Polymer Capital Management (HK) LTD BILI — BILIBILI INC

Ownership history in Polymer Capital Management (HK) LTD  ·  8 quarters on record

AI Ownership Summary

Polymer Capital Management (HK) LTD reported BILIBILI INC (BILI) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 3.36% in 2024 Q3. The latest visible filing shows BILI at 1.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BILI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Polymer Capital Management (HK) LTD's position in BILIBILI INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BILI was reported at 1.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.36% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BILI stock page Polymer Capital Management (HK) LTD fund profile Polymer Capital Management (HK) LTD full holdings
How Polymer Capital Management (HK) LTD held BILI — position size vs. price
% of Fund (quarterly)    BILI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 8.2% -8.3% ✅ 353,870 -31,531 -8.2% 1.24% $8.7M 2026-02-14 (Est.) $30.60
2025 Q3 REDUCED 54.3% -12.3% ✅ 385,401 -457,656 -54.3% 1.49% $10.8M 2025-11-14 $26.18
2025 Q2 ADDED — — — 843,057 +264,057 +45.6% 2.74% $18.1M 2025-08-14 $23.82
2025 Q1 ADDED — — — 579,000 +88,043 +17.9% 1.89% $11.1M 2025-05-15 $17.74
2024 Q4 REDUCED 20.8% +5.5% ❌ 490,957 -129,193 -20.8% 1.54% $8.9M 2025-02-13 $19.82
2024 Q3 REDUCED 15.9% -21.3% ✅ 620,150 -117,160 -15.9% 3.36% $14.5M 2024-11-14 $18.59
2024 Q2 ADDED — — — 737,310 +503,210 +215.0% 2.31% $11.4M 2024-08-14 $13.11
2024 Q1 INITIATED — — — 234,100 — — 0.66% $2.6M 2024-05-14 $15.64

🏢 Other funds also holding BILI

As of 2026 Q1 — sorted by position size

PING CAPITAL MANAGEMENT, INC. 0.24% Bayforest Capital Ltd 0.05% AdvisorShares Investments LLC 3Y 0.05% PROFUND ADVISORS LLC 3Y 7Y 0.04% Leonteq Securities AG 0.02% Vise Technologies, Inc. 3Y 0.02% Ethic Inc. 3Y 0.02% SBI Securities Co., Ltd. 0.01% BI Asset Management Fondsmaeglerselskab A/S 3Y 0.01% SIGNATUREFD, LLC 3Y 7Y 0.0%

FAQ About Polymer Capital Management (HK) LTD and BILI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Polymer Capital Management (HK) LTD reported owning BILI?

Polymer Capital Management (HK) LTD reported BILI across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported BILI position in Polymer Capital Management (HK) LTD's portfolio?

The largest reported portfolio weight for BILI was 3.36% in 2024 Q3.

What is the latest reported BILI position on this page?

The most recent filing on this page is 2025 Q4, when Polymer Capital Management (HK) LTD reported 353,870 shares, equal to 1.24% of portfolio, with an estimated market value of $8.7M.

What does the chart on this BILI ownership page compare?

The chart compares Polymer Capital Management (HK) LTD's quarterly BILI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Polymer Capital Management (HK) LTD time their BILI position?

Based on 13F filing dates vs. subsequent BILI price moves, Polymer Capital Management (HK) LTD correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on BILI relative to SPY over the holding period was +24.6%.

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