What Polymer Capital Management (HK) LTD reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1970465 · Filed Aug 13, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
VANECK ETF TRUSTSEMICONDUCTR ETFPut option | 844.5K | +4.6% | $553.9M | 28% |
| 589.3K | +180.6% | $434M | 22% | |
| 33.5K |
| −46.0% |
| $76.2M |
| 3.9% |
LLYELI LILLY & Co | 56.6K | +30.3% | $67.9M | 3.4% |
NVDANVIDIA Corp | 321.4K | −23.7% | $64.3M | 3.3% |
AMATApplied Materials Inc | 62K | +1,747.0% | $44.8M | 2.3% |
MUMicron Technology Inc | 30K | +6.0% | $34.6M | 1.8% |
PDDPDD Holdings Inc. | 432.3K | +4.6% | $33M | 1.7% |
BEBloom Energy Corp | 104.6K | +422.5% | $31.7M | 1.6% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 62.8K | −32.9% | $30M | 1.5% |
ROUNDHILL ETF TRUSTMEMORY ETF | 343.5K | New | $25.4M | 1.3% |
ALNYAlnylam Pharmaceuticals, Inc. | 65K | +12.4% | $19.6M | 1% |
AMDAdvanced Micro Devices Inc | 33.6K | −21.5% | $19.5M | 1% |
CRDOCredo Technology Group Holding Ltd | 62.7K | New | $17M | 0.9% |
FROFrontline plc | 486.3K | +73.7% | $16.9M | 0.9% |
SPDR SERIES TRUSTST STR SP BIOT | 105.3K | New | $16.7M | 0.8% |
WDCWestern Digital Corp | 24.8K | +22.6% | $15.8M | 0.8% |
IONSIonis Pharmaceuticals Inc | 177.9K | +190.7% | $14.1M | 0.7% |
INVESCO EXCH TRADED FD TR IIKBW BK ETF | 151.5K | New | $14.1M | 0.7% |
DUOLDuolingo, Inc. | 122.3K | New | $14.1M | 0.7% |
LRCXLAM Research Corp | 29.8K | New | $12.9M | 0.7% |
IRENIREN Ltd | 262.8K | +4.0% | $12M | 0.6% |
VIPSVipshop Holdings Ltd | 903.3K | −3.1% | $12M | 0.6% |
CYTKCytokinetics Inc | 138.3K | New | $11.8M | 0.6% |
APHAmphenol Corp | 64.7K | New | $11.4M | 0.6% |
ASAmer Sports, Inc. | 312.7K | +25.4% | $10.6M | 0.5% |
GILGildan Activewear Inc. | 195.1K | −18.5% | $10.1M | 0.5% |
SELECT SECTOR SPDR TRST STR INDL ETF | 53.9K | New | $10M | 0.5% |
TXNTexas Instruments Inc | 31.5K | New | $9.4M | 0.5% |
ERASErasca, Inc. | 478K | +33.6% | $8.8M | 0.4% |
AMZNAmazon Com Inc | 36.4K | −23.6% | $8.7M | 0.4% |
MODModine Manufacturing Co | 32.4K | −11.8% | $8.7M | 0.4% |
BIIBBiogen Inc. | 38.7K | New | $8.4M | 0.4% |
AVGOBroadcom Inc. | 22K | +31.8% | $8.3M | 0.4% |
SELECT SECTOR SPDR TRST STR FINL ETF | 152.8K | New | $8.2M | 0.4% |
NTESNetEase, Inc. | 63.7K | New | $8.2M | 0.4% |
SPCXSpace Exploration Technologies Corp | 47.4K | New | $8.1M | 0.4% |
IBKRInteractive Brokers Group, Inc. | 91.9K | +261.9% | $8M | 0.4% |
GOOGAlphabet Inc. | 20.8K | −53.6% | $7.4M | 0.4% |
LITELumentum Holdings Inc. | 8.5K | −19.5% | $7.3M | 0.4% |
INTCIntel Corp | 51.6K | +8.0% | $7.2M | 0.4% |
BACBank of America Corp | 126.3K | New | $7.2M | 0.4% |
ETNEaton Corp plc | 16.4K | +80.8% | $7M | 0.4% |
TPRTapestry, Inc. | 41.8K | −39.6% | $6.1M | 0.3% |
ASXASE Technology Holding Co., Ltd. | 134.5K | −69.7% | $6.1M | 0.3% |
