Polymer Capital Management (HK) LTD

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Polymer Capital Management (HK) LTD maintained a portfolio of 284 distinct positions. The most significant new addition to the portfolio was VANECK ETF TRUST, which now represents 8.61% of the total fund value. Conversely, Polymer Capital Management (HK) LTD completely exited their position in UNITEDHEALTH GROUP I.
PCA Score Concentration Risk
Risk ENB
Total Positions
284
Quarter
2025 Q4
Top Holding
SMH (8.6%)
Top 10 Concentration
49.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 284
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SMH
VANECK ETF TRUS...
PUT
PUT Option 8.61% #1
Prev: #—
8.9 168,000 no change
NEW
168,000 $60,501,840 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LLY
ELI LILLY & CO
Healthcare 7.00% 5.04% #2
Prev: #2
4.8 -2,105 -4.4%
P
S
45,810 $49,231,091 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 6.38% 5.29% #3 2
Prev: #1
5.6 34,789 16.9%
P
S
240,480 $44,849,520 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PDD
PDD HOLDINGS IN...
Consumer Cyclical 6.11% 3.32% #4 1
Prev: #5
5.9 196,390 107.8%
P
S
378,574 $42,926,506 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GLD
SPDR GOLD TR
ETF 4.74% 3.51% #5 1
Prev: #4
4.4 12,411 17.3%
P
S
84,050 $33,309,856 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TSM
TAIWAN SEMICOND...
Technology 4.46% 1.33% #6 16
Prev: #22
4.8 68,508 197.8%
P
S
103,140 $31,343,215 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 4.06% 3.57% #7 4
Prev: #3
2.1 -15,515 -14.6%
P
S
90,884 $28,519,399 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SMMT
SUMMIT THERAPEU...
Healthcare 3.54% 2.33% #8 2
Prev: #10
4.4 603,879 73.9%
P
S
1,421,155 $24,856,001 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AIQ
GLOBAL X FDS
ETF 2.45% #9
Prev: #—
4.5 338,000 no change
NEW
338,000 $17,190,680 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 2.40% 1.65% #10 6
Prev: #16
3.5 12,503 34.4%
P
S
48,844 $16,904,908 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VIPS
VIPSHOP HLDGS L...
Consumer Cyclical 2.35% 1.58% #11 6
Prev: #17
3.9 347,307 59.4%
P
S
932,407 $16,494,280 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SNDK
SANDISK CORP
Technology 2.23% 1.44% #12 8
Prev: #20
0.9 -27,008 -29.0%
P
S
66,055 $15,680,136 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ALNY
ALNYLAM PHARMAC...
Healthcare 2.08% 1.82% #13
Prev: #13
3.3 7,865 27.2%
P
S
36,765 $14,619,602 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KBWB
INVESCO EXCH TR...
ETF 1.83% #14
Prev: #—
4.2 153,000 no change
NEW
153,000 $12,896,370 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COHR
COHERENT CORP
Technology 1.70% 0.82% #15 20
Prev: #35
2.7 9,511 17.2%
P
S
64,898 $11,978,224 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WDC
WESTERN DIGITAL...
Technology 1.49% 2.69% #16 9
Prev: #7
0.6 -101,679 -62.5%
P
S
60,883 $10,488,314 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AS
AMER SPORTS INC
Consumer Cyclical 1.34% #17
Prev: #—
4.0 252,526 no change
NEW
252,526 $9,431,846 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FUTU
FUTU HLDGS LTD
Financial Services 1.34% 1.58% #18
Prev: #18
1.0 -8,784 -13.3%
P
S
57,226 $9,397,081 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COPX
GLOBAL X FDS
ETF 1.31% 0.25% #19 68
Prev: #87
3.5 98,359 326.8%
P
S
128,459 $9,222,072 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BIDU
BAIDU INC
Communication Services 1.28% 0.31% #20 59
Prev: #79
3.5 51,910 307.3%
P
S
68,800 $8,989,408 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BILI
BILIBILI INC
Communication Services 1.24% 1.49% #21 2
Prev: #19
1.0 -31,531 -8.2%
P
S
353,870 $8,701,663 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GDX
VANECK ETF TRUS...
