Q4 2024 · 13F-HR
Polymer Capital Management (HK) LTDholdings as filed
Filed 2025-02-13 · accession 0001970465-25-000004
$576.7M
Reported value
169
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $35.7M | 6.18% | 162,519 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS INC | $31.6M | 5.48% | 1,129,736 | Common | SOLE |
| 097023105 | BA | BOEING CO | $18.8M | 3.25% | 105,970 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $17.5M | 3.03% | 130,266 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $17.1M | 2.96% | 86,493 | Common | SOLE |
| 47215P106 | JD | JD.COM INC | $16.3M | 2.82% | 469,590 | Common | SOLE |
| 88557W101 | QFIN | QIFU TECHNOLOGY INC | $14.8M | 2.57% | 386,863 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $13.7M | 2.37% | 141,155 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $12.5M | 2.17% | 21,345 | Common | SOLE |
| 36118L106 | FUTU | FUTU HLDGS LTD | $12.1M | 2.10% | 151,685 | Common | SOLE |
| 464287432 | TLT | ISHARES TR | $11.1M | 1.93% | 127,594 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $10.6M | 1.83% | 45,600 | Common | SOLE |
| 876030107 | TPR | TAPESTRY INC | $10.5M | 1.82% | 160,342 | Common | SOLE |
| 482497104 | BEKE | KE HLDGS INC | $10.4M | 1.80% | 564,845 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $9.4M | 1.63% | 16,079 | Common | SOLE |
| 874080104 | TAL | TAL EDUCATION GROUP | $9.3M | 1.62% | 932,622 | Common | SOLE |
| 090040106 | BILI | BILIBILI INC | $8.9M | 1.54% | 490,957 | Common | SOLE |
| 243537107 | DECK | DECKERS OUTDOOR CORP | $7.7M | 1.33% | 37,816 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $7.6M | 1.33% | 111,318 | Common | SOLE |
| 40415F101 | HDB | HDFC BANK LTD | $7.6M | 1.32% | 119,596 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $7.4M | 1.28% | 22,502 | Common | SOLE |
| 82982T106 | SITM | SITIME CORP | $7.4M | 1.28% | 34,386 | Common | SOLE |
| 464287523 | SOXX | ISHARES TR | $5.8M | 1.00% | 26,846 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $5.6M | 0.96% | 50,303 | Common | SOLE |
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $5.3M | 0.92% | 83,000 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $5.1M | 0.89% | 20,447 | Common | SOLE |
| H5919C104 | ONON | ON HLDG AG | $4.8M | 0.83% | 87,255 | Common | SOLE |
| 24703L202 | DELL | DELL TECHNOLOGIES INC | $4.8M | 0.83% | 41,397 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $4.8M | 0.83% | 9,571 | Common | SOLE |
| 81369Y407 | XLY | SELECT SECTOR SPDR TR | $4.7M | 0.82% | 21,000 | Common | SOLE |
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $4.7M | 0.81% | 430,672 | Common | SOLE |
| 81369Y605 | XLF | SELECT SECTOR SPDR TR | $4.6M | 0.80% | 95,312 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $4.6M | 0.80% | 10,897 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $4.5M | 0.78% | 11,163 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $4.5M | 0.77% | 52,600 | Common | SOLE |
| 92840M102 | VST | VISTRA CORP | $4.1M | 0.71% | 29,779 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $4.1M | 0.70% | 21,322 | Common | SOLE |
| 37950E259 | ARGT | GLOBAL X FDS | $4.1M | 0.70% | 49,100 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $4.0M | 0.69% | 44,364 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $4.0M | 0.69% | 36,152 | Common | SOLE |
| 81369Y506 | XLE | SELECT SECTOR SPDR TR | $3.9M | 0.68% | 46,086 | Common | SOLE |
| 86627T108 | SMMT | SUMMIT THERAPEUTICS INC | $3.9M | 0.68% | 219,820 | Common | SOLE |
