Stock Taper

POLYMER CAPITAL MANAGEMENT (US) LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Fortive CorporationFTV8.85K$540.71K
Advanced Micro Devices, Inc.AMD8.82K$5.12M
Onto Innovation Inc.ONTO8.76K$3.32M
GitLab Inc.GTLB8.76K$267.35K
BWX Technologies, Inc.BWXT8.76K$1.7M
General Motors CompanyGM8.67K$668.05K
Citizens Financial Group, Inc.CFG8.56K$600.15K
Booz Allen Hamilton Holding CorporationBAH8.54K$518.3K
Ollie's Bargain Outlet Holdings, Inc.OLLI8.48K$652.02K
Globe Life Inc.GL8.41K$1.5M
The Kroger Co.KR8.4K$466.62K
GE HealthCare Technologies Inc.GEHC8.4K$537.49K
Nasdaq, Inc.NDAQ8.39K$661.69K
AXT, Inc.AXTI8.38K$604.03K
Lululemon Athletica Inc.LULU8.34K$951.92K
Coca-Cola Consolidated, Inc.COKE8.34K$1.59M
Danaher CorporationDHR8.13K$1.55M
Exelixis, Inc.EXEL8.06K$438.33K
Lowe's Companies, Inc.LOW8.05K$1.77M
Synchrony FinancialSYF7.97K$605.97K