Stock Taper 
LMR PARTNERS LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Applied Materials, Inc. | AMAT | 44.06K | $31.86M |
 Revolution Medicines, Inc. | RVMD | 45.5K | $8.52M |
 IonQ, Inc. | IONQ | 45.61K | $2.43M |
 Corteva, Inc. | CTVA | 45.96K | $3.89M |
 The Coca-Cola Company | KO | 46.08K | $3.75M |
 Apogee Therapeutics, Inc. | APGE | 46.46K | $6.17M |
 Kodiak Gas Services, Inc. | KGS | 46.55K | $3.5M |
 Alaska Air Group, Inc. | ALK | 47.77K | $2.49M |
 Broadcom Inc. | AVGO | 48.3K | $18.24M |
 Tower Semiconductor Ltd. | TSEM | 49.84K | $12.99M |
 Papa John's International, Inc. | PZZA | 50K | $1.84M |
 Ambiq Micro, Inc. | AMBQ | 50K | $4.42M |
 Fermi Inc. Common Stock | FRMI | 50K | $458K |
 Cogent Biosciences, Inc. | COGT | 50K | $1.94M |
 Replimune Group, Inc. | REPL | 50.7K | $561.24K |
 Charter Communications, Inc. | CHTR | 51.25K | $7.29M |
 McDonald's Corporation | MCD | 51.55K | $13.94M |
 Uber Technologies, Inc. | UBER | 52.63K | $3.8M |
 UniFirst Corporation | UNF | 53.73K | $14.21M |
 Paramount Skydance Corporation Class B Common Stock | PSKY | 53.76K | $530.1K |