LMR Partners’s SolarEdge SEDG Stock Holding History

LMR Partners’s Portfolio SEDG Stock Details SEDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.3M	Buy	+300,567	New	+$11.3M	0.03%	275
2025 Q4	–	Sell	-19,600	Closed	-$683K	–	1700
2025 Q3	$725K	Buy	+19,600	New	+$585K	﹤0.01%	1023
2024 Q2	–	Sell	-5,634	Closed	-$400K	–	1284
2024 Q1	$400K	Sell	5,634 -148,814	-96%	-$10.7M	﹤0.01%	795
2023 Q4	$14.5M	Buy	154,448 +148,548	+2,518%	+$13.5M	0.17%	150
2023 Q3	$764K	Sell	5,900 -6,100	-51%	-$1.17M	0.01%	521
2023 Q2	$3.23M	Sell	12,000 -12,000	-50%	-$3.44M	0.04%	295
2023 Q1	$7.29M	Buy	24,000 +12,000	+100%	+$3.66M	0.11%	207
2022 Q4	$3.4M	Sell	12,000 -30,200	-72%	-$8.01M	0.06%	362
2022 Q3	$9.77M	Sell	42,200 -63,050	-60%	-$18.6M	0.18%	135
2022 Q2	$28.8M	Buy	105,250 +72,150	+218%	+$19.7M	0.48%	32
2022 Q1	$10.7M	Buy	+33,100	New	+$9.09M	0.12%	174
2021 Q3	–	Sell	-13,022	Closed	-$3.6M	–	1168
2021 Q2	$3.6M	Buy	+13,022	New	+$3.28M	0.05%	249

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LMR Partners's SEDG Position: Q1 2026 in Review

LMR Partners opened a new position in SolarEdge (SEDG) in Q1 2026: 300,567 shares worth $15.3M. The stake represents 0.03% of the portfolio and ranks #275 among its holdings. This is a return to the name: LMR Partners previously reported a position in SEDG as recently as Q3 2025.

LMR Partners first reported a position in SEDG in Q2 2021 and has held it in 12 quarters since. The position peaked at $28.8M in Q2 2022. 325 funds tracked by Wall St. Rank hold SEDG as of Q1 2026.

LMR Partners held 300,567 shares of SolarEdge worth $15.3M as of Q1 2026.
SolarEdge was a new LMR Partners position in Q1 2026.
SolarEdge made up 0.03% of LMR Partners's portfolio in Q1 2026, its #275 holding.
LMR Partners first reported a position in SolarEdge in Q2 2021 and has held it in 12 quarters since.
LMR Partners's SolarEdge position peaked at $28.8M in Q2 2022.
325 funds tracked by Wall St. Rank held SolarEdge as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.