LMR Partners’s SES AI SES Stock Holding History

LMR Partners’s Portfolio SES Stock Details SES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.6K	Buy	+13,100	New	+$22.3K	﹤0.01%	1365

Other funds holding SES

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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

GMH

General Motors Holdings Detroit, Michigan $90.5M AUM 41.49% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

LMR Partners's SES Position: Q1 2026 in Review

LMR Partners increased its SES AI (SES) stake by 1,224% in Q1 2026, buying an estimated $318K and bringing the position to 202,210 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

LMR Partners first reported a position in SES in Q3 2021 and has held it in 3 quarters since. The position peaked at $328K in Q3 2021. 141 funds tracked by Wall St. Rank hold SES as of Q1 2026.

LMR Partners held 202,210 shares of SES AI worth $195K as of Q1 2026.
LMR Partners bought 186,934 SES AI shares in Q1 2026, an estimated $318K.
SES AI made up ﹤0.01% of LMR Partners's portfolio in Q1 2026, its #1198 holding.
LMR Partners first reported a position in SES AI in Q3 2021 and has held it in 3 quarters since.
LMR Partners's SES AI position peaked at $328K in Q3 2021.
141 funds tracked by Wall St. Rank held SES AI as of Q1 2026.

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