Position in Q
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,538,346
+$4,189,846 QoQ
Shares Held
100,003
+11.1% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026LMR Partners LLP holds $74,251,885 across 7 Semiconductor Equipment & Materials names. Q ranks #3 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
78,550 | $26,847,603 | |
| 2 | LRCX |
Lam Research Corp
|
92,706 | $19,807,563 | |
| 3 | Q |
Qnity Electronics, Inc.
This page
|
100,003 | $11,538,346 | |
| 4 | ENTG |
Entegris Inc
|
70,000 | $8,206,800 | |
| 5 | AXTI |
Axt Inc
|
105,000 | $5,982,899 | |
| 6 | ASML |
Asml Holding NV
|
907 | $1,197,992 | |
| 7 | KLAC |
Kla Corp
|
4,555 | $670,682 |
All Filings in Q
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,538,346 | 100,003 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,348,500 | 90,000 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||