Polymer Capital Management (HK) LTD
Position in GFS — GLOBALFOUNDRIES Inc.
CIK 1970465
HONG KONG, K3
Position in GFS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,197,401
+$985,049 QoQ
Shares Held
26,920
+541.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GFS Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Polymer Capital Management (HK) LTD holds $212,299,942 across 16 Semiconductors names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
321,441 | $64,317,129 | |
| 2 | MU |
Micron Technology Inc
|
29,958 | $34,580,219 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
62,849 | $30,014,796 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
33,629 | $19,535,422 | |
| 5 | CRDO |
Credo Technology Group Holding Ltd
|
62,687 | $17,047,729 | |
| 6 | TXN |
Texas Instruments Inc
|
31,515 | $9,393,676 | |
| 7 | AVGO |
Broadcom Inc.
|
22,030 | $8,321,832 | |
| 8 | INTC |
Intel Corp
|
51,594 | $7,204,070 |
All Filings in GFS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,197,401 | 26,920 | Shares | Sole | 2026-05-14 | |
| 2024-06-30 | $212,352 | 4,200 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||