Polymer Capital Management (US) LLC
NEW YORK NY · SEC CIK 0001973324
$7.55亿2026Q2 申报市值
607持仓数
21.0%前十大占比 · 第一大 4.2%
193 / 453新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GLD 加仓+$1,289.33万
SMTC 新建仓+$1,120.00万
AMZN 加仓+$904.10万
GOOGL 加仓+$691.37万
ETR 重新持有+$688.26万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$2,816.69万
MU 减仓-$2,067.10万
AVGO 减仓-$1,375.35万
LITE 减仓-$1,238.01万
DD 减仓-$958.53万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVT | NVENT ELEC PLC | $0 | 0.00% | 0 | -1,740 | -100.0% | -$20.58万 | 清仓 |
| — | TALKSPACE INC | $0 | 0.00% | 0 | -39,749 | -100.0% | -$20.57万 | 清仓 |
| BIOA | BIOAGE LABS INC | $0 | 0.00% | 0 | -11,688 | -100.0% | -$20.44万 | 清仓 |
| CNMD | CONMED CORP | $0 | 0.00% | 0 | -5,772 | -100.0% | -$20.41万 | 清仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $0 | 0.00% | 0 | -21,353 | -100.0% | -$20.33万 | 清仓 |
| ROCK | GIBRALTAR INDS INC | $0 | 0.00% | 0 | -5,073 | -100.0% | -$20.23万 | 清仓 |
| CERT | CERTARA INC | $0 | 0.00% | 0 | -35,477 | -100.0% | -$20.22万 | 清仓 |
| AVNT | AVIENT CORPORATION | $0 | 0.00% | 0 | -5,518 | -100.0% | -$20.03万 | 清仓 |
| RGNX | REGENXBIO INC | $0 | 0.00% | 0 | -23,752 | -100.0% | -$19.90万 | 清仓 |
| TDOC | TELADOC HEALTH INC | $0 | 0.00% | 0 | -35,680 | -100.0% | -$19.45万 | 清仓 |
| RNGR | RANGER ENERGY SVCS INC | $0 | 0.00% | 0 | -11,318 | -100.0% | -$19.40万 | 清仓 |
| DV | DOUBLEVERIFY HLDGS INC | $0 | 0.00% | 0 | -19,924 | -100.0% | -$18.93万 | 清仓 |
| VREX | VAREX IMAGING CORP | $0 | 0.00% | 0 | -17,192 | -100.0% | -$18.24万 | 清仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $0 | 0.00% | 0 | -17,149 | -100.0% | -$17.97万 | 清仓 |
| MCS | MARCUS CORP DEL | $0 | 0.00% | 0 | -10,173 | -100.0% | -$17.47万 | 清仓 |
| RGTI | RIGETTI COMPUTING INC | $0 | 0.00% | 0 | -12,396 | -100.0% | -$17.40万 | 清仓 |
| MRTN | MARTEN TRANS LTD | $0 | 0.00% | 0 | -12,607 | -100.0% | -$16.55万 | 清仓 |
| AEVA | AEVA TECHNOLOGIES INC | $0 | 0.00% | 0 | -12,172 | -100.0% | -$16.02万 | 清仓 |
| EGY | VAALCO ENERGY INC | $0 | 0.00% | 0 | -24,210 | -100.0% | -$15.35万 | 清仓 |
| NPKI | NPK INTERNATIONAL INC | $0 | 0.00% | 0 | -10,289 | -100.0% | -$14.91万 | 清仓 |
| GENI | GENIUS SPORTS LIMITED | $0 | 0.00% | 0 | -32,898 | -100.0% | -$14.57万 | 清仓 |
| ORN | ORION GROUP HLDGS INC | $0 | 0.00% | 0 | -12,747 | -100.0% | -$13.89万 | 清仓 |
| ZVRA | ZEVRA THERAPEUTICS INC | $0 | 0.00% | 0 | -14,109 | -100.0% | -$13.15万 | 清仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $0 | 0.00% | 0 | -39,883 | -100.0% | -$12.24万 | 清仓 |
| FUBO | FUBOTV INC | $0 | 0.00% | 0 | -11,870 | -100.0% | -$11.23万 | 清仓 |
| HTZ | HERTZ GLOBAL HLDGS INC | $0 | 0.00% | 0 | -21,884 | -100.0% | -$10.09万 | 清仓 |
| SERV | SERVE ROBOTICS INC | $0 | 0.00% | 0 | -11,871 | -100.0% | -$10.02万 | 清仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $0 | 0.00% | 0 | -13,903 | -100.0% | -$9.15万 | 清仓 |
| VSTM | VERASTEM INC | $0 | 0.00% | 0 | -17,120 | -100.0% | -$9.07万 | 清仓 |
| VG | VENTURE GLOBAL INC | $0 | 0.00% | 0 | -5,750 | -100.0% | -$9.06万 | 清仓 |
