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Equibles

LMR Partners LLP

Position in DQ — Daqo New Energy Corp.

CIK 1578621 LONDON, X0
Back to DQ Full portfolio

Position in DQ

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$0
+$0 QoQ
Shares Held
0
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
12 quarters on record

Common Shares in DQ Over Time

Shares Held

Position Value (USD)

Derivatives in DQ

reported options exposure · as of Jun 30, 2026
CallValue
$133,900
CallShares
10,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

LMR Partners LLP holds $167,208,398 across 9 Semiconductor Equipment & Materials names.

# Ticker Company Shares Value (USD) Open
1 ASML
Asml Holding NV
 21,785 $43,339,946
2 LRCX
Lam Research Corp
 82,869 $35,909,622
3 AMAT
Applied Materials Inc /De
 44,064 $31,858,272
4 KLAC
Kla Corp
 85,489 $25,792,885
5 TER
Teradyne, Inc
 39,700 $19,208,448
6 ENTG
Entegris Inc
 30,000 $5,395,800
7 Q
Qnity Electronics, Inc.
 22,453 $3,666,798
8 FORM
Formfactor Inc
 10,025 $1,603,298

All Filings in DQ

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $133,900 10,000
2026-03-31 $212,700 10,000
2026-03-31 $212,700 10,000
2024-06-30 $211,510 14,487
2024-03-31 $407,809 14,487
2023-12-31 $3,588,792 134,917
2023-09-30 $10,117,565 334,244
2023-06-30 $12,964,670 326,566
2023-03-31 $14,656,236 312,900
2022-03-31 $421,629 10,204
2021-06-30 $548,313 8,433
2020-12-31 $852,656 14,865
2020-09-30 $1,775,971 13,132