Polymer Capital Management (US) LLC
Position in ASTS — AST SpaceMobile, Inc.
CIK 1973324
NEW YORK, NY
Position in ASTS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$689,375
-$275,194 QoQ
Shares Held
7,758
-60.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#334
of 748 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ASTS Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Polymer Capital Management (US) LLC holds $24,900,813 across 11 Communication Equipment names. ASTS ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LITE |
Lumentum Holdings Inc.
|
15,991 | $13,721,237 | |
| 2 | CIEN |
Ciena Corp
|
7,147 | $3,506,032 | |
| 3 | EXTR |
Extreme Networks Inc
|
47,600 | $1,540,812 | |
| 4 | NTGR |
Netgear, Inc.
|
61,773 | $1,442,399 | |
| 5 | ADTN |
ADTRAN Holdings, Inc.
|
101,366 | $1,408,987 | |
| 6 | HLIT |
Harmonic Inc.
|
45,054 | $735,731 | |
| 7 | ONDS |
Ondas Inc.
|
85,408 | $703,761 | |
| 8 | ASTS |
AST SpaceMobile, Inc.
This page
|
7,758 | $689,375 |
All Filings in ASTS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $689,375 | 7,758 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $964,569 | 19,653 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||