Polymer Capital Management (Hk) LTD Reduced Holdings in Q2 2025

Polymer Capital Management (Hk) LTD

  • $661 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-154K
- 93.33%
$99.37 - $134.05 $15.3M - $20.6M
11K $1.25B
TAL
Tal Education Group

Consumer Defensive
-1.28M
- 89.39%
$8.73 - $13.71 $11.2M - $17.5M
152K $1.55B
AAPL
Apple Inc.

Technology
-55K
- 95.32%
$172.42 - $223.89 $9.48M - $12.3M
2.7K $554M
QFIN
360 Digi Tech, Inc.

Financial Services
-239K
- 46.14%
$35.33 - $46.05 $8.45M - $11M
279K $12.1B
XLF
Financial Sector Spdr

ETFs
-219K
- 71.29%
$43.92 - $52.37 $9.6M - $11.4M
88K $4.61B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-115K
- 91.8%
$83.97 - $92.85 $9.68M - $10.7M
10.3K $908M
INTC
Intel Corp

Technology
-416K
- 48.64%
$18.13 - $22.69 $7.55M - $9.44M
440K $9.85B
JD
Jd.Com, Inc.

Consumer Cyclical
-231K
- 95.85%
$31.44 - $41.32 $7.26M - $9.55M
10K $326M
TPR
Tapestry, Inc.

Consumer Cyclical
-165K
- 48.12%
$60.6 - $87.81 $10M - $14.5M
178K $15.6B
ONON
On Holding Ag

Consumer Cyclical
-191K
- 75.42%
$37.65 - $60.68 $7.19M - $11.6M
62.3K $3.24B
VNET
Vnet Group, Inc.

Technology
-702K
- 92.19%
$4.74 - $8.12 $3.33M - $5.7M
59.5K $411M
PM
Philip Morris International Inc.

Consumer Defensive
-33.6K
- 92.37%
$149.23 - $184.95 $5.01M - $6.21M
2.78K $506M
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
-117K
- 51.4%
$41.22 - $55.5 $4.8M - $6.47M
110K $5.94B
META
Meta Platforms, Inc.

Communication Services
-12.6K
- 30.48%
$484.66 - $738.09 $6.09M - $9.27M
28.7K $21.1B
BEKE
Ke Holdings Inc.

Real Estate
-33.3K
- 4.78%
$17.53 - $22.08 $584K - $735K
663K $11.8B
TJX
Tjx Companies Inc

Consumer Cyclical
-18.6K
- 34.78%
$119.13 - $135.03 $2.22M - $2.51M
34.9K $4.31B
GLD
Spdr Gold Trust

ETFs
-9.46K
- 15.92%
$273.71 - $316.29 $2.59M - $2.99M
49.9K $15.2B
Sandisk Corp
-32.5K
- 18.43%
N/A
144K $6.53B
BA
Boeing CO

Industrials
-8.69K
- 71.38%
$136.59 - $217.51 $1.19M - $1.89M
3.49K $730M
VIPS
Vipshop Holdings LTD

Consumer Cyclical
-14K
- 2.57%
$12.29 - $15.47 $172K - $216K
530K $7.97B
AMZN
Amazon Com Inc

Consumer Cyclical
-2.73K
- 51.78%
$167.32 - $223.3 $456K - $609K
2.54K $557M
USFD
Us Foods Holding Corp.

Consumer Defensive
-7.02K
- 64.97%
$60.47 - $79.12 $424K - $555K
3.79K $291M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-3.5K
- 25.93%
$201.28 - $266.34 $704K - $932K
10K $2.66B
XLE
Energy Sector Spdr

ETFs
-500
- 1.26%
$76.44 - $94.13 $38.2K - $47.1K
39.1K $3.31B
XLP
Consumer Staples Sector Spdr

ETFs
-3.6K
- 8.76%
N/A
37.5K $3.04B
NKE
Nike, Inc.

Consumer Cyclical
-3.8K
- 48.1%
$53.27 - $72.04 $202K - $274K
4.1K $291M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-5.8K
- 38.8%
$177.93 - $313.14 $1.03M - $1.82M
9.15K $2.87B
GWRE
Guidewire Software, Inc.

Technology
-1.52K
- 36.77%
$172.73 - $257.37 $263K - $391K
2.62K $616M
CCL
Carnival Corp

Consumer Cyclical
-50.7K
- 33.63%
$16.43 - $28.12 $833K - $1.43M
100K $2.81B
DASH
Door Dash, Inc.

Communication Services
-902
- 42.91%
$163.16 - $246.51 $147K - $222K
1.2K $296M
UBER
Uber Technologies, Inc

Technology
-2.16K
- 36.48%
$64.62 - $93.3 $139K - $201K
3.75K $350M
TSLA
Tesla, Inc.

Consumer Cyclical
-739
- 23.17%
$221.86 - $362.89 $164K - $268K
2.45K $778M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-687
- 18.48%
$57.41 - $74.81 $39.4K - $51.4K
3.03K $225M
ATAT
Atour Lifestyle Holdings LTD
-11.7K
- 13.05%
N/A
78.1K $2.54B
GM
General Motors CO

Consumer Cyclical
-47
- 0.89%
$42.48 - $50.46 $2K - $2.37K
5.26K $259M
XLI
Industrial Sector Spdr

ETFs
-1K
- 8.7%
$116.42 - $147.52 $116K - $148K
10.5K $1.55B
PLTR
Palantir Technologies Inc.

Technology
-1.91K
- 19.63%
$74.01 - $144.25 $141K - $276K
7.82K $1.07B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-18.7K
- 24.43%
$141.37 - $228.57 $2.64M - $4.27M
57.8K $13.1B
HWM
Howmet Aerospace Inc.

Industrials
-7.81K
- 21.34%
$112.33 - $186.13 $877K - $1.45M
28.8K $5.36B
AMD
Advanced Micro Devices Inc

Technology
-14.3K
- 6.64%
$78.21 - $143.81 $1.12M - $2.06M
202K $28.6B
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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