POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SLDB | 15K | $94.18K |
 | WEAV | 15K | $101.87K |
 | BROS | 15K | $797.61K |
 | FTI | 15K | $597.19K |
 | TOST | 15K | $551.26K |
 | SEI | 15K | $599.55K |
 | LYFT | 15K | $329.78K |
 | SEMR | 15K | $105.68K |
 | TECH | 15K | $828.61K |
 | CNC | 15K | $530.42K |
 | CTSH | 15K | $992.84K |
 | ARDX | 15K | $80.79K |
 | HG | 15K | $362.92K |
 | O | 15K | $888.87K |
 | RHP | 15K | $1.31M |
 | SYF | 15K | $1.03M |
 | FOX | 15K | $831.34K |
 | TSN | 14K | $781.76K |
 | KHC | 14K | $374.38K |
 | FIHL | 14K | $259.76K |
Solid Biosciences Inc.
SLDB
Shares Held
15K
Value
$94.18K
Weave Communications, Inc.
WEAV
Shares Held
15K
Value
$101.87K
Dutch Bros Inc.
BROS
Shares Held
15K
Value
$797.61K
TechnipFMC plc
FTI
Shares Held
15K
Value
$597.19K
Toast, Inc.
TOST
Shares Held
15K
Value
$551.26K
Solaris Energy Infrastructure, Inc.
SEI
Shares Held
15K
Value
$599.55K
Lyft, Inc.
LYFT
Shares Held
15K
Value
$329.78K
Semrush Holdings, Inc.
SEMR
Shares Held
15K
Value
$105.68K
Bio-Techne Corporation
TECH
Shares Held
15K
Value
$828.61K
Centene Corporation
CNC
Shares Held
15K
Value
$530.42K
Cognizant Technology Solutions Corporation
CTSH
Shares Held
15K
Value
$992.84K
Ardelyx, Inc.
ARDX
Shares Held
15K
Value
$80.79K
Hamilton Insurance Group, Ltd.
HG
Shares Held
15K
Value
$362.92K
Realty Income Corporation
O
Shares Held
15K
Value
$888.87K
Ryman Hospitality Properties, Inc.
RHP
Shares Held
15K
Value
$1.31M
Synchrony Financial
SYF
Shares Held
15K
Value
$1.03M
Fox Corporation
FOX
Shares Held
15K
Value
$831.34K
Tyson Foods, Inc.
TSN
Shares Held
14K
Value
$781.76K
The Kraft Heinz Company
KHC
Shares Held
14K
Value
$374.38K
Fidelis Insurance Holdings Limited
FIHL
Shares Held
14K
Value
$259.76K