Stock Taper 
POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Oracle Corporation | ORCL | 10K | $1.47M |
 Bloom Energy Corporation | BE | 10K | $3.03M |
 Analog Devices, Inc. | ADI | 9.89K | $3.93M |
 Dollar Tree, Inc. | DLTR | 9.87K | $1.19M |
 Cintas Corporation | CTAS | 9.83K | $1.67M |
 SS&C Technologies Holdings, Inc. | SSNC | 9.79K | $607.28K |
 Kodiak Gas Services, Inc. | KGS | 9.75K | $732.67K |
 Five Below, Inc. | FIVE | 9.74K | $1.75M |
 Ouster, Inc. | OUST | 9.56K | $597.88K |
 Royalty Pharma plc | RPRX | 9.55K | $535.58K |
 Bruker Corporation | BRKR | 9.43K | $567.56K |
 The Cooper Companies, Inc. | COO | 9.43K | $676.01K |
 Insperity, Inc. | NSP | 9.37K | $387.24K |
 M/I Homes, Inc. | MHO | 9.25K | $1.49M |
 BorgWarner Inc. | BWA | 9.15K | $607.29K |
 American International Group, Inc. | AIG | 9.06K | $675.02K |
| AC AVALONBAY CMNTYS INC | AVB | 9.01K | $1.7M |
 IDACORP, Inc. | IDA | 9K | $1.36M |
 Fox Corporation | FOXA | 8.95K | $466.83K |
 Veeco Instruments Inc. | VECO | 8.88K | $673.03K |