POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COMP | 47K | $378.16K |
 | TER | 47K | $6.40M |
 | GERN | 46K | $63.00K |
 | CRK | 45K | $901.57K |
 | NTSK | 45K | $1.02M |
 | RSI | 45K | $912.67K |
 | VTRS | 43K | $429.38K |
 | USB | 43K | $2.07M |
 | HNST | 42K | $155.83K |
 | SITC | 42K | $380.05K |
 | TALK | 41K | $113.15K |
 | REAX | 41K | $170.26K |
 | RELY | 40K | $658.85K |
 | CRCL | 40K | $5.30M |
 | KDP | 40K | $1.01M |
 | TSLA | 40K | $17.61M |
 | JOBY | 39K | $634.91K |
 | ED | 39K | $3.94M |
 | CNM | 39K | $2.10M |
 | HELE | 39K | $982.04K |
Compass, Inc.
COMP
Shares Held
47K
Value
$378.16K
Teradyne, Inc.
TER
Shares Held
47K
Value
$6.40M
Geron Corporation
GERN
Shares Held
46K
Value
$63.00K
Comstock Resources, Inc.
CRK
Shares Held
45K
Value
$901.57K
Netskope, Inc. Class A Common Stock
NTSK
Shares Held
45K
Value
$1.02M
Rush Street Interactive, Inc.
RSI
Shares Held
45K
Value
$912.67K
Viatris Inc.
VTRS
Shares Held
43K
Value
$429.38K
U.S. Bancorp
USB
Shares Held
43K
Value
$2.07M
The Honest Company, Inc.
HNST
Shares Held
42K
Value
$155.83K
SITE Centers Corp.
SITC
Shares Held
42K
Value
$380.05K
Talkspace, Inc.
TALK
Shares Held
41K
Value
$113.15K
The Real Brokerage Inc.
REAX
Shares Held
41K
Value
$170.26K
Remitly Global, Inc.
RELY
Shares Held
40K
Value
$658.85K
Circle Internet Group
CRCL
Shares Held
40K
Value
$5.30M
Keurig Dr Pepper Inc.
KDP
Shares Held
40K
Value
$1.01M
Tesla, Inc.
TSLA
Shares Held
40K
Value
$17.61M
Joby Aviation, Inc.
JOBY
Shares Held
39K
Value
$634.91K
Consolidated Edison, Inc.
ED
Shares Held
39K
Value
$3.94M
Core & Main, Inc.
CNM
Shares Held
39K
Value
$2.10M
Helen of Troy Limited
HELE
Shares Held
39K
Value
$982.04K