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
NET
Cloudflare, Inc.

Technology
29.3K
+ 4210.34%
$97.08 - $195.83 $2.84M - $5.74M
30K $5.87M
FTNT
Fortinet, Inc.

Technology
45K
+ 150.0%
$84.71 - $108.69 $3.81M - $4.89M
75K $7.93M
CHX
Champion X Corp

Energy
504K
+ 31.72%
$22.52 - $30.02 $11.4M - $15.1M
2.09M $52M
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
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
ARGX
Argenx Se

Healthcare
7.67K
+ 58.42%
$532.27 - $656.65 $4.08M - $5.04M
20.8K $11.5M
PLTR
Palantir Technologies Inc.

Technology
19.1K
+ 106.03%
$74.01 - $144.25 $1.41M - $2.75M
37.1K $5.06M
AAPL
Apple Inc.

Technology
15.5K
+ 216.24%
$172.42 - $223.89 $2.68M - $3.48M
22.7K $4.66M
GFL
Gfl Environmental Inc.

Industrials
56K
+ 164.3%
$42.93 - $51.58 $2.4M - $2.89M
90.1K $4.54M
MSFT
Microsoft Corp

Technology
664
+ 3.3%
$354.56 - $497.45 $235K - $330K
20.8K $10.3M
WIT
Wipro LTD

Technology
902K
+ 174.67%
$2.7 - $3.09 $2.43M - $2.79M
1.42M $4.28M
BEKE
Ke Holdings Inc.

Real Estate
177K
+ 45.19%
$17.53 - $22.08 $3.1M - $3.9M
568K $10.1M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
224K
+ 18.35%
$22.66 - $26.12 $5.07M - $5.84M
1.44M $35.3M
META
Meta Platforms, Inc.

Communication Services
1.23K
+ 18.0%
$484.66 - $738.09 $594K - $904K
8.03K $5.93M
GILD
Gilead Sciences, Inc.

Healthcare
18.2K
+ 130.46%
$96.91 - $113.0 $1.76M - $2.05M
32.1K $3.56M
AR
Antero Resources Corp

Energy
47K
+ 670.9%
$31.92 - $43.78 $1.5M - $2.06M
54K $2.17M
AMED
Amedisys Inc

Healthcare
2.76K
+ 1.07%
$91.31 - $98.39 $252K - $271K
259K $25.5M
EXAS
Exact Sciences Corp

Healthcare
30.9K
+ 578.43%
$40.31 - $58.08 $1.24M - $1.79M
36.2K $1.92M
AZN
Astrazeneca PLC

Healthcare
22.5K
+ 6441.43%
$64.87 - $75.0 $1.46M - $1.69M
22.9K $1.6M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
2.94K
+ 14.99%
$201.28 - $266.34 $592K - $784K
22.6K $6.01M
GWW
W.W. Grainger, Inc.

Industrials
1.37K
+ 62.17%
$919.93 - $1101.66 $1.26M - $1.51M
3.57K $3.71M
DG
Dollar General Corp

Consumer Defensive
6.37K
+ 21.97%
$86.02 - $114.95 $548K - $732K
35.4K $4.05M
BNTX
Bio N Tech Se

Healthcare
12.7K
+ 458.76%
$86.65 - $120.54 $1.1M - $1.53M
15.5K $1.65M
TMO
Thermo Fisher Scientific Inc.

Healthcare
3.54K
+ 251.67%
$390.26 - $489.06 $1.38M - $1.73M
4.94K $2M
ROKU
Roku, Inc

Communication Services
12.8K
+ 127.89%
$55.1 - $87.89 $705K - $1.12M
22.8K $2M
WMT
Walmart Inc.

Consumer Defensive
9.31K
+ 31.02%
$81.79 - $99.98 $761K - $931K
39.3K $3.84M
MRNA
Moderna, Inc.

Healthcare
41.4K
+ 362.75%
$23.65 - $28.54 $978K - $1.18M
52.8K $1.46M
SWKS
Skyworks Solutions, Inc.

Technology
12.5K
+ 194.79%
$49.2 - $74.95 $615K - $936K
18.9K $1.41M
UAL
United Airlines Holdings, Inc.

Industrials
10.7K
+ 168.45%
$56.15 - $84.23 $601K - $902K
17.1K $1.36M
PDD
Pinduoduo Inc.

Consumer Cyclical
12.1K
+ 39.67%
$88.35 - $122.19 $1.07M - $1.47M
42.5K $4.45M
PEP
Pepsico Inc

Consumer Defensive
5.78K
+ 475.18%
$128.02 - $151.37 $740K - $875K
7K $924K
PG
Procter & Gamble CO

Consumer Defensive
4.56K
+ 275.85%
$157.66 - $172.39 $718K - $786K
6.21K $989K
CELH
Celsius Holdings, Inc.

Consumer Defensive
12K
+ 240.0%
$33.89 - $46.39 $407K - $557K
17K $788K
EBAY
Ebay Inc

Consumer Cyclical
8.15K
+ 62653.85%
$59.52 - $79.36 $485K - $646K
8.16K $607K
EVLVW
Evolv Technologies Hldgs Inc W

Industrials
519K
+ 67.99%
$0.14 - $0.56 $72.7K - $291K
1.28M $705K
CVX
Chevron Corp

Energy
4.13K
+ 307.14%
$133.73 - $168.51 $552K - $696K
5.47K $783K
CHTR
Charter Communications, Inc.

Communication Services
1.2K
+ 92.31%
$321.68 - $427.25 $386K - $513K
2.5K $1.02M
EVRI
Everi Holdings Inc.

Consumer Cyclical
29.1K
+ 15.72%
$13.27 - $14.24 $386K - $414K
214K $3.05M
MCD
Mcdonalds Corp

Consumer Cyclical
1.75K
+ 260.75%
$285.55 - $321.23 $499K - $561K
2.42K $706K
NI
Nisource Inc.

Utilities
11.4K
+ 217.07%
$37.11 - $40.64 $425K - $465K
16.7K $674K
BKR
Baker Hughes CO

Energy
11.5K
+ 1668.16%
$35.0 - $44.92 $403K - $518K
12.2K $468K
MO
Altria Group, Inc.

Consumer Defensive
7.48K
+ 969.04%
$55.56 - $60.91 $416K - $456K
8.25K $483K
ETN
Eaton Corp PLC

Industrials
1.18K
+ 59050.0%
$246.52 - $356.99 $291K - $422K
1.18K $422K
PNW
Pinnacle West Capital Corp

Utilities
3.88K
+ 45.63%
$88.3 - $95.43 $342K - $370K
12.4K $1.11M
ASML
Asml Holding Nv

Technology
345
+ 242.96%
$595.37 - $815.24 $205K - $281K
487 $390K
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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