POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BFAM | 3K | $305.73K |
 | TJX | 3K | $403.12K |
 | DCO | 3K | $266.67K |
 | YUM | 3K | $420.74K |
 | ELV | 3K | $873.07K |
 | BIIB | 3K | $374.57K |
 | IT | 3K | $699.50K |
 | ATI | 3K | $215.23K |
 | PANW | 3K | $536.54K |
 | XOM | 3K | $295.29K |
 | DHR | 3K | $515.48K |
 | APTV | 3K | $223.66K |
 | ZBRA | 3K | $769.64K |
 | ADI | 3K | $633.41K |
 | CAR | 3K | $413.64K |
 | CPAY | 3K | $739.74K |
 | OC | 3K | $355.63K |
 | SR | 2K | $201.35K |
 | SKYW | 2K | $241.49K |
 | AVY | 2K | $386.45K |
Bright Horizons Family Solutions Inc.
BFAM
Shares Held
3K
Value
$305.73K
The TJX Companies, Inc.
TJX
Shares Held
3K
Value
$403.12K
Ducommun Incorporated
DCO
Shares Held
3K
Value
$266.67K
Yum! Brands, Inc.
YUM
Shares Held
3K
Value
$420.74K
Elevance Health Inc.
ELV
Shares Held
3K
Value
$873.07K
Biogen Inc.
BIIB
Shares Held
3K
Value
$374.57K
Gartner, Inc.
IT
Shares Held
3K
Value
$699.50K
ATI Inc.
ATI
Shares Held
3K
Value
$215.23K
Palo Alto Networks, Inc.
PANW
Shares Held
3K
Value
$536.54K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$295.29K
Danaher Corporation
DHR
Shares Held
3K
Value
$515.48K
Aptiv PLC
APTV
Shares Held
3K
Value
$223.66K
Zebra Technologies Corporation
ZBRA
Shares Held
3K
Value
$769.64K
Analog Devices, Inc.
ADI
Shares Held
3K
Value
$633.41K
Avis Budget Group, Inc.
CAR
Shares Held
3K
Value
$413.64K
Corpay, Inc.
CPAY
Shares Held
3K
Value
$739.74K
Owens Corning
OC
Shares Held
3K
Value
$355.63K
Spire Inc.
SR
Shares Held
2K
Value
$201.35K
SkyWest, Inc.
SKYW
Shares Held
2K
Value
$241.49K
Avery Dennison Corporation
AVY
Shares Held
2K
Value
$386.45K