Stock Taper

POLYMER CAPITAL MANAGEMENT (US) LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Royal Caribbean Cruises Ltd.RCL649$206.08K
The Sherwin-Williams CompanySHW650$223.81K
Meta Platforms, Inc.META659$371.21K
Visa Inc.V671$230.21K
Casey's General Stores, Inc.CASY674$535.69K
Jones Lang LaSalle IncorporatedJLL680$210.77K
Domino's Pizza, Inc.DPZ713$211.08K
Teradyne, Inc.TER745$360.46K
Broadcom Inc.AVGO751$283.69K
Tesla, Inc.TSLA752$316.29K
Regeneron Pharmaceuticals, Inc.REGN772$481.37K
Argan, Inc.AGX785$626.86K
Jabil Inc.JBL833$321.11K
Ligand Pharmaceuticals IncorporatedLGND844$266.78K
Apple Inc.AAPL846$244.8K
Plexus Corp.PLXS854$256.77K
Cummins Inc.CMI863$615.5K
Alphabet Inc.GOOG871$307.75K
Lockheed Martin CorporationLMT880$448.32K
Humana Inc.HUM910$361.47K