Polymer Capital Management (US) LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$387.8M

Holdings

475

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (475 positions)

StockValue
RBBNRIBBON COMMUNICATIONS INC
$234K
ILMNILLUMINA INC
$232K
ITCIEURINTRA-CELLULAR THERAPIES INC
$229K
4I1PHILIP MORRIS INTL INC
$227K
UIUBIQUITI INC
$224K
MGTXMEIRAGTX HLDGS PLC
$224K
ERIIENERGY RECOVERY INC
$224K
CMGCHIPOTLE MEXICAN GRILL INC
$223K
NPKINPK INTERNATIONAL INC
$222K
J2AWILLDAN GROUP INC
$221K
ENPHENPHASE ENERGY INC
$221K
CEGCONSTELLATION ENERGY CORP
$221K
CVGWCALAVO GROWERS INC
$220K
BCRXBIOCRYST PHARMACEUTICALS INC
$220K
GLDDGREAT LAKES DREDGE & DOCK CO
$219K
HRMYHARMONY BIOSCIENCES HLDGS IN
$219K
ESEESCO TECHNOLOGIES INC
$215K
LILALIBERTY LATIN AMERICA LTD
$211K
ALEXALEXANDER & BALDWIN INC NEW
$211K
RUNSUNRUN INC
$211K
PFISPEOPLES FINL SVCS CORP
$206K
TMUST-MOBILE US INC
$205K
CHRDCHORD ENERGY CORPORATION
$205K
AALAMERICAN AIRLS GROUP INC
$203K
KNSAKINIKSA PHARMACEUTICALS INTL
$203K
FOXFOX CORP
$201K
PATHUIPATH INC
$200K
NOVNOV INC
$198K
CTVHELIX ENERGY SOLUTIONS GRP I
$190K
SHLSSHOALS TECHNOLOGIES GROUP IN
$186K
IOVAIOVANCE BIOTHERAPEUTICS INC
$185K
RLAYRELAY THERAPEUTICS INC
$182K
NWLNEWELL BRANDS INC
$179K
SEMRSEMRUSH HLDGS INC
$178K
ENFNENFUSION INC
$173K
AGLAGILON HEALTH INC
$169K
GDOTGREEN DOT CORP
$169K
AHHARMADA HOFFLER PPTYS INC
$166K
GRNTGRANITE RIDGE RESOURCES INC
$166K
COURCOURSERA INC
$166K
HSTHOST HOTELS & RESORTS INC
$165K
SEDGSOLAREDGE TECHNOLOGIES INC
$162K
VERVVERVE THERAPEUTICS INC
$161K
AMRCAMERESCO INC
$147K
EMBCEMBECTA CORP
$147K
CLNECLEAN ENERGY FUELS CORP
$147K
MAXMEDIAALPHA INC
$142K
AGNCAGNC INVT CORP
$142K
REALTHE REALREAL INC
$137K
GJBSTEELCASE INC
$132K
CCCCCC INTELLIGENT SOLUTIONS HL
$128K
AMCRAMCOR PLC
$123K
OLOGBXOLO INC
$121K
ARVNARVINAS INC
$118K
KROSKEROS THERAPEUTICS INC
$118K
QSQUANTUMSCAPE CORP
$117K
WTWISDOMTREE INC
$116K
MYGNMYRIAD GENETICS INC
$115K
CLSKCLEANSPARK INC
$115K
PLPLANET LABS PBC
$114K
SLQTSELECTQUOTE INC
$109K
NTLAINTELLIA THERAPEUTICS INC
$108K
FLYWFLYWIRE CORPORATION
$106K
SGHCSUPER GROUP SGHC LIMITED
$91K
NXDRNEXTDOOR HOLDINGS INC
$90K
PRTHPRIORITY TECHNOLOGY HLDGS IN
$81K
AURAURORA INNOVATION INC
$77K
HNSTHONEST CO INC
$77K
CURVTORRID HLDGS INC
$67K
BTBTBIT DIGITAL INC
$67K
LUMNLUMEN TECHNOLOGIES INC
$61K
UNITUNITI GROUP INC
$56K
AMCAMC ENTMT HLDGS INC
$53K
CLVTCLARIVATE PLC
$53K
GONGERON CORP
$22K
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