Polymer Capital Management (US) LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$846.5M

Holdings

552

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (552 positions)

StockValue
INCYINCYTE CORP
$202K
BCRXBIOCRYST PHARMACEUTICALS INC
$202K
VERVVERVE THERAPEUTICS INC
$201K
LYTSLSI INDS INC OHIO
$197K
QNSTQUINSTREET INC
$196K
AALAMERICAN AIRLS GROUP INC
$196K
QUBTQUANTUM COMPUTING INC
$195K
PRAAPRA GROUP INC
$193K
RGNXREGENXBIO INC
$192K
XPEVXPENG INC
$192K
ALHCALIGNMENT HEALTHCARE INC
$185K
WBDWARNER BROS DISCOVERY INC
$184K
PATHUIPATH INC
$177K
OVERBEYOND INC
$177K
PTONPELOTON INTERACTIVE INC
$176K
KROKRONOS WORLDWIDE INC
$171K
DBRGDIGITALBRIDGE GROUP INC
$170K
LYFTLYFT INC
$169K
ASANASANA INC
$168K
CTVHELIX ENERGY SOLUTIONS GRP I
$165K
AVDXAVIDXCHANGE HOLDINGS INC
$163K
BWBBRIDGEWATER BANCSHARES INC
$161K
UWMCUWM HOLDINGS CORPORATION
$161K
GONGERON CORP
$157K
PLUNPLUG POWER INC
$152K
ZVRAZEVRA THERAPEUTICS INC
$147K
CLNECLEAN ENERGY FUELS CORP
$146K
GOGROCERY OUTLET HLDG CORP
$144K
TRIPTRIPADVISOR INC
$138K
AVOMISSION PRODUCE INC
$137K
BBAIBIGBEAR AI HLDGS INC
$135K
MAXMEDIAALPHA INC
$135K
AVNSAVANOS MED INC
$133K
CCIVGBPLUCID GROUP INC
$128K
WEAVWEAVE COMMUNICATIONS INC
$128K
FUBOFUBOTV INC
$124K
LZLEGALZOOM COM INC
$123K
SFIXSTITCH FIX INC
$122K
RLAYRELAY THERAPEUTICS INC
$121K
HLFHERBALIFE LTD
$116K
SEMRSEMRUSH HLDGS INC
$115K
COTYCOTY INC
$112K
MYGNMYRIAD GENETICS INC
$110K
U6ZURANIUM ENERGY CORP
$109K
SLQTSELECTQUOTE INC
$108K
IOVAIOVANCE BIOTHERAPEUTICS INC
$108K
PLTKPLAYTIKA HLDG CORP
$101K
ARDXARDELYX INC
$98K
AEOAMERICAN EAGLE OUTFITTERS IN
$97K
RBBNRIBBON COMMUNICATIONS INC
$70K
REAXTHE REAL BROKERAGE INC
$47K
AKBAAKEBIA THERAPEUTICS INC
$44K
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