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Size ($ in 1000's)
At 12/31/2023: $289,915
At 09/30/2023: $0
Polymer Capital Management HK LTD holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Polymer Capital Management HK LTD 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Polymer Capital Management HK LTD top holdings by largest position size, as per the latest 13f filing made by Polymer Capital Management HK LTD.
In the Polymer Capital Management HK LTD-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Polymer Capital Management HK LTD in that top holding, then the share count change between reporting periods, and finally the Polymer Capital Management HK LTD top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| MICROSOFT CORP |
53,580 |
+53,580 |
$20,148 | | MSFT | 53,580 | +53,580 | $20,148 | | PDD HOLDINGS INC |
100,262 |
+100,262 |
$14,669 | | PDD | 100,262 | +100,262 | $14,669 | | NEW ORIENTAL ED & TECHNOLOGY |
155,304 |
+155,304 |
$11,381 | | EDU | 155,304 | +155,304 | $11,381 | | ALIBABA GROUP HLDG LTD |
126,685 |
+126,685 |
$9,819 | | BABA | 126,685 | +126,685 | $9,819 | | LIBERTY GLOBAL LTD |
550,000 |
+550,000 |
$9,774 | | LBTYA | 550,000 | +550,000 | $9,774 | | QUALCOMM INC |
67,174 |
+67,174 |
$9,715 | | QCOM | 67,174 | +67,174 | $9,715 | | TRIP COM GROUP LTD |
207,589 |
+207,589 |
$7,475 | | TCOM | 207,589 | +207,589 | $7,475 | | ROBLOX CORP |
150,052 |
+150,052 |
$6,860 | | RBLX | 150,052 | +150,052 | $6,860 | | SEAGATE TECHNOLOGY HLDNGS PL |
77,279 |
+77,279 |
$6,597 | | STX | 77,279 | +77,279 | $6,597 | | TESLA INC |
26,250 |
+26,250 |
$6,523 | | TSLA | 26,250 | +26,250 | $6,523 | | FUTU HLDGS LTD |
119,200 |
+119,200 |
$6,512 | | FUTU | 119,200 | +119,200 | $6,512 | | TAL EDUCATION GROUP |
515,366 |
+515,366 |
$6,509 | | TAL | 515,366 | +515,366 | $6,509 | | IQIYI INC |
1,240,030 |
+1,240,030 |
$6,051 | | IQ | 1,240,030 | +1,240,030 | $6,051 | | META PLATFORMS INC |
15,375 |
+15,375 |
$5,442 | | META | 15,375 | +15,375 | $5,442 |  ADVANCED MICRO DEVICES INC |
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$5,393 | | AMD | 61,583 | +61,583 | $9,078 | | Put | 25,000 | +25,000 | $3,685 | | PETROLEO BRASILEIRO SA PETRO |
326,435 |
+326,435 |
$5,213 | | PBR | 326,435 | +326,435 | $5,213 | | PALO ALTO NETWORKS INC |
17,552 |
+17,552 |
$5,176 | | PANW | 17,552 | +17,552 | $5,176 | | TENCENT MUSIC ENTMT GROUP |
549,200 |
+549,200 |
$4,948 | | TME | 549,200 | +549,200 | $4,948 | | KE HLDGS INC |
303,605 |
+303,605 |
$4,921 | | BEKE | 303,605 | +303,605 | $4,921 | | JD.COM INC |
166,138 |
+166,138 |
$4,800 | | JD | 166,138 | +166,138 | $4,800 | | PINTEREST INC |
126,900 |
+126,900 |
$4,700 | | PINS | 126,900 | +126,900 | $4,700 | | WESTERN DIGITAL CORP. |
