Polymer Capital Management (US) LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$846.5B
Holdings
552
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (552 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 401 | MYEMYERS INDS INC | 19,631 | $284.5M | 0.03% | |
| 402 | KRTKARAT PACKAGING INC | 10,093 | $284.2M | 0.03% | |
| 403 | GRCGORMAN RUPP CO | 7,726 | $283.7M | 0.03% | |
| 404 | LOWLOWES COS INC | 1,277 | $283.3M | 0.03% | |
| 405 | IOSPINNOSPEC INC | 3,358 | $282.4M | 0.03% | |
| 406 | ACNACCENTURE PLC IRELAND | 935 | $279.5M | 0.03% | |
| 407 | CCNECNB FINL CORP PA | 12,218 | $279.3M | 0.03% | |
| 408 | UTBUNITY BANCORP INC | 5,926 | $279.0M | 0.03% | |
| 409 | KURAKURA ONCOLOGY INC | 48,309 | $278.7M | 0.03% | |
| 410 | NEONEOGENOMICS INC | 37,981 | $277.6M | 0.03% | |
| 411 | CLHCLEAN HARBORS INC | 1,197 | $276.7M | 0.03% | |
| 412 | ANFABERCROMBIE & FITCH CO | 3,307 | $274.0M | 0.03% | |
| 413 | TRGPTARGA RES CORP | 1,571 | $273.5M | 0.03% | |
| 414 | FAFFIRST AMERN FINL CORP | 4,441 | $272.6M | 0.03% | |
| 415 | PSTGPURE STORAGE INC | 4,732 | $272.5M | 0.03% | |
| 416 | CWCURTISS WRIGHT CORP | 557 | $272.1M | 0.03% | |
| 417 | HSIHEIDRICK & STRUGGLES INTL IN | 5,910 | $270.4M | 0.03% | |
| 418 | EXASEXACT SCIENCES CORP | 5,076 | $269.7M | 0.03% | |
| 419 | CBRLCRACKER BARREL OLD CTRY STOR | 4,414 | $269.6M | 0.03% | |
| 420 | EXTREXTREME NETWORKS | 14,987 | $269.0M | 0.03% | |
| 421 | MTZMASTEC INC | 1,571 | $267.7M | 0.03% | |
| 422 | XPXP INC | 13,233 | $267.3M | 0.03% | |
| 423 | AM6AMICUS THERAPEUTICS INC | 46,562 | $266.8M | 0.03% | |
| 424 | ICHRICHOR HOLDINGS | 13,524 | $265.6M | 0.03% | |
| 425 | OCOWENS CORNING NEW | 1,904 | $261.8M | 0.03% | |
| 426 | EQIXEQUINIX INC | 328 | $260.9M | 0.03% | |
| 427 | STTSTATE STR CORP | 2,453 | $260.9M | 0.03% | |
| 428 | HUNHUNTSMAN CORP | 25,000 | $260.5M | 0.03% | |
| 429 | ONTOONTO INNOVATION INC | 2,552 | $257.6M | 0.03% | |
| 430 | CRAICRA INTL INC | 1,373 | $257.3M | 0.03% | |
| 431 | CEGCONSTELLATION ENERGY CORP | 792 | $255.6M | 0.03% | |
| 432 | WDAYWORKDAY INC | 1,065 | $255.6M | 0.03% | |
| 433 | VELVELOCITY FINL INC | 13,731 | $254.6M | 0.03% | |
| 434 | CPAYCORPAY INC | 763 | $253.2M | 0.03% | |
| 435 | EEFTEURONET WORLDWIDE INC | 2,484 | $251.8M | 0.03% | |
| 436 | EXPEAGLE MATLS INC | 1,244 | $251.4M | 0.03% | |
| 437 | TTDTHE TRADE DESK INC | 3,460 | $249.1M | 0.03% | |
| 438 | FBINFORTUNE BRANDS INNOVATIONS I | 4,833 | $248.8M | 0.03% | |
| 439 | CMECME GROUP INC | 902 | $248.6M | 0.03% | |
| 440 | BWMNBOWMAN CONSULTING GROUP LTD | 8,626 | $248.0M | 0.03% | |
| 441 | OSCROSCAR HEALTH INC | 11,538 | $247.4M | 0.03% | |
| 442 | PENPENUMBRA INC | 951 | $244.1M | 0.03% | |
| 443 | MOSMOSAIC CO NEW | 6,686 | $243.9M | 0.03% | |
| 444 | MHKMOHAWK INDS INC | 2,304 | $241.6M | 0.03% | |
| 445 | AITAPPLIED INDL TECHNOLOGIES IN | 1,039 | $241.5M | 0.03% | |
| 446 | RRCRANGE RES CORP | 5,935 | $241.4M | 0.03% | |
| 447 | STESTERIS PLC | 1,002 | $240.7M | 0.03% | |
| 448 | ELVELEVANCE HEALTH INC | 618 | $240.4M | 0.03% | |
| 449 | RDNRADIAN GROUP INC | 6,667 | $240.1M | 0.03% | |
