POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMAT | 2K | $487.08K |
 | RCL | 2K | $767.53K |
 | WAT | 2K | $710.25K |
 | ICE | 2K | $397.95K |
 | LPLA | 2K | $784.48K |
 | BABA | 2K | $420.02K |
 | DHIL | 2K | $325.94K |
 | VST | 2K | $453.95K |
 | TMUS | 2K | $549.62K |
 | RDDT | 2K | $526.45K |
 | RGLD | 2K | $456.32K |
 | CSL | 2K | $740.82K |
 | GDDY | 2K | $301.57K |
 | ITW | 2K | $572.63K |
 | GPOR | 2K | $396.89K |
 | PSX | 2K | $297.88K |
 | ULTA | 2K | $1.19M |
 | ADSK | 2K | $685.53K |
 | RSG | 2K | $495.22K |
 | HD | 2K | $873.59K |
Applied Materials, Inc.
AMAT
Shares Held
2K
Value
$487.08K
Royal Caribbean Cruises Ltd.
RCL
Shares Held
2K
Value
$767.53K
Waters Corporation
WAT
Shares Held
2K
Value
$710.25K
Intercontinental Exchange, Inc.
ICE
Shares Held
2K
Value
$397.95K
LPL Financial Holdings Inc.
LPLA
Shares Held
2K
Value
$784.48K
Alibaba Group Holding Limited
BABA
Shares Held
2K
Value
$420.02K
Diamond Hill Investment Group, Inc.
DHIL
Shares Held
2K
Value
$325.94K
Vistra Corp.
VST
Shares Held
2K
Value
$453.95K
T-Mobile US, Inc.
TMUS
Shares Held
2K
Value
$549.62K
Reddit, Inc.
RDDT
Shares Held
2K
Value
$526.45K
Royal Gold, Inc.
RGLD
Shares Held
2K
Value
$456.32K
Carlisle Companies Incorporated
CSL
Shares Held
2K
Value
$740.82K
GoDaddy Inc.
GDDY
Shares Held
2K
Value
$301.57K
Illinois Tool Works Inc.
ITW
Shares Held
2K
Value
$572.63K
Gulfport Energy Corporation
GPOR
Shares Held
2K
Value
$396.89K
Phillips 66
PSX
Shares Held
2K
Value
$297.88K
Ulta Beauty, Inc.
ULTA
Shares Held
2K
Value
$1.19M
Autodesk, Inc.
ADSK
Shares Held
2K
Value
$685.53K
Republic Services, Inc.
RSG
Shares Held
2K
Value
$495.22K
The Home Depot, Inc.
HD
Shares Held
2K
Value
$873.59K