Polymer Capital Management’s Semrush SEMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$115K Sell
12,672
-6,393
-34% -$57.9K 0.01% 526
2025
Q1
$178K Buy
19,065
+8,906
+88% +$83.1K 0.05% 427
2024
Q4
$121K Buy
+10,159
New +$121K 0.03% 313