Stock Taper

POLYMER CAPITAL MANAGEMENT (US) LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Hinge Health, Inc.HNGE6.92K$574.03K
Unum GroupUNM6.92K$619.1K
Keysight Technologies, Inc.KEYS6.93K$2.43M
Park Aerospace Corp.PKE6.97K$266.17K
W. R. Berkley CorporationWRB6.99K$492.86K
Moderna, Inc.MRNA7K$490.35K
Pentair plcPNR7.09K$543.44K
Ciena CorporationCIEN7.15K$3.51M
Essential Utilities, Inc.WTRG7.16K$274.26K
Otis Worldwide CorporationOTIS7.39K$528.84K
Centrus Energy Corp.LEU7.4K$1.24M
Steel Dynamics, Inc.STLD7.5K$1.72M
Zoom Communications, Inc.ZM7.6K$656.22K
Celcuity Inc.CELC7.61K$795.84K
Vertiv Holdings CoVRT7.63K$2.55M
Johnson Controls International plcJCI7.65K$1.12M
AST SpaceMobile, Inc.ASTS7.76K$689.38K
RXO, Inc.RXO7.85K$216.66K
Ventas, Inc.VTR7.86K$697.52K
Zoetis Inc.ZTS7.9K$567.84K