Stock Taper

LMR PARTNERS LLP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
UniFirst CorporationUNF53.73K$14.21M
Uber Technologies, Inc.UBER52.63K$3.8M
McDonald's CorporationMCD51.55K$13.94M
Charter Communications, Inc.CHTR51.25K$7.29M
Replimune Group, Inc.REPL50.7K$561.24K
Fermi Inc. Common StockFRMI50K$458K
Papa John's International, Inc.PZZA50K$1.84M
Cogent Biosciences, Inc.COGT50K$1.94M
Ambiq Micro, Inc.AMBQ50K$4.42M
Tower Semiconductor Ltd.TSEM49.84K$12.99M
Broadcom Inc.AVGO48.3K$18.24M
Alaska Air Group, Inc.ALK47.77K$2.49M
Kodiak Gas Services, Inc.KGS46.55K$3.5M
Apogee Therapeutics, Inc.APGE46.46K$6.17M
The Coca-Cola CompanyKO46.08K$3.75M
Corteva, Inc.CTVA45.96K$3.89M
IonQ, Inc.IONQ45.61K$2.43M
Revolution Medicines, Inc.RVMD45.5K$8.52M
Applied Materials, Inc.AMAT44.06K$31.86M
Merck & Co., Inc.MRK44.03K$5.66M