Stock Taper 
POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Vicor Corporation | VICR | 945 | $358.89K |
 Astera Labs, Inc. Common Stock | ALAB | 963 | $465.15K |
 Micron Technology, Inc. | MU | 963 | $1.11M |
 KLA Corporation | KLAC | 971 | $292.96K |
 Medpace Holdings, Inc. | MEDP | 991 | $524.82K |
 Thermo Fisher Scientific Inc. | TMO | 1.02K | $510.38K |
 TD Synnex Corp | SNX | 1.03K | $274.29K |
 Littelfuse, Inc. | LFUS | 1.04K | $473.54K |
 Moody's Corporation | MCO | 1.04K | $471.04K |
 AbbVie Inc. | ABBV | 1.05K | $264.22K |
 Sandisk Corporation | SNDK | 1.08K | $2.46M |
 Quanta Services, Inc. | PWR | 1.11K | $802.85K |
 Northrop Grumman Corporation | NOC | 1.12K | $571.96K |
 Ameriprise Financial, Inc. | AMP | 1.14K | $522.99K |
 Murphy USA Inc. | MUSA | 1.14K | $616.47K |
 GE Aerospace | GE | 1.15K | $429.79K |
 Palo Alto Networks, Inc. | PANW | 1.17K | $397.97K |
 Carpenter Technology Corporation | CRS | 1.18K | $726.02K |
 MKS Inc. | MKSI | 1.19K | $527.98K |
 Sanmina Corporation | SANM | 1.22K | $309.26K |