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Portfolio (Quarterly) Guide ↗

Polymer Capital Management (HK) LTD

· CIK 0001970465
13F Portfolio $1.2B AUM 154 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 77 New 45 Added 21 Reduced 50 Exited
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HTHT H WORLD GROUP LTD Consumer Cyclical 5,000.0 $251K 0.02% -103K -95.4% $50.29 -14.2%
Page 2 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.7%
Consumer Cyclical 21.6%
Healthcare 15.2%
Financial Services 13.1%
Communication Services 4.5%
Industrials 2.7%
Energy 2.3%
Consumer Defensive 1.1%
Basic Materials 0.6%
Utilities 0.1%