ETF 1.21% 0.82% #22 14
Prev: #36
3.0 22,032 28.4%
P
S
99,479 $8,532,314 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 1.10% 0.27% #23 60
Prev: #83
3.4 9,072 337.1%
P
S
11,763 $7,764,639 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 1.05% 0.96% #24 5
Prev: #29
0.9 400 3.8%
P
S
10,829 $7,384,512 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TPR
TAPESTRY INC
Consumer Cyclical 1.05% 2.15% #25 14
Prev: #11
0.4 -80,469 -58.3%
P
S
57,519 $7,349,203 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
UNH
UNITEDHEALTH GR...
Healthcare 0.00% 1.85%
Sold All 😨
(Was: #12)
0.0 -38,936 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TER
TERADYNE INC
Technology 0.00% 1.13%
Sold All 😨
(Was: #24)
0.0 -59,510 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BEKE
KE HLDGS INC
Real Estate 0.00% 1.05%
Sold All 😨
(Was: #26)
0.0 -400,000 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
INSM
INSMED INC
Healthcare 0.00% 0.88%
Sold All 😨
(Was: #31)
0.0 -44,416 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FIX
COMFORT SYS USA...
Industrials 0.00% 0.85%
Sold All 😨
(Was: #32)
0.0 -7,472 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
PUT
PUT Option 0.00% 0.83%
Sold All 😨
(Was: #34)
0.0 -10,000 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
APP
APPLOVIN CORP
Communication Services 0.00% 0.81%
Sold All 😨
(Was: #37)
0.0 -8,164 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LEGN
LEGEND BIOTECH ...
Healthcare 0.00% 0.73%
Sold All 😨
(Was: #42)
0.0 -162,420 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LHX
L3HARRIS TECHNO...
Industrials 0.00% 0.56%
Sold All 😨
(Was: #45)
0.0 -13,388 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 0.00% 0.56%
Sold All 😨
(Was: #46)
0.0 -7,800 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FLEX
FLEX LTD
Technology 0.00% 0.53%
Sold All 😨
(Was: #47)
0.0 -66,398 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FN
FABRINET
Technology 0.00% 0.50%
Sold All 😨
(Was: #48)
0.0 -9,870 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CW
CURTISS WRIGHT ...
Industrials 0.00% 0.49%
Sold All 😨
(Was: #49)
0.0 -6,552 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OKLO
OKLO INC
Utilities 0.00% 0.47%
Sold All 😨
(Was: #55)
0.0 -30,409 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CIEN
CIENA CORP
Technology 0.00% 0.44%
Sold All 😨
(Was: #58)
0.0 -21,776 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CASY
CASEYS GEN STOR...
Consumer Cyclical 0.00% 0.43%
Sold All 😨
(Was: #59)
0.0 -5,490 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SATS
ECHOSTAR CORP
Communication Services 0.00% 0.43%
Sold All 😨
(Was: #60)
0.0 -40,545 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VNET
VNET GROUP INC
Technology 0.00% 0.41%
Sold All 😨
(Was: #62)
0.0 -284,851 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IONQ
IONQ INC
Technology 0.00% 0.37%
Sold All 😨
(Was: #68)
0.0 -44,172 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TIGR
UP FINTECH HLDG...
Financial Services 0.00% 0.36%
Sold All 😨
(Was: #69)
0.0 -247,228 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPHY
SPDR SERIES TRU...
ETF 0.00% 0.33%
Sold All 😨
(Was: #74)
0.0 -100,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SNPS
SYNOPSYS INC
Technology 0.00% 0.33%
Sold All 😨
(Was: #75)
0.0 -4,812 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TLN
TALEN ENERGY CO...
Utilities 0.00% 0.32%
Sold All 😨
(Was: #76)
0.0 -5,484 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COIN
COINBASE GLOBAL...
Financial Services 0.00% 0.31%
Sold All 😨
(Was: #78)
0.0 -6,769 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VNM
VANECK ETF TRUS...
ETF 0.00% 0.29%
Sold All 😨
(Was: #80)
0.0 -116,467 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
INTC
INTEL CORP
Technology 0.00% 0.28%
Sold All 😨
(Was: #81)
0.0 -61,290 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BE
BLOOM ENERGY CO...
Industrials 0.00% 0.26%
Sold All 😨
(Was: #84)
0.0 -22,545 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DKS
DICKS SPORTING ...
