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| Name: |
Polymer Capital Management (HK) LTD |
| City: |
HONG KONG |
| State: |
K3 |
| Zip: |
HKG |
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| Holdings
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28 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MSFT |
Microsoft Corp |
1 |
- |
$430.16 |
$26,038,000 |
61,890 |
6.56% |
5,890,000 |
8,310 |
0.001 |
Application Software |
|
|
NVDA |
NVIDIA Corporation |
2 |
- |
$1,064.69 |
$19,197,000 |
21,246 |
4.83% |
16,275,000 |
15,346 |
0.001 |
Semiconductor - Speci... |
|
|
AMZN |
Amazon.com Inc |
3 |
- |
$180.75 |
$18,069,000 |
100,170 |
4.55% |
14,331,000 |
75,570 |
0.001 |
Internet Software & S... |
|
|
PDD |
Bloom Energy Corp |
5 |
- |
$157.57 |
$14,025,000 |
120,641 |
3.53% |
-644,000 |
20,379 |
0.018 |
N/A |
|
|
GOOG |
Alphabet Inc |
6 |
- |
$176.33 |
$13,445,000 |
88,300 |
3.38% |
12,599,000 |
82,300 |
0.001 |
Search Engines & Info... |
|
|
FB |
Meta Platforms Inc |
8 |
- |
$478.22 |
$10,039,000 |
20,674 |
2.53% |
4,597,000 |
5,299 |
0.001 |
Internet Service Prov... |
|
|
FHL |
Futu Holdings Ltd |
9 |
- |
$0.00 |
$9,747,000 |
179,996 |
2.45% |
3,235,000 |
60,796 |
0.162 |
N/A |
|
|
TME |
Tencent Music Entertainment... |
11 |
- |
$0.00 |
$8,338,000 |
745,100 |
2.1% |
3,390,000 |
195,900 |
0.111 |
N/A |
|
|
VIPS |
Vipshop Holdings Ltd. |
12 |
- |
$15.94 |
$8,248,000 |
498,397 |
2.08% |
6,286,000 |
387,897 |
0.084 |
Internet Service Prov... |
|
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CLS |
Celestica Inc (USA) |
17 |
- |
$44.02 |
$5,729,000 |
127,480 |
1.44% |
4,045,000 |
69,980 |
0.107 |
Printed Circuit Boards |
|
|
MU |
Micron Technology Inc |
18 |
- |
$129.49 |
$5,712,000 |
48,448 |
1.44% |
2,256,000 |
7,948 |
0.004 |
Semiconductor - Memor... |
|
|
DUOL |
Duolingo, Inc. |
20 |
- |
$178.40 |
$4,919,000 |
22,300 |
1.24% |
2,812,000 |
13,011 |
0.062 |
N/A |
|
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BIDU |
Baidu Inc |
22 |
- |
$100.28 |
$4,474,000 |
42,500 |
1.13% |
1,259,000 |
15,500 |
0.016 |
Internet Service Prov... |
|
|
NTES |
NetEase.com Inc (ADR) |
25 |
- |
$90.48 |
$4,003,000 |
38,689 |
1.01% |
2,932,000 |
27,189 |
0.006 |
Search Engines & Info... |
|
|
ILMN |
Illumina Inc |
30 |
- |
$106.48 |
$3,433,000 |
25,000 |
0.86% |
2,598,000 |
19,000 |
0.017 |
Scientific & Technica... |
|
|
CTLT |
Catalent, Inc. |
31 |
- |
$54.82 |
$3,387,000 |
60,000 |
0.85% |
1,814,000 |
25,000 |
0.029 |
N/A |
|
|
ARGX |
Argenx Se |
35 |
- |
$367.07 |
$3,150,000 |
8,000 |
0.79% |
772,000 |
1,750 |
0.017 |
N/A |
|
|
WYNN |
Wynn Resorts Ltd |
36 |
- |
$94.62 |
$3,067,000 |
30,000 |
0.77% |
1,427,000 |
12,000 |
0.028 |
Gambling/Resorts |
|
|
AVGO |
Broadcom Limited |
42 |
- |
$1,407.84 |
$2,651,000 |
2,000 |
0.67% |
1,870,000 |
1,300 |
0 |
Semiconductor- Broad... |
|
|
YMM |
Full Truck Alliance 20 Adr ... |
44 |
- |
$0.00 |
$2,610,000 |
359,000 |
0.66% |
1,412,000 |
188,100 |
0.04 |
N/A |
|
|
AAOI |
Applied Optoelectronics, Inc. |
47 |
- |
$12.54 |
$2,519,000 |
181,780 |
0.63% |
587,000 |
81,780 |
0.48 |
N/A |
|
|
XLE |
SPDR Energy Sector |
55 |
- |
$91.37 |
$2,039,000 |
21,600 |
0.51% |
823,000 |
7,100 |
0.001 |
Closed - End Fund - E... |
|
|
GRAB |
Grab Holdings Ord Shs Class A |
58 |
- |
$0.00 |
$1,884,000 |
600,000 |
0.47% |
1,092,000 |
365,000 |
0.017 |
N/A |
|
|
BDX |
Becton Dickinson & Co |
63 |
- |
$228.79 |
$1,732,000 |
7,000 |
0.44% |
805,000 |
3,200 |
0.002 |
Medical Instruments &... |
|
|
BSX |
Boston Scientific Corp |
64 |
- |
$75.63 |
$1,712,000 |
25,000 |
0.43% |
411,000 |
2,500 |
0.002 |
Medical Instruments &... |
|
|
LRCX |
Lam Research Corp |
66 |
- |
$970.57 |
$1,619,000 |
1,666 |
0.41% |
616,000 |
386 |
0.001 |
Semiconductor Equipme... |
|
|
TEAM |
Atlassian Corporation Plc |
82 |
- |
$168.86 |
$1,022,000 |
5,236 |
0.26% |
641,000 |
3,636 |
0.003 |
N/A |
|
|
DNA |
Ginkgo Bioworks Holdings, Inc |
85 |
- |
$0.66 |
$954,000 |
822,684 |
0.24% |
-138,000 |
176,684 |
0.062 |
N/A |
|