87,100 |
+87,100 |
$4,561 | | WDC | 87,100 | +87,100 | $4,561 | | DELL TECHNOLOGIES INC |
54,500 |
+54,500 |
$4,169 | | DELL | 54,500 | +54,500 | $4,169 | | NEWS CORP NEW |
150,000 |
+150,000 |
$3,858 | | NWS | 150,000 | +150,000 | $3,858 | | ARM HOLDINGS PLC |
50,100 |
+50,100 |
$3,765 | | ARM | 50,100 | +50,100 | $3,765 | | AMAZON COM INC |
24,600 |
+24,600 |
$3,738 | | AMZN | 24,600 | +24,600 | $3,738 | | MICRON TECHNOLOGY INC |
40,500 |
+40,500 |
$3,456 | | MU | 40,500 | +40,500 | $3,456 | | BAIDU INC |
27,000 |
+27,000 |
$3,215 | | BIDU | 27,000 | +27,000 | $3,215 | | LIBERTY MEDIA CORP DEL |
85,000 |
+85,000 |
$3,178 | | LLYVK | 85,000 | +85,000 | $3,178 | | KANZHUN LIMITED |
184,600 |
+184,600 |
$3,066 | | BZ | 184,600 | +184,600 | $3,066 | | SONOS INC |
177,900 |
+177,900 |
$3,049 | | SONO | 177,900 | +177,900 | $3,049 | | NVIDIA CORPORATION |
5,900 |
+5,900 |
$2,922 | | NVDA | 5,900 | +5,900 | $2,922 | | SHARKNINJA INC |
52,275 |
+52,275 |
$2,675 | | SN | 52,275 | +52,275 | $2,675 | | MINISO GROUP HLDG LTD |
122,345 |
+122,345 |
$2,496 | | MNSO | 122,345 | +122,345 | $2,496 | | TAIWAN SEMICONDUCTOR MFG LTD |
24,000 |
+24,000 |
$2,496 | | TSM | 24,000 | +24,000 | $2,496 | | ARGENX SE |
6,250 |
+6,250 |
$2,378 | | ARGX | 6,250 | +6,250 | $2,378 | | LIVE NATION ENTERTAINMENT IN |
25,000 |
+25,000 |
$2,340 | | LYV | 25,000 | +25,000 | $2,340 | | DUOLINGO INC |
9,289 |
+9,289 |
$2,107 | | DUOL | 9,289 | +9,289 | $2,107 | | SNAP INC |
117,141 |
+117,141 |
$1,983 | | SNAP | 117,141 | +117,141 | $1,983 | | VIPSHOP HLDGS LTD |
110,500 |
+110,500 |
$1,962 | | VIPS | 110,500 | +110,500 | $1,962 | | APPLIED OPTOELECTRONICS INC |
100,000 |
+100,000 |
$1,932 | | AAOI | 100,000 | +100,000 | $1,932 | | CAMECO CORP |
43,800 |
+43,800 |
$1,888 | | CCJ | 43,800 | +43,800 | $1,888 | | LAUDER ESTEE COS INC |
12,000 |
+12,000 |
$1,755 | | EL | 12,000 | +12,000 | $1,755 | | PFIZER INC |
60,000 |
+60,000 |
$1,727 | | PFE | 60,000 | +60,000 | $1,727 | | INTEL CORP |
34,200 |
+34,200 |
$1,719 | | INTC | 34,200 | +34,200 | $1,719 | | CELESTICA INC |
57,500 |
+57,500 |
$1,684 | | CLS | 57,500 | +57,500 | $1,684 | | WYNN RESORTS LTD |
18,000 |
+18,000 |
$1,640 | | WYNN | 18,000 | +18,000 | $1,640 | | KRANESHARES TR (KWEB) |
60,000 |
+60,000 |
$1,620 | | KWEB | 60,000 | +60,000 | $1,620 | | MARRIOTT INTL INC NEW |
7,000 |
+7,000 |
$1,579 | | MAR | 7,000 | +7,000 | $1,579 | | CATALENT INC |
35,000 |
+35,000 |
$1,573 | | CTLT | 35,000 | +35,000 | $1,573 |
See Full List: All Stocks Held By Polymer Capital Management HK LTD
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Polymer Capital Management HK LTD
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