Polymer Capital Management (HK) LTD
Position in TXN — Texas Instruments Inc
CIK 1970465
HONG KONG, K3
Position in TXN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,393,676
New position
Shares Held
31,515
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#667
of 2,846 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in TXN
reported options exposure · as of Jun 30, 2026CallValue
$2,444,174
CallShares
8,200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Polymer Capital Management (HK) LTD holds $212,299,942 across 16 Semiconductors names. TXN ranks #6 (4.4% of the industry book) .
| # | 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
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|
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 TXN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,393,676 | 31,515 | Shares | Sole | 2026-08-13 | |
| 2026-06-30 | $2,444,174 | 8,200 | Call | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||