Lmr Partners LLP Purchases in Q2 2025

Lmr Partners LLP

  • $10.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TMUS
T Mobile Us, Inc.

Communication Services
46.6K
New
$220.99 - $268.54 $10.3M - $12.5M
46.6K $11.1M
SMTC
Semtech Corp

Technology
175K
+ 70.0%
$24.34 - $45.62 $4.26M - $7.98M
425K $19.2M
ON
On Semiconductor Corp

Technology
200K
New
$31.95 - $54.21 $6.39M - $10.8M
200K $10.5M
FUTU
Futu Holdings LTD

Financial Services
82K
New
$74.81 - $124.33 $6.13M - $10.2M
82K $10.1M
LNG
Cheniere Energy, Inc.

Energy
41.4K
New
$197.25 - $244.33 $8.16M - $10.1M
41.4K $10.1M
AMBA
Ambarella Inc

Technology
150K
New
$40.3 - $69.3 $6.05M - $10.4M
150K $9.91M
BILI
Bilibili Inc.

Communication Services
413K
+ 1774.55%
$14.88 - $21.45 $6.14M - $8.86M
436K $9.36M
UNIT
Uniti Group Inc.

Real Estate
2.17M
+ 214.65%
$4.06 - $5.24 $8.8M - $11.4M
3.18M $13.7M
VCIT
Vanguard Intermediate Term Cor

ETFs
100K
New
$79.56 - $82.92 $7.96M - $8.29M
100K $8.29M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
165K
+ 969635.31%
$25.35 - $64.65 $4.18M - $10.7M
165K $8.22M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
116K
New
$58.52 - $71.7 $6.79M - $8.32M
116K $7.97M
BIDU
Baidu, Inc.

Communication Services
93.1K
+ 169.74%
$76.86 - $92.5 $7.16M - $8.61M
148K $12.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
11.2K
+ 87.04%
$416.06 - $551.64 $4.68M - $6.2M
24.2K $13.3M
JD
Jd.Com, Inc.

Consumer Cyclical
243K
+ 231.99%
$31.44 - $41.32 $7.63M - $10M
347K $11.3M
SNOW
Snowflake Inc.

Technology
19.9K
+ 62.14%
$130.53 - $223.77 $2.6M - $4.46M
52K $11.6M
AMGN
Amgen Inc

Healthcare
23K
+ 460640.0%
$262.28 - $309.85 $6.04M - $7.14M
23K $6.43M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
182K
New
$26.03 - $35.66 $4.75M - $6.51M
182K $6.25M
DAVEW
Dave Inc

Technology
2.53M
+ 257.47%
$0.15 - $1.81 $380K - $4.59M
3.52M $6.37M
KC
Kingsoft Cloud Holdings LTD

Technology
476K
+ 1114.52%
$10.98 - $15.9 $5.22M - $7.56M
518K $6.49M
GDS
Gds Holdings LTD

Technology
180K
+ 265.63%
$17.68 - $30.57 $3.18M - $5.5M
248K $7.58M
XOM
Exxon Mobil Corp

Energy
54.2K
+ 677825.0%
$99.93 - $119.04 $5.42M - $6.46M
54.2K $5.85M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
63.8K
+ 15.52%
$41.45 - $54.46 $2.64M - $3.47M
475K $24.7M
NET
Cloudflare, Inc.

Technology
29.3K
+ 4210.34%
$97.08 - $195.83 $2.84M - $5.74M
30K $5.87M
ITOS
I Teos Therapeutics, Inc.

Healthcare
550K
New
$5.04 - $10.2 $2.77M - $5.61M
550K $5.48M
IBKR
Interactive Brokers Group, Inc.

Financial Services
95.4K
New
$50.53 - $212.53 $4.82M - $20.3M
95.4K $5.29M
EL
Estee Lauder Companies Inc

Consumer Defensive
62.5K
New
$50.06 - $80.8 $3.13M - $5.05M
62.5K $5.05M
FTNT
Fortinet, Inc.

Technology
45K
+ 150.0%
$84.71 - $108.69 $3.81M - $4.89M
75K $7.93M
TASK
Task Us, Inc.

Technology
300K
New
$11.57 - $16.88 $3.47M - $5.06M
300K $5.03M
TLT
Ishares Barclays 20+ Year Trea

ETFs
53.4K
New
$83.97 - $92.85 $4.49M - $4.96M
53.4K $4.72M
CHX
Champion X Corp

Energy
504K
+ 31.72%
$22.52 - $30.02 $11.4M - $15.1M
2.09M $52M
ETWO
E2open Parent Holdings, Inc.

Technology
1.36M
New
$1.87 - $3.24 $2.55M - $4.41M
1.36M $4.4M
XPEV
Xpeng Inc.

Consumer Cyclical
241K
New
$16.42 - $22.25 $3.95M - $5.35M
241K $4.3M
INSM
Insmed Inc

Healthcare
32.1K
+ 86.85%
$64.81 - $105.9 $2.08M - $3.4M
69K $6.94M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
220K
+ 122.22%
$21.27 - $26.73 $4.68M - $5.88M
400K $8.77M
STZ
Constellation Brands, Inc.

Consumer Defensive
25K
+ 240.55%
$160.0 - $195.62 $4M - $4.89M
35.4K $5.76M
MTCH
Match Group, Inc.

Communication Services
126K
+ 91.51%
$27.03 - $31.93 $3.4M - $4.02M
263K $8.13M
YY
Joyy Inc.

Communication Services
93K
New
$38.14 - $42.3 $3.55M - $3.93M
93K $3.81M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
67.5K
New
$45.98 - $56.15 $3.1M - $3.79M
67.5K $3.79M
ATUS
Altice Usa, Inc.

Communication Services
2.06M
+ 166.4%
$1.99 - $2.83 $4.09M - $5.82M
3.29M $7.04M
DOCU
Docusign, Inc.

Technology
48.2K
+ 665.71%
$70.35 - $93.84 $3.39M - $4.53M
55.5K $4.32M
FIVE
Five Below, Inc

Consumer Cyclical
28.2K
New
$55.75 - $131.18 $1.57M - $3.7M
28.2K $3.7M
ARGX
Argenx Se

Healthcare
7.67K
+ 58.42%
$532.27 - $656.65 $4.08M - $5.04M
20.8K $11.5M
BRDG
Bridge Investment Group Holdings Inc.

Financial Services
363K
New
$7.63 - $10.2 $2.77M - $3.7M
363K $3.64M
DAL
Delta Air Lines, Inc.

Industrials
63.1K
+ 71.1%
$35.88 - $52.99 $2.26M - $3.34M
152K $7.46M
PLTR
Palantir Technologies Inc.

Technology
19.1K
+ 106.03%
$74.01 - $144.25 $1.41M - $2.75M
37.1K $5.06M
BROS
Dutch Bros Inc.

Consumer Cyclical
51.6K
New
$51.37 - $73.72 $2.65M - $3.8M
51.6K $3.53M
TGI
Triumph Group Inc

Industrials
133K
New
$24.53 - $25.94 $3.27M - $3.46M
133K $3.43M
ALB
Albemarle Corp

Basic Materials
53.8K
New
$50.76 - $72.25 $2.73M - $3.88M
53.8K $3.37M
COST
Costco Wholesale Corp

Consumer Defensive
3.29K
New
$908.13 - $1056.85 $2.99M - $3.48M
3.29K $3.26M
Activity Summary
Buys All Purchases 414 New Holdings 238 Increased Positions 176 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 259 Puts 246
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