Polymer Capital Management (Hk) LTD Reduced Holdings in Q3 2025

Polymer Capital Management (Hk) LTD

  • $725 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
-164K
- 81.31%
$134.8 - $184.42 $22.1M - $30.2M
37.7K $6.1B
META
Meta Platforms, Inc.

Communication Services
-26K
- 90.61%
$695.21 - $791.73 $18M - $20.6M
2.69K $1.98B
SE
Sea LTD

Consumer Cyclical
-76.7K
- 84.21%
$146.23 - $196.5 $11.2M - $15.1M
14.4K $2.57B
QFIN
360 Digi Tech, Inc.

Financial Services
-259K
- 92.75%
$28.11 - $44.4 $7.27M - $11.5M
20.2K $582M
SPOT
Spotify Technology S.A.

Communication Services
-11.9K
- 85.1%
$620.01 - $738.53 $7.38M - $8.79M
2.08K $1.45B
RBLX
Roblox Corp

Communication Services
-103K
- 65.34%
$100.65 - $141.56 $10.4M - $14.6M
54.8K $7.59B
INTC
Intel Corp

Technology
-378K
- 86.06%
$19.31 - $35.5 $7.31M - $13.4M
61.3K $2.06B
HOOD
Robinhood Markets, Inc.

Technology
-94.3K
- 80.58%
$91.27 - $143.18 $8.6M - $13.5M
22.7K $3.25B
BILI
Bilibili Inc.

Communication Services
-458K
- 54.29%
$20.83 - $28.09 $9.53M - $12.9M
385K $10.8B
Celestica Inc
-40K
- 84.91%
N/A
7.1K $1.75B
BEKE
Ke Holdings Inc.

Real Estate
-263K
- 39.64%
$17.51 - $20.36 $4.6M - $5.35M
400K $7.6B
GDS
Gds Holdings LTD

Technology
-136K
- 91.87%
$29.47 - $42.07 $3.99M - $5.7M
12K $464M
Circle Internet Group Inc
-16.2K
- 56.68%
N/A
12.4K $1.64B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-23.1K
- 40.05%
$224.68 - $282.71 $5.2M - $6.54M
34.6K $9.67B
MSFT
Microsoft Corp

Technology
-5.89K
- 43.01%
$491.09 - $535.64 $2.89M - $3.15M
7.8K $4.04B
FUTU
Futu Holdings LTD

Financial Services
-48.1K
- 42.16%
$120.32 - $194.74 $5.79M - $9.37M
66K $11.5B
YMM
Full Truck Alliance Co. Ltd.

Technology
-215K
- 90.29%
$10.66 - $13.88 $2.29M - $2.99M
23.1K $300M
BZ
Kanzhun LTD

Industrials
-147K
- 81.63%
$17.5 - $24.91 $2.57M - $3.65M
33K $771M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-46K
- 56.12%
$42.56 - $49.08 $1.96M - $2.26M
36K $1.55B
SMMT
Summit Therapeutics Inc.

Healthcare
-72.8K
- 8.17%
$17.61 - $30.02 $1.28M - $2.18M
817K $16.9B
Quantasing Group LTD
-198K
- 91.24%
N/A
19K $172M
Arista Networks Inc
-19.4K
- 84.42%
N/A
3.58K $522M
ATAT
Atour Lifestyle Holdings LTD
-54.4K
- 69.61%
N/A
23.7K $892M
RLX
Rlx Technology Inc.

Consumer Defensive
-761K
- 88.51%
$2.13 - $2.73 $1.62M - $2.08M
98.8K $260M
SOXX
Ishares Semiconductor ETF

ETFs
-6.9K
- 39.07%
$236.93 - $271.12 $1.63M - $1.87M
10.8K $2.92B
TME
Tencent Music Entertainment Group

Communication Services
-69.1K
- 83.55%
$19.17 - $26.36 $1.32M - $1.82M
13.6K $317M
LI
Li Auto Inc.

Consumer Cyclical
-40.4K
- 28.7%
$22.6 - $31.8 $914K - $1.29M
100K $2.55B
XLF
Financial Sector Spdr

ETFs
-23K
- 26.09%
$51.37 - $54.25 $1.18M - $1.25M
65.1K $3.5B
YY
Joyy Inc.

Communication Services
-22K
- 78.16%
N/A
6.15K $360M
COPX
Global X Copper Miners ETF

ETFs
-32.2K
- 51.69%
$42.75 - $59.81 $1.38M - $1.93M
30.1K $1.8B
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
-15.8K
- 14.35%
$44.11 - $55.29 $698K - $874K
94.4K $5.01B
TJX
Tjx Companies Inc

Consumer Cyclical
-11.2K
- 32.09%
$121.35 - $144.54 $1.36M - $1.62M
23.7K $3.42B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2K
- 22.3%
$546.99 - $602.2 $1.09M - $1.2M
6.97K $4.18B
CCJ
Cameco Corp

Energy
-8.8K
- 74.58%
$70.47 - $86.89 $620K - $765K
3K $252M
SNOW
Snowflake Inc.

Technology
-2.32K
- 56.96%
$191.73 - $241.0 $444K - $558K
1.75K $395M
Coreweave Inc
-454
- 10.32%
N/A
3.95K $540M
JD
Jd.Com, Inc.

Consumer Cyclical
-4K
- 40.0%
$30.39 - $35.64 $122K - $143K
6K $210M
MSTR
Microstrategy Inc

Technology
-50
- 4.76%
$300.7 - $455.9 $15K - $22.8K
1K $322M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-10.3K
- 20.04%
$56.32 - $68.81 $582K - $712K
41.3K $2.84B
ORCL
Oracle Corp

Technology
-1.53K
- 22.35%
$218.96 - $328.33 $335K - $502K
5.31K $1.49B
TPR
Tapestry, Inc.

Consumer Cyclical
-39.9K
- 22.44%
$86.48 - $116.14 $3.45M - $4.64M
138K $15.6B
NTES
Net Ease, Inc.

Communication Services
-1.64K
- 7.07%
$127.31 - $159.34 $208K - $261K
21.5K $3.27B
UUUU
Energy Fuels Inc

Energy
-70.4K
- 54.17%
$5.59 - $17.26 $394K - $1.22M
59.6K $914M
AVGO
Broadcom Inc.

Technology
-4.3K
- 10.58%
$264.74 - $369.57 $1.14M - $1.59M
36.3K $12B
MNSO
Miniso Group Holding LTD

Consumer Cyclical
-11.1K
- 4.29%
$17.56 - $26.63 $196K - $297K
249K $5.6B
IREN
Iris Energy LTD

Financial Services
-180K
- 60.28%
$15.1 - $47.14 $2.71M - $8.47M
118K $5.55B
Sandisk Corp
-51K
- 35.4%
N/A
93.1K $10.4B
WDC
Western Digital Corp

Technology
-14.2K
- 8.05%
$63.84 - $120.06 $908K - $1.71M
163K $19.5B
Activity Summary
Buys All Purchases 182 New Holdings 142 Increased Positions 40 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 1 Puts 1
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