Polymer Capital Management (HK)’s ZTO Express ZTO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$645K	Sell	28,800 -2,420	-8%	-$57.6K	0.03%	123
2026 Q1	$786K	Buy	+31,220	New	+$732K	0.07%	121
2025 Q4	–	Sell	-56,555	Closed	-$1.09M	–	275
2025 Q3	$1.09M	Buy	56,555 +29,488	+109%	+$565K	0.15%	102
2025 Q2	$480K	Buy	27,067 +5,767	+27%	+$104K	0.07%	118
2025 Q1	$423K	Sell	21,300 -78,356	-79%	-$1.53M	0.07%	117
2024 Q4	$1.95M	Buy	+99,656	New	+$2.19M	0.34%	85
2024 Q2	–	Sell	-144,226	Closed	-$3.02M	–	257
2024 Q1	$3.02M	Buy	+144,226	New	+$2.76M	0.76%	37

Other funds holding ZTO

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCMS

Serenity Capital Management (Singapore) Singapore $332M AUM 8.08% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

PIM

Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Polymer Capital Management (HK) reduced its ZTO Express (ZTO) stake by 7.8% in Q2 2026, selling an estimated $57.6K and leaving 28,800 shares worth $645K. The position accounts for 0.03% of the portfolio, ranked #123.

Polymer Capital Management (HK) first reported a position in ZTO in Q1 2024 and has held it in 7 quarters since. The position peaked at $3.02M in Q1 2024. 196 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

Polymer Capital Management (HK) held 28,800 shares of ZTO Express worth $645K as of Q2 2026.
Polymer Capital Management (HK) sold 2,420 ZTO Express shares in Q2 2026, an estimated $57.6K.
ZTO Express made up 0.03% of Polymer Capital Management (HK)'s portfolio in Q2 2026, its #123 holding.
Polymer Capital Management (HK) first reported a position in ZTO Express in Q1 2024 and has held it in 7 quarters since.
Polymer Capital Management (HK)'s ZTO Express position peaked at $3.02M in Q1 2024.
196 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.

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