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Polymer Capital Management’s SolarEdge SEDG Stock Holding History

Polymer Capital Management’s Portfolio SEDG Stock Details SEDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$720K Buy
+12,316
New +$645K 0.1% 238
2026
Q1 		– Sell
-13,771
Closed -$397K – 1005
2025
Q4 		$397K Buy
+13,771
New +$480K 0.04% 513
2025
Q2 		– Sell
-10,000
Closed -$162K – 756
2025
Q1 		$162K Buy
+10,000
New +$156K 0.04% 453

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MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

Polymer Capital Management opened a new position in SolarEdge (SEDG) in Q2 2026: 12,316 shares worth $720K. The stake represents 0.1% of the portfolio and ranks #238 among its holdings. This is a return to the name: Polymer Capital Management previously reported a position in SEDG as recently as Q4 2025.

Polymer Capital Management first reported a position in SEDG in Q1 2025 and has held it in 3 quarters since. 346 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

  • Polymer Capital Management held 12,316 shares of SolarEdge worth $720K as of Q2 2026.
  • SolarEdge was a new Polymer Capital Management position in Q2 2026.
  • SolarEdge made up 0.1% of Polymer Capital Management's portfolio in Q2 2026, its #238 holding.
  • Polymer Capital Management first reported a position in SolarEdge in Q1 2025 and has held it in 3 quarters since.
  • 346 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

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