Stock Taper 
POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Real Brokerage Inc. | REAX | 14.76K | $26.86K |
 Griffon Corporation | GFF | 14.9K | $1.45M |
 Janus International Group, Inc. | JBI | 15.1K | $83.78K |
 ATI Inc. | ATI | 15.14K | $2.98M |
 Procore Technologies, Inc. | PCOR | 15.16K | $615.88K |
 SkyWest, Inc. | SKYW | 15.18K | $1.51M |
 Morgan Stanley | MS | 15.22K | $3.18M |
 Cognizant Technology Solutions Corporation | CTSH | 15.42K | $597.37K |
 Extra Space Storage Inc. | EXR | 15.51K | $2.25M |
 Grid Dynamics Holdings, Inc. | GDYN | 15.52K | $88.17K |
 Lumentum Holdings Inc. | LITE | 15.99K | $13.72M |
 Marqeta, Inc. | MQ | 16.14K | $65.52K |
 Invitation Homes Inc. | INVH | 16.36K | $494.14K |
 Revolve Group, Inc. | RVLV | 16.36K | $374.57K |
 The Carlyle Group Inc. | CG | 16.38K | $689.85K |
 Willdan Group, Inc. | WLDN | 16.57K | $1.31M |
 Navitas Semiconductor Corp | NVTS | 16.58K | $297.08K |
 Varonis Systems, Inc. | VRNS | 16.74K | $702.41K |
 Wave Life Sciences Ltd. | WVE | 16.81K | $97.68K |
 Arvinas, Inc. | ARVN | 16.97K | $141.05K |