Zimmer Partners, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$4.6T
Holdings
148
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (148 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SNDXSYNDAX PHARMACEUTICALS INC | 605,800 | $5.7B | 0.12% | |
| 102 | GAUZGAUZY LTD | 645,608 | $5.4B | 0.12% | |
| 103 | ROADCONSTRUCTION PARTNERS INC | 50,000 | $5.3B | 0.12% | |
| 104 | IRONDISC MEDICINE INC | 90,163 | $4.8B | 0.10% | |
| 105 | WAYWAYSTAR HLDG CORP | 115,000 | $4.7B | 0.10% | |
| 106 | BLDRBUILDERS FIRSTSOURCE INC | 40,000 | $4.7B | 0.10% | |
| 107 | BROBROWN & BROWN INC | 40,385 | $4.5B | 0.10% | |
| 108 | GPORGULFPORT ENERGY CORP | 20,000 | $4.0B | 0.09% | |
| 109 | TYGTORTOISE ENERGY INFRA CORP | 83,918 | $3.7B | 0.08% | |
| 110 | NJRNEW JERSEY RES CORP | 78,730 | $3.5B | 0.08% | |
| 111 | SPGSIMON PPTY GROUP INC NEW | 21,925 | $3.5B | 0.08% | |
| 112 | SOBOSOUTH BOW CORP | 126,000 | $3.3B | 0.07% | |
| 113 | PACSPACS GROUP INC | 237,500 | $3.1B | 0.07% | |
| 114 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 252,900 | $2.9B | 0.06% | |
| 115 | BKHBLACK HILLS CORP | 50,000 | $2.8B | 0.06% | |
| 116 | FQIDIGITAL RLTY TR INC | 15,994 | $2.8B | 0.06% | |
| 117 | ELDNELEDON PHARMACEUTICALS INC | 980,682 | $2.7B | 0.06% | |
| 118 | OPALOPAL FUELS INC | 1,087,080 | $2.6B | 0.06% | |
| 119 | CYTKCYTOKINETICS INC | 76,500 | $2.5B | 0.05% | |
| 120 | MLYSMINERALYS THERAPEUTICS INC | 162,733 | $2.2B | 0.05% | |
| 121 | HNGEHINGE HEALTH INC | 35,000 | $1.8B | 0.04% | |
| 122 | TLNTALEN ENERGY CORP | 5,970 | $1.7B | 0.04% | |
| 123 | ABXABACUS GLOBAL MGMT INC | 325,000 | $1.7B | 0.04% | |
| 124 | ERHALLSPRING UTILITIES AND HIGH | 128,803 | $1.5B | 0.03% | |
| 125 | VKTXVIKING THERAPEUTICS INC | 51,000 | $1.4B | 0.03% | |
| 126 | KRPKIMBELL RTY PARTNERS LP | 91,153 | $1.3B | 0.03% | |
| 127 | KYNKAYNE ANDERSON ENERGY INFRST | 100,000 | $1.3B | 0.03% | |
| 128 | FIHLFIDELIS INSURANCE HOLDINGS L | 58,500 | $969.9M | 0.02% | |
| 129 | EQIXEQUINIX INC | 1,100 | $875.0M | 0.02% | |
| 130 | ETORETORO GROUP LTD | 11,000 | $732.5M | 0.02% | |
| 131 | WDAYWORKDAY INC | 2,300 | $552.0M | 0.01% | |
| 132 | AVBAVALONBAY CMNTYS INC | 2,363 | $480.9M | 0.01% | |
| 133 | EQREQUITY RESIDENTIAL | 6,412 | $432.7M | 0.01% | |
| 134 | CSXCSX CORP | 12,200 | $398.1M | 0.01% | |
| 135 | SLGSL GREEN RLTY CORP | 6,366 | $394.1M | 0.01% | |
| 136 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 6,960 | $328.5M | 0.01% | |
| 137 | KRGKITE RLTY GROUP TR | 13,908 | $315.0M | 0.01% | |
| 138 | AESAES CORP | 24,114 | $253.7M | 0.01% | |
| 139 | ADCAGREE RLTY CORP | 3,333 | $243.5M | 0.01% | |
| 140 | VSTVISTRA CORP | 1,199 | $232.4M | 0.01% | |
| 141 | OMDAOMADA HEALTH INC | 10,000 | $183.0M | 0.00% | |
| 142 | HSTHOST HOTELS & RESORTS INC | 11,135 | $171.0M | 0.00% | |
| 143 | AROCARCHROCK INC | 6,100 | $151.5M | 0.00% | |
| 144 | EGPEASTGROUP PPTYS INC | 668 | $111.6M | 0.00% | |
| 145 | CUBECUBESMART | 1,761 | $74.8M | 0.00% | |
| 146 | FRTFEDERAL RLTY INVT TR NEW | 656 | $62.3M | 0.00% | |
| 147 | MG1MGE ENERGY INC | 490 | $43.3M | 0.00% | |
| 148 | SBACSBA COMMUNICATIONS CORP NEW | 100 | $23.5M | 0.00% |
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