Position in NXT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,384,351
+$3,992,564 QoQ
Shares Held
36,800
+1032.3% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#222
of 715 holders
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 28%
Shared 72%
None 0%
Common Shares in NXT Over Time
Shares Held
Position Value (USD)
Derivatives in NXT
reported options exposure · as of Jun 30, 2026CallValue
$8,697,220
CallShares
73,000
PutValue
$595,700
PutShares
5,000
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 Solar
Technology · as of Jun 30, 2026LMR Partners LLP holds $6,139,939 across 8 Solar names. NXT ranks #1 (71.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NXT |
Nextpower Inc.
This page
|
36,800 | $4,384,351 | |
| 2 | SEDG |
Solaredge Technologies, Inc.
|
10,809 | $631,677 | |
| 3 | RUN |
Sunrun Inc.
|
38,137 | $510,273 | |
| 4 | FSLR |
First Solar, Inc.
|
1,304 | $307,691 | |
| 5 | ENPH |
Enphase Energy, Inc.
|
6,093 | $300,019 | |
| 6 | ARRY |
Array Technologies, Inc.
|
800 | $5,928 | |
| 7 | ZEO |
Zeo Energy Corp.
|
150,000 | $0 | |
| 8 | SPWR |
SunPower Inc.
|
37,500 | $0 |
All Filings in NXT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,384,351 | 36,800 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $8,697,220 | 73,000 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $595,700 | 5,000 | Put | Sole | 2026-08-14 | |
| 2026-03-31 | $391,787 | 3,250 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $1,808,250 | 15,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $1,808,250 | 15,000 | Put | Sole | 2026-05-15 | |
| 2025-09-30 | $4,069,450 | 55,000 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $485,892 | 6,567 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,099,498 | 75,400 | Call | Sole | 2025-08-14 | |
| 2024-12-31 | $1,866,683 | 51,100 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $1,799,040 | 48,000 | Call | Sole | 2024-11-07 | |
| 2023-12-31 | $4,216,500 | 90,000 | Call | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||