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
GKOS
Glaukos Corp

Healthcare
-27.8K
- 84.4%
$96.6 - $161.22 $2.68M - $4.48M
5.14K $505K
IBN
Icici Bank LTD

Financial Services
-223K
- 14.02%
$27.55 - $31.67 $6.14M - $7.06M
1.37M $43.1M
EXAS
Exact Sciences Corp

Healthcare
-72.5K
- 93.14%
$43.04 - $58.51 $3.12M - $4.24M
5.34K $231K
CYTK
Cytokinetics Inc

Healthcare
-83.3K
- 80.65%
$40.19 - $51.12 $3.35M - $4.26M
20K $803K
HMC
Honda Motor CO LTD

Consumer Cyclical
-130K
- 57.87%
$26.9 - $30.41 $3.5M - $3.96M
94.8K $2.57M
ARGX
Argenx Se

Healthcare
-5.68K
- 30.2%
$571.0 - $671.75 $3.24M - $3.82M
13.1K $7.77M
SITM
Sitime Corp

Technology
-8.57K
- 21.64%
$150.28 - $257.0 $1.29M - $2.2M
31K $4.74M
GILD
Gilead Sciences, Inc.

Healthcare
-42.9K
- 75.49%
$89.14 - $117.41 $3.82M - $5.03M
13.9K $1.56M
SIL
Global X Silver Miners ETF

ETFs
-114K
- 79.88%
$31.91 - $40.68 $3.62M - $4.62M
28.6K $1.13M
HLX
Helix Energy Solutions Group Inc

Energy
-350K
- 87.5%
$7.76 - $9.68 $2.72M - $3.39M
50K $415K
ZTO
Zto Express (Cayman) Inc.

Industrials
-150K
- 65.34%
$17.93 - $21.76 $2.69M - $3.26M
79.5K $1.58M
WIT
Wipro LTD

Technology
-742K
- 58.97%
$3.0 - $3.77 $2.23M - $2.8M
516K $1.58M
EW
Edwards Lifesciences Corp

Healthcare
-36.2K
- 27.07%
$67.95 - $76.19 $2.46M - $2.76M
97.5K $7.06M
AIG
American International Group, Inc.

Financial Services
-48.9K
- 39.89%
$70.5 - $86.94 $3.45M - $4.25M
73.7K $6.41M
CAH
Cardinal Health Inc

Healthcare
-24.8K
- 51.11%
$118.02 - $137.77 $2.93M - $3.42M
23.8K $3.27M
JNJ
Johnson & Johnson

Healthcare
-16.4K
- 99.86%
$142.06 - $167.7 $2.33M - $2.75M
23 $3K
NFLX
Netflix Inc

Communication Services
-2.77K
- 38.91%
$828.4 - $1058.6 $2.3M - $2.93M
4.35K $4.06M
XLU
Utilities Sector Spdr

ETFs
-30.7K
- 68.29%
$74.7 - $80.27 $2.29M - $2.47M
14.3K $1.12M
NTRA
Natera, Inc.

Healthcare
-12.9K
- 63.99%
$132.63 - $177.0 $1.72M - $2.29M
7.28K $1.03M
XLV
Select Sector Spdr Fund Health

ETFs
-17.7K
- 29.0%
$137.61 - $149.68 $2.44M - $2.65M
43.3K $6.33M
DGX
Quest Diagnostics Inc

Healthcare
-13.4K
- 34.63%
N/A
25.3K $3.47M
KR
Kroger CO

Consumer Defensive
-30K
- 99.01%
$58.36 - $67.72 $1.75M - $2.03M
301 $20K
PLYA
Playa Hotels & Resorts N.V.

Consumer Cyclical
-150K
- 60.51%
$12.14 - $13.37 $1.82M - $2.01M
97.9K $1.31M
PFE
Pfizer Inc

Healthcare
-41.5K
- 6.53%
$25.01 - $27.13 $1.04M - $1.13M
594K $15.1M
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
-32K
- 32.65%
$17.4 - $30.56 $557K - $978K
66K $1.16M
UAL
United Airlines Holdings, Inc.

Industrials
-14.1K
- 69.0%
$69.05 - $110.52 $977K - $1.56M
6.36K $438K
PSO
Pearson PLC

Communication Services
-91K
- 19.63%
$15.45 - $17.75 $1.41M - $1.61M
372K $5.96M
KIE
Spdr S&P Insurance ETF

ETFs
-27.8K
- 58.71%
$54.24 - $60.81 $1.51M - $1.69M
19.6K $1.19M
XLY
Select Sector Spdr Consumer Di

ETFs
-5.57K
- 46.0%
$192.6 - $233.2 $1.07M - $1.3M
6.54K $1.29M
GLNG
Golar Lng LTD

Energy
-31.9K
- 79.75%
$31.34 - $43.84 $1M - $1.4M
8.1K $307K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-117K
- 50.7%
$12.89 - $15.19 $1.5M - $1.77M
113K $1.69M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
-49.9K
- 91.75%
$28.12 - $37.59 $1.4M - $1.88M
4.49K $155K
NRZ
New Residential Investment Corp.

Real Estate
-180K
- 81.15%
N/A
41.9K $303K
UNH
Unitedhealth Group Inc

Healthcare
-3.11K
- 16.74%
$461.52 - $548.18 $1.43M - $1.7M
15.5K $8.09M
XLI
Industrial Sector Spdr

ETFs
-9.17K
- 26.35%
$128.78 - $141.67 $1.18M - $1.3M
25.6K $3.36M
VLO
Valero Energy Corp

Energy
-10.2K
- 62.57%
$121.76 - $142.99 $1.24M - $1.46M
6.11K $807K
XOM
Exxon Mobil Corp

Energy
-10.9K
- 99.93%
$105.44 - $118.93 $1.15M - $1.29M
8 $0
MNSO
Miniso Group Holding LTD

Consumer Cyclical
-23.7K
- 21.71%
$18.24 - $27.56 $433K - $654K
85.6K $1.58M
IGV
Ishares Expanded Tech Software

ETFs
-9.71K
- 81.7%
$88.3 - $107.83 $857K - $1.05M
2.17K $193K
BSY
Bentley Systems Inc

Technology
-18.5K
- 52.92%
$39.34 - $47.7 $729K - $883K
16.5K $648K
PSX
Phillips 66

Energy
-8.05K
- 98.53%
$113.93 - $131.55 $917K - $1.06M
120 $14K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-20.6K
- 36.33%
$27.8 - $39.18 $573K - $808K
36.1K $1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.43K
- 50.39%
$497.6 - $606.74 $710K - $866K
1.41K $699K
CPRT
Copart Inc

Consumer Cyclical
-11.9K
- 54.0%
$52.3 - $59.83 $621K - $711K
10.1K $572K
SGRY
Surgery Partners, Inc.

Healthcare
-39.5K
- 38.8%
$19.85 - $25.87 $784K - $1.02M
62.3K $1.48M
CMCSA
Comcast Corp

Communication Services
-15.8K
- 11.37%
$33.19 - $38.23 $525K - $604K
123K $4.55M
ADSEW
Ads Tec Energy PLC Wts To Subs
-166K
- 36.12%
$2.57 - $4.5 $427K - $748K
294K $1.02M
TPR
Tapestry, Inc.

Consumer Cyclical
-10.5K
- 47.62%
$65.63 - $89.21 $690K - $937K
11.6K $813K
IYR
Ishares Tr

ETFs
-6.19K
- 45.26%
$89.49 - $98.98 $554K - $612K
7.48K $716K
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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