POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GWRE | 2K | $491.44K |
 | GNRC | 2K | $354.05K |
 | CW | 2K | $1.14M |
 | ADP | 2K | $616.35K |
 | WLDN | 2K | $202.08K |
 | VRTX | 2K | $815.39K |
 | TRGP | 2K | $348.82K |
 | MU | 2K | $338.82K |
 | UNF | 2K | $336.39K |
 | GOOG | 2K | $482.72K |
 | CRM | 2K | $465.94K |
 | ACN | 2K | $473.96K |
 | CIEN | 2K | $279.54K |
 | BWXT | 2K | $353.44K |
 | GD | 2K | $647.22K |
 | MAA | 2K | $261.71K |
 | DVA | 2K | $247.94K |
 | FDX | 2K | $436.01K |
 | AMGN | 2K | $518.97K |
 | PLPC | 2K | $358.37K |
Guidewire Software, Inc.
GWRE
Shares Held
2K
Value
$491.44K
Generac Holdings Inc.
GNRC
Shares Held
2K
Value
$354.05K
Curtiss-Wright Corporation
CW
Shares Held
2K
Value
$1.14M
Automatic Data Processing, Inc.
ADP
Shares Held
2K
Value
$616.35K
Willdan Group, Inc.
WLDN
Shares Held
2K
Value
$202.08K
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
2K
Value
$815.39K
Targa Resources Corp.
TRGP
Shares Held
2K
Value
$348.82K
Micron Technology, Inc.
MU
Shares Held
2K
Value
$338.82K
UniFirst Corporation
UNF
Shares Held
2K
Value
$336.39K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$482.72K
Salesforce, Inc.
CRM
Shares Held
2K
Value
$465.94K
Accenture plc
ACN
Shares Held
2K
Value
$473.96K
Ciena Corporation
CIEN
Shares Held
2K
Value
$279.54K
BWX Technologies, Inc.
BWXT
Shares Held
2K
Value
$353.44K
General Dynamics Corporation
GD
Shares Held
2K
Value
$647.22K
Mid-America Apartment Communities, Inc.
MAA
Shares Held
2K
Value
$261.71K
DaVita Inc.
DVA
Shares Held
2K
Value
$247.94K
FedEx Corporation
FDX
Shares Held
2K
Value
$436.01K
Amgen Inc.
AMGN
Shares Held
2K
Value
$518.97K
Preformed Line Products Company
PLPC
Shares Held
2K
Value
$358.37K