Polymer Capital Management (US) LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$944.6B
Holdings
713
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (713 positions)
| Stock | Value |
|---|---|
ADSKAUTODESK INC | $686K |
CTRACOTERRA ENERGY INC | $684K |
AVBAVALONBAY CMNTYS INC | $682K |
CRICARTERS INC | $681K |
VICIVICI PPTYS INC | $678K |
WABWABTEC | $676K |
KKRKKR & CO INC | $673K |
TREXTREX CO INC | $670K |
BDXBECTON DICKINSON & CO | $669K |
UPSTUPSTART HLDGS INC | $667K |
ILMNILLUMINA INC | $667K |
DYHTARGET CORP | $660K |
FLYFIREFLY AEROSPACE INC | $660K |
DTMDT MIDSTREAM INC | $659K |
RELYREMITLY GLOBAL INC | $659K |
APPAPPLOVIN CORP | $657K |
PINSPINTEREST INC | $657K |
GPNGLOBAL PMTS INC | $650K |
CITCINTAS CORP | $649K |
GDGENERAL DYNAMICS CORP | $647K |
DALDELTA AIR LINES INC DEL | $645K |
MIRMIRION TECHNOLOGIES INC | $644K |
CPTCAMDEN PPTY TR | $643K |
ALABASTERA LABS INC | $643K |
HUBSHUBSPOT INC | $642K |
TXNTEXAS INSTRS INC | $638K |
CMACOMERICA INC | $636K |
JOBYJOBY AVIATION INC | $635K |
TFCTRUIST FINL CORP | $634K |
ADIANALOG DEVICES INC | $633K |
4I1PHILIP MORRIS INTL INC | $632K |
KMXCARMAX INC | $632K |
AONAON PLC | $631K |
CPRTCOPART INC | $627K |
DHID R HORTON INC | $627K |
KLARKLARNA GROUP PLC | $623K |
DISDISNEY WALT CO | $623K |
TAT&T INC | $617K |
COOCOOPER COS INC | $617K |
PNFPPINNACLE FINL PARTNERS INC | $616K |
ADPAUTOMATIC DATA PROCESSING IN | $616K |
FTNTFORTINET INC | $614K |
TMOTHERMO FISHER SCIENTIFIC INC | $613K |
MPCMARATHON PETE CORP | $611K |
JNJJOHNSON & JOHNSON | $609K |
CMGCHIPOTLE MEXICAN GRILL INC | $608K |
PLTRPALANTIR TECHNOLOGIES INC | $605K |
PKNREVVITY INC | $603K |
HONHONEYWELL INTL INC | $603K |
ROPROPER TECHNOLOGIES INC | $602K |
SEISOLARIS ENERGY INFRAS INC | $600K |
MTDRMATADOR RES CO | $599K |
SWKSTANLEY BLACK & DECKER INC | $597K |
NKENIKE INC | $597K |
FTITECHNIPFMC PLC | $597K |
CVSCVS HEALTH CORP | $595K |
ANETARISTA NETWORKS INC | $594K |
QCOMQUALCOMM INC | $591K |
KELKELLANOVA | $588K |
DEDEERE & CO | $585K |
ABNBAIRBNB INC | $582K |
SYKSTRYKER CORPORATION | $582K |
CLCOLGATE PALMOLIVE CO | $581K |
MCOMOODYS CORP | $577K |
NWSANEWS CORP NEW | $577K |
MDTMEDTRONIC PLC | $576K |
ITWILLINOIS TOOL WKS INC | $573K |
SNPSSYNOPSYS INC | $569K |
SCHWSCHWAB CHARLES CORP | $564K |
RBLXROBLOX CORP | $564K |
CMCSACOMCAST CORP NEW | $562K |
UPSUNITED PARCEL SERVICE INC | $561K |
PFEPFIZER INC | $560K |
RMBS*RAMBUS INC DEL | $560K |
CSCOCISCO SYS INC | $558K |
TOSTTOAST INC | $551K |
TMUST-MOBILE US INC | $550K |
LNWOLIGHT & WONDER INC | $549K |
LYVLIVE NATION ENTERTAINMENT IN | $549K |
AIGAMERICAN INTL GROUP INC | $548K |
TLNTALEN ENERGY CORP | $546K |
CVXCHEVRON CORP NEW | $541K |
AVGOBROADCOM INC | $539K |
CMSCMS ENERGY CORP | $539K |
ADBEADOBE INC | $537K |
PANWPALO ALTO NETWORKS INC | $537K |
MRKMERCK & CO INC | $536K |
CROXCROCS INC | $536K |
EXEEXPAND ENERGY CORPORATION | $531K |
CNCCENTENE CORP DEL | $530K |
RDDTREDDIT INC | $526K |
NJRNEW JERSEY RES CORP | $521K |
EXREXTRA SPACE STORAGE INC | $519K |
AMGNAMGEN INC | $519K |
DHRDANAHER CORPORATION | $515K |
ISRGINTUITIVE SURGICAL INC | $515K |
CPNGCOUPANG INC | $509K |
EXPDEXPEDITORS INTL WASH INC | $507K |
VFCV F CORP | $503K |
UBERUBER TECHNOLOGIES INC | $499K |