Stock Taper 
POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Semtech Corporation | SMTC | 69.2K | $11.2M |
 QuantumScape Corporation | QS | 67.88K | $513.17K |
 PagerDuty, Inc. | PD | 64.52K | $622.61K |
 MillerKnoll, Inc. | MLKN | 63.9K | $1.31M |
 American Electric Power Company, Inc. | AEP | 62.5K | $8.55M |
 NETGEAR, Inc. | NTGR | 61.77K | $1.44M |
 Freshworks Inc. | FRSH | 60.06K | $607.84K |
 Urban Edge Properties | UE | 59.98K | $1.37M |
 American Assets Trust, Inc. | AAT | 59.87K | $1.48M |
 Occidental Petroleum Corporation | OXY | 58.31K | $2.83M |
 Peabody Energy Corporation | BTU | 58.2K | $1.35M |
 ProPetro Holding Corp. | PUMP | 56.91K | $816.12K |
 AMC Entertainment Holdings, Inc. | AMC | 56.2K | $106.79K |
 Wolfspeed Inc. | WOLF | 54.65K | $2.64M |
 Carnival Corporation & plc | CCL | 54.01K | $1.54M |
 MGIC Investment Corporation | MTG | 52.85K | $1.49M |
 Highwoods Properties, Inc. | HIW | 52.6K | $1.59M |
 Range Resources Corporation | RRC | 51.88K | $1.93M |
 Brixmor Property Group Inc. | BRX | 50.66K | $1.6M |
 Marathon Digital Holdings, Inc. | MARA | 50.64K | $703.35K |