Consumer Cyclical 0.00% 0.25%
Sold All 😨
(Was: #86)
0.0 -8,200 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CLS
CELESTICA INC
Technology 0.00% 0.24%
Sold All 😨
(Was: #88)
0.0 -7,100 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GWRE
GUIDEWIRE SOFTW...
Technology 0.00% 0.23%
Sold All 😨
(Was: #89)
0.0 -7,410 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CRCL
CIRCLE INTERNET...
Financial Services 0.00% 0.23%
Sold All 😨
(Was: #91)
0.0 -12,375 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GDXJ
VANECK ETF TRUS...
ETF 0.00% 0.22%
Sold All 😨
(Was: #94)
0.0 -15,800 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SITM
SITIME CORP
Technology 0.00% 0.22%
Sold All 😨
(Was: #95)
0.0 -5,184 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ORCL
ORACLE CORP
Technology 0.00% 0.21%
Sold All 😨
(Was: #97)
0.0 -5,312 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ZTO
ZTO EXPRESS CAY...
Industrials 0.00% 0.15%
Sold All 😨
(Was: #102)
0.0 -56,555 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CQQQ
INVESCO EXCH TR...
Unknown 0.00% 0.15%
Sold All 😨
(Was: #103)
0.0 -18,200 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VOR
VOR BIOPHARMA I...
Healthcare 0.00% 0.14%
Sold All 😨
(Was: #104)
0.0 -21,248 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ONTO
ONTO INNOVATION...
Technology 0.00% 0.13%
Sold All 😨
(Was: #105)
0.0 -7,147 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UUUU
ENERGY FUELS IN...
Energy 0.00% 0.13%
Sold All 😨
(Was: #107)
0.0 -59,563 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ITW
ILLINOIS TOOL W...
Industrials 0.00% 0.12%
Sold All 😨
(Was: #108)
0.0 -3,467 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ATAT
ATOUR LIFESTYLE...
Consumer Cyclical 0.00% 0.12%
Sold All 😨
(Was: #109)
0.0 -23,736 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HSAI
HESAI GROUP
Consumer Cyclical 0.00% 0.11%
Sold All 😨
(Was: #110)
0.0 -27,900 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GM
GENERAL MTRS CO
Consumer Cyclical 0.00% 0.09%
Sold All 😨
(Was: #116)
0.0 -10,176 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ROP
ROPER TECHNOLOG...
Technology 0.00% 0.08%
Sold All 😨
(Was: #117)
0.0 -1,228 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CVNA
CARVANA CO
Consumer Cyclical 0.00% 0.08%
Sold All 😨
(Was: #118)
0.0 -1,623 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SMR
NUSCALE PWR COR...
Industrials 0.00% 0.08%
Sold All 😨
(Was: #120)
0.0 -16,629 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KO
COCA COLA CO
Consumer Defensive 0.00% 0.08%
Sold All 😨
(Was: #122)
0.0 -8,918 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QFIN
QFIN HOLDINGS I...
Financial Services 0.00% 0.08%
Sold All 😨
(Was: #123)
0.0 -20,233 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WOLF
WOLFSPEED INC
Technology 0.00% 0.08%
Sold All 😨
(Was: #124)
0.0 -20,345 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CFLT
CONFLUENT INC
Technology 0.00% 0.08%
Sold All 😨
(Was: #125)
0.0 -28,131 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ASX
ASE TECHNOLOGY ...
Technology 0.00% 0.08%
Sold All 😨
(Was: #127)
0.0 -50,000 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FLUT
FLUTTER ENTMT P...
Consumer Cyclical 0.00% 0.08%
Sold All 😨
(Was: #128)
0.0 -2,159 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CARR
CARRIER GLOBAL ...
Industrials 0.00% 0.07%
Sold All 😨
(Was: #130)
0.0 -9,101 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CRWV
COREWEAVE INC
Technology 0.00% 0.07%
Sold All 😨
(Was: #131)
0.0 -3,946 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BLTE
BELITE BIO INC
Healthcare 0.00% 0.07%
Sold All 😨
(Was: #132)
0.0 -7,266 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FTV
FORTIVE CORP
Technology 0.00% 0.07%
Sold All 😨
(Was: #133)
0.0 -10,947 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
STLA
STELLANTIS N.V
Consumer Cyclical 0.00% 0.07%
Sold All 😨
(Was: #134)
0.0 -57,039 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ANET
ARISTA NETWORKS...
