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
OSCR
Oscar Health, Inc.

Healthcare
11.5K
New
$11.6 - $21.44 $134K - $247K
11.5K $247M
PEN
Penumbra Inc

Healthcare
951
New
$253.22 - $299.78 $241K - $285K
951 $244M
MOS
Mosaic CO

Basic Materials
6.69K
New
$22.76 - $36.95 $152K - $247K
6.69K $244M
MHK
Mohawk Industries Inc

Consumer Cyclical
2.3K
New
$97.99 - $117.15 $226K - $270K
2.3K $242M
AIT
Applied Industrial Technologies Inc

Industrials
1.04K
New
$206.03 - $243.28 $214K - $253K
1.04K $242M
STE
Steris PLC

Healthcare
1K
New
$208.55 - $252.55 $209K - $253K
1K $241M
ELV
Elevance Health, Inc.

Healthcare
618
New
$372.27 - $452.69 $230K - $280K
618 $240M
FRPT
Freshpet, Inc.

Consumer Defensive
3.53K
New
$67.88 - $89.64 $240K - $317K
3.53K $240M
CATY
Cathay General Bancorp

Financial Services
5.26K
New
$37.32 - $45.67 $196K - $240K
5.26K $240M
RKT
Rocket Companies, Inc.

Financial Services
16.9K
New
$11.11 - $15.4 $188K - $260K
16.9K $239M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.63K
New
$87.84 - $1441.89 $231K - $3.79M
2.63K $237M
AZEK
Azek CO Inc.

Industrials
4.34K
New
$43.39 - $54.86 $188K - $238K
4.34K $236M
Kenvue Inc
11.3K
New
N/A
11.3K $236M
FLGT
Fulgent Genetics, Inc.

Healthcare
11.8K
New
$16.86 - $21.81 $200K - $258K
11.8K $235M
GFS
Globalfoundries Inc.

Technology
6.15K
New
$30.37 - $40.03 $187K - $246K
6.15K $235M
CPRT
Copart Inc

Consumer Cyclical
4.78K
New
$47.72 - $63.84 $228K - $305K
4.78K $235M
CGNX
Cognex Corp

Technology
7.37K
New
$23.27 - $32.07 $171K - $236K
7.37K $234M
PAYC
Paycom Software, Inc.

Technology
1.01K
New
$193.07 - $265.71 $195K - $268K
1.01K $233M
GWRE
Guidewire Software, Inc.

Technology
981
New
$172.73 - $257.37 $169K - $252K
981 $231M
PGNY
Progyny, Inc.

Healthcare
10.5K
New
$20.52 - $23.42 $215K - $245K
10.5K $230M
VRSK
Verisk Analytics, Inc.

Industrials
736
New
$277.03 - $321.33 $204K - $236K
736 $229M
OII
Oceaneering International Inc

Energy
10.9K
New
$15.95 - $22.55 $174K - $247K
10.9K $227M
CBSH
Commerce Bancshares Inc

Financial Services
3.62K
New
$55.42 - $65.63 $200K - $237K
3.62K $225M
EVER
Ever Quote, Inc.

Communication Services
9.16K
New
$20.21 - $26.71 $185K - $245K
9.16K $221M
Teekay Tankers LTD
5.3K
New
N/A
5.3K $221M
TPC
Tutor Perini Corp

Industrials
4.66K
New
$19.63 - $46.85 $91.4K - $218K
4.66K $218M
RGLD
Royal Gold Inc

Basic Materials
1.22K
New
$155.48 - $186.71 $189K - $227K
1.22K $216M
ESGR
Enstar Group LTD

Financial Services
641
New
$330.1 - $336.55 $212K - $216K
641 $216M
AMRK
A Mark Precious Metals, Inc.

Financial Services
9.68K
New
$19.73 - $25.27 $191K - $245K
9.68K $215M
South Plains Financial Inc
5.91K
New
N/A
5.91K $213M
SKYW
Skywest Inc

Industrials
2.06K
New
$79.41 - $103.84 $164K - $214K
2.06K $212M
UTHR
United Therapeutics Corp

Healthcare
738
New
$276.47 - $328.4 $204K - $242K
738 $212M
GETY
Vector Holding, LLC

Communication Services
127K
New
$1.35 - $2.01 $171K - $255K
127K $210M
ROG
Rogers Corp

Technology
3.06K
New
$52.69 - $71.02 $161K - $218K
3.06K $210M
OHI
Omega Healthcare Investors Inc

Real Estate
5.69K
New
$35.55 - $39.05 $202K - $222K
5.69K $209M
AAPL
Apple Inc.

Technology
1.01K
New
$172.42 - $223.89 $175K - $227K
1.01K $208M
ZM
Zoom Video Communications, Inc.

Technology
2.65K
New
$66.7 - $84.62 $176K - $224K
2.65K $206M
AXS
Axis Capital Holdings LTD

Financial Services
1.99K
New
$87.23 - $106.93 $173K - $212K
1.99K $206M
FTDR
Frontdoor, Inc.

Consumer Cyclical
3.48K
New
$37.35 - $59.68 $130K - $208K
3.48K $205M
CL
Colgate Palmolive CO

Consumer Defensive
2.24K
New
$87.57 - $96.0 $196K - $215K
2.24K $203M
JBL
Jabil Inc

Technology
927
New
$116.88 - $218.1 $108K - $202K
927 $202M
LYTS
Lsi Industries Inc

Technology
11.6K
New
$14.31 - $17.43 $166K - $202K
11.6K $197M
QNST
Quinstreet, Inc

Communication Services
12.2K
New
$14.71 - $18.96 $179K - $231K
12.2K $196M
QUBT
Quantum Computing Inc.

Technology
10.2K
New
$5.87 - $21.22 $59.8K - $216K
10.2K $195M
RGNX
Regenxbio Inc.

Healthcare
23.4K
New
$5.31 - $10.4 $124K - $243K
23.4K $192M
XPEV
Xpeng Inc.

Consumer Cyclical
10.7K
New
$16.42 - $22.25 $176K - $239K
10.7K $192M
ALHC
Alignment Healthcare, Inc.

Healthcare
13.2K
New
$13.7 - $19.78 $181K - $261K
13.2K $185M
OSTK
Overstock.Com, Inc

Consumer Cyclical
25.7K
New
N/A
25.7K $177M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
25.4K
New
$5.0 - $7.65 $127K - $194K
25.4K $176M
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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