| 78463V107 | GLD | SPDR GOLD TR | $3.9M | 0.68% | 16,100 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $3.8M | 0.66% | 4,958 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $3.8M | 0.66% | 31,300 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $3.7M | 0.64% | 48,800 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $3.7M | 0.64% | 54,609 | Common | SOLE |
| 92763W103 | VIPS | VIPSHOP HLDGS LTD | $3.6M | 0.62% | 267,300 | Common | SOLE |
| 48553T106 | BZ | KANZHUN LIMITED | $3.4M | 0.59% | 247,492 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP NEW | $3.3M | 0.57% | 47,100 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $3.2M | 0.56% | 38,412 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $3.1M | 0.54% | 26,000 | CALL | SOLE |
| 00215W100 | ASX | ASE TECHNOLOGY HLDG CO LTD | $3.1M | 0.53% | 305,500 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $3.0M | 0.52% | 5,868 | Common | SOLE |
| 74347X799 | URTY | PROSHARES TR | $3.0M | 0.51% | 60,000 | Common | SOLE |
| Q4982L109 | IREN | IREN LIMITED | $2.9M | 0.51% | 297,328 | Common | SOLE |
| 143658300 | CCL1EUR | CARNIVAL CORP | $2.9M | 0.50% | 114,900 | Common | SOLE |
| 585464100 | MLCO | MELCO RESORTS AND ENTMNT LTD | $2.9M | 0.50% | 493,091 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS INC | $2.8M | 0.48% | 100,000 | PUT | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $2.7M | 0.47% | 3,902 | Common | SOLE |
| 04626A103 | ALAB | ASTERA LABS INC | $2.7M | 0.46% | 20,051 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $2.6M | 0.45% | 5,802 | Common | SOLE |
| 87165B103 | SYF | SYNCHRONY FINANCIAL | $2.6M | 0.45% | 39,893 | Common | SOLE |
| 25445D101 | DDL | DINGDONG CAYMAN LTD | $2.6M | 0.45% | 789,648 | Common | SOLE |
| 751212101 | RL | RALPH LAUREN CORP | $2.5M | 0.44% | 11,000 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $2.5M | 0.43% | 10,000 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $2.4M | 0.42% | 10,313 | Common | SOLE |
| 609839105 | MPWR | MONOLITHIC PWR SYS INC | $2.4M | 0.42% | 4,100 | Common | SOLE |
| 04965M106 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $2.4M | 0.42% | 89,200 | Common | SOLE |
| 81369Y308 | XLP | SELECT SECTOR SPDR TR | $2.4M | 0.42% | 30,500 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $2.4M | 0.41% | 480 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $2.4M | 0.41% | 14,579 | Common | SOLE |
| 364760108 | GAP | GAP INC | $2.4M | 0.41% | 100,000 | Common | SOLE |
| 517834107 | LVS | LAS VEGAS SANDS CORP | $2.3M | 0.40% | 45,000 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $2.3M | 0.39% | 21,300 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $2.2M | 0.38% | 3,700 | Common | SOLE |
| 682189105 | ON | ON SEMICONDUCTOR CORP | $2.1M | 0.37% | 34,000 | Common | SOLE |
| V7780T103 | RCL | ROYAL CARIBBEAN GROUP | $2.1M | 0.36% | 9,000 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $2.0M | 0.35% | 34,050 | Common | SOLE |
| 78467X109 | DIA | SPDR DOW JONES INDL AVERAGE | $2.0M | 0.35% | 4,750 | Common | SOLE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $2.0M | 0.35% | 9,000 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $2.0M | 0.34% | 20,420 | Common | SOLE |
| 44332N106 | HTHT | H WORLD GROUP LTD | $2.0M | 0.34% | 60,000 | Common | SOLE |
| 453204109 | PI | IMPINJ INC | $2.0M | 0.34% | 13,500 | Common | SOLE |