Technology 0.00% 0.07%
Sold All 😨
(Was: #135)
0.0 -3,583 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CMCSA
COMCAST CORP NE...
Communication Services 0.00% 0.07%
Sold All 😨
(Was: #136)
0.0 -16,028 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UNP
UNION PAC CORP
Industrials 0.00% 0.07%
Sold All 😨
(Was: #137)
0.0 -2,055 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ZLAB
ZAI LAB LTD
Healthcare 0.00% 0.06%
Sold All 😨
(Was: #138)
0.0 -13,902 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VRSK
VERISK ANALYTIC...
Industrials 0.00% 0.06%
Sold All 😨
(Was: #140)
0.0 -1,829 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FSLR
FIRST SOLAR INC
Technology 0.00% 0.06%
Sold All 😨
(Was: #141)
0.0 -2,063 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ELV
ELEVANCE HEALTH...
Healthcare 0.00% 0.06%
Sold All 😨
(Was: #142)
0.0 -1,387 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HSIC
HENRY SCHEIN IN...
Healthcare 0.00% 0.06%
Sold All 😨
(Was: #143)
0.0 -6,624 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UWM
PROSHARES TR
ETF 0.00% 0.06%
Sold All 😨
(Was: #144)
0.0 -9,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VRT
VERTIV HOLDINGS...
Industrials 0.00% 0.05%
Sold All 😨
(Was: #146)
0.0 -2,609 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ALAB
ASTERA LABS INC
CALL
CALL Option 0.00% 0.05%
Sold All 😨
(Was: #147)
0.0 -2,000 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TROW
PRICE T ROWE GR...
Financial Services 0.00% 0.05%
Sold All 😨
(Was: #148)
0.0 -3,768 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WU
WESTERN UN CO
Financial Services 0.00% 0.05%
Sold All 😨
(Was: #149)
0.0 -48,319 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LGIH
LGI HOMES INC
Consumer Cyclical 0.00% 0.05%
Sold All 😨
(Was: #150)
0.0 -7,426 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GIS
GENERAL MLS INC
Consumer Defensive 0.00% 0.05%
Sold All 😨
(Was: #151)
0.0 -7,559 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MSA
MSA SAFETY INC
Industrials 0.00% 0.05%
Sold All 😨
(Was: #152)
0.0 -2,210 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NNI
NELNET INC
Financial Services 0.00% 0.05%
Sold All 😨
(Was: #154)
0.0 -2,907 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
STWD
STARWOOD PPTY T...
Real Estate 0.00% 0.05%
Sold All 😨
(Was: #155)
0.0 -18,626 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVY
AVERY DENNISON ...
Consumer Cyclical 0.00% 0.05%
Sold All 😨
(Was: #156)
0.0 -2,224 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FCN
FTI CONSULTING ...
Industrials 0.00% 0.05%
Sold All 😨
(Was: #158)
0.0 -2,228 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TFC
TRUIST FINL COR...
Financial Services 0.00% 0.05%
Sold All 😨
(Was: #159)
0.0 -7,804 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GGG
GRACO INC
Industrials 0.00% 0.05%
Sold All 😨
(Was: #160)
0.0 -4,153 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVB
AVALONBAY CMNTY...
Real Estate 0.00% 0.05%
Sold All 😨
(Was: #161)
0.0 -1,737 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NJR
NEW JERSEY RES ...
Utilities 0.00% 0.05%
Sold All 😨
(Was: #162)
0.0 -6,826 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ZM
ZOOM COMMUNICAT...
Technology 0.00% 0.04%
Sold All 😨
(Was: #163)
0.0 -3,933 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AME
AMETEK INC
Industrials 0.00% 0.04%
Sold All 😨
(Was: #164)
0.0 -1,716 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSTR
STRATEGY INC
Technology 0.00% 0.04%
Sold All 😨
(Was: #165)
0.0 -1,000 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ZTS
ZOETIS INC
Healthcare 0.00% 0.04%
Sold All 😨
(Was: #167)
0.0 -2,180 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SYK
STRYKER CORPORA...
Healthcare 0.00% 0.04%
Sold All 😨
(Was: #169)
0.0 -853 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NBIS
NEBIUS GROUP N....
Communication Services 0.00% 0.04%
Sold All 😨
(Was: #170)
0.0 -2,807 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMKR
AMKOR TECHNOLOG...
