Stock Taper

POLYMER CAPITAL MANAGEMENT (US) LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
eBay Inc.EBAY20.68K$2.31M
Bristow Group Inc.VTOL20.39K$842.72K
Ambarella, Inc.AMBA20.36K$1.75M
Red Rock Resorts, Inc.RRR20.35K$1.32M
Tenable Holdings, Inc.TENB20.32K$749.55K
Patterson-UTI Energy, Inc.PTEN20.3K$186.33K
Macy's, Inc.M20.16K$474.67K
Qorvo, Inc.QRVO20.09K$1.87M
MGE Energy, Inc.MGEE20K$1.63M
New Jersey Resources CorporationNJR20K$1.12M
Samsara Inc.IOT19.99K$648.28K
Iridium Communications Inc.IRDM19.76K$1.08M
Interface, Inc.TILE19.47K$697.7K
Marsh & McLennan Companies, Inc.MRSH19.15K$3.19M
The Wendy's CompanyWEN19.13K$158.55K
Travel + Leisure Co.TNL18.52K$1.42M
Wells Fargo & CompanyWFC18.45K$1.52M
Sonos, Inc.SONO18.41K$249.14K
CNO Financial Group, Inc.CNO18.41K$938.64K
Crocs, Inc.CROX18.29K$2.21M