Stock Taper

LMR PARTNERS LLP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Repligen CorporationRGEN228.6K$31.19M
Hallador Energy CompanyHNRG226.94K$3.95M
ConocoPhillipsCOP225.78K$23.47M
Core Scientific, Inc.CORZ225K$5.76M
Dianthus Therapeutics, Inc.DNTH224K$21.84M
NIO Inc.NIO221.3K$1.12M
Applied Digital Corp.APLD218.01K$8.13M
Taiwan Semiconductor Manufacturing Company LimitedTSM214.83K$102.59M
Penumbra, Inc.PEN213.89K$67.54M
Corning IncGLW208.4K$53.23M
GDS Holdings LimitedGDS201.37K$6.05M
Celestica Inc.CLS200.73K$73.23M
Arxis, Inc. Class A Common StockARXS200.7K$9.26M
Synaptics IncorporatedSYNA200K$24.85M
Applied Aerospace & Defense, Inc.AADX200K$4.56M
Credo Technology Group Holding LtdCRDO199.72K$54.31M
CoreWeave, Inc. Class A Common StockCRWV198.31K$19.74M
Super Micro Computer, Inc.SMCI197.62K$5.8M
Forward Air CorporationFWRD192.66K$2.6M
ERock, Inc.EROC189.5K$2.75M