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 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 $2.32B AUM 8.06% 1-Year Est. Return

ICVCFVA

IDG China Venture Capital Fund V Associates Hong Kong $126M AUM 17.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

OCM

OLP Capital Management Causeway Bay, Hong Kong $942M AUM 5.25% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

PAMI

Perseverance Asset Management International George Town, Cayman Islands $909M AUM 17.42% 1-Year Est. Return

OMC

Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Polymer Capital Management (HK)'s RLX Position: Q1 2026 in Review

Polymer Capital Management (HK) increased its RLX Technology (RLX) stake by 18% in Q1 2026, buying an estimated $41.5K and bringing the position to 116,842 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #150.

Polymer Capital Management (HK) first reported a position in RLX in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.33M in Q2 2024. 103 funds tracked by Wall St. Rank hold RLX as of Q1 2026.

Polymer Capital Management (HK) held 116,842 shares of RLX Technology worth $257K as of Q1 2026.
Polymer Capital Management (HK) bought 18,042 RLX Technology shares in Q1 2026, an estimated $41.5K.
RLX Technology made up 0.02% of Polymer Capital Management (HK)'s portfolio in Q1 2026, its #150 holding.
Polymer Capital Management (HK) first reported a position in RLX Technology in Q2 2024 and has held it in 5 quarters since.
Polymer Capital Management (HK)'s RLX Technology position peaked at $2.33M in Q2 2024.
103 funds tracked by Wall St. Rank held RLX Technology as of Q1 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q1 2026, filed 14 May 2026.