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 | Value |
|---|---|
INCYINCYTE CORP | $202.1M |
BCRXBIOCRYST PHARMACEUTICALS INC | $202.1M |
VERVVERVE THERAPEUTICS INC | $200.5M |
LYTSLSI INDS INC OHIO | $196.9M |
QNSTQUINSTREET INC | $196.4M |
AALAMERICAN AIRLS GROUP INC | $195.6M |
QUBTQUANTUM COMPUTING INC | $195.2M |
PRAAPRA GROUP INC | $193.3M |
RGNXREGENXBIO INC | $192.2M |
XPEVXPENG INC | $192.2M |
ALHCALIGNMENT HEALTHCARE INC | $184.9M |
WBDWARNER BROS DISCOVERY INC | $184.3M |
PATHUIPATH INC | $176.8M |
OVERBEYOND INC | $176.5M |
PTONPELOTON INTERACTIVE INC | $176.0M |
KROKRONOS WORLDWIDE INC | $170.6M |
DBRGDIGITALBRIDGE GROUP INC | $169.5M |
LYFTLYFT INC | $169.2M |
ASANASANA INC | $167.8M |
CTVHELIX ENERGY SOLUTIONS GRP I | $165.0M |
AVDXAVIDXCHANGE HOLDINGS INC | $162.8M |
BWBBRIDGEWATER BANCSHARES INC | $161.2M |
UWMCUWM HOLDINGS CORPORATION | $160.9M |
GONGERON CORP | $157.0M |
PLUNPLUG POWER INC | $152.0M |
ZVRAZEVRA THERAPEUTICS INC | $147.4M |
CLNECLEAN ENERGY FUELS CORP | $146.0M |
GOGROCERY OUTLET HLDG CORP | $143.9M |
TRIPTRIPADVISOR INC | $138.3M |
AVOMISSION PRODUCE INC | $137.5M |
BBAIBIGBEAR AI HLDGS INC | $135.3M |
MAXMEDIAALPHA INC | $134.8M |
AVNSAVANOS MED INC | $133.1M |
CCIVGBPLUCID GROUP INC | $128.4M |
WEAVWEAVE COMMUNICATIONS INC | $127.8M |
FUBOFUBOTV INC | $123.5M |
LZLEGALZOOM COM INC | $122.9M |
SFIXSTITCH FIX INC | $121.6M |
RLAYRELAY THERAPEUTICS INC | $121.1M |
HLFHERBALIFE LTD | $115.8M |
SEMRSEMRUSH HLDGS INC | $114.7M |
COTYCOTY INC | $112.2M |
MYGNMYRIAD GENETICS INC | $110.4M |
U6ZURANIUM ENERGY CORP | $109.3M |
SLQTSELECTQUOTE INC | $108.0M |
IOVAIOVANCE BIOTHERAPEUTICS INC | $107.8M |
PLTKPLAYTIKA HLDG CORP | $101.2M |
ARDXARDELYX INC | $98.4M |
AEOAMERICAN EAGLE OUTFITTERS IN | $96.5M |
RBBNRIBBON COMMUNICATIONS INC | $69.8M |
REAXTHE REAL BROKERAGE INC | $46.8M |
AKBAAKEBIA THERAPEUTICS INC | $44.4M |
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