Polymer Capital Management (US) LLC: SMCI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Polymer Capital Management (US) LLC on SMCI, newest first. How the timeline and the estimate are built.
Polymer Capital Management (US) LLC held 21,092 SMCI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 21,092 sharesChange vs previous 13F +21,092 shares
0.09% of the 13F portfolio, value $618,628.
13F-HR 0001973324-26-000009 filed by Polymer Capital Management (US) LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 0 sharesChange vs previous 13F -40,790 shares
13F-HR 0001973324-26-000007 filed by Polymer Capital Management (US) LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 40,790 sharesChange vs previous 13F +25,242 shares
0.15% of the 13F portfolio, value $1,193,923.
13F-HR 0001973324-26-000003 filed by Polymer Capital Management (US) LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,548 sharesChange vs previous 13F -108,773 shares
0.1% of the 13F portfolio, value $745,371.
13F-HR 0001973324-25-000011 filed by Polymer Capital Management (US) LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 124,321 sharesChange vs previous 13F not available
1% of the 13F portfolio, value $6,092,972.
13F-HR 0001641447-25-000003 filed by Polymer Capital Management (US) LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).