StockDriftsStockDriftsTop 50 Polymer Capital Management (US) LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 4.48% | 173.5K | $30.3M | +69.98%(+71.44K) | $151.52(+55.58%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 3.17% | 30.4K | $21.4M | -40.00%(-20.28K) | $75.63(+1224.66%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.7% | 37.2K | $11.5M | +2127.82%(+35.49K) | $326.50(+34.70%) | 2026-03-31 | |
| GLW | CORNING INC | 1.23% | 61.2K | $8.3M | +330.75%(+47.01K) | $101.44(+105.31%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 1.09% | 5.6K | $7.4M | new | $1195.34(+32.56%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 0.99% | 23.2K | $6.7M | +142.35%(+13.64K) | $281.16(+42.65%) | 2026-03-31 | |
| RIG | TRANSOCEAN LTD | 0.99% | 1.00M | $6.7M | -17.66%(-215.35K) | $2.98(+132.07%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 0.94% | 18.9K | $6.4M | -72.01%(-48.56K) | $222.70(+287.97%) | 2026-03-31 | |
| AEP | AMERICAN ELEC PWR CO INC | 0.93% | 48.0K | $6.3M | -4.06%(-2.03K) | $113.00(+13.81%) | 2026-03-31 | |
| POR | PORTLAND GEN ELEC CO | 0.92% | 117.5K | $6.2M | +95.84%(+57.51K) | $47.37(+1.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +58.54% | +298.47% |
| Top 20 Holdings Unweighted | +44.00% | +198.58% |
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