Technology 0.00% 0.04%
Sold All 😨
(Was: #171)
0.0 -10,896 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ADC
AGREE RLTY CORP
Real Estate 0.00% 0.04%
Sold All 😨
(Was: #172)
0.0 -4,307 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ESLT
ELBIT SYS LTD
Industrials 0.00% 0.04%
Sold All 😨
(Was: #173)
0.0 -600 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IEX
IDEX CORP
Industrials 0.00% 0.04%
Sold All 😨
(Was: #174)
0.0 -1,861 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
YMM
FULL TRUCK ALLI...
Technology 0.00% 0.04%
Sold All 😨
(Was: #175)
0.0 -23,149 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VLTO
VERALTO CORP
Industrials 0.00% 0.04%
Sold All 😨
(Was: #176)
0.0 -2,801 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
POOL
POOL CORP
Industrials 0.00% 0.04%
Sold All 😨
(Was: #177)
0.0 -959 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CYD
CHINA YUCHAI IN...
Consumer Cyclical 0.00% 0.04%
Sold All 😨
(Was: #178)
0.0 -7,174 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ASTS
AST SPACEMOBILE...
Technology 0.00% 0.04%
Sold All 😨
(Was: #179)
0.0 -6,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
L
LOEWS CORP
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #180)
0.0 -2,908 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NAVI
NAVIENT CORPORA...
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #181)
0.0 -21,895 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CSX
CSX CORP
Industrials 0.00% 0.04%
Sold All 😨
(Was: #182)
0.0 -8,083 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RGLD
ROYAL GOLD INC
Basic Materials 0.00% 0.04%
Sold All 😨
(Was: #183)
0.0 -1,430 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FRT
FEDERAL RLTY IN...
Bond/Debt 0.00% 0.04%
Sold All 😨
(Was: #184)
0.0 -2,829 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMP
AMERIPRISE FINL...
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #185)
0.0 -580 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MMC
MARSH & MCLENNA...
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #186)
0.0 -1,398 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BAX
BAXTER INTL INC
Healthcare 0.00% 0.04%
Sold All 😨
(Was: #187)
0.0 -12,034 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CB
CHUBB LIMITED
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #188)
0.0 -961 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PG
PROCTER AND GAM...
Consumer Defensive 0.00% 0.04%
Sold All 😨
(Was: #189)
0.0 -1,757 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DHR
DANAHER CORPORA...
Healthcare 0.00% 0.04%
Sold All 😨
(Was: #190)
0.0 -1,354 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LH
LABCORP HOLDING...
Healthcare 0.00% 0.04%
Sold All 😨
(Was: #191)
0.0 -931 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #193)
0.0 -509 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAOI
APPLIED OPTOELE...
Technology 0.00% 0.04%
Sold All 😨
(Was: #194)
0.0 -9,865 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HWC
HANCOCK WHITNEY...
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #195)
0.0 -4,081 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DGX
QUEST DIAGNOSTI...
Healthcare 0.00% 0.03%
Sold All 😨
(Was: #196)
0.0 -1,331 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PRU
PRUDENTIAL FINL...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #197)
0.0 -2,434 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CCJ
CAMECO CORP
Energy 0.00% 0.03%
Sold All 😨
(Was: #198)
0.0 -3,000 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NOV
NOV INC
Energy 0.00% 0.03%
Sold All 😨
(Was: #199)
0.0 -18,955 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ARE
ALEXANDRIA REAL...
Real Estate 0.00% 0.03%
Sold All 😨
(Was: #200)
0.0 -3,005 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVR
NVR INC
Consumer Cyclical 0.00% 0.03%
Sold All 😨
(Was: #201)
0.0 -31 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SEIC
SEI INVTS CO
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #202)
0.0 -2,935 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BOKF
BOK FINL CORP
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #203)
0.0 -2,197 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UBSI
UNITED BANKSHAR...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #204)
0.0 -6,574 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DOV
DOVER CORP
Industrials 0.00% 0.03%
Sold All 😨
(Was: #205)
0.0 -1,453 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GWW
GRAINGER W W IN...
Industrials 0.00% 0.03%
Sold All 😨
(Was: #206)
0.0 -253 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CPB
THE CAMPBELLS C...
Consumer Defensive 0.00% 0.03%
Sold All 😨
(Was: #207)
0.0 -7,634 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WH
WYNDHAM HOTELS ...
