Polymer Capital Management (Us) LLC New Holdings in Q2 2025

Polymer Capital Management (Us) LLC

  • $846 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
114K
New
$64.62 - $93.3 $7.4M - $10.7M
114K $10.7B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
37K
New
$179.95 - $278.88 $6.66M - $10.3M
37K $10.3B
Pony Ai Inc
567K
New
N/A
567K $7.48B
Smartstop Self Storag Reit I
171K
New
N/A
171K $6.2B
Super Micro Computer Inc
124K
New
N/A
124K $6.09B
WIX
Wix.Com Ltd.

Technology
36.8K
New
$146.5 - $189.61 $5.39M - $6.97M
36.8K $5.83B
Weride Inc
739K
New
N/A
739K $5.83B
SNAP
Snap Inc

Communication Services
617K
New
$7.23 - $9.21 $4.46M - $5.68M
617K $5.36B
SOXX
Ishares Semiconductor ETF

ETFs
21.1K
New
$154.86 - $239.07 $3.27M - $5.04M
21.1K $5.04B
Circle Internet Group Inc
27K
New
N/A
27K $4.9B
FCX
Freeport Mcmoran Inc

Basic Materials
90.2K
New
$29.15 - $44.46 $2.63M - $4.01M
90.2K $3.91B
Ralliant Corp
70.6K
New
N/A
70.6K $3.42B
MP
Mp Materials Corp.

Basic Materials
100K
New
$18.77 - $37.74 $1.88M - $3.77M
100K $3.33B
MKC
Mccormick & CO Inc

Consumer Defensive
40.6K
New
$71.11 - $82.25 $2.89M - $3.34M
40.6K $3.08B
KO
Coca Cola CO

Consumer Defensive
43.1K
New
$68.37 - $73.9 $2.95M - $3.19M
43.1K $3.05B
ROK
Rockwell Automation, Inc

Industrials
9K
New
$218.97 - $332.17 $1.97M - $2.99M
9K $2.99B
TT
Trane Technologies PLC

Industrials
6.7K
New
$315.21 - $437.41 $2.11M - $2.93M
6.7K $2.93B
BK
Bank Of New York Mellon Corp

Financial Services
30.6K
New
$73.31 - $91.62 $2.24M - $2.8M
30.6K $2.79B
WFC
Wells Fargo & Company

Financial Services
34.8K
New
$60.98 - $80.12 $2.12M - $2.79M
34.8K $2.79B
EMR
Emerson Electric CO

Industrials
20.4K
New
$94.15 - $133.33 $1.92M - $2.72M
20.4K $2.72B
LNT
Alliant Energy Corp

Utilities
40K
New
$58.79 - $64.85 $2.35M - $2.59M
40K $2.42B
DOW
Dow Inc.

Basic Materials
90.1K
New
$25.81 - $34.89 $2.33M - $3.15M
90.1K $2.39B
FANG
Diamondback Energy, Inc.

Energy
17K
New
$119.25 - $161.49 $2.02M - $2.74M
17K $2.33B
APD
Air Products & Chemicals, Inc.

Basic Materials
7.9K
New
$248.61 - $294.96 $1.96M - $2.33M
7.9K $2.23B
URI
United Rentals, Inc.

Industrials
2.87K
New
$551.94 - $753.4 $1.59M - $2.16M
2.87K $2.16B
CTVA
Corteva, Inc.

Basic Materials
27.4K
New
$55.52 - $74.53 $1.52M - $2.04M
27.4K $2.04B
MA
Mastercard Inc

Financial Services
3.51K
New
$479.92 - $590.74 $1.68M - $2.07M
3.51K $1.97B
JBHT
Hunt J B Transport Services Inc

Industrials
13.5K
New
$124.73 - $152.78 $1.68M - $2.06M
13.5K $1.93B
MAR
Marriott International Inc

Consumer Cyclical
6.93K
New
$211.12 - $274.14 $1.46M - $1.9M
6.93K $1.89B
WTRG
Essential Utilities, Inc.

Utilities
48.9K
New
$36.92 - $41.39 $1.81M - $2.03M
48.9K $1.82B
TRNO
Terreno Realty Corp

Real Estate
32.3K
New
$51.18 - $63.89 $1.65M - $2.06M
32.3K $1.81B
JCI
Johnson Controls International PLC

Industrials
17K
New
$71.14 - $105.62 $1.21M - $1.8M
17K $1.8B
HON
Honeywell International Inc

Industrials
7.53K
New
$182.86 - $232.88 $1.38M - $1.75M
7.53K $1.75B
PAYX
Paychex Inc

Industrials
12.1K
New
$137.01 - $159.78 $1.65M - $1.93M
12.1K $1.75B
FMC
Fmc Corp

Basic Materials
39K
New
$33.98 - $44.06 $1.33M - $1.72M
39K $1.63B
CPB
Campbell Soup CO

Consumer Defensive
53.1K
New
$30.65 - $39.9 $1.63M - $2.12M
53.1K $1.63B
Loar Holdings Inc
18.8K
New
N/A
18.8K $1.62B
GE
General Electric CO

Industrials
5.97K
New
$166.81 - $257.39 $996K - $1.54M
5.97K $1.54B
MAA
Mid America Apartment Communities Inc.

Real Estate
10.3K
New
$145.91 - $168.0 $1.5M - $1.72M
10.3K $1.52B
EOSE
Eos Energy Enterprises, Inc.

Industrials
289K
New
$3.3 - $7.11 $955K - $2.06M
289K $1.48B
OKE
Oneok Inc

Energy
17.9K
New
$78.71 - $100.37 $1.41M - $1.8M
17.9K $1.46B
WAB
Westinghouse Air Brake Technologies Corp

Industrials
6.9K
New
$160.22 - $209.35 $1.1M - $1.44M
6.9K $1.44B
IBKR
Interactive Brokers Group, Inc.

Financial Services
22.5K
New
$50.53 - $212.53 $1.13M - $4.77M
22.5K $1.24B
PDD
Pinduoduo Inc.

Consumer Cyclical
11.8K
New
$88.35 - $122.19 $1.04M - $1.44M
11.8K $1.23B
COF
Capital One Financial Corp

Financial Services
5.69K
New
$150.57 - $212.76 $856K - $1.21M
5.69K $1.21B
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.91K
New
$390.26 - $489.06 $1.13M - $1.42M
2.91K $1.18B
HAS
Hasbro, Inc.

Consumer Cyclical
15.8K
New
$50.71 - $73.82 $802K - $1.17M
15.8K $1.17B
GDDY
Go Daddy Inc.

Technology
6.21K
New
$162.11 - $192.36 $1.01M - $1.2M
6.21K $1.12B
OXY
Occidental Petroleum Corp

Energy
24.4K
New
$36.11 - $49.33 $882K - $1.2M
24.4K $1.03B
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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