Polymer Capital Management (HK)’s RLX Technology RLX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$385K	Buy	202,502 +85,660	+73%	+$178K	0.02%	129
2026 Q1	$257K	Buy	116,842 +18,042	+18%	+$41.5K	0.02%	150
2025 Q4	$230K	Hold	98,800	–	–	0.03%	117
2025 Q3	$260K	Sell	98,800 -761,067	-89%	-$1.81M	0.04%	192
2025 Q2	$1.9M	Buy	+859,867	New	+$1.68M	0.29%	74
2024 Q3	–	Sell	-1,267,446	Closed	-$2.33M	–	199
2024 Q2	$2.33M	Buy	+1,267,446	New	+$2.4M	0.47%	54

Other funds holding RLX

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

ICVCFVA

IDG China Venture Capital Fund V Associates Hong Kong $105M AUM 14.03% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

OCM

OLP Capital Management Causeway Bay, Hong Kong $400M AUM 17.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

PAMI

Perseverance Asset Management International George Town, Cayman Islands $979M AUM 50.58% 1-Year Est. Return

OMC

Oasis Management Company Grand Cayman, Cayman Islands $1.88B AUM 54.21% 1-Year Est. Return

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

Polymer Capital Management (HK) increased its RLX Technology (RLX) stake by 73% in Q2 2026, buying an estimated $178K and bringing the position to 202,502 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #129.

Polymer Capital Management (HK) first reported a position in RLX in Q2 2024 and has held it in 6 quarters since. The position peaked at $2.33M in Q2 2024. 104 funds tracked by Wall St. Rank hold RLX as of Q2 2026.

Polymer Capital Management (HK) held 202,502 shares of RLX Technology worth $385K as of Q2 2026.
Polymer Capital Management (HK) bought 85,660 RLX Technology shares in Q2 2026, an estimated $178K.
RLX Technology made up 0.02% of Polymer Capital Management (HK)'s portfolio in Q2 2026, its #129 holding.
Polymer Capital Management (HK) first reported a position in RLX Technology in Q2 2024 and has held it in 6 quarters since.
Polymer Capital Management (HK)'s RLX Technology position peaked at $2.33M in Q2 2024.
104 funds tracked by Wall St. Rank held RLX Technology as of Q2 2026.

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