StockDriftsStockDriftsTop 50 Polymer Capital Management (HK) LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 10.29% | 421.1K | $73.4M | +75.12%(+180.64K) | $144.33(+34.99%) | 2026-03-31 | |
| PDD | PDD HOLDINGS INC | 5.92% | 413.5K | $42.2M | +9.21%(+34.88K) | $121.56(-32.22%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 5.6% | 43.4K | $40.0M | -5.18%(-2.38K) | $786.44(+54.36%) | 2026-03-31 | |
| SNDK | SANDISK CORP | 5.52% | 62.0K | $39.4M | -6.07%(-4.01K) | $47.61(+3565.20%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 4.65% | 77.0K | $33.1M | -8.34%(-7.01K) | $292.84(+29.12%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.44% | 93.7K | $31.7M | -9.15%(-9.43K) | $246.11(+76.41%) | 2026-03-31 | |
| ALNY | ALNYLAM PHARMACEUTICALS INC | 2.68% | 57.8K | $19.1M | +57.17%(+21.02K) | $326.03(-4.06%) | 2026-03-31 | |
| VIPS | VIPSHOP HLDGS LTD | 2.05% | 932.0K | $14.7M | -0.04%(-407) | $16.30(-18.65%) | 2026-03-31 | |
| GIL | GILDAN ACTIVEWEAR INC | 1.87% | 239.4K | $13.3M | +185.44%(+155.50K) | $55.19(-6.68%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 1.85% | 215.7K | $13.2M | +175.92%(+137.52K) | $49.59(+7.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +26.33% | +101.63% |
| Top 20 Holdings Unweighted | +32.31% | +131.60% |
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