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LMR PARTNERS LLP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Willis Lease Finance CorporationWLFC2.33K$532.42K
Vistra Corp.VST2.26K$357.87K
Simon Property Group, Inc.SPG2.24K$500.31K
Thermo Fisher Scientific Inc.TMO2.23K$1.12M
SiTime CorporationSITM2.19K$1.64M
BlackSky Technology Inc.BKSY2.19K$61.06K
Cigna CorporationCI2.15K$593.54K
Tapestry, Inc.TPR2.15K$314.72K
Marsh & McLennan Companies, Inc.MRSH2.08K$347.01K
Madrigal Pharmaceuticals, Inc.MDGL2.03K$1.09M
Anterix Inc.ATEX2.02K$208.15K
Philip Morris International Inc.PM2K$362.73K
Vicor CorporationVICR1.97K$748.55K
The Progressive CorporationPGR1.96K$427.51K
Paycom Software, Inc.PAYC1.91K$240.17K
Equinix, Inc.EQIX1.85K$1.93M
DaVita Inc.DVA1.85K$411.81K
NWPX Infrastructure, Inc.NWPX1.83K$274.84K
Tyler Technologies, Inc.TYL1.8K$525.55K
Rockwell Automation, Inc.ROK1.79K$886.19K