Position in P
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,065,819
+$6,637,819 QoQ
Shares Held
140,447
+87.3% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#160
of 804 holders
Holding Since
Sep 2021
10 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in P Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026LMR Partners LLP holds $268,135,378 across 10 Computer Hardware names. P ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STX |
Seagate Technology Holdings plc
|
104,600 | $100,939,000 | |
| 2 | SNDK |
Sandisk Corp
|
29,009 | $65,958,632 | |
| 3 | ANET |
Arista Networks, Inc.
|
306,517 | $52,071,107 | |
| 4 | WDC |
Western Digital Corp
|
31,053 | $19,834,171 | |
| 5 | P |
Everpure, Inc.
This page
|
140,447 | $11,065,819 | |
| 6 | SMCI |
Super Micro Computer, Inc.
|
5,557,623 | $8,535,242 | |
| 7 | DELL |
Dell Technologies Inc.
|
16,395 | $7,073,786 | |
| 8 | IONQ |
IonQ, Inc.
|
45,608 | $2,429,081 |
All Filings in P
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,065,819 | 140,447 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,428,000 | 75,000 | Shares | Sole | 2026-05-15 | |
| 2024-03-31 | $1,718,373 | 33,052 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $833,802 | 23,382 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $832,866 | 23,382 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $9,668,066 | 361,288 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $15,406,846 | 562,910 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $33,492,108 | 1,302,688 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,856,032 | 392,411 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $8,711,473 | 346,243 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||