Position in ETSY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,654,333
+$2,042,079 QoQ
Shares Held
48,511
+50.4% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#139
of 552 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ETSY Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Polymer Capital Management (US) LLC holds $20,434,514 across 8 Internet Retail names. ETSY ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
39,285 | $9,363,186 | |
| 2 | ETSY |
Etsy Inc
This page
|
48,511 | $3,654,333 | |
| 3 | DASH |
DoorDash, Inc.
|
13,486 | $2,488,571 | |
| 4 | EBAY |
Ebay Inc
|
20,685 | $2,311,548 | |
| 5 | CART |
Maplebear Inc.
|
23,386 | $1,107,327 | |
| 6 | W |
Wayfair Inc.
|
6,152 | $568,567 | |
| 7 | CHWY |
Chewy, Inc.
|
28,825 | $566,411 | |
| 8 | RVLV |
Revolve Group, Inc.
|
16,364 | $374,571 |
All Filings in ETSY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,654,333 | 48,511 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,612,254 | 32,258 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,101,508 | 37,906 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $762,887 | 11,491 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $885,173 | 17,647 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $326,108 | 6,912 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||