTLAND GEN ELEC CO | 12,329 | $537.8M | 0.09% | |
| 136 | JOYYJOYY INC | 12,500 | $523.1M | 0.09% | |
| 137 | SNPSSYNOPSYS INC | 1,023 | $496.5M | 0.09% | |
| 138 | CRNTCERAGON NETWORKS LTD | 103,998 | $485.7M | 0.08% | |
| 139 | TMETENCENT MUSIC ENTMT GROUP | 42,400 | $481.2M | 0.08% | |
| 140 | TSEMTOWER SEMICONDUCTOR LTD | 9,116 | $469.6M | 0.08% | |
| 141 | VSHVISHAY INTERTECHNOLOGY INC | 27,293 | $462.3M | 0.08% | |
| 142 | TAT&T INC | 20,000 | $455.4M | 0.08% | |
| 143 | EWZISHARES INC | 20,000 | $450.2M | 0.08% | |
| 144 | SAPSAP SE | 1,800 | $443.2M | 0.08% | |
| 145 | XELXCEL ENERGY INC | 6,243 | $421.5M | 0.07% | |
| 146 | DALDELTA AIR LINES INC DEL | 6,742 | $407.9M | 0.07% | |
| 147 | DQDAQO NEW ENERGY CORP | 20,800 | $404.4M | 0.07% | |
| 148 | PLTRPALANTIR TECHNOLOGIES INC | 5,200 | $393.3M | 0.07% | |
| 149 | UAAUNDER ARMOUR INC | 46,041 | $381.2M | 0.07% | |
| 150 | CMICUMMINS INC | 1,079 | $376.1M | 0.07% | |
| 151 | WOLF*WOLFSPEED INC | 55,000 | $366.3M | 0.06% | |
| 152 | EXPEEXPEDIA GROUP INC | 1,950 | $363.3M | 0.06% | |
| 153 | INTUINTUIT | 550 | $345.7M | 0.06% | |
| 154 | TKOTKO GROUP HOLDINGS INC | 2,400 | $341.1M | 0.06% | |
| 155 | TTTRANE TECHNOLOGIES PLC | 860 | $317.6M | 0.06% | |
| 156 | NTRANATERA INC | 2,003 | $317.1M | 0.05% | |
| 157 | HONHONEYWELL INTL INC | 1,400 | $316.2M | 0.05% | |
| 158 | VVISA INC | 1,000 | $316.0M | 0.05% | |
| 159 | EVRGEVERGY INC | 5,064 | $311.7M | 0.05% | |
| 160 | UBERUBER TECHNOLOGIES INC | 5,000 | $301.6M | 0.05% | |
| 161 | BIRKBIRKENSTOCK HOLDING PLC | 5,300 | $300.3M | 0.05% | |
| 162 | RBLXROBLOX CORP | 4,500 | $260.4M | 0.05% | |
| 163 | AFRMAFFIRM HLDGS INC | 4,170 | $254.0M | 0.04% | |
| 164 | STMSTMICROELECTRONICS N V | 9,992 | $249.5M | 0.04% | |
| 165 | MAMASTERCARD INCORPORATED | 400 | $210.6M | 0.04% | |
| 166 | DASHDOORDASH INC | 1,200 | $201.3M | 0.03% | |
| 167 | GRNDGRINDR INC | 10,000 | $178.4M | 0.03% |
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