Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
MICROSOFT CORP | 53,580 | +53,580 | $20,148 |
MSFT | 53,580 | +53,580 | $20,148 |
PDD HOLDINGS INC | 100,262 | +100,262 | $14,669 |
PDD | 100,262 | +100,262 | $14,669 |
NEW ORIENTAL ED & TECHNOLOGY | 155,304 | +155,304 | $11,381 |
EDU | 155,304 | +155,304 | $11,381 |
ALIBABA GROUP HLDG LTD | 126,685 | +126,685 | $9,819 |
BABA | 126,685 | +126,685 | $9,819 |
LIBERTY GLOBAL LTD | 550,000 | +550,000 | $9,774 |
LBTYA | 550,000 | +550,000 | $9,774 |
QUALCOMM INC | 67,174 | +67,174 | $9,715 |
QCOM | 67,174 | +67,174 | $9,715 |
TRIP COM GROUP LTD | 207,589 | +207,589 | $7,475 |
TCOM | 207,589 | +207,589 | $7,475 |
ROBLOX CORP | 150,052 | +150,052 | $6,860 |
RBLX | 150,052 | +150,052 | $6,860 |
SEAGATE TECHNOLOGY HLDNGS PL | 77,279 | +77,279 | $6,597 |
STX | 77,279 | +77,279 | $6,597 |
TESLA INC | 26,250 | +26,250 | $6,523 |
TSLA | 26,250 | +26,250 | $6,523 |
FUTU HLDGS LTD | 119,200 | +119,200 | $6,512 |
FUTU | 119,200 | +119,200 | $6,512 |
TAL EDUCATION GROUP | 515,366 | +515,366 | $6,509 |
TAL | 515,366 | +515,366 | $6,509 |
IQIYI INC | 1,240,030 | +1,240,030 | $6,051 |
IQ | 1,240,030 | +1,240,030 | $6,051 |
META PLATFORMS INC | 15,375 | +15,375 | $5,442 |
META | 15,375 | +15,375 | $5,442 |
ADVANCED MICRO DEVICES INC | $5,393 | ||
AMD | 61,583 | +61,583 | $9,078 |
Put | 25,000 | +25,000 | $3,685 |
PETROLEO BRASILEIRO SA PETRO | 326,435 | +326,435 | $5,213 |
PBR | 326,435 | +326,435 | $5,213 |
PALO ALTO NETWORKS INC | 17,552 | +17,552 | $5,176 |
PANW | 17,552 | +17,552 | $5,176 |
TENCENT MUSIC ENTMT GROUP | 549,200 | +549,200 | $4,948 |
TME | 549,200 | +549,200 | $4,948 |
KE HLDGS INC | 303,605 | +303,605 | $4,921 |
BEKE | 303,605 | +303,605 | $4,921 |
JD.COM INC | 166,138 | +166,138 | $4,800 |
JD | 166,138 | +166,138 | $4,800 |
PINTEREST INC | 126,900 | +126,900 | $4,700 |
PINS | 126,900 | +126,900 | $4,700 |
WESTERN DIGITAL CORP. | 87,100 | +87,100 | $4,561 |
WDC | 87,100 | +87,100 | $4,561 |
DELL TECHNOLOGIES INC | 54,500 | +54,500 | $4,169 |
DELL | 54,500 | +54,500 | $4,169 |
NEWS CORP NEW | 150,000 | +150,000 | $3,858 |
NWS | 150,000 | +150,000 | $3,858 |
ARM HOLDINGS PLC | 50,100 | +50,100 | $3,765 |
ARM | 50,100 | +50,100 | $3,765 |
AMAZON COM INC | 24,600 | +24,600 | $3,738 |
AMZN | 24,600 | +24,600 | $3,738 |
MICRON TECHNOLOGY INC | 40,500 | +40,500 | $3,456 |
MU | 40,500 | +40,500 | $3,456 |
BAIDU INC | 27,000 | +27,000 | $3,215 |
BIDU | 27,000 | +27,000 | $3,215 |
LIBERTY MEDIA CORP DEL | 85,000 | +85,000 | $3,178 |
LLYVK | 85,000 | +85,000 | $3,178 |
KANZHUN LIMITED | 184,600 | +184,600 | $3,066 |
BZ | 184,600 | +184,600 | $3,066 |
SONOS INC | 177,900 | +177,900 | $3,049 |
SONO | 177,900 | +177,900 | $3,049 |
NVIDIA CORPORATION | 5,900 | +5,900 | $2,922 |
NVDA | 5,900 | +5,900 | $2,922 |
SHARKNINJA INC | 52,275 | +52,275 | $2,675 |
SN | 52,275 | +52,275 | $2,675 |
MINISO GROUP HLDG LTD | 122,345 | +122,345 | $2,496 |
MNSO | 122,345 | +122,345 | $2,496 |
TAIWAN SEMICONDUCTOR MFG LTD | 24,000 | +24,000 | $2,496 |
TSM | 24,000 | +24,000 | $2,496 |
ARGENX SE | 6,250 | +6,250 | $2,378 |
ARGX | 6,250 | +6,250 | $2,378 |
LIVE NATION ENTERTAINMENT IN | 25,000 | +25,000 | $2,340 |
LYV | 25,000 | +25,000 | $2,340 |
DUOLINGO INC | 9,289 | +9,289 | $2,107 |
DUOL | 9,289 | +9,289 | $2,107 |
SNAP INC | 117,141 | +117,141 | $1,983 |
SNAP | 117,141 | +117,141 | $1,983 |
VIPSHOP HLDGS LTD | 110,500 | +110,500 | $1,962 |
VIPS | 110,500 | +110,500 | $1,962 |
APPLIED OPTOELECTRONICS INC | 100,000 | +100,000 | $1,932 |
AAOI | 100,000 | +100,000 | $1,932 |
CAMECO CORP | 43,800 | +43,800 | $1,888 |
CCJ | 43,800 | +43,800 | $1,888 |
LAUDER ESTEE COS INC | 12,000 | +12,000 | $1,755 |
EL | 12,000 | +12,000 | $1,755 |
PFIZER INC | 60,000 | +60,000 | $1,727 |
PFE | 60,000 | +60,000 | $1,727 |
INTEL CORP | 34,200 | +34,200 | $1,719 |
INTC | 34,200 | +34,200 | $1,719 |
CELESTICA INC | 57,500 | +57,500 | $1,684 |
CLS | 57,500 | +57,500 | $1,684 |
WYNN RESORTS LTD | 18,000 | +18,000 | $1,640 |
WYNN | 18,000 | +18,000 | $1,640 |
KRANESHARES TR (KWEB) | 60,000 | +60,000 | $1,620 |
KWEB | 60,000 | +60,000 | $1,620 |
MARRIOTT INTL INC NEW | 7,000 | +7,000 | $1,579 |
MAR | 7,000 | +7,000 | $1,579 |
CATALENT INC | 35,000 | +35,000 | $1,573 |
CTLT | 35,000 | +35,000 | $1,573 |
See Full List: All Stocks Held By Polymer Capital Management HK LTD
— Including:
Biggest new positions
Biggest exits
See Details: Top 10 Stocks Held By Polymer Capital Management HK LTD
Size ($ in 1000's)
At 12/31/2023: $289,915 At 09/30/2023: $0 Polymer Capital Management HK LTD holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Polymer Capital Management HK LTD 13F filings. Link to 13F filings: SEC filings |