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
Birkenstock Holding PLC
20.7K
New
N/A
20.7K $1.02B
APO
Apollo Global Management, Inc.

Financial Services
7.14K
New
$108.68 - $145.07 $776K - $1.04M
7.14K $1.01B
CPNG
Coupang, Inc.

Consumer Cyclical
33.8K
New
$19.76 - $30.81 $667K - $1.04M
33.8K $1.01B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4.59K
New
$212.1 - $244.27 $973K - $1.12M
4.59K $1B
CVNA
Carvana Co.

Consumer Cyclical
2.92K
New
$162.57 - $345.64 $475K - $1.01M
2.92K $985M
TTWO
Take Two Interactive Software Inc

Communication Services
3.95K
New
$194.58 - $243.05 $769K - $960K
3.95K $959M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
30.1K
New
$26.94 - $34.72 $810K - $1.04M
30.1K $947M
GTLS
Chart Industries Inc

Industrials
5.62K
New
$115.08 - $175.5 $647K - $987K
5.62K $926M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
45.5K
New
$15.5 - $20.28 $705K - $923K
45.5K $923M
Amrize LTD
18.6K
New
N/A
18.6K $922M
PSA
Public Storage

Real Estate
3.11K
New
$266.31 - $309.77 $828K - $964K
3.11K $913M
WCN
Waste Connections, Inc.

Industrials
4.88K
New
$183.26 - $199.95 $894K - $975K
4.88K $911M
SHAK
Shake Shack Inc.

Consumer Cyclical
6.45K
New
$75.85 - $140.6 $490K - $907K
6.45K $907M
GOOGL
Alphabet Inc.

Communication Services
5.06K
New
$144.7 - $178.6 $732K - $904K
5.06K $892M
SLB
Schlumberger Limited

Energy
26.3K
New
$31.95 - $42.2 $839K - $1.11M
26.3K $888M
UPST
Upstart Holdings, Inc.

Financial Services
13.7K
New
$34.8 - $64.85 $478K - $890K
13.7K $888M
LC
Lending Club Corp

Financial Services
73.6K
New
$8.56 - $12.03 $630K - $886K
73.6K $886M
ZETA
Zeta Global Holdings Corp.

Technology
56.6K
New
$11.02 - $16.81 $624K - $952K
56.6K $877M
CARG
Car Gurus, Inc.

Communication Services
25.9K
New
$25.19 - $33.64 $653K - $872K
25.9K $868M
MCO
Moodys Corp

Financial Services
1.73K
New
$396.7 - $501.59 $685K - $866K
1.73K $866M
AN
Autonation, Inc.

Consumer Cyclical
4.28K
New
$155.71 - $201.03 $666K - $860K
4.28K $850M
Coherent Corp
9.31K
New
N/A
9.31K $831M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
79.3K
New
$8.48 - $11.94 $672K - $946K
79.3K $822M
PZZA
Papa Johns International Inc

Consumer Cyclical
16.7K
New
$30.45 - $51.79 $509K - $866K
16.7K $818M
OXM
Oxford Industries Inc

Consumer Cyclical
18.7K
New
$37.26 - $60.9 $696K - $1.14M
18.7K $752M
PCG
Pg&E Corp

Utilities
53.5K
New
$13.55 - $17.87 $725K - $956K
53.5K $746M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
26.1K
New
$23.18 - $30.7 $605K - $801K
26.1K $741M
TEX
Terex Corp

Industrials
15.5K
New
$32.21 - $48.33 $499K - $749K
15.5K $724M
PEGA
Pegasystems Inc

Technology
12.4K
New
$49.95 - $103.29 $621K - $1.28M
12.4K $673M
LMT
Lockheed Martin Corp

Industrials
1.39K
New
$430.82 - $486.45 $601K - $678K
1.39K $646M
WMK
Weis Markets Inc

Consumer Defensive
8.8K
New
$71.84 - $88.84 $632K - $782K
8.8K $638M
CNC
Centene Corp

Healthcare
11.3K
New
$53.4 - $64.29 $602K - $725K
11.3K $612M
DRI
Darden Restaurants Inc

Consumer Cyclical
2.79K
New
$186.58 - $225.78 $520K - $630K
2.79K $608M
ROST
Ross Stores, Inc.

Consumer Cyclical
4.76K
New
$126.62 - $154.26 $602K - $734K
4.76K $607M
CIEN
Ciena Corp

Technology
7.43K
New
$53.5 - $83.89 $398K - $623K
7.43K $604M
AMP
Ameriprise Financial Inc

Financial Services
1.11K
New
$422.19 - $533.73 $470K - $594K
1.11K $594M
HUBS
Hubspot Inc

Technology
1.06K
New
$487.07 - $672.24 $515K - $711K
1.06K $589M
PFGC
Performance Food Group CO

Consumer Defensive
6.68K
New
$71.62 - $89.56 $479K - $599K
6.68K $585M
EQT
Eqt Corp

Energy
9.94K
New
$46.11 - $60.44 $458K - $601K
9.94K $580M
AIZ
Assurant, Inc.

Financial Services
2.9K
New
$179.73 - $211.56 $522K - $614K
2.9K $573M
SAM
Boston Beer CO Inc

Consumer Defensive
2.94K
New
$187.06 - $249.73 $551K - $735K
2.94K $562M
Ferguson Enterprises Inc
2.54K
New
N/A
2.54K $552M
CVCO
Cavco Industries Inc.

Consumer Cyclical
1.24K
New
$396.53 - $537.62 $492K - $667K
1.24K $539M
USFD
Us Foods Holding Corp.

Consumer Defensive
6.92K
New
$60.47 - $79.12 $418K - $547K
6.92K $533M
ESTC
Elastic N.V.

Technology
6.3K
New
$73.36 - $94.17 $462K - $593K
6.3K $531M
ADBE
Adobe Inc.

Technology
1.33K
New
$340.0 - $420.68 $452K - $559K
1.33K $514M
BDX
Becton Dickinson & CO

Healthcare
2.91K
New
$165.15 - $226.42 $480K - $658K
2.91K $501M
MDT
Medtronic PLC

Healthcare
5.68K
New
$80.68 - $88.86 $459K - $505K
5.68K $495M
DECK
Deckers Outdoor Corp

Consumer Cyclical
4.79K
New
$100.44 - $129.37 $481K - $619K
4.79K $493M
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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