STXSeagate Technology Holdings plc | 6.3K | New | $6M | 0.3% |
TTWOTake Two Interactive Software Inc | 21.2K | +67.0% | $5.3M | 0.3% |
GOOGLAlphabet Inc. | 14.8K | +27.3% | $5.3M | 0.3% |
AEISAdvanced Energy Industries Inc | 14.1K | New | $5.3M | 0.3% |
NETCloudflare, Inc. | 20.9K | +168.3% | $5.1M | 0.3% |
GLOBAL X FDSGLOBAL X COPPER | 66K | New | $5.1M | 0.3% |
NOKNokia Corp | 380.7K | +6.7% | $5.1M | 0.3% |
ABNBAirbnb, Inc. | 35K | −6.4% | $5M | 0.3% |
LEGNLegend Biotech Corp | 165.2K | New | $4.8M | 0.2% |
ASMLASML Holding NV | 2.4K | New | $4.7M | 0.2% |
GLWCorning Inc | 18.2K | −75.0% | $4.6M | 0.2% |
BILIBilibili Inc. | 270K | +29.7% | $4.6M | 0.2% |
ENTGEntegris Inc | 24.1K | New | $4.3M | 0.2% |
ONTOOnto Innovation Inc. | 11.4K | New | $4.3M | 0.2% |
HOODRobinhood Markets, Inc. | 42.8K | New | $4.3M | 0.2% |
FORMFormfactor Inc | 25K | +110.1% | $4M | 0.2% |
CRVSCorvus Pharmaceuticals, Inc. | 263.7K | +43.9% | $3.9M | 0.2% |
UBSUBS Group AG | 78.8K | New | $3.9M | 0.2% |
MPWRMonolithic Power Systems, Inc. | 2.7K | +23.1% | $3.8M | 0.2% |
HHyatt Hotels Corp | 18.8K | −6.9% | $3.6M | 0.2% |
SMMTSummit Therapeutics Inc. | 224.9K | +69.0% | $3.3M | 0.2% |
ONONOn Holding AG | 92.1K | New | $3.3M | 0.2% |
EDUNew Oriental Education & Technology Group Inc. | 70.8K | −34.2% | $3.3M | 0.2% |
BABAAlibaba Group Holding Ltd | 33.3K | −33.1% | $3.2M | 0.2% |
UMCUnited Microelectronics Corp | 115.1K | New | $3.1M | 0.2% |
KOCoca Cola Co | 38.1K | New | $3.1M | 0.2% |
DASHDoorDash, Inc. | 16.4K | New | $3M | 0.2% |
ARWRArrowhead Pharmaceuticals, Inc. | 36.8K | New | $3M | 0.2% |
UBERUber Technologies, Inc | 39.4K | New | $2.8M | 0.1% |
INIOInnio N.V. | 70K | New | $2.8M | 0.1% |
PIImpinj Inc | 18.8K | New | $2.7M | 0.1% |
TWLOTwilio Inc | 13K | New | $2.7M | 0.1% |
SEISolaris Energy Infrastructure, Inc. | 33.2K | +107.7% | $2.7M | 0.1% |
UTIUniversal Technical Institute Inc | 60K | New | $2.6M | 0.1% |
LINCLincoln Educational Services Corp | 50K | New | $2.5M | 0.1% |
ARMARM Holdings PLC | 7K | −54.6% | $2.5M | 0.1% |
| 8.2K | New | $2.4M | 0.1% |
DIREXION SHARES ETF TRUSTDAI SEM BUL ETF | 8.8K | New | $2.3M | 0.1% |
TERTeradyne, Inc | 4.8K | +148.3% | $2.3M | 0.1% |
REGNRegeneron Pharmaceuticals, Inc. | 3.7K | +194.2% | $2.3M | 0.1% |
FLEXFlex Ltd. | 13.7K | +44.6% | $2.2M | 0.1% |
VVisa Inc. | 6.1K | −4.3% | $2.1M | 0.1% |
DFTXDefinium Therapeutics, Inc. | 44.1K | New | $2.1M | 0.1% |
BHPBHP Group Ltd | 24.4K | New | $2M | 0.1% |
LINLinde PLC | 3.9K | +27.5% | $2M | 0.1% |
MLTXMoonLake Immunotherapeutics | 100.5K | New | $2M | 0.1% |
HMCHonda Motor Co Ltd | 72K | New | $2M | 0.1% |
DBDeutsche Bank Aktiengesellschaft | 56.2K | New | $1.9M | 0.1% |
