Lmr Partners LLP Reduced Holdings in Q1 2025

Lmr Partners LLP

  • $8.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-797K
- 99.17%
$551.42 - $612.93 $440M - $489M
6.67K $3.73M
NVDA
Nvidia Corp

Technology
-345K
- 47.46%
$106.98 - $149.43 $36.9M - $51.5M
382K $41.4M
BA
Boeing CO

Industrials
-243K
- 89.32%
$148.15 - $186.25 $35.9M - $45.2M
29K $4.95M
TER
Teradyne, Inc

Technology
-298K
- 90.86%
$82.6 - $140.0 $24.6M - $41.8M
30K $2.48M
GLW
Corning Inc

Technology
-800K
- 66.68%
$44.91 - $54.25 $35.9M - $43.4M
400K $18.3M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-87.9K
- 93.72%
$402.49 - $513.76 $35.4M - $45.2M
5.89K $2.86M
FYBR
Frontier Communications Parent, Inc.

Communication Services
-859K
- 42.58%
$34.83 - $36.05 $29.9M - $31M
1.16M $41.5M
MRVL
Marvell Technology, Inc.

Technology
-220K
- 72.39%
$61.57 - $126.06 $13.6M - $27.8M
84K $5.17M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-52.6K
- 80.29%
$468.34 - $539.52 $24.6M - $28.4M
12.9K $6.06M
AMD
Advanced Micro Devices Inc

Technology
-202K
- 79.22%
$96.63 - $129.55 $19.5M - $26.1M
52.9K $5.43M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-371K
- 96.3%
$48.65 - $66.04 $18M - $24.5M
14.3K $760K
AVGO
Broadcom Inc.

Technology
-87.6K
- 55.58%
$167.43 - $244.7 $14.7M - $21.4M
70K $11.7M
IWM
Ishares Russell 2000 ETF

ETFs
-69.1K
- 19.93%
$198.1 - $229.79 $13.7M - $15.9M
277K $55.3M
JNPR
Juniper Networks Inc

Technology
-533K
- 49.63%
$34.38 - $39.03 $18.3M - $20.8M
541K $19.6M
XLK
Technology Sector Spdr

ETFs
-80.1K
- 77.26%
$206.38 - $242.18 $16.5M - $19.4M
23.6K $4.87M
MSI
Motorola Solutions, Inc.

Technology
-34.9K
- 33.2%
$411.73 - $482.1 $14.4M - $16.8M
70.2K $30.8M
CSCO
Cisco Systems, Inc.

Technology
-293K
- 58.78%
$58.74 - $64.87 $17.2M - $19M
206K $12.7M
APH
Amphenol Corp

Technology
-216K
- 35.65%
$61.62 - $78.55 $13.3M - $17M
390K $25.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-74.1K
- 97.05%
$190.26 - $242.06 $14.1M - $17.9M
2.25K $427K
K
Kellogg CO

Consumer Defensive
-199K
- 80.28%
$81.06 - $82.9 $16.1M - $16.5M
48.9K $4.04M
ACI
Albertsons Companies, Inc.

Consumer Defensive
-782K
- 91.01%
$19.58 - $22.02 $15.3M - $17.2M
77.2K $1.7M
LSCC
Lattice Semiconductor Corp

Technology
-259K
- 94.52%
$52.45 - $68.78 $13.6M - $17.8M
15K $786K
LI
Li Auto Inc.

Consumer Cyclical
-613K
- 90.44%
$21.72 - $32.92 $13.3M - $20.2M
64.8K $1.63M
HDB
Hdfc Bank LTD

Financial Services
-279K
- 15.95%
$58.06 - $66.85 $16.2M - $18.7M
1.47M $97.7M
PCOR
Procore Technologies, Inc.

Technology
-169K
- 60.9%
$65.21 - $88.33 $11M - $14.9M
108K $7.15M
TWLO
Twilio Inc

Communication Services
-96.1K
- 27.76%
$94.9 - $148.35 $9.12M - $14.3M
250K $24.5M
CRM
Salesforce, Inc.

