Polymer Capital Management (Us) LLC Incresed Positions in Q2 2025

Polymer Capital Management (Us) LLC

  • $846 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
71K
+ 77.66%
$94.31 - $157.99 $6.69M - $11.2M
162K $25.7B
FSLR
First Solar, Inc.

Technology
71.3K
+ 1876.34%
$120.38 - $192.98 $8.58M - $13.8M
75.1K $12.4B
LITE
Lumentum Holdings Inc.

Technology
69.1K
+ 65.19%
$49.56 - $95.06 $3.42M - $6.57M
175K $16.6B
MU
Micron Technology Inc

Technology
76K
+ 1289.17%
$64.72 - $127.91 $4.92M - $9.73M
81.9K $10.1B
VRT
Vertiv Holdings CO

Industrials
52.2K
+ 157.2%
N/A
85.4K $11B
INTC
Intel Corp

Technology
241K
+ 222.88%
$18.13 - $22.69 $4.36M - $5.46M
349K $7.81B
WDC
Western Digital Corp

Technology
39.7K
+ 34.51%
$30.54 - $63.99 $1.21M - $2.54M
155K $9.89B
TER
Teradyne, Inc

Technology
55K
+ 893.29%
$67.96 - $91.05 $3.74M - $5.01M
61.1K $5.5B
META
Meta Platforms, Inc.

Communication Services
6.39K
+ 508.6%
$484.66 - $738.09 $3.1M - $4.71M
7.64K $5.64B
AEE
Ameren Corp

Utilities
47.5K
+ 190.0%
$94.23 - $101.68 $4.48M - $4.83M
72.5K $6.96B
AMAT
Applied Materials Inc

Technology
20.6K
+ 374.69%
$126.95 - $183.52 $2.62M - $3.78M
26.1K $4.78B
BA
Boeing CO

Industrials
16.5K
+ 310.79%
$136.59 - $217.51 $2.26M - $3.6M
21.9K $4.58B
Ge Vernova Inc
5.11K
+ 238.44%
N/A
7.25K $3.83B
PH
Parker Hannifin Corp

Industrials
3K
+ 57.69%
$517.23 - $700.54 $1.55M - $2.1M
8.2K $5.73B
STLD
Steel Dynamics Inc

Basic Materials
19.8K
+ 366.32%
N/A
25.2K $3.23B
SNPS
Synopsys Inc

Technology
2.94K
+ 32.59%
$380.9 - $517.66 $1.12M - $1.52M
11.9K $6.12B
ED
Consolidated Edison Inc

Utilities
25K
+ 100.09%
$98.05 - $113.3 $2.45M - $2.83M
50K $5.02B
BAC
Bank Of America Corp

Financial Services
45.7K
+ 541.8%
$34.39 - $47.46 $1.57M - $2.17M
54.1K $2.56B
AA
Alcoa Corp

Basic Materials
75.4K
+ 363.67%
$22.57 - $30.84 $1.7M - $2.32M
96.1K $2.84B
IR
Ingersoll Rand Inc.

Industrials
26.2K
+ 815.39%
$66.75 - $84.94 $1.75M - $2.22M
29.4K $2.44B
WEC
Wec Energy Group, Inc.

Utilities
20.2K
+ 613.86%
$102.24 - $109.76 $2.06M - $2.22M
23.5K $2.45B
EVRG
Evergy, Inc.

