Stock Taper 
POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Guardant Health, Inc. | GH | 3.17K | $475.14K |
 Allegiant Travel Company | ALGT | 3.09K | $363.85K |
 Federal Realty Investment Trust | FRT | 3.04K | $375.75K |
 IQVIA Holdings Inc. | IQV | 2.99K | $577.15K |
 CBRE Group, Inc. | CBRE | 2.98K | $401.92K |
 State Street Corporation | STT | 2.98K | $505.24K |
 Illumina, Inc. | ILMN | 2.96K | $520.28K |
 Enova International, Inc. | ENVA | 2.92K | $702.93K |
 CME Group Inc. | CME | 2.9K | $640.85K |
 Align Technology, Inc. | ALGN | 2.9K | $488.94K |
 Proto Labs, Inc. | PRLB | 2.88K | $234.99K |
 Arch Capital Group Ltd. | ACGL | 2.88K | $279.24K |
 Solventum Corporation | SOLV | 2.87K | $221.27K |
 Veeva Systems Inc. | VEEV | 2.85K | $505.26K |
 Jack Henry & Associates, Inc. | JKHY | 2.84K | $391.73K |
 The J. M. Smucker Company | SJM | 2.83K | $318.82K |
 Pinnacle Financial Partners, Inc. | PNFP | 2.82K | $284.58K |
 Garmin Ltd. | GRMN | 2.78K | $660.84K |
 Huntington Ingalls Industries, Inc. | HII | 2.75K | $769.98K |
 3M Company | MMM | 2.69K | $435.54K |