Position in TE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$799,732
+$463,050 QoQ
Shares Held
84,360
+10.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#116
of 315 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Polymer Capital Management (US) LLC holds $9,223,903 across 9 Electrical Equipment & Parts names. TE ranks #3 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
10,000 | $3,027,000 | |
| 2 | VRT |
Vertiv Holdings Co
|
7,630 | $2,554,676 | |
| 3 | TE |
T1 Energy Inc.
This page
|
84,360 | $799,732 | |
| 4 | ENS |
EnerSys
|
3,383 | $791,013 | |
| 5 | AYI |
Acuity Inc. (De)
|
1,508 | $568,003 | |
| 6 | AMPX |
Amprius Technologies, Inc.
|
38,444 | $532,833 | |
| 7 | AEIS |
Advanced Energy Industries Inc
|
1,418 | $528,729 | |
| 8 | HUBB |
Hubbell Inc
|
407 | $212,942 |
All Filings in TE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $799,732 | 84,360 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $336,682 | 76,693 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $180,887 | 27,079 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||