Utilities
29.4K
+ 58.26%
$64.06 - $69.64 $1.89M - $2.05M
80K $5.51B
CRH.L
Crh PLC

Basic Materials
21.4K
+ 176.82%
N/A
33.5K $3.07B
EMN
Eastman Chemical CO

Basic Materials
30.6K
+ 144.03%
$72.7 - $88.29 $2.22M - $2.7M
51.8K $3.87B
USB
Us Bancorp \De\

Financial Services
43.3K
+ 416.21%
$36.4 - $45.76 $1.57M - $1.98M
53.7K $2.43B
AME
Ametek Inc

Industrials
10.5K
+ 186.63%
$151.41 - $182.75 $1.59M - $1.92M
16.2K $2.92B
LEN
Lennar Corp

Consumer Cyclical
17.2K
+ 353.16%
$102.76 - $115.66 $1.77M - $1.99M
22.1K $2.44B
MS
Morgan Stanley

Financial Services
11.5K
+ 171.43%
$99.83 - $140.86 $1.15M - $1.63M
18.3K $2.57B
ARES
Ares Management Corp

Financial Services
8.82K
+ 165.75%
$118.04 - $175.83 $1.04M - $1.55M
14.1K $2.45B
POR
Portland General Electric CO

Utilities
45K
+ 64.29%
$39.96 - $44.75 $1.8M - $2.01M
115K $4.67B
ETN
Eaton Corp PLC

Industrials
2.15K
+ 24.28%
$246.52 - $356.99 $530K - $767K
11K $3.93B
CCK
Crown Holdings Inc

Consumer Cyclical
12.5K
+ 113.64%
$78.47 - $104.45 $981K - $1.31M
23.5K $2.42B
CMI
Cummins Inc

Industrials
3.97K
+ 119.26%
$267.12 - $336.65 $1.06M - $1.34M
7.3K $2.39B
FR
First Industrial Realty Trust Inc

Real Estate
26.8K
+ 315.35%
$43.07 - $54.05 $1.15M - $1.45M
35.3K $1.7B
FLS
Flowserve Corp

Industrials
18.9K
+ 174.77%
$39.49 - $53.64 $747K - $1.01M
29.7K $1.56B
EQR
Equity Residential

Real Estate
14.5K
+ 125.83%
$61.82 - $71.72 $899K - $1.04M
26.1K $1.76B
ECL
Ecolab Inc.

Basic Materials
3.1K
+ 81.58%
$225.65 - $270.95 $700K - $840K
6.9K $1.86B
HAL
Halliburton CO

Energy
49.2K
+ 168.75%
$19.26 - $25.7 $947K - $1.26M
78.3K $1.6B
CAG
Conagra Brands Inc.

Consumer Defensive
47.6K
+ 220.41%
$20.4 - $26.78 $972K - $1.28M
69.3K $1.42B
DOV
Dover Corp

Industrials
4.14K
+ 41.66%
$151.14 - $186.7 $626K - $773K
14.1K $2.58B
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
3.26K
+ 120.62%
$153.22 - $199.8 $499K - $651K
5.96K $1.12B
WLK
Westlake Corp

Basic Materials
9.83K
+ 232.0%
$69.83 - $102.01 $686K - $1M
14.1K $1.07B
GPS
Gap Inc

Consumer Cyclical
28.1K
+ 129.87%
N/A
49.7K $1.08B
DG
Dollar General Corp

Consumer Defensive
3.86K
+ 52.32%
$86.02 - $114.95 $332K - $444K
11.2K $1.29B
AVB
Avalonbay Communities Inc

Real Estate
3.31K
+ 90.07%
$187.23 - $215.61 $620K - $714K
6.99K $1.42B
CNP
Centerpoint Energy Inc

Utilities
15K
+ 10.74%
$35.5 - $39.05 $534K - $587K
155K $5.7B
EXR
Extra Space Storage Inc.

Real Estate
4K
+ 79.98%
$126.61 - $152.99 $506K - $611K
8.99K $1.33B
NUE
Nucor Corp

Basic Materials
3.04K
+ 16.81%
$103.22 - $131.43 $313K - $399K
21.1K $2.73B
ETSY
Etsy Inc

Consumer Cyclical
10.7K
+ 155.31%
$40.8 - $63.88 $438K - $686K
17.6K $885M
Activity Summary
Buys All Purchases 414 New Holdings 276 Increased Positions 138 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 25 Puts 29
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