Stock Taper 
POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Viatris Inc. | VTRS | 20.98K | $333.19K |
 Super Micro Computer, Inc. | SMCI | 21.09K | $618.63K |
 Phillips 66 | PSX | 21.16K | $3.58M |
 Schrödinger, Inc. | SDGR | 21.23K | $344.97K |
 DraftKings Inc. | DKNG | 21.37K | $539.83K |
 Zions Bancorporation, National Association | ZION | 21.64K | $1.5M |
 Century Aluminum Company | CENX | 21.73K | $999.66K |
 Terreno Realty Corporation | TRNO | 21.96K | $1.42M |
 NioCorp Developments Ltd. | NB | 22K | $106.06K |
 Lumen Technologies, Inc. | LUMN | 22.17K | $170.3K |
 Allogene Therapeutics, Inc. | ALLO | 22.81K | $47.44K |
 Maplebear Inc. | CART | 23.39K | $1.11M |
 First Industrial Realty Trust, Inc. | FR | 23.76K | $1.46M |
 Kimco Realty Corporation | KIM | 24.02K | $608.91K |
 Essent Group Ltd. | ESNT | 24.15K | $1.55M |
 Newmont Corporation | NEM | 24.94K | $2.33M |
 Verra Mobility Corporation | VRRM | 24.97K | $106.12K |
 Ameren Corporation | AEE | 25K | $2.83M |
 BJ's Restaurants, Inc. | BJRI | 25.18K | $1.53M |
 Heritage Insurance Holdings, Inc. | HRTG | 25.24K | $658.36K |