POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RIG | 1.00M | $6.66M |
 | PAYP | 178K | $3.80M |
 | ACHR | 174K | $897.71K |
 | NVDA | 174K | $30.26M |
 | SMA | 171K | $5.18M |
 | NOV | 123K | $2.31M |
 | AGRO | 118K | $1.78M |
 | POR | 118K | $6.20M |
 | JHX | 115K | $2.18M |
 | ALLO | 101K | $245.65K |
 | AEO | 101K | $1.68M |
 | MDU | 100K | $2.07M |
 | FPS | 98K | $2.86M |
 | LYFT | 93K | $1.24M |
 | MCHP | 91K | $5.89M |
 | PATH | 90K | $997.82K |
 | MDLN | 85K | $3.78M |
 | FG | 78K | $1.97M |
 | JBLU | 78K | $342.90K |
 | NI | 75K | $3.50M |
Transocean Ltd.
RIG
Shares Held
1.00M
Value
$6.66M
PayPay Corporation
PAYP
Shares Held
178K
Value
$3.80M
Archer Aviation Inc.
ACHR
Shares Held
174K
Value
$897.71K
NVIDIA Corporation
NVDA
Shares Held
174K
Value
$30.26M
Smartstop Self Storage REIT Inc
SMA
Shares Held
171K
Value
$5.18M
NOV Inc.
NOV
Shares Held
123K
Value
$2.31M
Adecoagro S.A.
AGRO
Shares Held
118K
Value
$1.78M
Portland General Electric Company
POR
Shares Held
118K
Value
$6.20M
James Hardie Industries plc
JHX
Shares Held
115K
Value
$2.18M
Allogene Therapeutics, Inc.
ALLO
Shares Held
101K
Value
$245.65K
American Eagle Outfitters, Inc.
AEO
Shares Held
101K
Value
$1.68M
MDU Resources Group, Inc.
MDU
Shares Held
100K
Value
$2.07M
Forgent Power Solutions, Inc.
FPS
Shares Held
98K
Value
$2.86M
Lyft, Inc.
LYFT
Shares Held
93K
Value
$1.24M
Microchip Technology Incorporated
MCHP
Shares Held
91K
Value
$5.89M
UiPath Inc.
PATH
Shares Held
90K
Value
$997.82K
Medline Inc.
MDLN
Shares Held
85K
Value
$3.78M
F&G Annuities & Life, Inc.
FG
Shares Held
78K
Value
$1.97M
JetBlue Airways Corporation
JBLU
Shares Held
78K
Value
$342.90K
NiSource Inc
NI
Shares Held
75K
Value
$3.50M