POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RBLX | 4K | $563.64K |
 | PWR | 4K | $1.66M |
 | FERG | 4K | $892.03K |
 | SNEX | 4K | $398.94K |
 | OMC | 4K | $321.80K |
 | TSM | 4K | $1.09M |
 | PM | 4K | $632.09K |
 | TREE | 4K | $251.35K |
 | AXS | 4K | $371.61K |
 | WWD | 4K | $958.02K |
 | JLL | 4K | $1.13M |
 | AMT | 4K | $722.16K |
 | MOH | 4K | $714.73K |
 | JXN | 4K | $377.49K |
 | GILD | 4K | $413.48K |
 | AGO | 4K | $314.90K |
 | DHI | 4K | $627.04K |
 | EXR | 4K | $519.08K |
 | MORN | 4K | $844.28K |
 | AFL | 4K | $399.55K |
Roblox Corporation
RBLX
Shares Held
4K
Value
$563.64K
Quanta Services, Inc.
PWR
Shares Held
4K
Value
$1.66M
Ferguson plc
FERG
Shares Held
4K
Value
$892.03K
StoneX Group Inc.
SNEX
Shares Held
4K
Value
$398.94K
Omnicom Group Inc.
OMC
Shares Held
4K
Value
$321.80K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
4K
Value
$1.09M
Philip Morris International Inc.
PM
Shares Held
4K
Value
$632.09K
LendingTree, Inc.
TREE
Shares Held
4K
Value
$251.35K
AXIS Capital Holdings Limited
AXS
Shares Held
4K
Value
$371.61K
Woodward, Inc.
WWD
Shares Held
4K
Value
$958.02K
Jones Lang LaSalle Incorporated
JLL
Shares Held
4K
Value
$1.13M
American Tower Corporation
AMT
Shares Held
4K
Value
$722.16K
Molina Healthcare, Inc.
MOH
Shares Held
4K
Value
$714.73K
Jackson Financial Inc.
JXN
Shares Held
4K
Value
$377.49K
Gilead Sciences, Inc.
GILD
Shares Held
4K
Value
$413.48K
Assured Guaranty Ltd.
AGO
Shares Held
4K
Value
$314.90K
D.R. Horton, Inc.
DHI
Shares Held
4K
Value
$627.04K
Extra Space Storage Inc.
EXR
Shares Held
4K
Value
$519.08K
Morningstar, Inc.
MORN
Shares Held
4K
Value
$844.28K
Aflac Incorporated
AFL
Shares Held
4K
Value
$399.55K