POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | INTC | 99K | $3.32M |
 | AGNC | 90K | $881.36K |
 | ACHR | 90K | $862.15K |
 | CLNE | 87K | $223.60K |
 | MCHP | 85K | $5.43M |
 | CIFR | 83K | $1.04M |
 | AA | 83K | $2.72M |
 | CORZ | 78K | $1.40M |
 | RCAT | 77K | $792.65K |
 | IOVA | 76K | $164.49K |
 | FG | 74K | $2.31M |
 | QRVO | 72K | $6.55M |
 | PSFE | 69K | $888.75K |
 | VLY | 68K | $724.98K |
 | UDR | 65K | $2.43M |
 | EVRG | 65K | $4.94M |
 | CLSK | 65K | $941.34K |
 | SLB | 63K | $2.16M |
 | PRMB | 62K | $1.38M |
 | PCG | 61K | $922.55K |
Intel Corporation
INTC
Shares Held
99K
Value
$3.32M
AGNC Investment Corp.
AGNC
Shares Held
90K
Value
$881.36K
Archer Aviation Inc.
ACHR
Shares Held
90K
Value
$862.15K
Clean Energy Fuels Corp.
CLNE
Shares Held
87K
Value
$223.60K
Microchip Technology Incorporated
MCHP
Shares Held
85K
Value
$5.43M
Cipher Mining Inc.
CIFR
Shares Held
83K
Value
$1.04M
Alcoa Corporation
AA
Shares Held
83K
Value
$2.72M
Core Scientific, Inc.
CORZ
Shares Held
78K
Value
$1.40M
Red Cat Holdings, Inc.
RCAT
Shares Held
77K
Value
$792.65K
Iovance Biotherapeutics, Inc.
IOVA
Shares Held
76K
Value
$164.49K
F&G Annuities & Life, Inc.
FG
Shares Held
74K
Value
$2.31M
Qorvo, Inc.
QRVO
Shares Held
72K
Value
$6.55M
Paysafe Limited
PSFE
Shares Held
69K
Value
$888.75K
Valley National Bancorp
VLY
Shares Held
68K
Value
$724.98K
UDR, Inc.
UDR
Shares Held
65K
Value
$2.43M
Evergy, Inc.
EVRG
Shares Held
65K
Value
$4.94M
CleanSpark, Inc.
CLSK
Shares Held
65K
Value
$941.34K
SLB N.V.
SLB
Shares Held
63K
Value
$2.16M
Primo Brands Corporation
PRMB
Shares Held
62K
Value
$1.38M
Pacific Gas & Electric Co.
PCG
Shares Held
61K
Value
$922.55K