| 98980A105 | ZTO | ZTO EXPRESS CAYMAN INC | $1.9M | 0.34% | 99,656 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $1.9M | 0.33% | 5,800 | Common | SOLE |
| G6331P104 | AOSL | ALPHA & OMEGA SEMICONDUCTOR | $1.8M | 0.32% | 49,377 | Common | SOLE |
| 36165L108 | GDS | GDS HLDGS LTD | $1.8M | 0.31% | 75,276 | Common | SOLE |
| 45841N107 | IBKR | INTERACTIVE BROKERS GROUP IN | $1.8M | 0.30% | 9,906 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $1.7M | 0.29% | 5,050 | Common | SOLE |
| 81369Y704 | XLI | SELECT SECTOR SPDR TR | $1.7M | 0.29% | 12,800 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $1.6M | 0.28% | 12,979 | Common | SOLE |
| 89157D105 | TRML | TOURMALINE BIO INC | $1.6M | 0.28% | 79,400 | Common | SOLE |
| 98850P109 | YUMC | YUM CHINA HLDGS INC | $1.5M | 0.26% | 31,600 | Common | SOLE |
| 35137L204 | FOX | FOX CORP | $1.5M | 0.26% | 32,400 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $1.5M | 0.26% | 20,000 | Common | SOLE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $1.5M | 0.26% | 6,366 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $1.5M | 0.25% | 7,700 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $1.4M | 0.25% | 9,300 | Common | SOLE |
| 81369Y886 | XLU | SELECT SECTOR SPDR TR | $1.4M | 0.24% | 18,384 | Common | SOLE |
| 983134107 | WYNN | WYNN RESORTS LTD | $1.4M | 0.24% | 16,000 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $1.4M | 0.23% | 12,541 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $1.3M | 0.23% | 8,200 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $1.3M | 0.23% | 1,247 | Common | SOLE |
| 55405Y100 | MTSI | MACOM TECH SOLUTIONS HLDGS I | $1.3M | 0.22% | 9,898 | Common | SOLE |
| 74762E102 | QURE | QUANTA SVCS INC | $1.3M | 0.22% | 4,000 | Common | SOLE |
| 87422Q109 | TLN | TALEN ENERGY CORP | $1.2M | 0.21% | 6,000 | Common | SOLE |
| 233331107 | DTE | DTE ENERGY CO | $1.1M | 0.19% | 9,259 | Common | SOLE |
| 03823U102 | AAOI | APPLIED OPTOELECTRONICS INC | $1.1M | 0.19% | 29,900 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $1.1M | 0.19% | 6,200 | Common | SOLE |
| 29364G103 | ETR | ENTERGY CORP NEW | $1.1M | 0.19% | 14,233 | Common | SOLE |
| 464287655 | IWM | ISHARES TR | $1.0M | 0.18% | 4,640 | Common | SOLE |
| 046353108 | AZNN | ASTRAZENECA PLC | $1.0M | 0.17% | 15,350 | Common | SOLE |
| 65473P105 | NI | NISOURCE INC | $992,851 | 0.17% | 27,009 | Common | SOLE |
| 880881107 | 430 | TERNS PHARMACEUTICALS INC | $980,580 | 0.17% | 177,000 | Common | SOLE |
| 67080M103 | NRIX | NURIX THERAPEUTICS INC | $943,846 | 0.16% | 50,098 | Common | SOLE |
| G87052109 | TEL | TE CONNECTIVITY PLC | $943,602 | 0.16% | 6,600 | Common | SOLE |
| 90138A103 | VNET | VNET GROUP INC | $941,587 | 0.16% | 198,647 | Common | SOLE |
| 52490G102 | LEGN | LEGEND BIOTECH CORP | $934,777 | 0.16% | 28,727 | Common | SOLE |
| 594972408 | MSTR | MICROSTRATEGY INC | $926,784 | 0.16% | 3,200 | Common | SOLE |
| 92189F676 | SMH | VANECK ETF TRUST | $920,246 | 0.16% | 3,800 | Common | SOLE |
| 05278C107 | ATHM | AUTOHOME INC | $918,630 | 0.16% | 35,400 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $916,573 | 0.16% | 3,937 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $885,318 | 0.15% | 39,400 | Common | SOLE |
| 926400102 | VSCO | VICTORIAS SECRET AND CO | $873,962 | 0.15% | 21,100 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $849,864 | 0.15% | 5,100 | Common | SOLE |
| 15189T107 | CNP | CENTERPOINT ENERGY INC | $846,874 | 0.15% | 26,690 | Common | SOLE |