SPYSPDR S&P 500 ETF Trust | 2.5K | −82.7% | $1.9M | 0.1% |
GRABGrab Holdings Ltd | 452.4K | −57.9% | $1.7M | 0.1% |
URIUnited Rentals, Inc. | 1.5K | New | $1.7M | 0.1% |
MSMorgan Stanley | 8K | New | $1.7M | 0.1% |
JDJD.com, Inc. | 63.2K | −74.2% | $1.6M | 0.1% |
SQMChemical & Mining Co of Chile Inc | 20.6K | New | $1.5M | 0.1% |
SITMSITIME Corp | 2K | −73.3% | $1.5M | 0.1% |
CTASCintas Corp | 8.5K | −22.0% | $1.4M | 0.1% |
NRIXNurix Therapeutics, Inc. | 58.9K | ±0% | $1.4M | 0.1% |
YUMCYum China Holdings, Inc. | 34.2K | +488.8% | $1.4M | 0.1% |
SESea Ltd | 14.1K | −74.3% | $1.4M | 0.1% |
ALMAlmonty Industries Inc. | 81.2K | New | $1.3M | 0.1% |
CHEFChefs' Warehouse, Inc. | 13.4K | New | $1.3M | 0.1% |
STMSTMicroelectronics N.V. | 16.5K | New | $1.2M | 0.1% |
NIONIO Inc. | 239.1K | +144.2% | $1.2M | 0.1% |
SABSSAB Biotherapeutics, Inc. | 306.6K | New | $1.2M | 0.1% |
NBISNebius Group N.V. | 4K | New | $1.1M | 0.1% |
DBVTDBV Technologies S.A. | 64.5K | ±0% | $1.1M | 0.1% |
AXTIAXT Inc | 14.5K | −87.5% | $1M | 0.1% |
MRKMerck & Co., Inc. | 8.1K | −81.0% | $1M | 0.1% |
KEYSKeysight Technologies, Inc. | 2.9K | New | $1M | 0.1% |
WOLFWolfspeed, Inc. | 21.3K | New | $1M | 0.1% |
SPGIS&P Global Inc. | 2.5K | +30.0% | $1M | 0.1% |
RMDResmed Inc | 5K | New | $972.5K | 0.1% |
LVSLas Vegas Sands Corp | 18K | New | $831.4K | 0.1% |
TPGTPG Inc. | 19.6K | +14.4% | $794.8K | 0.1% |
VZVerizon Communications Inc | 18K | New | $762.1K | 0.1% |
BZKanzhun Ltd | 55.6K | +44.2% | $715.6K | 0.1% |
OSSOne Stop Systems, Inc. | 38K | New | $690.8K | 0.1% |
ZTOZTO Express (Cayman) Inc. | 28.8K | −7.8% | $644.5K | 0.1% |
JOYYJOYY Inc. | 9.3K | −50.1% | $610.7K | 0.1% |
CCitigroup Inc | 4.1K | −23.5% | $568.1K | 0.1% |
CHAChagee Holdings Ltd. | 45K | +22.3% | $540.9K | 0.1% |
VRTXVertex Pharmaceuticals Inc | 1.1K | New | $530.5K | 0.1% |
BEKEKE Holdings Inc. | 30K | −0.6% | $435.9K | 0.1% |
RLXRLX Technology Inc. | 202.5K | +73.3% | $384.8K | 0.1% |
NVONovo Nordisk a S | 7.6K | −67.3% | $365.4K | 0.1% |
MNSOMINISO Group Holding Ltd | 29.6K | +11.9% | $357K | 0.1% |
CPNGCoupang, Inc. | 19.3K | New | $335.6K | 0.1% |
ZMZoom Communications, Inc. | 3.8K | New | $330.1K | 0.1% |
KLACKLA Corp | 1.1K | New | $322.8K | 0.1% |
QFINQfin Holdings, Inc. | 20.2K | New | $319.8K | 0.1% |
ATATAtour Lifestyle Holdings Ltd | 9K | −74.6% | $286.2K | 0.1% |
INVESCO EXCH TRADED FD TR IICHINA TECHNLGY | 5K | New | $285.2K | 0.1% |
LILi Auto Inc. | 20K | −41.5% | $234.8K | 0.1% |
NEMNEWMONT Corp | 2.4K | −65.8% | $219.7K | 0.1% |
SCHWAB STRATEGIC TRUS DIVIDEND EQ | 6.5K | New | $206.1K | 0.1% |
DDLDingdong (Cayman) Ltd | 84.5K | New | $163.1K | 0.1% |
TMETencent Music Entertainment Group | 17.6K | New | $146.7K | 0.1% |
VNETVNET Group, Inc. | 14.4K | New | $115.8K | 0.1% |
