Holdings
Polymer Capital Management (HK) LTD
As of Jun 30, 2026, Polymer Capital Management (HK) LTD reported 98 positions worth US$761M. Largest: Sandisk Corporation, Eli Lilly And Company and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Sandisk Corporation | 33,521 | US$76.2M | −28,525 | Jun 30, 2026 |
| Eli Lilly And Company | 56,607 | US$67.9M | +13,172 | Jun 30, 2026 |
| Nvidia Corporation | 321K | US$64.3M | −99,679 | Jun 30, 2026 |
| Applied Materials, Inc. | 61,986 | US$44.8M | +58,630 | Jun 30, 2026 |
| Micron Technology, Inc. | 29,958 | US$34.6M | +1,685 | Jun 30, 2026 |
| Bloom Energy Corporation | 105K | US$31.7M | +84,621 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 62,849 | US$30M | −30,857 | Jun 30, 2026 |
| Alnylam Pharmaceuticals, Inc. | 64,957 | US$19.6M | +7,173 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 33,629 | US$19.5M | −9,201 | Jun 30, 2026 |
| Credo Technology Group Holding Ltd | 62,687 | US$17M | new | Jun 30, 2026 |