Polymer Capital Management (Hk) LTD - Q42025 Holdings

Polymer Capital Management (Hk) LTD holds 126 stocks with a total portfolio value of $ 703.02M as of Q42025. In Q42025, Polymer Capital Management (Hk) LTD added 37 new positions, increased stakes in 42 stocks, reduced 41 holdings, and fully exited 155 positions. The largest holding is Vaneck Etf Trust (SMH), representing 8.69% of the total portfolio.