Polymer Capital Management (HK) LTD

Position in DQ — Daqo New Energy Corp.

CIK 1970465 HONG KONG, K3

Position in DQ

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$372,778

-$31,574 QoQ

Shares Held

17,526

-15.7% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

2 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Polymer Capital Management (HK) LTD holds $9,833,848 across 5 Semiconductor Equipment & Materials names. DQ ranks #5 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXTI	Axt Inc	115,567	$6,585,007
2	FORM	Formfactor Inc	11,900	$1,154,181
3	AMAT	Applied Materials Inc /De	3,356	$1,147,047
4	TER	Teradyne, Inc	1,939	$574,835
5	DQ	Daqo New Energy Corp. This page	17,526	$372,778

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$372,778	17,526	-15.7%	Shares	Sole	2026-05-14
2024-12-31	$404,352	20,800	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.