Polymer Capital Management (HK)’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.1M Buy
190,318
+48,117
+34% +$7.6M 4.55% 2
2025
Q1
$15.4M Buy
142,201
+11,935
+9% +$1.29M 2.63% 11
2024
Q4
$17.5M Buy
130,266
+44,948
+53% +$6.04M 3.03% 4
2024
Q3
$10.4M Sell
85,318
-58,195
-41% -$7.07M 2.4% 8
2024
Q2
$17.7M Sell
143,513
-68,947
-32% -$8.52M 3.59% 5
2024
Q1
$19.2M Buy
212,460
+153,460
+260% +$13.9M 4.83% 2
2023
Q4
$2.92M Buy
+59,000
New +$2.92M 1.01% 32