LMR Partners’s VanEck Semiconductor ETF SMH Stock Holding History
Bought
Maintained
Sold
Other funds holding SMH
JRP
LMR Partners's SMH Position: Q2 2026 in Review
LMR Partners increased its VanEck Semiconductor ETF (SMH) stake by 12,373,000% in Q2 2026, buying an estimated $67.5M and bringing the position to 123,731 shares worth $81.2M. The position accounts for 0.3% of the portfolio, ranked #64.
LMR Partners first reported a position in SMH in Q2 2022 and has held it in 16 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.
- LMR Partners held 123,731 shares of VanEck Semiconductor ETF worth $81.2M as of Q2 2026.
- LMR Partners bought 123,730 VanEck Semiconductor ETF shares in Q2 2026, an estimated $67.5M.
- VanEck Semiconductor ETF made up 0.3% of LMR Partners's portfolio in Q2 2026, its #64 holding.
- LMR Partners first reported a position in VanEck Semiconductor ETF in Q2 2022 and has held it in 16 quarters since.
- 1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.
Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.