Stock Taper 
POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Westamerica Bancorporation | WABC | 12.7K | $744.99K |
 Blend Labs, Inc. | BLND | 12.49K | $21.36K |
 Core & Main, Inc. | CNM | 12.48K | $602.3K |
 Fluor Corporation | FLR | 12.35K | $646.86K |
 Tapestry, Inc. | TPR | 12.34K | $1.81M |
 SolarEdge Technologies, Inc. | SEDG | 12.32K | $719.75K |
 FirstSun Capital Bancorp | FSUN | 12.31K | $477.3K |
 Red Cat Holdings, Inc. | RCAT | 12.2K | $129.95K |
 The Progressive Corporation | PGR | 12.18K | $2.66M |
 The New York Times Company | NYT | 12.18K | $852.01K |
 Arista Networks, Inc. | ANET | 12.1K | $2.06M |
 Leonardo DRS, Inc. | DRS | 12.09K | $515.79K |
 Texas Roadhouse, Inc. | TXRH | 12.08K | $2.33M |
 Shake Shack Inc. | SHAK | 11.96K | $669.94K |
 Nextpower Inc. | NXT | 11.8K | $1.41M |
 Gyre Therapeutics, Inc. | GYRE | 11.78K | $77.63K |
 Sprout Social, Inc. | SPT | 11.74K | $88.61K |
 American Airlines Group Inc. | AAL | 11.71K | $211.69K |
 Knight-Swift Transportation Holdings Inc. | KNX | 11.65K | $907.26K |
 The Charles Schwab Corporation | SCHW | 11.62K | $1.07M |