Position in MQ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$65,524
New position
Shares Held
4,035
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#145
of 199 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Polymer Capital Management (US) LLC holds $17,436,877 across 22 Software - Infrastructure names. MQ ranks #22 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWV |
CoreWeave, Inc.
|
40,000 | $3,981,600 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
8,932 | $1,704,091 | |
| 3 | STNE |
StoneCo Ltd.
|
135,589 | $1,469,784 | |
| 4 | ORCL |
Oracle Corp
|
10,004 | $1,466,086 | |
| 5 | APPN |
Appian Corp
|
36,214 | $829,300 | |
| 6 | TENB |
Tenable Holdings, Inc.
|
20,324 | $749,549 | |
| 7 | CORZ |
Core Scientific, Inc./tx
|
29,006 | $742,263 | |
| 8 | VRNS |
Varonis Systems Inc
|
16,740 | $702,410 |
All Filings in MQ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,524 | 16,139 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||