Stock Taper 
POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Matador Resources Company | MTDR | 4.45K | $221.52K |
 The Estée Lauder Companies Inc. | EL | 4.45K | $351.01K |
 Akamai Technologies, Inc. | AKAM | 4.38K | $517.29K |
 Netflix, Inc. | NFLX | 4.31K | $307.73K |
 The Gorman-Rupp Company | GRC | 4.27K | $391.73K |
 Lam Research Corporation | LRCX | 4.24K | $1.84M |
 Royal Gold, Inc. | RGLD | 4.18K | $834.37K |
 MasTec, Inc. | MTZ | 4.17K | $1.73M |
 Booking Holdings Inc. | BKNG | 4.16K | $741.84K |
 Blackstone Inc. | BX | 4.15K | $488.33K |
 Kaiser Aluminum Corporation | KALU | 4.14K | $809.91K |
 Charter Communications, Inc. | CHTR | 4.14K | $588.61K |
 Granite Construction Incorporated | GVA | 4.12K | $651.13K |
 Carrier Global Corporation | CARR | 4.12K | $302.13K |
 Accenture plc | ACN | 4.11K | $511.45K |
 Equifax Inc. | EFX | 4.06K | $644.72K |
 ServiceNow, Inc. | NOW | 4.01K | $398.51K |
 Martin Marietta Materials, Inc. | MLM | 4.01K | $2.31M |
 DuPont de Nemours, Inc. | DD | 4K | $542.42K |
 East West Bancorp, Inc. | EWBC | 3.91K | $504.74K |