Stock Taper

POLYMER CAPITAL MANAGEMENT (US) LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
SiTime CorporationSITM3.8K$2.83M
Block, Inc.XYZ3.79K$288.19K
Incyte CorporationINCY3.72K$421.81K
Citigroup Inc.C3.72K$520.23K
American Express CompanyAXP3.65K$1.23M
Merck & Co., Inc.MRK3.65K$468.51K
Aflac IncorporatedAFL3.63K$425.74K
Jacobs Solutions Inc.J3.57K$450.07K
Penguin Solutions, Inc.PENG3.5K$265.81K
StoneX Group Inc.SNEX3.48K$411.79K
Rambus Inc.RMBS3.47K$460.48K
Atmos Energy CorporationATO3.46K$595.71K
Novanta Inc.NOVT3.42K$555.35K
United Parcel Service, Inc.UPS3.42K$367.97K
EnerSysENS3.38K$791.01K
Target CorporationTGT3.33K$435.32K
NetApp, Inc.NTAP3.33K$515.51K
The Goldman Sachs Group, Inc.GS3.31K$3.35M
Intel Corp.INTC3.24K$452.82K
ASML Holding N.V.ASML3.18K$6.32M