Stock Taper

POLYMER CAPITAL MANAGEMENT (US) LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Ulta Beauty, Inc.ULTA1.23K$555.61K
Woodward, Inc.WWD1.26K$536.48K
HCA Healthcare, Inc.HCA1.32K$513.49K
Reliance Steel & Aluminum Co.RS1.4K$521.17K
MYR Group Inc.MYRG1.4K$699.56K
Biogen Inc.BIIB1.4K$303.35K
Coherent, Inc.COHR1.41K$557.78K
Alnylam Pharmaceuticals, Inc.ALNY1.42K$425.96K
Advanced Energy Industries, Inc.AEIS1.42K$528.73K
Microsoft CorporationMSFT1.44K$537.89K
Evercore Inc.EVR1.47K$502.94K
Sezzle Inc.SEZL1.48K$254.36K
Acuity Brands, Inc.AYI1.51K$568K
The Travelers Companies, Inc.TRV1.51K$498.81K
International Business Machines CorporationIBM1.53K$431.38K
Seagate Technology Holdings plcSTX1.53K$1.48M
Intuit Inc.INTU1.56K$407.42K
AMETEK, Inc.AME1.56K$378.15K
Hilton Worldwide Holdings Inc.HLT1.57K$517.5K
Dave Inc.DAVE1.57K$585.34K