Position in IT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$587,826
-$111,671 QoQ
Shares Held
4,535
+70.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#307
of 647 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Polymer Capital Management (US) LLC holds $8,562,168 across 12 Information Technology Services names. IT ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEEL |
Keel Infrastructure Corp.
|
742,020 | $4,259,194 | |
| 2 | LDOS |
Leidos Holdings, Inc.
|
5,825 | $599,800 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
15,424 | $597,371 | |
| 4 | IT |
Gartner Inc
This page
|
4,535 | $587,826 | |
| 5 | ACN |
Accenture plc
|
4,110 | $511,448 | |
| 6 | CIFR |
Cipher Digital Inc.
|
18,238 | $446,831 | |
| 7 | IBM |
International Business Machines Corp
|
1,534 | $431,376 | |
| 8 | JKHY |
Jack Henry & Associates Inc
|
2,844 | $391,732 |
All Filings in IT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $587,826 | 4,535 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $699,497 | 2,661 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $315,695 | 781 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||