Polymer Capital Management (US) LLC

13F Filings History

Latest 13F report
Q3 2025 - Nov 14, 2025
Value $
$753M
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 702 stock holdings with total value $753M as of Q3 2025. Top holdings included LITE, NVDA, TSLA, XEL, and AEE.

Email me when Polymer Capital Management (US) LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 702 $753M +$388M -$308M +$79.8M LITE, NVDA, TSLA, XEL, AEE 13F-HR 11/14/2025, 02:00 PM
Q2 2025 542 $611M +$384M -$130M +$254M NVDA, LITE, FSLR, VRT, UBER 13F-HR 8/14/2025, 12:39 PM
Q1 2025 469 $331M +$194M -$168M +$25.5M NVDA, ETR, XEL, NI, LITE 13F-HR 5/15/2025, 10:13 AM
Q4 2024 331 $312M $0 $0 NI, NVDA, DTE, MRVL, ETR 13F-HR 2/13/2025, 09:27 AM