Polymer Capital Management (HK) LTD Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$703.0B
Holdings
126
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (126 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | TTANSERVICETITAN INC | 5,127 | $546.0M | 0.08% | |
| 102 | CRMSALESFORCE INC | 2,059 | $545.0M | 0.08% | |
| 103 | IRENIREN LIMITED | 14,020 | $529.0M | 0.08% | |
| 104 | AMZNAMAZON COM INC | 2,237 | $516.0M | 0.07% | |
| 105 | MPMP MATERIALS CORP | 10,000 | $505.0M | 0.07% | |
| 106 | NIONIO INC | 90,000 | $459.0M | 0.07% | |
| 107 | GNRCGENERAC HLDGS INC | 3,000 | $409.0M | 0.06% | |
| 108 | IOTSAMSARA INC | 11,500 | $407.0M | 0.06% | |
| 109 | TMETENCENT MUSIC ENTMT GROUP | 20,800 | $364.0M | 0.05% | |
| 110 | VVISA INC | 1,023 | $358.0M | 0.05% | |
| 111 | SNOWSNOWFLAKE INC | 1,600 | $350.0M | 0.05% | |
| 112 | FRMIFERMI INC | 35,100 | $280.0M | 0.04% | |
| 113 | LILI AUTO INC | 16,500 | $279.0M | 0.04% | |
| 114 | GDSGDS HLDGS LTD | 7,684 | $268.0M | 0.04% | |
| 115 | BACVERIZON COMMUNICATIONS INC | 6,000 | $244.0M | 0.03% | |
| 116 | RLXRLX TECHNOLOGY INC | 98,800 | $230.0M | 0.03% | |
| 117 | MRVLMARVELL TECHNOLOGY INC | 2,699 | $229.0M | 0.03% | |
| 118 | LULULULULEMON ATHLETICA INC | 1,095 | $227.0M | 0.03% | |
| 119 | MNSOMINISO GROUP HLDG LTD | 11,900 | $223.0M | 0.03% | |
| 120 | ASMLASML HOLDING N V | 203 | $217.0M | 0.03% | |
| 121 | SPGIS&P GLOBAL INC | 411 | $214.0M | 0.03% | |
| 122 | LNGCHENIERE ENERGY INC | 1,095 | $212.0M | 0.03% | |
| 123 | CHACHAGEE HLDGS LTD | 15,300 | $177.0M | 0.03% | |
| 124 | SOUNSOUNDHOUND AI INC | 12,233 | $121.0M | 0.02% | |
| 125 | HUYAHUYA INC | 33,270 | $95.0M | 0.01% | |
| 126 | IQIQIYI INC | 32,559 | $62.0M | 0.01% |
PreviousPage 2 of 2