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 |
|---|---|
OXMOXFORD INDS INC | $873K |
GTGOODYEAR TIRE & RUBR CO | $873K |
LHXL3HARRIS TECHNOLOGIES INC | $872K |
APAAPA CORPORATION | $870K |
AEOAMERICAN EAGLE OUTFITTERS IN | $868K |
3M4MASIMO CORP | $867K |
ACHRARCHER AVIATION INC | $862K |
MTSIMACOM TECH SOLUTIONS HLDGS I | $862K |
MOSMOSAIC CO NEW | $856K |
AG8AGILENT TECHNOLOGIES INC | $854K |
HUTHUT 8 CORP | $848K |
CTVACORTEVA INC | $848K |
RJFRAYMOND JAMES FINL INC | $844K |
MORNMORNINGSTAR INC | $844K |
FOURSHIFT4 PMTS INC | $842K |
HASHASBRO INC | $842K |
MGMMGM RESORTS INTERNATIONAL | $841K |
CRBGCOREBRIDGE FINL INC | $841K |
PVHPVH CORPORATION | $840K |
TEAMATLASSIAN CORPORATION | $839K |
BWABORGWARNER INC | $838K |
ZZILLOW GROUP INC | $837K |
FOXFOX CORP | $831K |
BALLBALL CORP | $830K |
AFWALIGN TECHNOLOGY INC | $830K |
RPMRPM INTL INC | $829K |
TECHBIO-TECHNE CORP | $829K |
LIILENNOX INTL INC | $828K |
TWTRADEWEB MKTS INC | $828K |
PRIMPRIMORIS SVCS CORP | $827K |
HUMHUMANA INC | $826K |
DKNGDRAFTKINGS INC NEW | $825K |
LCIDLUCID GROUP INC | $824K |
BRKRBRUKER CORP | $823K |
MSCIMSCI INC | $822K |
CRSCARPENTER TECHNOLOGY CORP | $821K |
PGRPROGRESSIVE CORP | $816K |
VRTXVERTEX PHARMACEUTICALS INC | $815K |
BKNGBOOKING HOLDINGS INC | $815K |
APHAMPHENOL CORP NEW | $815K |
WFRDWEATHERFORD INTL PLC | $815K |
LCLENDINGCLUB CORP | $814K |
BRBRBELLRING BRANDS INC | $814K |
TRVTRAVELERS COMPANIES INC | $812K |
CAVACAVA GROUP INC | $809K |
HALOHALOZYME THERAPEUTICS INC | $798K |
BROSDUTCH BROS INC | $798K |
QTWOQ2 HLDGS INC | $796K |
CDWCDW CORP | $793K |
RCATRED CAT HLDGS INC | $793K |
IFFINTERNATIONAL FLAVORS&FRAGRA | $790K |
DTDYNATRACE INC | $785K |
LPLALPL FINL HLDGS INC | $784K |
TSNTYSON FOODS INC | $782K |
U6ZURANIUM ENERGY CORP | $782K |
GMEGAMESTOP CORP NEW | $780K |
PATHUIPATH INC | $779K |
ALAIR LEASE CORP | $779K |
OLNOLIN CORP | $778K |
EATBRINKER INTL INC | $775K |
KVUEKENVUE INC | $771K |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $770K |
FISFIDELITY NATL INFORMATION SV | $768K |
RCLROYAL CARIBBEAN GROUP | $768K |
ETSYETSY INC | $763K |
ORLYOREILLY AUTOMOTIVE INC | $758K |
EWEDWARDS LIFESCIENCES CORP | $754K |
DC4DEXCOM INC | $750K |
BAHBOOZ ALLEN HAMILTON HLDG COR | $747K |
HOODROBINHOOD MKTS INC | $747K |
SMCISUPER MICRO COMPUTER INC | $745K |
AZOAUTOZONE INC | $742K |
STTSTATE STR CORP | $741K |
CSLCARLISLE COS INC | $741K |
CPAYCORPAY INC | $740K |
LVSLAS VEGAS SANDS CORP | $736K |
XPOXPO INC | $733K |
FLRFLUOR CORP NEW | $731K |
KMBKIMBERLY-CLARK CORP | $729K |
MRVLMARVELL TECHNOLOGY INC | $726K |
ESTCELASTIC N V | $725K |
VLYVALLEY NATL BANCORP | $725K |
NEMNEWMONT CORP | $723K |
AMTAMERICAN TOWER CORP NEW | $722K |
07WAMR COOPER GROUP INC | $721K |
BSXBOSTON SCIENTIFIC CORP | $717K |
MOHMOLINA HEALTHCARE INC | $715K |
HIGHARTFORD INSURANCE GROUP INC | $712K |
WATWATERS CORP | $710K |
ZTSZOETIS INC | $707K |
MAMASTERCARD INCORPORATED | $705K |
WMTWALMART INC | $705K |
CRLCHARLES RIV LABS INTL INC | $703K |
VENVENTAS INC | $702K |
AMDADVANCED MICRO DEVICES INC | $700K |
ITGARTNER INC | $699K |
FFORD MTR CO | $699K |
EQTEQT CORP | $699K |
CAGCONAGRA BRANDS INC | $692K |
PLNTPLANET FITNESS INC | $692K |