Stock Taper

POLYMER CAPITAL MANAGEMENT (US) LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Box, Inc.BOX25.4K$674.09K
Corning IncGLW26.31K$6.72M
Upstart Holdings, Inc.UPST26.59K$942.08K
Noble Corporation PlcNE26.71K$996.25K
Amkor Technology, Inc.AMKR26.73K$2.3M
ConocoPhillipsCOP26.92K$2.8M
BJ's Wholesale Club Holdings, Inc.BJ26.99K$2.35M
AT&T Inc.T27.39K$566.89K
Best Buy Co., Inc.BBY27.42K$2.08M
CareTrust REIT, Inc.CTRE27.75K$1.12M
U.S. BancorpUSB28.06K$1.69M
Ribbon Communications Inc.RBBN28.36K$66.35K
Archrock, Inc.AROC28.45K$1.16M
Roku, Inc.ROKU28.61K$3.95M
D.R. Horton, Inc.DHI28.69K$4.67M
Chewy, Inc.CHWY28.82K$566.41K
Core Scientific, Inc.CORZ29.01K$742.26K
DTE Energy CompanyDTE30K$4.57M
Versant Media Group, Inc. Class AVSNT30.27K$1.09M
OFG BancorpOFG30.43K$1.49M