Sign In
test

Angus Yuk Chi Wai

Polymer Capital Management (hk) Ltd

Assets Managed
$1.157B
Holdings
147
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
64.63%(2Q avg: 30.78%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Polymer Capital Management (hk) Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 147 positions.

Assets under management

The assets under management (AUM) of Polymer Capital Management (hk) Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.157B in assets, with a quarterly growth rate of 64.63% and a 2-quarter average growth rate of 30.78%. The portfolio is managed by Angus Yuk Chi Wai, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SMH
Vaneck Semiconductor Etf
Recent Activity
Increased 376.85%
26.81%
$310.247M
809,200 shares@ $383.4 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 2551.41%
10.97%
$126.942M
219,934 shares@ $577.18 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 79.28%
6.5%
$75.187M↑ Call
431,120 shares@ $174.4 avg price
PDD
Pdd Holdings Inc
Recent Activity
Increased 9.22%
3.66%
$42.247M
413,457 shares@ $102.18 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -5.18%
3.46%
$39.95M
43,435 shares@ $919.78 avg price
SNDK
Sandisk Corp
Recent Activity
Decreased -6.06%
3.41%
$39.42M
62,046 shares@ $635.35 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -2.39%
3.06%
$35.3M↑ Call
82,037 shares@ $430.3 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -9.14%
2.74%
$31.668M
93,706 shares@ $337.96 avg price
ALNY
Alnylam Pharmaceuticals Inc
Recent Activity
Increased 57.18%
1.66%
$19.119M
57,784 shares@ $330.87 avg price
VIPS
Vipshop Holdings Ltd - Adr
Recent Activity
Decreased -0.04%
1.27%
$14.651M
932,000 shares@ $15.72 avg price

1-10 of 147