LMR Partners LLP

CIK

1578621

City

LONDON

State / Country

X0

Stock

SMMT — Summit Therapeutics Inc.

Top Portfolio Positions

717 positions · $39,277,386,404 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
GLD	Spdr Gold Trust	53,844,109	$23,168,581,660	58.99%
SPY	Spdr S&P 500 ETF Trust	1,377,939	$896,128,849	2.28%
SLV	iShares Silver Trust	11,514,222	$784,579,087	2.00%
NVDA	Nvidia Corp Technology	3,539,439	$617,278,161	1.57%
TSLA	Tesla, Inc. Consumer Cyclical	1,628,422	$605,365,877	1.54%
MSTR	Strategy Inc Technology	4,646,742	$579,913,401	1.48%
GME	GameStop Corp. Consumer Cyclical	21,230,846	$489,158,691	1.25%
MU	Micron Technology Inc Technology	990,201	$334,529,504	0.85%
LLY	ELI LILLY & Co Healthcare	331,139	$304,571,718	0.78%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	2,271,782	$285,017,768	0.73%

Portfolio Trend

25 quarters · across all stocks

Holdings in SMMT

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,383,584	600,400	+1098.4%	Put	Sole	2026-05-15
2026-03-31	$949,896	50,100	+46.8%	Call	Sole	2026-05-15
2026-03-31	$646,952	34,122	-92.0%	Shares	Other	2026-05-15
2025-12-31	$7,422,756	424,400	+464.4%	Put	Sole	2026-02-17
2025-12-31	$1,315,248	75,200	-81.6%	Shares	Sole	2026-02-17
2025-09-30	$8,452,006	409,100	+122.6%	Put	Sole	2025-11-14
2025-06-30	$3,911,264	183,800	+34.4%	Put	Sole	2025-08-14
2025-03-31	$2,638,872	136,800	+12.3%	Put	Sole	2025-05-15
2024-12-31	$2,173,521	121,800	+21.8%	Put	Sole	2025-02-14
2024-09-30	$2,190,000	100,000	+100.0%	Put	Sole	2024-11-07
2024-06-30	$390,000	50,000	-22.3%	Put	Other	2024-08-14
2023-03-31	$112,588	64,336	+348.1%	Shares	Sole	2023-05-15
2021-03-31	$84,275	14,357	—	Shares	Sole	2021-05-17
No 13F history on record for this holder in this stock.