Polymer Capital Management (Us) LLC New Holdings in Q3 2025

Polymer Capital Management (Us) LLC

  • $945 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CRS
Carpenter Technology Corp

Industrials
3.34K
New
$232.4 - $287.42 $777K - $961K
3.34K $821M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2.08K
New
$366.54 - $479.53 $763K - $998K
2.08K $815M
BKNG
Booking Holdings Inc.

Consumer Cyclical
151
New
$5364.25 - $5815.92 $810K - $878K
151 $815M
WFRD
Weatherford International PLC

Energy
11.9K
New
$52.14 - $69.61 $621K - $829K
11.9K $815M
TRV
Travelers Companies, Inc.

Financial Services
2.91K
New
$250.62 - $279.43 $729K - $813K
2.91K $812M
Cava Group Inc
13.4K
New
N/A
13.4K $809M
HALO
Halozyme Therapeutics, Inc.

Healthcare
10.9K
New
$52.92 - $78.28 $576K - $852K
10.9K $798M
QTWO
Q2 Holdings, Inc.

Technology
11K
New
$72.39 - $94.97 $796K - $1.04M
11K $796M
RCAT
Red Cat Holdings, Inc.

Technology
76.6K
New
$6.77 - $12.21 $518K - $935K
76.6K $793M
IFF
International Flavors & Fragrances Inc

Basic Materials
12.8K
New
$60.3 - $77.46 $774K - $994K
12.8K $790M
LPLA
Lpl Financial Holdings Inc.

Financial Services
2.36K
New
$332.69 - $399.0 $784K - $941K
2.36K $784M
TSN
Tyson Foods, Inc.

Consumer Defensive
14.4K
New
$52.3 - $57.69 $753K - $831K
14.4K $782M
GME
Game Stop Corp.

Consumer Cyclical
28.6K
New
$22.1 - $27.28 $632K - $780K
28.6K $780M
AL
Air Lease Corp

Industrials
12.2K
New
$54.35 - $64.28 $665K - $786K
12.2K $779M
EAT
Brinker International, Inc

Consumer Cyclical
6.12K
New
$126.68 - $184.02 $775K - $1.13M
6.12K $775M
FIS
Fidelity National Information Services, Inc.

Technology
11.6K
New
$63.37 - $82.35 $738K - $959K
11.6K $768M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
2.37K
New
$301.44 - $365.84 $715K - $868K
2.37K $768M
EW
Edwards Lifesciences Corp

Healthcare
9.69K
New
$73.75 - $81.83 $715K - $793K
9.69K $754M
DXCM
Dexcom Inc

Healthcare
11.2K
New
$66.46 - $89.53 $741K - $998K
11.2K $750M
HOOD
Robinhood Markets, Inc.

Technology
5.22K
New
$91.27 - $143.18 $476K - $747K
5.22K $747M
CSL
Carlisle Companies Inc

Industrials
2.25K
New
$327.52 - $435.11 $738K - $980K
2.25K $741M
LVS
Las Vegas Sands Corp

Consumer Cyclical
13.7K
New
$47.38 - $57.71 $649K - $790K
13.7K $736M
XPO
Xpo Logistics, Inc.

Industrials
5.67K
New
$118.79 - $138.31 $673K - $784K
5.67K $733M
FLR
Fluor Corp

Industrials
17.4K
New
$39.99 - $56.77 $695K - $987K
17.4K $731M
KMB
Kimberly Clark Corp

Consumer Defensive
5.87K
New
$121.72 - $136.77 $714K - $802K
5.87K $729M
MRVL
Marvell Technology, Inc.

Technology
8.63K
New
$62.31 - $84.07 $538K - $726K
8.63K $726M
VLY
Valley National Bancorp

Financial Services
68.4K
New
$9.18 - $11.1 $628K - $759K
68.4K $725M
AMT
American Tower Corp

Real Estate
3.76K
New
$192.32 - $232.35 $722K - $872K
3.76K $722M
COOP
Mr. Cooper Group Inc.

Financial Services
3.42K
New
$143.29 - $220.9 $490K - $755K
3.42K $721M
BSX
Boston Scientific Corp

Healthcare
7.35K
New
$97.03 - $108.14 $713K - $794K
7.35K $717M
MOH
Molina Healthcare, Inc.

Healthcare
3.74K
New
$152.31 - $306.29 $569K - $1.14M
3.74K $715M
WAT
Waters Corp

Healthcare
2.37K
New
$277.72 - $357.04 $658K - $846K
2.37K $710M
WMT
Walmart Inc.

Consumer Defensive
6.84K
New
$94.4 - $104.27 $646K - $713K
6.84K $705M
CRL
Charles River Laboratories International, Inc.

Healthcare
4.5K
New
$145.57 - $178.99 $654K - $805K
4.5K $703M
VTR
Ventas, Inc.

Real Estate
10K
New
$62.76 - $69.99 $630K - $702K
10K $702M
AMD
Advanced Micro Devices Inc

Technology
4.33K
New
$134.8 - $184.42 $583K - $798K
4.33K $700M
F
Ford Motor CO

Consumer Cyclical
58.5K
New
$10.82 - $12.09 $632K - $707K
58.5K $699M
CTRA
Coterra Energy Inc.

Energy
28.9K
New
$23.09 - $25.45 $667K - $736K
28.9K $684M
CRI
Carters Inc

Consumer Cyclical
24.1K
New
$23.65 - $33.93 $570K - $818K
24.1K $681M
VICI
Vici Properties Inc.

Real Estate
20.8K
New
$31.43 - $33.93 $654K - $706K
20.8K $678M
KKR
Kkr & Co. Inc.

Financial Services
5.18K
New
$129.95 - $152.16 $673K - $788K
5.18K $673M
TREX
Trex CO Inc

Industrials
13K
New
$50.48 - $68.49 $655K - $888K
13K $670M
ILMN
Illumina, Inc.

Healthcare
7.02K
New
$91.69 - $109.88 $644K - $771K
7.02K $667M
TGT
Target Corp

Consumer Defensive
7.36K
New
$86.56 - $107.43 $637K - $791K
7.36K $660M
Firefly Aerospace Inc
22.5K
New
N/A
22.5K $660M
DTM
Dt Midstream, Inc.

Energy
5.83K
New
$99.17 - $113.27 $578K - $660K
5.83K $659M
RELY
Remitly Global, Inc.

Technology
40.4K
New
$15.79 - $20.25 $638K - $819K
40.4K $659M
PINS
Pinterest, Inc.

Communication Services
20.4K
New
$32.17 - $39.17 $657K - $799K
20.4K $657M
GPN
Global Payments Inc

Industrials
7.83K
New
$77.61 - $90.01 $607K - $704K
7.83K $650M
Activity Summary
Buys All Purchases 531 New Holdings 366 Increased Positions 165 Sells All Sells 168 Reductions 168 Sold out 0 Options Calls 19 Puts 24
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