POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GTX | 12K | $165.22K |
 | TXG | 12K | $139.41K |
 | WFRD | 12K | $814.86K |
 | IVT | 12K | $338.72K |
 | FIS | 12K | $767.54K |
 | AVNT | 12K | $382.55K |
 | ROK | 12K | $4.03M |
 | GMRE | 12K | $388.00K |
 | ETSY | 11K | $762.89K |
 | COLD | 11K | $140.11K |
 | SGHC | 11K | $150.96K |
 | ROKU | 11K | $1.14M |
 | DAL | 11K | $644.62K |
 | AM | 11K | $220.78K |
 | VMEO | 11K | $87.47K |
 | BRO | 11K | $1.06M |
 | HLT | 11K | $2.90M |
 | DXCM | 11K | $750.35K |
 | KROS | 11K | $176.36K |
 | HAS | 11K | $842.24K |
Garrett Motion Inc.
GTX
Shares Held
12K
Value
$165.22K
10x Genomics, Inc.
TXG
Shares Held
12K
Value
$139.41K
Weatherford International plc
WFRD
Shares Held
12K
Value
$814.86K
InvenTrust Properties Corp.
IVT
Shares Held
12K
Value
$338.72K
Fidelity National Information Services, Inc.
FIS
Shares Held
12K
Value
$767.54K
Avient Corporation
AVNT
Shares Held
12K
Value
$382.55K
Rockwell Automation, Inc.
ROK
Shares Held
12K
Value
$4.03M
Global Medical REIT Inc.
GMRE
Shares Held
12K
Value
$388.00K
Etsy, Inc.
ETSY
Shares Held
11K
Value
$762.89K
Americold Realty Trust, Inc.
COLD
Shares Held
11K
Value
$140.11K
Super Group (SGHC) Limited
SGHC
Shares Held
11K
Value
$150.96K
Roku, Inc.
ROKU
Shares Held
11K
Value
$1.14M
Delta Air Lines, Inc.
DAL
Shares Held
11K
Value
$644.62K
Antero Midstream Corporation
AM
Shares Held
11K
Value
$220.78K
Vimeo, Inc.
VMEO
Shares Held
11K
Value
$87.47K
Brown & Brown, Inc.
BRO
Shares Held
11K
Value
$1.06M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
11K
Value
$2.90M
DexCom, Inc.
DXCM
Shares Held
11K
Value
$750.35K
Keros Therapeutics, Inc.
KROS
Shares Held
11K
Value
$176.36K
Hasbro, Inc.
HAS
Shares Held
11K
Value
$842.24K