Polymer Capital Management (US) LLC

Position in SMCI — Super Micro Computer, Inc.

CIK 1973324 NEW YORK, NY

Position in SMCI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$618,628

-$575,295 QoQ

Shares Held

21,092

-48.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#392

of 796 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Polymer Capital Management (US) LLC holds $6,913,023 across 5 Computer Hardware names. SMCI ranks #4 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNDK	Sandisk Corp	1,080	$2,455,628
2	ANET	Arista Networks, Inc.	12,099	$2,055,378
3	STX	Seagate Technology Holdings plc	1,535	$1,481,275
4	SMCI	Super Micro Computer, Inc. This page	21,092	$618,628
5	WDC	Western Digital Corp	473	$302,114

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$618,628	21,092	-48.3%	Shares	Sole	2026-08-14
2025-12-31	$1,193,923	40,790	+162.3%	Shares	Sole	2026-02-17
2025-09-30	$745,371	15,548	-87.5%	Shares	Sole	2025-11-14
2025-06-30	$6,092,972	124,321	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.