Polymer Capital Management (US) LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$944.6M
Holdings
713
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (713 positions)
| Stock | Value |
|---|---|
RSGREPUBLIC SVCS INC | $495K |
VVISA INC | $492K |
GWREGUIDEWIRE SOFTWARE INC | $491K |
UNHUNITEDHEALTH GROUP INC | $489K |
AMATAPPLIED MATLS INC | $487K |
CVNACARVANA CO | $487K |
GOOGALPHABET INC | $483K |
KNXKNIGHT-SWIFT TRANSN HLDGS IN | $482K |
NFLXNETFLIX INC | $482K |
QSQUANTUMSCAPE CORP | $475K |
ACNACCENTURE PLC IRELAND | $474K |
IDAIDACORP INC | $466K |
CRMSALESFORCE INC | $466K |
GPCGENUINE PARTS CO | $465K |
AAPLAPPLE INC | $464K |
UNMUNUM GROUP | $457K |
RGLDROYAL GOLD INC | $456K |
LIFLIFE360 INC | $451K |
ORCLORACLE CORP | $451K |
BBWIBATH & BODY WORKS INC | $450K |
LLYELI LILLY & CO | $441K |
FDXFEDEX CORP | $436K |
HQYHEALTHEQUITY INC | $434K |
VTRSVIATRIS INC | $429K |
YUMYUM BRANDS INC | $421K |
BURLBURLINGTON STORES INC | $420K |
BABAALIBABA GROUP HLDG LTD | $420K |
TTMITTM TECHNOLOGIES INC | $415K |
GRCGORMAN RUPP CO | $415K |
CUCAAVIS BUDGET GROUP | $414K |
GILDGILEAD SCIENCES INC | $413K |
PTRNPATTERN GROUP INC | $411K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $411K |
CHRWC H ROBINSON WORLDWIDE INC | $409K |
TJXTJX COS INC NEW | $403K |
CUZCOUSINS PPTYS INC | $402K |
INCYINCYTE CORP | $402K |
MDBMONGODB INC | $400K |
EIXEDISON INTL | $400K |
AFLAFLAC INC | $400K |
SNEXSTONEX GROUP INC | $399K |
AEBAALLETE INC | $399K |
ICEINTERCONTINENTAL EXCHANGE IN | $398K |
GPORGULFPORT ENERGY CORP | $397K |
HCSGHEALTHCARE SVCS GROUP INC | $397K |
BPOPPOPULAR INC | $395K |
CVCOCAVCO INDS INC DEL | $393K |
TDYTELEDYNE TECHNOLOGIES INC | $390K |
GMREGLOBAL MED REIT INC | $388K |
AOSSMITH A O CORP | $387K |
AVYAVERY DENNISON CORP | $386K |
VOYAVOYA FINANCIAL INC | $385K |
AIRAAR CORP | $385K |
DEAEASTERLY GOVT PPTYS INC | $384K |
DOLEDOLE PLC | $384K |
KRGKITE RLTY GROUP TR | $384K |
DOCHEALTHPEAK PROPERTIES INC | $383K |
GICGLOBAL INDUSTRIAL COMPANY | $383K |
AVNTAVIENT CORPORATION | $383K |
OECORION S.A. | $382K |
CFGCITIZENS FINL GROUP INC | $382K |
OKEONEOK INC NEW | $381K |
SITCSITE CTRS CORP | $380K |
6PMPARAMOUNT GROUP INC | $380K |
SUISUN CMNTYS INC | $380K |
IOSPINNOSPEC INC | $379K |
MCSMARCUS CORP DEL | $379K |
MCKMCKESSON CORP | $379K |
COMPCOMPASS INC | $378K |
JXNJACKSON FINANCIAL INC | $377K |
KLACKLA CORP | $376K |
RITMRITHM CAPITAL CORP | $375K |
FT2FIRST HORIZON CORPORATION | $375K |
BIIBBIOGEN INC | $375K |
KHCKRAFT HEINZ CO | $374K |
ACIALBERTSONS COS INC | $374K |
LYTSLSI INDS INC OHIO | $372K |
IBEXIBEX LTD | $372K |
AXSAXIS CAP HLDGS LTD | $372K |
TFXTELEFLEX INCORPORATED | $371K |
FTDRFRONTDOOR INC | $371K |
ERIIENERGY RECOVERY INC | $371K |
FBPFIRST BANCORP P R | $371K |
CASHPATHWARD FINANCIAL INC | $371K |
RDNRADIAN GROUP INC | $370K |
ALNYALNYLAM PHARMACEUTICALS INC | $368K |
TXTTEXTRON INC | $367K |
ORIOLD REP INTL CORP | $364K |
MTGMGIC INVT CORP WIS | $364K |
JOEST JOE CO | $364K |
CSTMCONSTELLIUM SE | $363K |
CTOCTO RLTY GROWTH INC NEW | $363K |
HGHAMILTON INSURANCE GROUP LTD | $363K |
KRNYKEARNY FINL CORP MD | $363K |
DXPEDXP ENTERPRISES INC | $361K |
NWENORTHWESTERN ENERGY GROUP IN | $361K |
OFGOFG BANCORP | $360K |
ESEVERSOURCE ENERGY | $360K |
FAFFIRST AMERN FINL CORP | $360K |
1RGREV GROUP INC | $359K |