Position in SE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,350,723
-$3,189,832 QoQ
Shares Held
14,095
-74.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#387
of 770 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SE Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Polymer Capital Management (HK) LTD holds $63,130,413 across 8 Internet Retail names. SE ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDD |
PDD Holdings Inc.
|
432,300 | $32,975,844 | |
| 2 | VIPS |
Vipshop Holdings Ltd
|
903,300 | $11,977,758 | |
| 3 | AMZN |
Amazon Com Inc
|
36,360 | $8,666,042 | |
| 4 | BABA |
Alibaba Group Holding Ltd
|
33,300 | $3,196,134 | |
| 5 | DASH |
DoorDash, Inc.
|
16,355 | $3,017,988 | |
| 6 | JD |
JD.com, Inc.
|
63,200 | $1,610,336 | |
| 7 | SE |
Sea Ltd
This page
|
14,095 | $1,350,723 | |
| 8 | CPNG |
Coupang, Inc.
|
19,320 | $335,588 |
All Filings in SE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,350,723 | 14,095 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,540,555 | 54,831 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,972,614 | 15,463 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,570,137 | 14,380 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,565,096 | 91,066 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,300,860 | 63,613 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,259,930 | 21,300 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,159,001 | 54,720 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,735,386 | 38,300 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,069,849 | 19,919 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||