PCMH
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Polymer Capital Management (HK)’s Pinduoduo PDD Stock Holding History

Polymer Capital Management (HK)’s Portfolio PDD Stock Details PDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$42.2M Buy
413,457
+34,883
+9% +$3.67M 5.92% 4
2025
Q4 		$42.9M Buy
378,574
+196,390
+108% +$24.4M 6.68% 4
2025
Q3 		$24.1M Buy
182,184
+17,684
+11% +$2.09M 3.35% 5
2025
Q2 		$17.2M Buy
164,500
+14,617
+10% +$1.53M 2.7% 8
2025
Q1 		$17.7M Buy
149,883
+8,728
+6% +$1M 3.08% 8
2024
Q4 		$13.7M Buy
141,155
+14,100
+11% +$1.64M 2.4% 8
2024
Q3 		$17.1M Buy
127,055
+34,837
+38% +$4.28M 3.96% 5
2024
Q2 		$12.3M Sell
92,218
-28,423
-24% -$3.85M 2.49% 11
2024
Q1 		$14M Buy
120,641
+20,379
+20% +$2.67M 3.53% 5
2023
Q4 		$14.7M Buy
+100,262
New +$12.2M 5.13% 2

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Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HHII
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HH
HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
NI
NetEase Inc Hangzhou, China $934M AUM 11.31% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return