PCMH
DQ

Polymer Capital Management (HK)’s Daqo New Energy DQ Stock Holding History

Polymer Capital Management (HK)’s Portfolio DQ Stock Details DQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$373K Buy
+17,526
New +$427K 0.03% 141
2025
Q1 		– Sell
-20,800
Closed -$404K – 151
2024
Q4 		$404K Buy
+20,800
New +$425K 0.07% 149

Other funds holding DQ

CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Polymer Capital Management (HK)'s DQ Position: Q1 2026 in Review

Polymer Capital Management (HK) opened a new position in Daqo New Energy (DQ) in Q1 2026: 17,526 shares worth $373K. The stake represents 0.03% of the portfolio and ranks #141 among its holdings. This is a return to the name: Polymer Capital Management (HK) previously reported a position in DQ as recently as Q4 2024.

Polymer Capital Management (HK) first reported a position in DQ in Q4 2024 and has held it in 2 quarters since. The position peaked at $404K in Q4 2024. 123 funds tracked by Wall St. Rank hold DQ as of Q1 2026.

  • Polymer Capital Management (HK) held 17,526 shares of Daqo New Energy worth $373K as of Q1 2026.
  • Daqo New Energy was a new Polymer Capital Management (HK) position in Q1 2026.
  • Daqo New Energy made up 0.03% of Polymer Capital Management (HK)'s portfolio in Q1 2026, its #141 holding.
  • Polymer Capital Management (HK) first reported a position in Daqo New Energy in Q4 2024 and has held it in 2 quarters since.
  • Polymer Capital Management (HK)'s Daqo New Energy position peaked at $404K in Q4 2024.
  • 123 funds tracked by Wall St. Rank held Daqo New Energy as of Q1 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q1 2026, filed 14 May 2026.