account_balance
Investment manager · 13F filer · SEC CIK 1970465
Polymer Capital Management (HK) LTD
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Reported value$1.05Bas of Sep 30, 2026
Positions123 52 new, 69 sold out
Top 10 weight36.0%TSM alone is 7%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TSMTaiwan Semiconductor Manufacturing Co Ltd
7.1%Added +161%
NVDANVIDIA Corp
6.7%Trimmed −4%
HDBHDFC Bank Ltd
4.5%New
BEBloom Energy Corp
3.0%Added +8%
LLYELI Lilly & Co
3.0%Trimmed −52%
MSFTMicrosoft Corp
2.9%New
TAT&T Inc.
2.4%New
ASAmer Sports, Inc.
2.4%Added +192%
GOOGLAlphabet Inc.
2.1%Added +338%
ETNEaton Corp PLC
2.1%Added +207%
SNDKSandisk Corp
1.9%Trimmed −65%
PANWPalo Alto Networks Inc
1.9%New
TSMTaiwan Semiconductor Manufacturing Co Ltd
7.1%Added +161%
NVDANVIDIA Corp
6.7%Trimmed −4%
HDBHDFC Bank Ltd
4.5%New
BEBloom Energy Corp
3.0%+8%
LLYELI Lilly & Co
3.0%−52%
MSFTMicrosoft Corp
2.9%
TAT&T Inc.
2.4%
ASAmer Sports, Inc.
2.4%
GOOGLAlphabet Inc.
2.1%
ETN2.1%SNDK1.9%PANW1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSM Taiwan Semiconductor Manufacturing Co Ltd 7.1% Added +161%NVDA NVIDIA Corp 6.7% Trimmed −4%HDB HDFC Bank Ltd 4.5% NewBE Bloom Energy Corp 3.0% Added +8%LLY ELI Lilly & Co 3.0% Trimmed −52%MSFT Microsoft Corp 2.9% NewT AT&T Inc. 2.4% NewAS Amer Sports, Inc. 2.4% Added +192%GOOGL Alphabet Inc. 2.1% Added +338%ETN Eaton Corp PLC 2.1% Added +207%SNDK Sandisk Corp 1.9% Trimmed −65%PANW Palo Alto Networks Inc 1.9% New
What changed
Biggest moves since Jun 30, 2026
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