Stock Taper 
POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Clean Harbors, Inc. | CLH | 2.27K | $678.76K |
 Amphenol Corporation | APH | 2.27K | $400.77K |
 RTX Corporation | RTX | 2.3K | $436.38K |
 Mercury Systems, Inc. | MRCY | 2.31K | $282.95K |
 Exxon Mobil Corporation | XOM | 2.35K | $321.56K |
 Honeywell International Inc. | HON | 2.37K | $530.42K |
 Kimberly-Clark Corporation | KMB | 2.42K | $266.19K |
 Snowflake Inc. | SNOW | 2.48K | $632.43K |
 The Ensign Group, Inc. | ENSG | 2.49K | $398.51K |
 STERIS plc | STE | 2.49K | $525.16K |
 Palantir Technologies Inc. | PLTR | 2.5K | $292.14K |
 Automatic Data Processing, Inc. | ADP | 2.52K | $564.13K |
 Duolingo, Inc. | DUOL | 2.54K | $292.04K |
 Corteva, Inc. | CTVA | 2.56K | $216.38K |
 Fortinet, Inc. | FTNT | 2.57K | $394.19K |
 Cavco Industries, Inc. | CVCO | 2.59K | $1.59M |
 J.B. Hunt Transport Services, Inc. | JBHT | 2.6K | $752.81K |
 The TJX Companies, Inc. | TJX | 2.6K | $394.51K |
 HubSpot, Inc. | HUBS | 2.65K | $484.38K |
 Gilead Sciences, Inc. | GILD | 2.65K | $335.43K |