Technology
-34.1K
- 63.06%
$268.36 - $359.95 $9.16M - $12.3M
20K $5.37M
AMED
Amedisys Inc

Healthcare
-145K
- 36.06%
$90.44 - $92.9 $13.1M - $13.4M
257K $23.8M
CYBR
Cyber Ark Software Ltd.

Technology
-39.5K
- 22.69%
$312.8 - $414.31 $12.4M - $16.4M
135K $45.5M
PDD
Pinduoduo Inc.

Consumer Cyclical
-132K
- 81.25%
$94.68 - $131.34 $12.5M - $17.3M
30.4K $3.6M
NCNO
N Cino, Inc.

Technology
-350K
- 87.5%
$27.36 - $34.81 $9.58M - $12.2M
50K $1.37M
NET
Cloudflare, Inc.

Technology
-109K
- 99.37%
$110.71 - $176.5 $12.1M - $19.3M
696 $78K
META
Meta Platforms, Inc.

Communication Services
-18.7K
- 73.32%
$576.36 - $736.67 $10.8M - $13.8M
6.8K $3.92M
JD
Jd.Com, Inc.

Consumer Cyclical
-337K
- 76.3%
$33.1 - $45.21 $11.1M - $15.2M
105K $4.3M
AMGN
Amgen Inc

Healthcare
-42K
- 99.99%
$258.59 - $327.36 $10.9M - $13.7M
5 $1K
CLX
Clorox CO

Consumer Defensive
-60.7K
- 89.2%
$141.76 - $162.89 $8.6M - $9.88M
7.34K $1.08M
BDX
Becton Dickinson & CO

Healthcare
-42.3K
- 96.09%
$222.79 - $249.08 $9.42M - $10.5M
1.72K $393K
AZN
Astrazeneca PLC

Healthcare
-142K
- 99.75%
$65.37 - $77.96 $9.26M - $11M
350 $25K
SATS
Echo Star Corp

Technology
-400K
- 99.75%
$22.73 - $31.23 $9.09M - $12.5M
1.01K $25K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-32.9K
- 62.61%
$221.78 - $273.45 $7.29M - $8.99M
19.6K $4.47M
WMT
Walmart Inc.

Consumer Defensive
-92.3K
- 75.47%
$84.5 - $105.05 $7.8M - $9.7M
30K $2.63M
SONY
Sony Group Corp

Technology
-657K
- 30.98%
$19.88 - $25.64 $13.1M - $16.8M
1.46M $37.1M
BRBR
Bellring Brands, Inc.

Consumer Defensive
-85K
- 36.96%
$65.4 - $79.39 $5.56M - $6.75M
145K $10.8M
A
Agilent Technologies, Inc.

Healthcare
-46.1K
- 70.48%
$116.69 - $152.6 $5.38M - $7.03M
19.3K $2.26M
BIDU
Baidu, Inc.

Communication Services
-81.2K
- 59.67%
$77.43 - $102.51 $6.28M - $8.32M
54.9K $5.05M
ATUS
Altice Usa, Inc.

Communication Services
-2.7M
- 68.64%
$2.27 - $3.11 $6.14M - $8.41M
1.24M $3.29M
MPWR
Monolithic Power Systems Inc

Technology
-10.3K
- 87.34%
$565.7 - $720.25 $5.85M - $7.45M
1.5K $869K
PM
Philip Morris International Inc.

Consumer Defensive
-67.9K
- 49.04%
$117.15 - $158.79 $7.95M - $10.8M
70.5K $11.2M
BMY
Bristol Myers Squibb CO

Healthcare
-89.8K
- 67.93%
$53.9 - $63.11 $4.84M - $5.67M
42.4K $2.59M
Activity Summary
Buys All Purchases 509 New Holdings 349 Increased Positions 160 Sells All Sells 151 Reductions 151 Sold out 0 Options Calls 207 Puts 213
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