| 450 | FRPTFRESHPET INC | 3,533 | $240.1M | 0.03% | |
| 451 | CATYCATHAY GEN BANCORP | 5,264 | $239.7M | 0.03% | |
| 452 | TKTEEKAY CORPORATION LTD | 29,038 | $239.6M | 0.03% | |
| 453 | RKTROCKET COS INC | 16,879 | $239.3M | 0.03% | |
| 454 | PCTYPAYLOCITY HLDG CORP | 1,316 | $238.4M | 0.03% | |
| 455 | ORLYOREILLY AUTOMOTIVE INC | 2,631 | $237.1M | 0.03% | |
| 456 | NWLNEWELL BRANDS INC | 43,762 | $236.3M | 0.03% | |
| 457 | AZEKAZEK CO INC | 4,341 | $235.9M | 0.03% | |
| 458 | KVUEKENVUE INC | 11,271 | $235.9M | 0.03% | |
| 459 | FLGTFULGENT GENETICS INC | 11,837 | $235.3M | 0.03% | |
| 460 | GFSGLOBALFOUNDRIES INC | 6,147 | $234.8M | 0.03% | |
| 461 | CPRTCOPART INC | 4,780 | $234.6M | 0.03% | |
| 462 | FLYWFLYWIRE CORPORATION | 19,984 | $233.8M | 0.03% | |
| 463 | UVSPUNIVEST FINANCIAL CORPORATIO | 7,783 | $233.8M | 0.03% | |
| 464 | CGNXCOGNEX CORP | 7,365 | $233.6M | 0.03% | |
| 465 | PAYCPAYCOM SOFTWARE INC | 1,008 | $233.3M | 0.03% | |
| 466 | GWREGUIDEWIRE SOFTWARE INC | 981 | $231.0M | 0.03% | |
| 467 | PGNYPROGYNY INC | 10,458 | $230.1M | 0.03% | |
| 468 | AMRCAMERESCO INC | 15,124 | $229.7M | 0.03% | |
| 469 | CSXCSX CORP | 7,038 | $229.7M | 0.03% | |
| 470 | VRSKVERISK ANALYTICS INC | 736 | $229.3M | 0.03% | |
| 471 | GICGLOBAL INDUSTRIAL COMPANY | 8,469 | $228.7M | 0.03% | |
| 472 | COLMCOLUMBIA SPORTSWEAR CO | 3,714 | $226.9M | 0.03% | |
| 473 | OIIOCEANEERING INTL INC | 10,935 | $226.6M | 0.03% | |
| 474 | CBSHCOMMERCE BANCSHARES INC | 3,615 | $224.7M | 0.03% | |
| 475 | CODICOMPASS DIVERSIFIED | 35,694 | $224.2M | 0.03% | |
| 476 | SEBSEABOARD CORP DEL | 78 | $223.2M | 0.03% | |
| 477 | TNLTRAVEL PLUS LEISURE CO | 4,307 | $222.3M | 0.03% | |
| 478 | CVLTCOMMVAULT SYS INC | 1,272 | $221.7M | 0.03% | |
| 479 | EVEREVERQUOTE INC | 9,158 | $221.4M | 0.03% | |
| 480 | TNKTEEKAY TANKERS LTD | 5,295 | $220.9M | 0.03% | |
| 481 | ADTNADTRAN HOLDINGS INC | 24,540 | $220.1M | 0.03% | |
| 482 | TPCTUTOR PERINI CORP | 4,655 | $217.8M | 0.03% | |
| 483 | GDGENERAL DYNAMICS CORP | 746 | $217.6M | 0.03% | |
| 484 | RGLDROYAL GOLD INC | 1,215 | $216.1M | 0.03% | |
| 485 | ESGRENSTAR GROUP LIMITED | 641 | $215.6M | 0.03% | |
| 486 | GOLDA-MARK PRECIOUS METALS INC | 9,684 | $214.8M | 0.03% | |
| 487 | SPFISOUTH PLAINS FINANCIAL INC | 5,911 | $213.0M | 0.03% | |
| 488 | CIVICIVITAS RESOURCES INC | 7,738 | $212.9M | 0.03% | |
| 489 | SKYWSKYWEST INC | 2,062 | $212.3M | 0.03% | |
| 490 | UTHUNITED THERAPEUTICS CORP DEL | 738 | $212.1M | 0.03% | |
| 491 | GETYGETTY IMAGES HOLDINGS INC | 126,791 | $210.5M | 0.02% | |
| 492 | RG6ROGERS CORP | 3,063 | $209.8M | 0.02% | |
| 493 | 0VVBPARAMOUNT GLOBAL | 16,191 | $208.9M | 0.02% | |
| 494 | OHIOMEGA HEALTHCARE INVS INC | 5,693 | $208.6M | 0.02% | |
| 495 | METMETLIFE INC | 2,565 | $206.3M | 0.02% | |
| 496 | ZMZOOM COMMUNICATIONS INC | 2,645 | $206.3M | 0.02% | |
| 497 | AXSAXIS CAP HLDGS LTD | 1,985 | $206.1M | 0.02% | |
| 498 | FTDRFRONTDOOR INC | 3,478 | $205.0M | 0.02% | |
| 499 | CLCOLGATE PALMOLIVE CO | 2,235 | $203.2M | 0.02% | |
| 500 | JBLJABIL INC | 927 | $202.2M | 0.02% |