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Polymer Capital Management’s Navitas Semiconductor NVTS Stock Holding History

Polymer Capital Management’s Portfolio NVTS Stock Details NVTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$297K Sell
16,578
-12,115
-42% -$231K 0.04% 511
2026
Q1 		$252K Buy
+28,693
New +$264K 0.03% 677

Other funds holding NVTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Polymer Capital Management's NVTS Position: Q2 2026 in Review

Polymer Capital Management reduced its Navitas Semiconductor (NVTS) stake by 42% in Q2 2026, selling an estimated $231K and leaving 16,578 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #511.

Polymer Capital Management first reported a position in NVTS in Q1 2026 and has held it in 2 quarters since. 350 funds tracked by Wall St. Rank hold NVTS as of Q2 2026.

  • Polymer Capital Management held 16,578 shares of Navitas Semiconductor worth $297K as of Q2 2026.
  • Polymer Capital Management sold 12,115 Navitas Semiconductor shares in Q2 2026, an estimated $231K.
  • Navitas Semiconductor made up 0.04% of Polymer Capital Management's portfolio in Q2 2026, its #511 holding.
  • Polymer Capital Management first reported a position in Navitas Semiconductor in Q1 2026 and has held it in 2 quarters since.
  • 350 funds tracked by Wall St. Rank held Navitas Semiconductor as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.