Polymer Capital Management (HK)’s MINISO MNSO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$357K	Buy	29,600 +3,143	+12%	+$44.2K	0.02%	131
2026 Q1	$429K	Buy	26,457 +14,557	+122%	+$267K	0.04%	140
2025 Q4	$223K	Sell	11,900 -237,007	-95%	-$4.92M	0.03%	120
2025 Q3	$5.6M	Sell	248,907 -11,146	-4%	-$238K	0.77%	38
2025 Q2	$4.74M	Buy	+260,053	New	+$4.67M	0.72%	42
2024 Q3	–	Sell	-58,672	Closed	-$1.12M	–	188
2024 Q2	$1.12M	Sell	58,672 -26,673	-31%	-$588K	0.23%	84
2024 Q1	$1.75M	Sell	85,345 -37,000	-30%	-$708K	0.44%	62
2023 Q4	$2.5M	Buy	+122,345	New	+$2.93M	0.86%	36

Other funds holding MNSO

SCMS

Serenity Capital Management (Singapore) Singapore $332M AUM 8.08% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HCEP Management Hong Kong $61.3M AUM 30.41% 1-Year Est. Return

Polymer Capital Management (HK)'s MNSO Position: Q2 2026 in Review

Polymer Capital Management (HK) increased its MINISO (MNSO) stake by 12% in Q2 2026, buying an estimated $44.2K and bringing the position to 29,600 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #131.

Polymer Capital Management (HK) first reported a position in MNSO in Q4 2023 and has held it in 8 quarters since. The position peaked at $5.6M in Q3 2025. 100 funds tracked by Wall St. Rank hold MNSO as of Q2 2026.

Polymer Capital Management (HK) held 29,600 shares of MINISO worth $357K as of Q2 2026.
Polymer Capital Management (HK) bought 3,143 MINISO shares in Q2 2026, an estimated $44.2K.
MINISO made up 0.02% of Polymer Capital Management (HK)'s portfolio in Q2 2026, its #131 holding.
Polymer Capital Management (HK) first reported a position in MINISO in Q4 2023 and has held it in 8 quarters since.
Polymer Capital Management (HK)'s MINISO position peaked at $5.6M in Q3 2025.
100 funds tracked by Wall St. Rank held MINISO as of Q2 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q2 2026, filed 13 Aug 2026.