POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | V | 1K | $491.93K |
 | EME | 1K | $925.60K |
 | UNH | 1K | $488.60K |
 | WCC | 1K | $297.79K |
 | HUBS | 1K | $642.29K |
 | AMG | 1K | $326.41K |
 | VRSK | 1K | $339.04K |
 | AIZ | 1K | $290.24K |
 | AIT | 1K | $342.50K |
 | CVNA | 1K | $487.02K |
 | MDB | 1K | $399.77K |
 | TLN | 1K | $545.76K |
 | DE | 1K | $584.84K |
 | TMO | 1K | $613.07K |
 | MA | 1K | $705.32K |
 | CI | 1K | $351.38K |
 | MCO | 1K | $577.02K |
 | ROP | 1K | $601.92K |
 | AGX | 1K | $319.47K |
 | SNPS | 1K | $569.37K |
Visa Inc.
V
Shares Held
1K
Value
$491.93K
EMCOR Group, Inc.
EME
Shares Held
1K
Value
$925.60K
UnitedHealth Group Incorporated
UNH
Shares Held
1K
Value
$488.60K
WESCO International, Inc.
WCC
Shares Held
1K
Value
$297.79K
HubSpot, Inc.
HUBS
Shares Held
1K
Value
$642.29K
Affiliated Managers Group, Inc.
AMG
Shares Held
1K
Value
$326.41K
Verisk Analytics, Inc.
VRSK
Shares Held
1K
Value
$339.04K
Assurant, Inc.
AIZ
Shares Held
1K
Value
$290.24K
Applied Industrial Technologies, Inc.
AIT
Shares Held
1K
Value
$342.50K
Carvana Co.
CVNA
Shares Held
1K
Value
$487.02K
MongoDB, Inc.
MDB
Shares Held
1K
Value
$399.77K
Talen Energy Corporation
TLN
Shares Held
1K
Value
$545.76K
Deere & Company
DE
Shares Held
1K
Value
$584.84K
Thermo Fisher Scientific Inc.
TMO
Shares Held
1K
Value
$613.07K
Mastercard Incorporated
MA
Shares Held
1K
Value
$705.32K
Cigna Corporation
CI
Shares Held
1K
Value
$351.38K
Moody's Corporation
MCO
Shares Held
1K
Value
$577.02K
Roper Technologies, Inc.
ROP
Shares Held
1K
Value
$601.92K
Argan, Inc.
AGX
Shares Held
1K
Value
$319.47K
Synopsys, Inc.
SNPS
Shares Held
1K
Value
$569.37K