Stock Taper 
POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ASP Isotopes Inc. Common Stock | ASPI | 105.49K | $656.17K |
 ADTRAN Holdings Inc. | ADTN | 101.37K | $1.41M |
 Conagra Brands, Inc. | CAG | 98.63K | $1.33M |
 Portland General Electric Company | POR | 91.47K | $4.74M |
 Archer Aviation Inc. | ACHR | 86.2K | $407.72K |
 Ondas Holdings Inc. | ONDS | 85.41K | $703.76K |
 JetBlue Airways Corporation | JBLU | 80.53K | $461.43K |
 National Vision Holdings, Inc. | EYE | 79.93K | $1.52M |
 Cohu, Inc. | COHU | 79.85K | $5.9M |
 KeyCorp | KEY | 79.01K | $1.82M |
 Truist Financial Corporation | TFC | 78.42K | $3.91M |
 Chipotle Mexican Grill, Inc. | CMG | 77.64K | $2.64M |
 SunCoke Energy, Inc. | SXC | 76.83K | $618.47K |
 Slide Insurance Holdings, Inc. Common Stock | SLDE | 76.66K | $1.48M |
 Host Hotels & Resorts, Inc. | HST | 74.87K | $1.78M |
 Huntsman Corporation | HUN | 74.45K | $790.65K |
 OGE Energy Corp. | OGE | 73K | $3.55M |
 Banc of California, Inc. | BANC | 71.74K | $1.47M |
 Xcel Energy Inc. | XEL | 70K | $5.62M |
 Horizon Bancorp, Inc. | HBNC | 69.59K | $1.39M |