LMR Partners LLP

CIK

1578621

City

LONDON

State / Country

X0

Stock

TXNM — Txnm Energy Inc

Top Portfolio Positions

720 positions · $39,268,889,744 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	59.00%
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 TXNM

Compact Export CSV

Shares Held

Position Value (USD)

12 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$40,834,075	698,496	+3.9%	Shares	Sole	2026-05-15
2025-12-31	$39,583,022	672,266	+1.1%	Shares	Sole	2026-02-17
2025-09-30	$37,603,883	664,967	-22.4%	Shares	Sole	2025-11-14
2025-06-30	$48,291,077	857,441	+130.0%	Shares	Sole	2025-08-14
2023-12-31	$15,507,481	372,776	-33.8%	Shares	Sole	2024-02-14
2023-09-30	$25,129,348	563,312	+48.3%	Shares	Sole	2023-11-14
2023-06-30	$17,136,286	379,962	+73.3%	Shares	Sole	2023-08-14
2023-03-31	$10,671,483	219,217	-49.7%	Shares	Sole	2023-05-15
2021-09-30	$21,567,738	435,888	-5.2%	Shares	Sole	2021-11-15
2021-06-30	$22,434,200	460,000	+2.2%	Shares	Sole	2021-08-16
2021-03-31	$22,072,500	450,000	+55.0%	Shares	Sole	2021-05-17
2020-12-31	$14,086,803	290,270	—	Shares	Sole	2021-02-16
No 13F history on record for this holder in this stock.