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

Polymer Capital Management (Us) LLC

  • $846 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KRNY
Kearny Financial Corp.

Financial Services
-1.69K
- 2.81%
$5.66 - $6.55 $9.58K - $11.1K
58.5K $378M
HPE
Hewlett Packard Enterprise CO

Technology
-6.19K
- 23.01%
$12.51 - $20.45 $77.4K - $126K
20.7K $423M
JHG
Janus Henderson Group PLC

Financial Services
-455
- 3.89%
$29.47 - $38.84 $13.4K - $17.7K
11.2K $437M
AMBA
Ambarella Inc

Technology
-1.71K
- 20.61%
$40.3 - $69.3 $68.9K - $119K
6.59K $435M
UNTY
Unity Bancorp Inc

Financial Services
-495
- 7.71%
$38.73 - $47.19 $19.2K - $23.4K
5.93K $279M
BDC
Belden Inc.

Technology
-256
- 7.39%
$87.1 - $116.54 $22.3K - $29.8K
3.21K $371M
MCK
Mckesson Corp

Healthcare
-18
- 2.48%
$652.83 - $732.78 $11.8K - $13.2K
708 $519M
AIR
Aar Corp

Industrials
-897
- 12.49%
$48.56 - $69.04 $43.6K - $61.9K
6.29K $432M
NRIM
Northrim Bancorp Inc

Financial Services
-867
- 15.17%
$67.87 - $93.82 $58.8K - $81.3K
4.85K $452M
CEG
Constellation Energy Corp

Utilities
-302
- 27.61%
$170.96 - $322.76 $51.6K - $97.5K
792 $256M
VERV
Verve Therapeutics, Inc.

Healthcare
-17.4K
- 49.42%
$2.97 - $11.38 $51.8K - $199K
17.9K $201M
NMIH
Nmi Holdings, Inc.

Financial Services
-512
- 4.49%
$32.79 - $42.24 $16.8K - $21.6K
10.9K $460M
CSTM
Constellium Se

Basic Materials
-2.53K
- 7.43%
$7.7 - $13.96 $19.4K - $35.2K
31.5K $419M
EXEL
Exelixis, Inc.

Healthcare
-174
- 1.47%
$34.13 - $46.26 $5.94K - $8.05K
11.6K $513M
AXP
American Express CO

Financial Services
-21
- 0.97%
$231.39 - $318.98 $4.86K - $6.7K
2.14K $684M
MMM
3 M CO

Industrials
-55
- 0.25%
$126.09 - $154.15 $6.93K - $8.48K
21.6K $3.29B
BYD
Boyd Gaming Corp

Consumer Cyclical
-3
- 0.03%
$60.8 - $79.02 $182 - $237
11.1K $870M
ON
On Semiconductor Corp

Technology
-15.1K
- 18.57%
$31.95 - $54.21 $482K - $817K
66.1K $3.46B
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-557
- 9.53%
$89.13 - $167.48 $49.6K - $93.3K
5.29K $804M
STM
St Microelectronics N.V.

Technology
-35.7K
- 23.82%
$17.78 - $30.41 $635K - $1.09M
114K $3.47B
AGX
Argan Inc

Industrials
-259
- 9.4%
$120.08 - $243.11 $31.1K - $63K
2.5K $550M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-5.45K
- 23.44%
$25.35 - $64.65 $138K - $353K
17.8K $888M
Dave Inc
-3.39K
- 48.98%
N/A
3.53K $947M
Sezzle Inc
-3.73K
- 48.04%
N/A
4.04K $724M
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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