Stock Taper

POLYMER CAPITAL MANAGEMENT (US) LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
HF Sinclair CorporationDINO30.44K$2.12M
Urban Outfitters, Inc.URBN30.85K$2.19M
COPT Defense PropertiesCDP31.5K$1.15M
Albemarle CorporationALB31.56K$4.26M
Braze, Inc.BRZE32.09K$696.12K
Dutch Bros Inc.BROS32.1K$2.3M
Invesco Ltd.IVZ32.65K$861.63K
Freeport-McMoRan Inc.FCX32.69K$2.06M
NVIDIA CorporationNVDA32.74K$6.55M
Microchip Technology IncorporatedMCHP32.88K$3M
Tractor Supply CompanyTSCO32.97K$1.04M
Rapid7, Inc.RPD33.19K$268.86K
American Superconductor CorporationAMSC34.52K$1.43M
Hecla Mining CompanyHL34.97K$539.63K
Phillips Edison & Co.PECO34.99K$1.46M
Appian CorporationAPPN36.21K$829.3K
Alcoa CorporationAA38.21K$1.99M
Amprius Technologies, Inc.AMPX38.44K$532.83K
Amazon.com, Inc.AMZN39.28K$9.36M
Central Pacific Financial Corp.CPF39.72K$1.52M