Consumer Cyclical 0.00% 0.03%
Sold All 😨
(Was: #208)
0.0 -3,004 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
STX
SEAGATE TECHNOL...
Technology 0.00% 0.03%
Sold All 😨
(Was: #209)
0.0 -1,000 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSM
MSC INDL DIRECT...
Industrials 0.00% 0.03%
Sold All 😨
(Was: #210)
0.0 -2,538 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LSTR
LANDSTAR SYS IN...
Industrials 0.00% 0.03%
Sold All 😨
(Was: #211)
0.0 -1,874 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TXT
TEXTRON INC
Industrials 0.00% 0.03%
Sold All 😨
(Was: #212)
0.0 -2,711 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WSC
WILLSCOT HLDGS ...
Industrials 0.00% 0.03%
Sold All 😨
(Was: #213)
0.0 -10,709 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JNJ
JOHNSON & JOHNS...
Healthcare 0.00% 0.03%
Sold All 😨
(Was: #214)
0.0 -1,210 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MET
METLIFE INC
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #215)
0.0 -2,718 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RS
RELIANCE INC
Basic Materials 0.00% 0.03%
Sold All 😨
(Was: #217)
0.0 -791 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WY
WEYERHAEUSER CO...
Real Estate 0.00% 0.03%
Sold All 😨
(Was: #218)
0.0 -8,943 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EMR
EMERSON ELEC CO
Industrials 0.00% 0.03%
Sold All 😨
(Was: #219)
0.0 -1,688 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CLX
CLOROX CO DEL
Consumer Defensive 0.00% 0.03%
Sold All 😨
(Was: #220)
0.0 -1,787 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LKQ
LKQ CORP
Consumer Cyclical 0.00% 0.03%
Sold All 😨
(Was: #221)
0.0 -7,160 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HIMX
HIMAX TECHNOLOG...
Technology 0.00% 0.03%
Sold All 😨
(Was: #223)
0.0 -24,000 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MORN
MORNINGSTAR INC
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #224)
0.0 -906 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EXPD
EXPEDITORS INTL...
Industrials 0.00% 0.03%
Sold All 😨
(Was: #225)
0.0 -1,713 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KIM
KIMCO RLTY CORP
Real Estate 0.00% 0.03%
Sold All 😨
(Was: #227)
0.0 -9,503 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PNC
PNC FINL SVCS G...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #228)
0.0 -1,029 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BTI
BRITISH AMERN T...
Consumer Defensive 0.00% 0.03%
Sold All 😨
(Was: #229)
0.0 -3,893 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HCA
HCA HEALTHCARE ...
Healthcare 0.00% 0.03%
Sold All 😨
(Was: #230)
0.0 -482 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ELS
EQUITY LIFESTYL...
Real Estate 0.00% 0.03%
Sold All 😨
(Was: #231)
0.0 -3,377 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GLPI
GAMING & LEISUR...
Real Estate 0.00% 0.03%
Sold All 😨
(Was: #232)
0.0 -4,357 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PRI
PRIMERICA INC
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #233)
0.0 -728 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CCCS
CCC INTELLIGENT...
Unknown 0.00% 0.03%
Sold All 😨
(Was: #234)
0.0 -21,843 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INMD
INMODE LTD
Healthcare 0.00% 0.03%
Sold All 😨
(Was: #235)
0.0 -13,339 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WEN
WENDYS CO
Consumer Cyclical 0.00% 0.03%
Sold All 😨
(Was: #236)
0.0 -20,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HAYW
HAYWARD HLDGS I...
Industrials 0.00% 0.02%
Sold All 😨
(Was: #238)
0.0 -11,811 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QSG
QUANTASING GROU...
Unknown 0.00% 0.02%
Sold All 😨
(Was: #239)
0.0 -19,044 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UA
UNDER ARMOUR IN...
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #240)
0.0 -26,714 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CNH
CNH INDL N V
Industrials 0.00% 0.02%
Sold All 😨
(Was: #241)
0.0 -10,864 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BITF
BITFARMS LTD
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #242)
0.0 -39,900 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ZGN
ERMENEGILDO ZEG...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #243)
0.0 -10,767 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GSM
FERROGLOBE PLC
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #245)
0.0 -15,039 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BRBS
BLUE RIDGE BANK...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #246)
0.0 -10,474 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 284 holdings

Unlock Full Polymer Capital Management (HK) LTD Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics