Polymer Capital Management (HK)’s Cameco CCJ Stock Holding History

Polymer Capital Management (HK)’s Portfolio CCJ Stock Details CCJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,000	Closed	-$252K	–	154
2025 Q3	$252K	Sell	3,000 -8,800	-75%	-$682K	0.03%	198
2025 Q2	$876K	Buy	+11,800	New	+$630K	0.13%	96
2024 Q3	–	Sell	-28,627	Closed	-$1.41M	–	159
2024 Q2	$1.41M	Buy	28,627 +4,407	+18%	+$223K	0.29%	76
2024 Q1	$1.05M	Sell	24,220 -19,580	-45%	-$858K	0.26%	81
2023 Q4	$1.89M	Buy	+43,800	New	+$1.83M	0.65%	43

Other funds holding CCJ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Polymer Capital Management (HK)'s CCJ Position: Q4 2025 in Review

Polymer Capital Management (HK) sold out of Cameco (CCJ) in Q4 2025, closing a stake of 3,000 shares — an estimated $252K sold.

Polymer Capital Management (HK) first reported a position in CCJ in Q4 2023 and held it in 5 quarters. The position peaked at $1.89M in Q4 2023. 978 funds tracked by Wall St. Rank hold CCJ as of Q4 2025.

Polymer Capital Management (HK) reported no remaining Cameco position as of Q4 2025 after selling out during the quarter.
Polymer Capital Management (HK) sold 3,000 Cameco shares in Q4 2025, an estimated $252K.
Polymer Capital Management (HK) first reported a position in Cameco in Q4 2023 and held it in 5 quarters.
Polymer Capital Management (HK)'s Cameco position peaked at $1.89M in Q4 2023.
978 funds tracked by Wall St. Rank held Cameco as of Q4 2025.

Based on Polymer Capital Management (HK)'s 13F filing for Q4 2025, filed 13 Feb 2026.