POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BDX | 4K | $668.95K |
 | QCOM | 4K | $591.41K |
 | AVB | 4K | $682.47K |
 | IDA | 4K | $466.09K |
 | CVX | 3K | $541.03K |
 | TXN | 3K | $637.54K |
 | COOP | 3K | $720.69K |
 | TNL | 3K | $201.37K |
 | WAB | 3K | $675.99K |
 | LYV | 3K | $548.86K |
 | GPC | 3K | $464.59K |
 | CRS | 3K | $820.60K |
 | DUOL | 3K | $1.07M |
 | PLTR | 3K | $605.09K |
 | PGR | 3K | $816.42K |
 | JNJ | 3K | $609.11K |
 | ALAB | 3K | $642.81K |
 | RL | 3K | $1.01M |
 | EBAY | 3K | $292.50K |
 | VLTO | 3K | $342.22K |
Becton, Dickinson and Company
BDX
Shares Held
4K
Value
$668.95K
QUALCOMM Incorporated
QCOM
Shares Held
4K
Value
$591.41K
AvalonBay Communities, Inc.
AVB
Shares Held
4K
Value
$682.47K
IDACORP, Inc.
IDA
Shares Held
4K
Value
$466.09K
Chevron Corporation
CVX
Shares Held
3K
Value
$541.03K
Texas Instruments Incorporated
TXN
Shares Held
3K
Value
$637.54K
Mr. Cooper Group Inc.
COOP
Shares Held
3K
Value
$720.69K
Travel + Leisure Co.
TNL
Shares Held
3K
Value
$201.37K
Westinghouse Air Brake Technologies Corporation
WAB
Shares Held
3K
Value
$675.99K
Live Nation Entertainment, Inc.
LYV
Shares Held
3K
Value
$548.86K
Genuine Parts Company
GPC
Shares Held
3K
Value
$464.59K
Carpenter Technology Corporation
CRS
Shares Held
3K
Value
$820.60K
Duolingo, Inc.
DUOL
Shares Held
3K
Value
$1.07M
Palantir Technologies Inc.
PLTR
Shares Held
3K
Value
$605.09K
The Progressive Corporation
PGR
Shares Held
3K
Value
$816.42K
Johnson & Johnson
JNJ
Shares Held
3K
Value
$609.11K
Astera Labs, Inc. Common Stock
ALAB
Shares Held
3K
Value
$642.81K
Ralph Lauren Corporation
RL
Shares Held
3K
Value
$1.01M
eBay Inc.
EBAY
Shares Held
3K
Value
$292.50K
Veralto Corporation
VLTO
Shares Held
3K
Value
$342.22K