PCMH
PAYP

Polymer Capital Management (HK)’s PayPay PAYP Stock Holding History

Polymer Capital Management (HK)’s Portfolio PAYP Stock Details PAYP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-68,000
Closed -$1.45M – 218
2026
Q1 		$1.45M Buy
+68,000
New +$1.44M 0.13% 90

Other funds holding PAYP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
EQF
Evergreen Quality Fund Grand Cayman, Cayman Islands $6.2B AUM 288.56% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
JC
Joho Capital New York $460M AUM 11.37% 1-Year Est. Return

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

Polymer Capital Management (HK) sold out of PayPay (PAYP) in Q2 2026, closing a stake of 68,000 shares — an estimated $1.45M sold.

Polymer Capital Management (HK) first reported a position in PAYP in Q1 2026 and held it in 1 quarter. The position peaked at $1.45M in Q1 2026. 47 funds tracked by Wall St. Rank hold PAYP as of Q2 2026.

  • Polymer Capital Management (HK) reported no remaining PayPay position as of Q2 2026 after selling out during the quarter.
  • Polymer Capital Management (HK) sold 68,000 PayPay shares in Q2 2026, an estimated $1.45M.
  • Polymer Capital Management (HK) first reported a position in PayPay in Q1 2026 and held it in 1 quarter.
  • Polymer Capital Management (HK)'s PayPay position peaked at $1.45M in Q1 2026.
  • 47 funds tracked by Wall St. Rank held PayPay as of Q2 2026.

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