Lmr Partners LLP Incresed Positions in Q2 2025

Lmr Partners LLP

  • $10.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
1.69M
+ 2118.0%
$102.31 - $105.8 $173M - $179M
1.77M $185M
NVDA
Nvidia Corp

Technology
407K
+ 106.66%
$94.31 - $157.99 $38.4M - $64.3M
789K $125M
K
Kellogg CO

Consumer Defensive
913K
+ 1866.28%
$77.85 - $82.88 $71.1M - $75.7M
962K $76.5M
AVGO
Broadcom Inc.

Technology
211K
+ 301.71%
$146.29 - $275.65 $30.9M - $58.2M
281K $77.5M
AMZN
Amazon Com Inc

Consumer Cyclical
296K
+ 13182.38%
$167.32 - $223.3 $49.6M - $66.2M
299K $65.5M
BPMC
Blueprint Medicines Corp

Healthcare
385K
+ 3603.41%
$79.22 - $128.4 $30.5M - $49.5M
396K $50.7M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
444K
+ 412.59%
$99.37 - $134.05 $44.1M - $59.5M
551K $62.5M
WDC
Western Digital Corp

Technology
390K
+ 39.49%
$30.54 - $63.99 $11.9M - $24.9M
1.38M $88M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
155K
+ 10500.81%
$179.95 - $278.88 $27.9M - $43.2M
156K $43.6M
LBRDK
Liberty Broadband Corp

Communication Services
401K
+ 501.76%
$73.65 - $101.29 $29.5M - $40.6M
481K $47.3M
FYBR
Frontier Communications Parent, Inc.

Communication Services
923K
+ 79.7%
$35.51 - $36.83 $32.8M - $34M
2.08M $75.8M
BA
Boeing CO

Industrials
145K
+ 500.76%
$136.59 - $217.51 $19.8M - $31.6M
174K $36.5M
DDOG
Datadog, Inc.

Technology
202K
+ 335.8%
$87.0 - $134.33 $17.6M - $27.2M
262K $35.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
46.7K
+ 699.31%
$496.48 - $617.85 $23.2M - $28.8M
53.3K $32.9M
CSCO
Cisco Systems, Inc.

Technology
386K
+ 187.61%
$53.19 - $69.38 $20.5M - $26.8M
591K $41M
MNDY
Monday.Com Ltd.

Technology
80K
+ 400.0%
$217.77 - $314.48 $17.4M - $25.2M
100K $31.4M
SOXX
Ishares Semiconductor ETF

ETFs
50K
+ 17.86%
$154.86 - $239.07 $7.74M - $12M
330K $78.8M
MRVL
Marvell Technology, Inc.

Technology
298K
+ 354.65%
$49.38 - $79.97 $14.7M - $23.8M
382K $29.6M
ENPH
Enphase Energy, Inc.

Technology
556K
+ 4104.7%
$34.56 - $62.52 $19.2M - $34.8M
569K $22.6M
HPE
Hewlett Packard Enterprise CO

Technology
1.01M
+ 12537.11%
$12.51 - $20.45 $12.6M - $20.6M
1.01M $20.7M
DLTR
Dollar Tree, Inc.

Consumer Defensive
194K
+ 369.03%
$67.22 - $100.51 $13M - $19.4M
246K $24.4M
VRT
Vertiv Holdings CO

Industrials
228K
+ 554.88%
N/A
269K $23.3M
AZEK
Azek CO Inc.

Industrials
318K
+ 91.5%
$43.39 - $54.86 $13.8M - $17.4M
665K $36.1M
CIEN
Ciena Corp

Technology
210K
+ 280.0%
$53.5 - $83.89 $11.2M - $17.6M
285K $23.2M
ORCL
Oracle Corp

Technology
67.6K
+ 248.36%
$122.82 - $218.63 $8.3M - $14.8M
94.8K $20.7M
LI
Li Auto Inc.

Consumer Cyclical
611K
+ 941.68%
$19.79 - $30.15 $12.1M - $18.4M
676K $18.3M
AMD
Advanced Micro Devices Inc

Technology
101K
+ 191.14%
$78.21 - $143.81 $7.9M - $14.5M
154K $21.8M
COIN
Coinbase Global, Inc.

Technology
35.5K
+ 186.91%
$151.47 - $375.07 $5.37M - $13.3M
54.4K $19.1M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1.28M
+ 79.65%
$10.59 - $11.48 $13.5M - $14.6M
2.88M $33M
GE
General Electric CO

Industrials
53.6K
+ 835.75%
$166.81 - $257.39 $8.94M - $13.8M
60K $15.4M
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
308K
+ 61.74%
$29.03 - $38.72 $8.95M - $11.9M
808K $30.8M
PRA
Proassurance Corp

Financial Services
598K
+ 287.16%
$22.77 - $23.36 $13.6M - $14M
806K $18.4M
JNPR
Juniper Networks Inc

Technology
287K
+ 53.0%
$33.93 - $39.93 $9.72M - $11.4M
827K $33M
BGNE
Bei Gene, Ltd.

Healthcare
53.7K
+ 217.82%
N/A
78.4K $17.8M
SWTX
Spring Works Therapeutics, Inc.

Healthcare
240K
+ 599.25%
$34.43 - $46.99 $8.25M - $11.3M
280K $13.1M
SMTC
Semtech Corp

Technology
175K
+ 70.0%
$24.34 - $45.62 $4.26M - $7.98M
425K $19.2M
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
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
165K
+ 969635.31%
$25.35 - $64.65 $4.18M - $10.7M
165K $8.22M
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
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
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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