POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 2K | $463.94K |
 | VRTS | 2K | $343.95K |
 | AON | 2K | $631.15K |
 | STX | 2K | $410.98K |
 | FANG | 2K | $241.70K |
 | CVLT | 2K | $318.47K |
 | LNN | 2K | $232.77K |
 | BURL | 2K | $420.43K |
 | AVGO | 2K | $539.40K |
 | ORCL | 2K | $450.83K |
 | APH | 2K | $196.51K |
 | SYK | 2K | $581.86K |
 | LII | 2K | $828.45K |
 | ADBE | 2K | $536.89K |
 | SAM | 1K | $316.28K |
 | ABBV | 1K | $341.99K |
 | IEX | 1K | $239.26K |
 | UHS | 1K | $298.89K |
 | PEP | 1K | $204.76K |
 | MSCI | 1K | $821.61K |
Apple Inc.
AAPL
Shares Held
2K
Value
$463.94K
Virtus Investment Partners, Inc.
VRTS
Shares Held
2K
Value
$343.95K
Aon plc
AON
Shares Held
2K
Value
$631.15K
Seagate Technology Holdings plc
STX
Shares Held
2K
Value
$410.98K
Diamondback Energy, Inc.
FANG
Shares Held
2K
Value
$241.70K
Commvault Systems, Inc.
CVLT
Shares Held
2K
Value
$318.47K
Lindsay Corporation
LNN
Shares Held
2K
Value
$232.77K
Burlington Stores, Inc.
BURL
Shares Held
2K
Value
$420.43K
Broadcom Inc.
AVGO
Shares Held
2K
Value
$539.40K
Oracle Corporation
ORCL
Shares Held
2K
Value
$450.83K
Amphenol Corporation
APH
Shares Held
2K
Value
$196.51K
Stryker Corporation
SYK
Shares Held
2K
Value
$581.86K
Lennox International Inc.
LII
Shares Held
2K
Value
$828.45K
Adobe Inc.
ADBE
Shares Held
2K
Value
$536.89K
The Boston Beer Company, Inc.
SAM
Shares Held
1K
Value
$316.28K
AbbVie Inc.
ABBV
Shares Held
1K
Value
$341.99K
IDEX Corporation
IEX
Shares Held
1K
Value
$239.26K
Universal Health Services, Inc.
UHS
Shares Held
1K
Value
$298.89K
PepsiCo, Inc.
PEP
Shares Held
1K
Value
$204.76K
MSCI Inc.
MSCI
Shares Held
1K
Value
$821.61K