Stock Taper

POLYMER CAPITAL MANAGEMENT (US) LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Veeco Instruments Inc.VECO8.88K$673.03K
Fox CorporationFOXA8.95K$466.83K
IDACORP, Inc.IDA9K$1.36M
AC AVALONBAY CMNTYS INCAVB9.01K$1.7M
American International Group, Inc.AIG9.06K$675.02K
BorgWarner Inc.BWA9.15K$607.29K
M/I Homes, Inc.MHO9.25K$1.49M
Insperity, Inc.NSP9.37K$387.24K
The Cooper Companies, Inc.COO9.43K$676.01K
Bruker CorporationBRKR9.43K$567.56K
Royalty Pharma plcRPRX9.55K$535.58K
Ouster, Inc.OUST9.56K$597.88K
Five Below, Inc.FIVE9.74K$1.75M
Kodiak Gas Services, Inc.KGS9.75K$732.67K
SS&C Technologies Holdings, Inc.SSNC9.79K$607.28K
Cintas CorporationCTAS9.83K$1.67M
Dollar Tree, Inc.DLTR9.87K$1.19M
Analog Devices, Inc.ADI9.89K$3.93M
Bloom Energy CorporationBE10K$3.03M
Oracle CorporationORCL10K$1.47M