Stock Taper

LMR PARTNERS LLP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Semtech CorporationSMTC31.98K$5.18M
Kratos Defense & Security Solutions, Inc.KTOS32.07K$1.6M
Cintas CorporationCTAS32.39K$5.51M
Atrium Therapeutics, Inc.RNA32.5K$437.13K
Erasca, Inc.ERAS32.9K$602.73K
American Electric Power Company, Inc.AEP33.1K$4.53M
Coherent, Inc.COHR34K$13.41M
Cytokinetics, IncorporatedCYTK34.65K$2.95M
Roivant Sciences Ltd.ROIV34.77K$1.23M
Bio-Techne CorporationTECH34.8K$2.46M
Liberty Broadband CorporationLBRDA34.85K$1.16M
Exponent, Inc.EXPO35.08K$2.06M
ORIC Pharmaceuticals, Inc.ORIC35.27K$381.94K
Monolithic Power Systems, Inc.MPWR35.76K$49.43M
Fox CorporationFOX35.96K$1.68M
Cirrus Logic, Inc.CRUS36.37K$5.4M
Nextpower Inc.NXT36.8K$4.38M
ON Semiconductor CorporationON36.95K$3.49M
Dominion Energy, Inc.D37.16K$2.54M
CSX CorporationCSX37.42K$1.78M