LMR Partners LLP

LMR Partners LLP reported 1,869 holdings worth US$26.8B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

LMR Partners LLP reported 1,869 holdings worth US$26.8B as of Jun 30, 2026. Largest: Warner Bros. Discovery, Inc. - Series A, Norfolk Southern Corporation and Space Exploration Technologies Corp. Filed Aug 14, 2026 (Form 13F).

Holdings
1,869
Value as reported
US$26.8B

The filing in full

CompanySharesValue as reported% of portfolio
Warner Bros. Discovery, Inc. - Series A13MUS$348M1.3%
Norfolk Southern Corporation722KUS$227M0.85%
Space Exploration Technologies Corp1.07MUS$183M0.68%
Nvidia Corporation772KUS$155M0.58%
Bp Plc3.39MUS$125M0.47%
Echostar Corporation1.14MUS$115M0.43%
Amazon.com, Inc.465KUS$111M0.41%
Chart Industries, Inc.522KUS$109M0.41%
Tesla, Inc.252KUS$106M0.40%
Taiwan Semiconductor Manufacturing Co., Ltd.215KUS$103M0.38%
Axalta Coating Systems Ltd.2.94MUS$101M0.38%
Shell Plc1.28MUS$99.5M0.37%
Motorola Solutions, Inc.232KUS$96.5M0.36%
Amphenol Corporation511KUS$90.1M0.34%
Datadog, Inc.332KUS$86.4M0.32%
Silicon Laboratories, Inc.379KUS$82.9M0.31%
Take-two Interactive Software, Inc.312KUS$78M0.29%
Roku, Inc.543KUS$75M0.28%
Celestica Inc.201KUS$73.2M0.27%
Globalstar, Inc.850KUS$69.1M0.26%
Penumbra, Inc.214KUS$67.5M0.25%
Sandisk Corporation29,009US$66M0.25%
Electronic Arts Inc.315KUS$64.6M0.24%
Illumina, Inc.364KUS$64.1M0.24%
Essential Utilities, Inc.1.63MUS$62.4M0.23%
The Aes Corporation4.26MUS$62.4M0.23%
Qorvo, Inc.659KUS$61.5M0.23%
Waters Corporation147KUS$55.2M0.21%
Allied Gold Corporation2.29MUS$54.4M0.20%
Credo Technology Group Holding Ltd200KUS$54.3M0.20%
Txnm Energy, Inc.943KUS$53.6M0.20%
Corning Incorporated208KUS$53.2M0.20%
Arista Networks, Inc.307KUS$52.1M0.19%
Gsk Plc980KUS$51.4M0.19%
Smith & Nephew Plc1.77MUS$50.9M0.19%
Monolithic Power Systems, Inc.35,757US$49.4M0.18%
Dycom Industries, Inc.93,598US$47.3M0.18%
Brightspring Health Services, Inc.676KUS$47.2M0.18%
Micron Technology, Inc.40,806US$47.1M0.18%
Teck Resources Limited Class A770KUS$45.8M0.17%
Mongodb, Inc.135KUS$45.4M0.17%
Zoom Communications, Inc.511KUS$44.1M0.16%
Asml Holding Nv21,785US$43.3M0.16%
Ge Aerospace116KUS$43.2M0.16%
Apple Inc141KUS$40.9M0.15%
Alnylam Pharmaceuticals, Inc.134KUS$40.4M0.15%
Microsoft Corp.101KUS$37.6M0.14%
Uniti Group Inc.3.13MUS$36M0.13%
Lam Research Corporation82,869US$35.9M0.13%
Intel Corporation245KUS$34.3M0.13%
Cisco Systems, Inc.288KUS$33.8M0.13%
Ttm Technologies, Inc.180KUS$33.7M0.13%
Cloudflare, Inc.136KUS$33.4M0.12%
Elanco Animal Health Incorporated1.34MUS$32.9M0.12%
Applied Materials, Inc.44,064US$31.9M0.12%
F5, Inc.76,109US$31.7M0.12%
Marvell Technology, Inc.105KUS$31.4M0.12%
Repligen Corporation229KUS$31.2M0.12%
Crowdstrike Holdings, Inc.38,833US$29.6M0.11%
Kenvue Inc.1.51MUS$28.8M0.11%
International Business Machines Corporation100KUS$28.3M0.11%
Forgent Power Solutions, Inc.485KUS$27.1M0.10%
Cerebras Systems Inc.120KUS$26.5M0.10%
Snowflake Inc.104KUS$26.4M0.10%
Webster Financial Corporation338KUS$25.8M0.10%
Kla Corporation85,489US$25.8M0.10%
Digitalbridge Group, Inc.1.61MUS$25.4M0.09%
Synaptics Incorporated200KUS$24.8M0.09%
Stmicroelectronics Nv330KUS$24.7M0.09%
Amprius Technologies, Inc.1.75MUS$24.3M0.09%
Palo Alto Networks, Inc.70,975US$24.2M0.09%
Novartis Ag154KUS$24.1M0.09%
Us Foods Holding Corp.232KUS$23.7M0.09%
Liberty Live Holdings, Inc. - Series A Liberty Live Group224KUS$23.7M0.09%
Devon Energy Corporation570KUS$23.5M0.09%
Conocophillips226KUS$23.5M0.09%
Meta Platforms, Inc.40,586US$22.9M0.09%
Surgery Partners, Inc.1.36MUS$22.9M0.09%
Bloom Energy Corporation75,500US$22.9M0.09%
Brookdale Senior Living Inc.1.37MUS$22.1M0.08%
Dianthus Therapeutics, Inc.224KUS$21.8M0.08%
Pearson Plc1.37MUS$21.8M0.08%
Fortinet, Inc.141KUS$21.6M0.08%
Launch One Acquisition Corp.1.98MUS$21.5M0.08%
Okta, Inc.157KUS$21.4M0.08%
Diageo Plc264KUS$21.3M0.08%
Blue Acquisition Corp.1.92MUS$20.3M0.08%
Abbvie Inc.79,736US$20.1M0.07%
Western Digital Corporation31,053US$19.8M0.07%
Coreweave, Inc.198KUS$19.7M0.07%
Teva Pharmaceutical Industries Limited582KUS$19.7M0.07%
Palantir Technologies Inc.167KUS$19.4M0.07%
Teradyne, Inc.39,700US$19.2M0.07%
Bristol-myers Squibb Company330KUS$19M0.07%
Broadcom Inc.48,298US$18.2M0.07%
Terawulf Inc.734KUS$18.1M0.07%
Hdfc Bank Limited697KUS$18M0.07%
Circle Internet Group, Inc.282KUS$17.6M0.07%
Inflection Point Acquisition Corp. Vi1.7MUS$17.6M0.07%
Solv Energy, Inc.516KUS$17.6M0.07%

Every holding of LMR Partners LLP

Source

View original at SEC

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