POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ISRG | 1K | $515.21K |
 | OLN | 1K | $28.34K |
 | URI | 1K | $1.05M |
 | NXPI | 1K | $236.61K |
 | AYI | 1K | $351.28K |
 | DASH | 1K | $272.26K |
 | VMI | 925 | $358.65K |
 | APP | 914 | $656.75K |
 | ALNY | 808 | $368.45K |
 | IBM | 791 | $223.19K |
 | AVAV | 789 | $248.45K |
 | CVCO | 677 | $393.15K |
 | TDY | 666 | $390.30K |
 | CRWD | 649 | $318.26K |
 | REGN | 589 | $331.18K |
 | LLY | 578 | $441.01K |
 | INTU | 505 | $344.87K |
 | MCK | 490 | $378.55K |
 | CASY | 461 | $260.61K |
 | NFLX | 402 | $481.97K |
Intuitive Surgical, Inc.
ISRG
Shares Held
1K
Value
$515.21K
Olin Corporation
OLN
Shares Held
1K
Value
$28.34K
United Rentals, Inc.
URI
Shares Held
1K
Value
$1.05M
NXP Semiconductors N.V.
NXPI
Shares Held
1K
Value
$236.61K
Acuity Brands, Inc.
AYI
Shares Held
1K
Value
$351.28K
DoorDash, Inc.
DASH
Shares Held
1K
Value
$272.26K
Valmont Industries, Inc.
VMI
Shares Held
925
Value
$358.65K
AppLovin Corporation
APP
Shares Held
914
Value
$656.75K
Alnylam Pharmaceuticals, Inc.
ALNY
Shares Held
808
Value
$368.45K
International Business Machines Corporation
IBM
Shares Held
791
Value
$223.19K
AeroVironment, Inc.
AVAV
Shares Held
789
Value
$248.45K
Cavco Industries, Inc.
CVCO
Shares Held
677
Value
$393.15K
Teledyne Technologies Incorporated
TDY
Shares Held
666
Value
$390.30K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
649
Value
$318.26K
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
589
Value
$331.18K
Eli Lilly and Company
LLY
Shares Held
578
Value
$441.01K
Intuit Inc.
INTU
Shares Held
505
Value
$344.87K
McKesson Corporation
MCK
Shares Held
490
Value
$378.55K
Casey's General Stores, Inc.
CASY
Shares Held
461
Value
$260.61K
Netflix, Inc.
NFLX
Shares Held
402
Value
$481.97K