Polymer Capital Management (Us) LLC Portfolio Holdings
Polymer Capital Management (Us) LLC
- $846 Billion
- Q2 2025
Polymer Capital Management (Us) LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $846 Billion distributed in 1162 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $25.7B, Lumentum Holdings Inc. with a value of $16.6B, First Solar, Inc. with a value of $12.4B, Vertiv Holdings CO with a value of $11B, and Uber Technologies, Inc with a value of $10.7B.
Examining the 13F form we can see an increase of $459B in the current position value, from $388B to 846B.
Polymer Capital Management (Us) LLC is based out at New York, NY
Below you can find more details about Polymer Capital Management (Us) LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 1,162
- Current Value $846 Billion
- Prior Value $388 Billion
- Filing
- Period Q2 2025
- Filing Date August 14, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 276 stocks
- Additional Purchases 138 stocks
- Sold out of 0 stocks
- Reduced holdings in 125 stocks