| 64110W102 | NTES | NETEASE INC | $829,653 | 0.14% | 9,300 | Common | SOLE |
| 92189F817 | VNM | VANECK ETF TRUST | $803,600 | 0.14% | 70,000 | Common | SOLE |
| 25985W204 | DOYU | DOUYU INTL HLDGS LTD | $767,414 | 0.13% | 68,458 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $764,462 | 0.13% | 5,350 | Common | SOLE |
| 33733E302 | FDN | FIRST TR EXCHANGE-TRADED FD | $729,510 | 0.13% | 3,000 | Common | SOLE |
| 98923K103 | ZKN | ZEEKR INTELLIGENT TECHNOLOGY | $709,500 | 0.12% | 25,000 | Common | SOLE |
| 830566105 | SKAA | SKECHERS U S A INC | $650,480 | 0.11% | 9,674 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $605,985 | 0.11% | 7,100 | Common | SOLE |
| 253393102 | DKS | DICKS SPORTING GOODS INC | $572,100 | 0.10% | 2,500 | Common | SOLE |
| 736508847 | POR | PORTLAND GEN ELEC CO | $537,791 | 0.09% | 12,329 | Common | SOLE |
| 46591M109 | JOYY | JOYY INC | $523,125 | 0.09% | 12,500 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $496,523 | 0.09% | 1,023 | Common | SOLE |
| M22013102 | CRNT | CERAGON NETWORKS LTD | $485,671 | 0.08% | 103,998 | Common | SOLE |
| 88034P109 | TME | TENCENT MUSIC ENTMT GROUP | $481,240 | 0.08% | 42,400 | Common | SOLE |
| M87915274 | TSEM | TOWER SEMICONDUCTOR LTD | $469,565 | 0.08% | 9,116 | Common | SOLE |
| 928298108 | VSH | VISHAY INTERTECHNOLOGY INC | $462,343 | 0.08% | 27,293 | Common | SOLE |
| 00206R102 | T | AT&T INC | $455,400 | 0.08% | 20,000 | Common | SOLE |
| 464286400 | EWZ | ISHARES INC | $450,200 | 0.08% | 20,000 | Common | SOLE |
| 803054204 | SAP | SAP SE | $443,178 | 0.08% | 1,800 | Common | SOLE |
| 98389B100 | XEL | XCEL ENERGY INC | $421,527 | 0.07% | 6,243 | Common | SOLE |
| 247361702 | DAL | DELTA AIR LINES INC DEL | $407,891 | 0.07% | 6,742 | Common | SOLE |
| 23703Q203 | DQ | DAQO NEW ENERGY CORP | $404,352 | 0.07% | 20,800 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $393,276 | 0.07% | 5,200 | Common | SOLE |
| 904311107 | UAA | UNDER ARMOUR INC | $381,219 | 0.07% | 46,041 | Common | SOLE |
| 231021106 | CMI | CUMMINS INC | $376,139 | 0.07% | 1,079 | Common | SOLE |
| 977852102 | WOLF* | WOLFSPEED INC | $366,300 | 0.06% | 55,000 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $363,344 | 0.06% | 1,950 | Common | SOLE |
| 461202103 | INTU | INTUIT | $345,675 | 0.06% | 550 | Common | SOLE |
| 87256C101 | TKO | TKO GROUP HOLDINGS INC | $341,064 | 0.06% | 2,400 | Common | SOLE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $317,641 | 0.06% | 860 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $317,075 | 0.05% | 2,003 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTL INC | $316,246 | 0.05% | 1,400 | Common | SOLE |
| 92826C839 | V | VISA INC | $316,040 | 0.05% | 1,000 | Common | SOLE |
| 30034W106 | EVRG | EVERGY INC | $311,689 | 0.05% | 5,064 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $301,600 | 0.05% | 5,000 | Common | SOLE |
| M2029K104 | BIRK | BIRKENSTOCK HOLDING PLC | $300,298 | 0.05% | 5,300 | Common | SOLE |
| 771049103 | RBLX | ROBLOX CORP | $260,370 | 0.05% | 4,500 | Common | SOLE |
| 00827B106 | AFRM | AFFIRM HLDGS INC | $253,953 | 0.04% | 4,170 | Common | SOLE |
| 861012102 | STM | STMICROELECTRONICS N V | $249,500 | 0.04% | 9,992 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $210,628 | 0.04% | 400 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $201,300 | 0.03% | 1,200 | Common | SOLE |
| 39854F101 | GRND | GRINDR INC | $178,400 | 0.03% | 10,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.