Polymer Capital Management (Hk) LTD - Q12026 Holdings

Polymer Capital Management (Hk) LTD holds 147 stocks with a total portfolio value of $ 1.16B as of Q12026. In Q12026, Polymer Capital Management (Hk) LTD added 71 new positions, increased stakes in 45 stocks, reduced 22 holdings, and fully exited 50 positions. The largest holding is Vaneck Etf Trust (SMH), representing 26.81% of the total portfolio.