Polymer Capital Management (HK) LTD: 13F holdings
CIK 19704652026Q2
| Positions | 142 |
|---|---|
| Reported value | $2.0bn |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SNDK SANDISK CORP | 33,521 | $76.2m | 3.9% |
| LLY ELI LILLY & CO | 56,607 | $67.9m | 3.4% |
| NVDA NVIDIA CORPORATION | 321,441 | $64.3m | 3.3% |
| AMAT APPLIED MATLS INC | 61,986 | $44.8m | 2.3% |
| MU MICRON TECHNOLOGY INC | 29,958 | $34.6m | 1.8% |
| PDD PDD HOLDINGS INC | 432,300 | $33.0m | 1.7% |
| BE BLOOM ENERGY CORP | 104,649 | $31.7m | 1.6% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 62,849 | $30.0m | 1.5% |
| ROUNDHILL ETF TRUST | 343,498 | $25.4m | 1.3% |
| ALNY ALNYLAM PHARMACEUTICALS INC | 64,957 | $19.6m | 1.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1970465")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.