| REPL | REPLIMUNE GROUP INC | $0 | 0.00% | 0 | -11,764 | -100.0% | -$9.00万 | 清仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $0 | 0.00% | 0 | -36,136 | -100.0% | -$8.96万 | 清仓 |
| CRSR | CORSAIR GAMING INC | $0 | 0.00% | 0 | -15,971 | -100.0% | -$8.86万 | 清仓 |
| INNV | INNOVAGE HLDG CORP | $0 | 0.00% | 0 | -10,843 | -100.0% | -$8.70万 | 清仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $0 | 0.00% | 0 | -14,307 | -100.0% | -$8.66万 | 清仓 |
| PAYO | PAYONEER GLOBAL INC | $0 | 0.00% | 0 | -17,758 | -100.0% | -$8.58万 | 清仓 |
| CRMD | CORMEDIX INC | $0 | 0.00% | 0 | -12,518 | -100.0% | -$8.50万 | 清仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $0 | 0.00% | 0 | -13,251 | -100.0% | -$8.44万 | 清仓 |
| — | MISTER CAR WASH INC | $0 | 0.00% | 0 | -11,982 | -100.0% | -$8.35万 | 清仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $0 | 0.00% | 0 | -2,121 | -100.0% | -$8.27万 | 清仓 |
| AMPL | AMPLITUDE INC | $0 | 0.00% | 0 | -11,969 | -100.0% | -$8.16万 | 清仓 |
| MDXG | MIMEDX GROUP INC | $0 | 0.00% | 0 | -20,388 | -100.0% | -$8.05万 | 清仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | -22,764 | -100.0% | -$7.99万 | 清仓 |
| GT | GOODYEAR TIRE & RUBR CO | $0 | 0.00% | 0 | -11,814 | -100.0% | -$7.83万 | 清仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS IN | $0 | 0.00% | 0 | -15,613 | -100.0% | -$7.37万 | 清仓 |
| — | ACV AUCTIONS INC | $0 | 0.00% | 0 | -17,165 | -100.0% | -$7.28万 | 清仓 |
| BTBT | BIT DIGITAL INC | $0 | 0.00% | 0 | -50,340 | -100.0% | -$6.59万 | 清仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $0 | 0.00% | 0 | -15,619 | -100.0% | -$6.33万 | 清仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $0 | 0.00% | 0 | -13,083 | -100.0% | -$5.46万 | 清仓 |
| SFIX | STITCH FIX INC | $0 | 0.00% | 0 | -14,959 | -100.0% | -$4.95万 | 清仓 |
| PRME | PRIME MEDICINE INC | $0 | 0.00% | 0 | -10,317 | -100.0% | -$3.59万 | 清仓 |
| — | AKEBIA THREAPEUTICS INC | $0 | 0.00% | 0 | -21,394 | -100.0% | -$2.97万 | 清仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $0 | 0.00% | 0 | -15,300 | -100.0% | -$2.02万 | 清仓 |
| BLND | BLEND LABS INC | $2.14万 | 0.00% | 12,493 | 12,493 | — | $2.14万 | 新建仓 |
| — | THE REAL BROKERAGE INC | $2.69万 | 0.00% | 14,759 | -16,373 | -52.6% | -$2.98万 | 减仓 |
| CERS | CERUS CORP | $2.98万 | 0.00% | 10,207 | 10,207 | — | $2.98万 | 新建仓 |
| — | NET POWER INC | $3.13万 | 0.00% | 18,731 | -32,195 | -63.2% | -$5.38万 | 减仓 |
| — | EVE HLDG INC | $3.29万 | 0.00% | 13,092 | -14,814 | -53.1% | -$3.72万 | 减仓 |
| ALT | ALTIMMUNE INC | $4.26万 | 0.01% | 14,001 | -9,998 | -41.7% | -$3.04万 | 减仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $4.74万 | 0.01% | 22,807 | -77,869 | -77.3% | -$16.20万 | 减仓 |
| GSM | FERROGLOBE PLC | $5.45万 | 0.01% | 17,144 | 17,144 | — | $5.45万 | 新建仓 |
| MQ | MARQETA INC | $6.55万 | 0.01% | 16,139 | 16,139 | — | $6.55万 | 新建仓 |
| RBBN | RIBBON COMMUNICATIONS INC | $6.64万 | 0.01% | 28,355 | -3,522 | -11.0% | -$8,242 | 减仓 |
| RZLT | REZOLUTE INC | $6.71万 | 0.01% | 12,909 | 12,909 | — | $6.71万 | 新建仓 |
| SRTA | STRATA CRITICAL MEDICAL INC | $6.72万 | 0.01% | 12,747 | 12,747 | — | $6.72万 | 新建仓 |
| ESRT | EMPIRE ST RLTY TR INC | $6.94万 | 0.01% | 12,833 | 12,833 | — | $6.94万 | 新建仓 |
