BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Polymer Capital Management (US) LLC

· CIK 0001973324
13F Portfolio $987.6B AUM 803 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 315 New 161 Added 314 Reduced 254 Exited
Page 9 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BTBT BIT DIGITAL INC Financial Services 50,340.0 $66K 0.01% +5K +12.1% $1.31 +33.6%
Page 9 of 9  ·  161 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.0%
Industrials 14.9%
Financial Services 9.8%
Basic Materials 9.3%
Consumer Cyclical 9.1%
Utilities 7.0%
Healthcare 5.2%
Real Estate 5.2%
Energy 5.2%
Consumer Defensive 3.1%