Polymer Capital Management (HK)’s Western Digital WDC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.8M	Buy	24,764 +4,573	+23%	+$2.22M	0.8%	17
2026 Q1	$5.46M	Sell	20,191 -40,692	-67%	-$10.6M	0.47%	39
2025 Q4	$10.5M	Sell	60,883 -101,679	-63%	-$15.4M	1.49%	16
2025 Q3	$19.5M	Sell	162,562 -14,223	-8%	-$1.16M	2.69%	7
2025 Q2	$11.3M	Buy	176,785 +128,350	+265%	+$6.11M	1.71%	19
2025 Q1	$1.96M	Buy	48,435 +3,387	+8%	+$161K	0.33%	65
2024 Q4	$2.03M	Buy	+45,048	New	+$2.26M	0.35%	79
2024 Q3	–	Sell	-102,275	Closed	-$5.86M	–	208
2024 Q2	$5.86M	Buy	+102,275	New	+$5.67M	1.19%	23
2024 Q1	–	Sell	-115,233	Closed	-$4.56M	–	235
2023 Q4	$4.56M	Buy	+115,233	New	+$4.03M	1.58%	22

Other funds holding WDC

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Polymer Capital Management (HK) increased its Western Digital (WDC) stake by 23% in Q2 2026, buying an estimated $2.22M and bringing the position to 24,764 shares worth $15.8M. The position accounts for 0.8% of the portfolio, ranked #17.

Polymer Capital Management (HK) first reported a position in WDC in Q4 2023 and has held it in 9 quarters since. The position peaked at $19.5M in Q3 2025. 1,845 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Polymer Capital Management (HK) held 24,764 shares of Western Digital worth $15.8M as of Q2 2026.
Polymer Capital Management (HK) bought 4,573 Western Digital shares in Q2 2026, an estimated $2.22M.
Western Digital made up 0.8% of Polymer Capital Management (HK)'s portfolio in Q2 2026, its #17 holding.
Polymer Capital Management (HK) first reported a position in Western Digital in Q4 2023 and has held it in 9 quarters since.
Polymer Capital Management (HK)'s Western Digital position peaked at $19.5M in Q3 2025.
1,845 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

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