Polymer Capital Management: summary

Polymer Capital Management reported 555 positions with a reported value of $713.24M in its 13F for Q3 2026. Compared with Q2 2026: 266 new positions, 318 exited.

Top positions

• Lumentum Holdings Inc
• SEMTECH CORP
• INTEL CORP COM
• NVIDIA CORPORATION
• COHU INC
• NiSource Inc
• META PLATFORMS INC
• XCEL ENERGY INC COM
• First Solar Inc
• ASML HLDG NV N Y REGISTRY SHS