POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NEO | 21K | $160.34K |
 | PINS | 20K | $656.62K |
 | MAS | 20K | $1.42M |
 | ADT | 20K | $175.83K |
 | DOC | 20K | $382.87K |
 | OTIS | 20K | $1.82M |
 | NBBK | 20K | $349.81K |
 | SPNT | 20K | $356.32K |
 | ASTS | 20K | $964.57K |
 | KIND | 19K | $39.91K |
 | BWA | 19K | $837.61K |
 | PPG | 19K | $2.00M |
 | DAWN | 19K | $134.20K |
 | IR | 19K | $1.57M |
 | PTEN | 19K | $97.48K |
 | NWSA | 19K | $576.98K |
 | LUMN | 19K | $114.85K |
 | NUE | 19K | $2.54M |
 | KEY | 18K | $345.50K |
 | BCRX | 18K | $139.09K |
NeoGenomics, Inc.
NEO
Shares Held
21K
Value
$160.34K
Pinterest, Inc.
PINS
Shares Held
20K
Value
$656.62K
Masco Corporation
MAS
Shares Held
20K
Value
$1.42M
ADT Inc.
ADT
Shares Held
20K
Value
$175.83K
Healthpeak Properties, Inc.
DOC
Shares Held
20K
Value
$382.87K
Otis Worldwide Corporation
OTIS
Shares Held
20K
Value
$1.82M
NB Bancorp, Inc. Common Stock
NBBK
Shares Held
20K
Value
$349.81K
SiriusPoint Ltd.
SPNT
Shares Held
20K
Value
$356.32K
AST SpaceMobile, Inc.
ASTS
Shares Held
20K
Value
$964.57K
Nextdoor Holdings, Inc.
KIND
Shares Held
19K
Value
$39.91K
BorgWarner Inc.
BWA
Shares Held
19K
Value
$837.61K
PPG Industries, Inc.
PPG
Shares Held
19K
Value
$2.00M
Day One Biopharmaceuticals, Inc.
DAWN
Shares Held
19K
Value
$134.20K
Ingersoll Rand Inc.
IR
Shares Held
19K
Value
$1.57M
Patterson-UTI Energy, Inc.
PTEN
Shares Held
19K
Value
$97.48K
News Corporation
NWSA
Shares Held
19K
Value
$576.98K
Lumen Technologies, Inc.
LUMN
Shares Held
19K
Value
$114.85K
Nucor Corporation
NUE
Shares Held
19K
Value
$2.54M
KeyCorp
KEY
Shares Held
18K
Value
$345.50K
BioCryst Pharmaceuticals, Inc.
BCRX
Shares Held
18K
Value
$139.09K