13F Filings History of Polymer Capital Management (US) LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$773,587,100
Signature - Title
Eric J. Kemnitz - Head of United States, Business Unit
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Polymer Capital Management (US) LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Polymer Capital Management (US) LLC reported 704 stock holdings with total value $773,587,100 as of Q4 2025. Top holdings included MU, NVDA, LITE, AMD, and MCHP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 704 $773,587,100 +$371,555,267 -$391,305,958 -$19,750,691 MU, NVDA, LITE, AMD, MCHP 13F-HR 17 Feb 2026, 09:36
Q3 2025 702 $753,130,164 +$387,761,487 -$307,965,537 +$79,795,950 LITE, NVDA, TSLA, XEL, AEE 13F-HR 14 Nov 2025, 14:00
Q2 2025 542 $610,612,317 +$383,601,062 -$129,869,743 +$253,731,319 NVDA, LITE, FSLR, VRT, UBER 13F-HR 14 Aug 2025, 12:39
Q1 2025 469 $330,863,138 +$193,680,456 -$168,141,089 +$25,539,367 NVDA, ETR, XEL, NI, LITE 13F-HR 15 May 2025, 10:13
Q4 2024 331 $312,037,841 $0 $0 $0 NI, NVDA, DTE, MRVL, ETR 13F-HR 13 Feb 2025, 09:27