Polymer Capital Management (Hk) LTD Incresed Positions in Q2 2025

Polymer Capital Management (Hk) LTD

  • $661 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Amer Sports Inc
640K
+ 217.81%
N/A
934K $36.2B
NVDA
Nvidia Corp

Technology
48.1K
+ 33.84%
$94.31 - $157.99 $4.54M - $7.6M
190K $30.1B
SMMT
Summit Therapeutics Inc.

Healthcare
494K
+ 124.66%
$16.64 - $36.7 $8.22M - $18.1M
890K $18.9B
LLY
Eli Lilly & CO

Healthcare
13.2K
+ 238.17%
$713.71 - $898.95 $9.4M - $11.8M
18.7K $14.6B
WDC
Western Digital Corp

Technology
128K
+ 264.99%
$30.54 - $63.99 $3.92M - $8.21M
177K $11.3B
BILI
Bilibili Inc.

Communication Services
264K
+ 45.61%
$14.88 - $21.45 $3.93M - $5.66M
843K $18.1B
FUTU
Futu Holdings LTD

Financial Services
43.7K
+ 62.1%
$74.81 - $124.33 $3.27M - $5.44M
114K $14.1B
SE
Sea LTD

Consumer Cyclical
27.5K
+ 43.16%
$105.57 - $170.4 $2.9M - $4.68M
91.1K $14.6B
Celestica Inc
31.1K
+ 194.06%
N/A
47.1K $7.34B
Ge Vernova Inc
7.81K
+ 123.16%
N/A
14.2K $7.49B
LEGN
Legend Biotech Corp

Healthcare
125K
+ 338.14%
$27.69 - $37.91 $3.46M - $4.74M
162K $5.75B
CRDO
Credo Technology Group Holding LTD

Technology
26.9K
+ 84.26%
$33.3 - $95.05 $894K - $2.55M
58.7K $5.44B
GDS
Gds Holdings LTD

Technology
118K
+ 391.84%
$17.68 - $30.57 $2.08M - $3.59M
148K $4.51B
SOXX
Ishares Semiconductor ETF

ETFs
6.9K
+ 64.13%
$154.86 - $239.07 $1.07M - $1.65M
17.7K $4.22B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2K
+ 28.71%
$416.06 - $551.64 $832K - $1.1M
8.97K $4.95B
LITE
Lumentum Holdings Inc.

Technology
8.29K
+ 32.4%
$49.56 - $95.06 $411K - $788K
33.9K $3.22B
DECK
Deckers Outdoor Corp

Consumer Cyclical
10.7K
+ 117.18%
$100.44 - $129.37 $1.08M - $1.39M
19.9K $2.05B
HTHT
Huazhu Group LTD

Consumer Cyclical
39.2K
+ 32.8%
$30.82 - $37.95 $1.21M - $1.49M
159K $5.38B
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
3.93K
+ 92.04%
$167.22 - $212.42 $657K - $835K
8.2K $1.62B
WYNN
Wynn Resorts LTD

Consumer Cyclical
5K
+ 17.86%
$66.1 - $97.75 $331K - $489K
33K $3.09B
YY
Joyy Inc.

Communication Services
9.06K
+ 47.52%
$38.14 - $42.3 $346K - $383K
28.1K $1.43B
Reddit Inc
350
+ 3.87%
N/A
9.39K $1.41B
LI
Li Auto Inc.

Consumer Cyclical
1.39K
+ 1.0%
$19.79 - $30.15 $27.6K - $42K
141K $3.82B
Birkenstock Holding PLC
2.01K
+ 3.78%
N/A
55.2K $2.72B
GOOGL
Alphabet Inc.

Communication Services
971
+ 23.52%
$144.7 - $178.6 $141K - $173K
5.1K $899M
CASY
Caseys General Stores Inc

Consumer Cyclical
225
+ 18.35%
$415.82 - $510.91 $93.6K - $115K
1.45K $740M
BZ
Kanzhun LTD

Industrials
21.9K
+ 13.9%
$13.62 - $19.06 $298K - $418K
180K $3.2B
DDOG
Datadog, Inc.

Technology
602
+ 22.3%
$87.0 - $134.33 $52.4K - $80.9K
3.3K $444M
Flutter Entmt PLC
384
+ 38.55%
N/A
1.38K $394M
V
Visa Inc.

Financial Services
395
+ 21.67%
$308.27 - $373.31 $122K - $147K
2.22K $788M
ZTO
Zto Express (Cayman) Inc.

Industrials
5.77K
+ 27.08%
$16.51 - $19.83 $95.2K - $114K
27.1K $480M
PDD
Pinduoduo Inc.

Consumer Cyclical
14.6K
+ 9.75%
$88.35 - $122.19 $1.29M - $1.79M
165K $17.2B
Activity Summary
Buys All Purchases 96 New Holdings 63 Increased Positions 33 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 1 Puts 1
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