| AURA | AURA BIOSCIENCES INC | $7.30万 | 0.01% | 10,284 | 10,284 | — | $7.30万 | 新建仓 |
| MNKD | MANNKIND CORP | $7.69万 | 0.01% | 18,055 | -14,128 | -43.9% | -$6.02万 | 减仓 |
| — | GYRE THERAPEUTICS INC | $7.76万 | 0.01% | 11,780 | 11,780 | — | $7.76万 | 新建仓 |
| FLO | FLOWERS FOODS INC | $8.13万 | 0.01% | 10,291 | 10,291 | — | $8.13万 | 新建仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $8.38万 | 0.01% | 15,095 | 766 | 5.3% | $4,251 | 加仓 |
| RWT | REDWOOD TRUST INC | $8.66万 | 0.01% | 18,272 | -35,372 | -65.9% | -$16.77万 | 减仓 |
| GDYN | GRID DYNAMICS HLDGS INC | $8.82万 | 0.01% | 15,522 | -6,395 | -29.2% | -$3.63万 | 减仓 |
| SPT | SPROUT SOCIAL INC | $8.86万 | 0.01% | 11,736 | 11,736 | — | $8.86万 | 新建仓 |
| OIS | OIL STS INTL INC | $9.14万 | 0.01% | 11,409 | -13,146 | -53.5% | -$10.53万 | 减仓 |
| ORC | ORCHID IS CAP INC | $9.39万 | 0.01% | 13,476 | -27,910 | -67.4% | -$19.45万 | 减仓 |
| COTY | COTY INC | $9.46万 | 0.01% | 43,788 | 30,152 | 221.1% | $6.51万 | 重新持有 |
| NXDR | NEXTDOOR HOLDINGS INC | $9.67万 | 0.01% | 42,598 | -155,705 | -78.5% | -$35.34万 | 减仓 |
| VTEX | VTEX | $9.69万 | 0.01% | 24,213 | -33,369 | -58.0% | -$13.35万 | 减仓 |
| WVE | WAVE LIFE SCIENCES LTD | $9.77万 | 0.01% | 16,813 | 16,813 | — | $9.77万 | 新建仓 |
| MYGN | MYRIAD GENETICS INC | $9.78万 | 0.01% | 17,129 | 17,129 | — | $9.78万 | 新建仓 |
| GERN | GERON CORP | $10.56万 | 0.01% | 82,499 | 24,965 | 43.4% | $3.20万 | 加仓 |
| NB | NIOCORP DEVS LTD | $10.61万 | 0.01% | 22,005 | 22,005 | — | $10.61万 | 新建仓 |
| VRRM | VERRA MOBILITY CORP | $10.61万 | 0.01% | 24,969 | 24,969 | — | $10.61万 | 新建仓 |
| AMC | AMC ENTMT HLDGS INC | $10.68万 | 0.01% | 56,205 | 56,205 | — | $10.68万 | 新建仓 |
| RCAT | RED CAT HLDGS INC | $13.00万 | 0.02% | 12,202 | -28,165 | -69.8% | -$30.00万 | 减仓 |
| ARVN | ARVINAS INC | $14.11万 | 0.02% | 16,974 | 16,974 | — | $14.11万 | 新建仓 |
| SOC | SABLE OFFSHORE CORP | $15.38万 | 0.02% | 49,942 | 24,653 | 97.5% | $7.59万 | 加仓 |
| WEN | WENDYS CO | $15.85万 | 0.02% | 19,125 | 19,125 | — | $15.85万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $16.15万 | 0.02% | 17,198 | -55,659 | -76.4% | -$52.26万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $16.97万 | 0.02% | 18,069 | -25,723 | -58.7% | -$24.15万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $17.03万 | 0.02% | 22,174 | 11,312 | 104.1% | $8.69万 | 重新持有 |
| CDE | COEUR MNG INC | $17.50万 | 0.02% | 10,721 | -32,949 | -75.4% | -$53.77万 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $18.63万 | 0.02% | 20,297 | -33,548 | -62.3% | -$30.80万 | 减仓 |
| SMPL | SIMPLY GOOD FOODS CO | $18.72万 | 0.02% | 14,098 | -7,099 | -33.5% | -$9.43万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $20.61万 | 0.03% | 649 | -3,185 | -83.1% | -$101.13万 | 重新持有 |
| RL | RALPH LAUREN CORP | $20.67万 | 0.03% | 515 | -944 | -64.7% | -$37.89万 | 减仓 |
| PLPC | PREFORMED LINE PRODS CO | $20.90万 | 0.03% | 509 | -1,140 | -69.1% | -$46.80万 | 重新持有 |
| JLL | JONES LANG LASALLE INC | $21.08万 | 0.03% | 680 | -841 | -55.3% | -$26.07万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $21.11万 | 0.03% | 713 | -845 | -54.2% | -$25.02万 | 减仓 |