POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ONTO | 39K | $4.99M |
 | QS | 39K | $475.39K |
 | CAG | 38K | $692.45K |
 | FOLD | 37K | $294.22K |
 | NRG | 37K | $6.01M |
 | ADTN | 37K | $345.56K |
 | CZR | 36K | $973.58K |
 | APA | 36K | $869.56K |
 | NE | 36K | $1.01M |
 | VFC | 35K | $503.33K |
 | CCK | 35K | $3.35M |
 | LCID | 35K | $823.92K |
 | VSCO | 34K | $929.08K |
 | KURA | 34K | $301.89K |
 | DD | 33K | $2.59M |
 | RITM | 33K | $375.31K |
 | DOW | 32K | $740.57K |
 | ZVRA | 32K | $301.45K |
 | MATV | 31K | $345.93K |
 | TEX | 30K | $1.54M |
Onto Innovation Inc.
ONTO
Shares Held
39K
Value
$4.99M
QuantumScape Corporation
QS
Shares Held
39K
Value
$475.39K
Conagra Brands, Inc.
CAG
Shares Held
38K
Value
$692.45K
Amicus Therapeutics, Inc.
FOLD
Shares Held
37K
Value
$294.22K
NRG Energy, Inc.
NRG
Shares Held
37K
Value
$6.01M
ADTRAN Holdings, Inc.
ADTN
Shares Held
37K
Value
$345.56K
Caesars Entertainment, Inc.
CZR
Shares Held
36K
Value
$973.58K
APA Corporation
APA
Shares Held
36K
Value
$869.56K
Noble Corporation Plc
NE
Shares Held
36K
Value
$1.01M
V.F. Corporation
VFC
Shares Held
35K
Value
$503.33K
Crown Holdings, Inc.
CCK
Shares Held
35K
Value
$3.35M
Lucid Group, Inc.
LCID
Shares Held
35K
Value
$823.92K
Victoria's Secret & Co.
VSCO
Shares Held
34K
Value
$929.08K
Kura Oncology, Inc.
KURA
Shares Held
34K
Value
$301.89K
DuPont de Nemours, Inc.
DD
Shares Held
33K
Value
$2.59M
Rithm Capital Corp.
RITM
Shares Held
33K
Value
$375.31K
Dow Inc.
DOW
Shares Held
32K
Value
$740.57K
Zevra Therapeutics, Inc.
ZVRA
Shares Held
32K
Value
$301.45K
Mativ Holdings, Inc.
MATV
Shares Held
31K
Value
$345.93K
Terex Corporation
TEX
Shares Held
30K
Value
$1.54M