Lmr Partners LLP Reduced Holdings in Q3 2025

Lmr Partners LLP

  • $18.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-1.47M
- 83.09%
$103.24 - $106.68 $152M - $157M
300K $31.9M
INFY
Infosys LTD

Technology
-5.15M
- 89.76%
$15.98 - $18.96 $82.2M - $97.6M
587K $9.55M
FYBR
Frontier Communications Parent, Inc.

Communication Services
-1.78M
- 85.68%
$36.44 - $37.53 $65M - $66.9M
298K $11.1M
STX
Seagate Technology Holdings PLC

Technology
-387K
- 90.62%
$142.01 - $236.06 $54.9M - $91.2M
40K $9.44M
GLW
Corning Inc

Technology
-982K
- 98.23%
$51.6 - $82.03 $50.7M - $80.6M
17.7K $1.45M
CSCO
Cisco Systems, Inc.

Technology
-587K
- 99.37%
$66.2 - $71.79 $38.9M - $42.2M
3.75K $256K
NVDA
Nvidia Corp

Technology
-337K
- 42.74%
$153.3 - $186.58 $51.7M - $62.9M
452K $84.3M
WDC
Western Digital Corp

Technology
-941K
- 68.39%
$63.84 - $120.06 $60.1M - $113M
435K $52.2M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-125K
- 79.75%
$275.84 - $326.36 $34.4M - $40.7M
31.6K $10.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
-52.8K
- 99.05%
$617.65 - $666.84 $32.6M - $35.2M
506 $337K
DDOG
Datadog, Inc.

Technology
-211K
- 80.3%
$124.52 - $155.15 $26.2M - $32.7M
51.7K $7.36M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-229K
- 93.12%
$94.03 - $117.16 $21.5M - $26.8M
16.9K $1.6M
SMTC
Semtech Corp

Technology
-415K
- 97.65%
$42.59 - $71.45 $17.7M - $29.7M
10K $714K
IBM
International Business Machines Corp

Technology
-53.6K
- 83.14%
$234.77 - $292.47 $12.6M - $15.7M
10.9K $3.07M
AMD
Advanced Micro Devices Inc

Technology
-111K
- 72.39%
$134.8 - $184.42 $15M - $20.5M
42.5K $6.88M
TXN
Texas Instruments Inc

Technology
-76.7K
- 88.47%
N/A
10K $1.95M
QRVO
Qorvo, Inc.

Technology
-170K
- 82.94%
$83.6 - $96.31 $14.2M - $16.4M
35K $3.19M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-28.1K
- 64.32%
$534.91 - $598.71 $15M - $16.8M
15.6K $8.76M
IBN
Icici Bank LTD

Financial Services
-345K
- 40.75%
$30.23 - $34.41 $10.4M - $11.9M
502K $15.2M
TWLO
Twilio Inc

Communication Services
-50K
- 20.0%
$92.44 - $132.7 $4.62M - $6.63M
200K $20M
TMUS
T Mobile Us, Inc.

Communication Services
-46.1K
- 99.03%
$226.02 - $259.01 $10.4M - $12M
454 $108K
LI
Li Auto Inc.

Consumer Cyclical
-351K
- 51.96%
$22.6 - $31.8 $7.93M - $11.2M
325K $8.22M
APH
Amphenol Corp

Technology
-111K
- 69.91%
$97.39 - $125.4 $10.9M - $14M
48K $5.94M
FN
Fabrinet

Technology
-33.5K
- 77.01%
$277.04 - $389.47 $9.28M - $13M
10K $3.65M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-267K
- 56.19%
$50.79 - $76.4 $13.6M - $20.4M
208K $15.9M
BIDU
Baidu, Inc.

Communication Services
-114K
- 77.32%
$85.86 - $137.83 $9.82M - $15.8M
33.6K $4.42M
BEKE
Ke Holdings Inc.

Real Estate
-466K
- 82.07%
$17.51 - $20.36 $8.16M - $9.48M
102K $1.93M
PNM
Pnm Resources Inc

Utilities
-192K
- 22.45%
N/A
665K $27.7M
FTNT
Fortinet, Inc.

Technology
-73.1K
- 97.4%
$74.39 - $107.65 $5.43M - $7.86M
1.95K $163K
FLEX
Flex Ltd.

Technology
-175K
- 58.34%
$48.49 - $59.33 $8.49M - $10.4M
125K $7.24M
CIEN
Ciena Corp

Technology
-179K
- 62.63%
$77.75 - $145.67 $13.9M - $26M
107K $15.5M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-104K
- 89.88%
$57.1 - $70.52 $5.95M - $7.35M
11.7K $699K
PM
Philip Morris International Inc.

Consumer Defensive
-34.4K
- 99.54%
$157.77 - $183.27 $5.42M - $6.3M
159 $25K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-180K
- 98.52%
$35.24 - $44.04 $6.34M - $7.92M
2.7K $117K
ATUS
Altice Usa, Inc.

Communication Services
-2.79M
- 84.8%
$2.05 - $2.95 $5.72M - $8.23M
500K $1.21M
NTES
Net Ease, Inc.

Communication Services
-43.1K
- 88.92%
$127.31 - $159.34 $5.49M - $6.87M
5.37K $816K
ADI
Analog Devices Inc

Technology
-23.1K
- 49.24%
$220.68 - $255.63 $5.11M - $5.92M
23.9K $5.86M
ARGX
Argenx Se

Healthcare
-12K
- 57.69%
$538.64 - $768.0 $6.46M - $9.22M
8.8K $6.49M
MTCH
Match Group, Inc.

Communication Services
-163K
- 62.0%
$31.83 - $38.77 $5.19M - $6.33M
100K $3.53M
PLTR
Palantir Technologies Inc.

Technology
-33.7K
- 90.74%
$130.68 - $186.97 $4.4M - $6.29M
3.44K $626K
AAPL
Apple Inc.

Technology
-21.8K
- 95.87%
$202.38 - $256.87 $4.41M - $5.59M
938 $238K
LLY
Eli Lilly & CO

Healthcare
-5.54K
- 81.17%
$625.65 - $812.69 $3.46M - $4.5M
1.29K $980K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-150K
- 37.5%
$17.97 - $22.57 $2.7M - $3.39M
250K $4.51M
SITM
Sitime Corp

Technology
-22.8K
- 73.63%
$190.16 - $318.05 $4.34M - $7.26M
8.18K $2.46M
DASH
Door Dash, Inc.

Communication Services
-19.2K
- 41.22%
$234.5 - $272.5 $4.49M - $5.22M
27.3K $7.43M
STZ
Constellation Brands, Inc.

Consumer Defensive
-21.4K
- 60.46%
$131.78 - $176.09 $2.82M - $3.77M
14K $1.88M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-43.1K
- 80.6%
$85.01 - $90.35 $3.66M - $3.89M
10.4K $926K
DOCU
Docusign, Inc.

Technology
-47.2K
- 85.17%
$67.14 - $85.01 $3.17M - $4.02M
8.23K $593K
DAL
Delta Air Lines, Inc.

Industrials
-82.8K
- 54.53%
$49.0 - $61.97 $4.06M - $5.13M
69K $3.92M
Activity Summary
Buys All Purchases 432 New Holdings 254 Increased Positions 178 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 202 Puts 192
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