Lmr Partners LLP Reduced Holdings in Q2 2025

Lmr Partners LLP

  • $10.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ISRG
Intuitive Surgical Inc

Healthcare
-5.25K
- 99.98%
$451.58 - $565.94 $2.37M - $2.97M
1 $0
ZM
Zoom Video Communications, Inc.

Technology
-34.1K
- 92.95%
$66.7 - $84.62 $2.27M - $2.88M
2.59K $201K
AMAT
Applied Materials Inc

Technology
-17.4K
- 93.34%
$126.95 - $183.52 $2.21M - $3.2M
1.24K $227K
CAH
Cardinal Health Inc

Healthcare
-18.9K
- 79.59%
$125.0 - $168.0 $2.36M - $3.18M
4.85K $814K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
-243K
- 92.4%
$8.48 - $11.94 $2.06M - $2.9M
20K $207K
VNET
Vnet Group, Inc.

Technology
-32.4K
- 2.12%
$4.74 - $8.12 $154K - $263K
1.5M $10.4M
GTLB
Gitlab Inc.

Technology
-46.5K
- 85.47%
$40.52 - $53.43 $1.88M - $2.48M
7.9K $356K
SRDX
Surmodics Inc

Healthcare
-65.7K
- 79.12%
$26.76 - $31.1 $1.76M - $2.04M
17.4K $515K
PARA
Paramount Global

Communication Services
-259K
- 17.81%
$10.65 - $12.9 $2.76M - $3.34M
1.2M $15.4M
INCY
Incyte Corp

Healthcare
-34K
- 72.49%
$55.17 - $71.22 $1.88M - $2.42M
12.9K $879K
YMM
Full Truck Alliance Co. Ltd.

Technology
-110K
- 84.62%
$9.67 - $13.01 $1.06M - $1.43M
20K $236K
TXN
Texas Instruments Inc

Technology
-7.13K
- 7.59%
N/A
86.7K $16.9M
ABNB
Airbnb, Inc.

Consumer Cyclical
-10.9K
- 96.98%
$105.69 - $140.64 $1.15M - $1.53M
339 $44K
AGI
Alamos Gold Inc

Basic Materials
-48K
- 57.16%
$23.81 - $30.33 $1.14M - $1.46M
36K $956K
DT
Dynatrace, Inc.

Technology
-60K
- 23.08%
$41.21 - $55.9 $2.47M - $3.35M
200K $11M
ACI
Albertsons Companies, Inc.

Consumer Defensive
-52.2K
- 67.62%
$19.94 - $22.91 $1.04M - $1.2M
25K $537K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-78.8K
- 69.49%
$13.71 - $15.46 $1.08M - $1.22M
34.6K $534K
MELI
Mercadolibre Inc

Consumer Cyclical
-600
- 92.17%
$1794.73 - $2613.63 $1.08M - $1.57M
51 $133K
FCX
Freeport Mcmoran Inc

Basic Materials
-38K
- 39.22%
$29.15 - $44.46 $1.11M - $1.69M
58.9K $2.55M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-14.6K
- 84.36%
$57.41 - $74.81 $840K - $1.09M
2.71K $201K
ROST
Ross Stores, Inc.

Consumer Cyclical
-7.13K
- 81.84%
$126.62 - $154.26 $903K - $1.1M
1.58K $201K
AUROW
Aurora Innovation Inc Wt Exp 0

ETFs
-35.5K
- 2.27%
$0.78 - $1.89 $27.7K - $67K
1.53M $1.33M
ABBV
Abb Vie Inc.

Healthcare
-3.22K
- 34.52%
$170.16 - $206.27 $547K - $664K
6.1K $1.13M
HMC
Honda Motor CO LTD

Consumer Cyclical
-32.2K
- 33.95%
$25.0 - $30.93 $805K - $995K
62.6K $1.8M
ZLAB
Zai Lab LTD

Healthcare
-18.4K
- 29.46%
$24.32 - $43.03 $448K - $792K
44.1K $1.54M
CTSH
Cognizant Technology Solutions Corp

Technology
-9.16K
- 54.98%
$66.47 - $81.81 $609K - $749K
7.5K $585K
CSX
Csx Corp

Industrials
-21.8K
- 92.34%
$26.69 - $32.91 $583K - $719K
1.81K $59K
CLX
Clorox CO

Consumer Defensive
-3.62K
- 49.24%
$118.01 - $148.69 $427K - $538K
3.73K $447K
TFC
Truist Financial Corp

Financial Services
-14.7K
- 99.52%
$34.79 - $42.99 $511K - $632K
71 $3K
CENX
Century Aluminum CO

Basic Materials
-28K
- 21.21%
$13.7 - $20.12 $384K - $563K
104K $1.87M
HWM
Howmet Aerospace Inc.

Industrials
-5.85K
- 57.66%
$112.33 - $186.13 $657K - $1.09M
4.3K $799K
ADSEW
Ads Tec Energy PLC Wts To Subs
-36.4K
- 12.37%
$1.4 - $3.0 $50.9K - $109K
258K $507K
CRDO
Credo Technology Group Holding LTD

Technology
-26.7K
- 70.81%
$33.3 - $95.05 $888K - $2.54M
11K $1.02M
SE
Sea LTD

Consumer Cyclical
-4K
- 66.67%
$105.57 - $170.4 $422K - $682K
2K $319K
TAP
Molson Coors Beverage CO

Consumer Defensive
-6.37K
- 59.38%
$47.24 - $62.46 $301K - $398K
4.36K $209K
HSY
Hershey CO

Consumer Defensive
-2.03K
- 23.75%
$151.29 - $173.13 $306K - $351K
6.5K $1.08M
KMB
Kimberly Clark Corp

Consumer Defensive
-2.19K
- 29.95%
$126.84 - $145.22 $277K - $317K
5.11K $659K
STM
St Microelectronics N.V.

Technology
-20.6K
- 65.91%
$17.78 - $30.41 $366K - $627K
10.7K $324K
KHC
Kraft Heinz CO

Consumer Defensive
-9.88K
- 69.72%
$25.61 - $30.81 $253K - $305K
4.29K $110K
KSS
Kohls Corp

Consumer Cyclical
-29.2K
- 21.29%
$6.13 - $9.4 $179K - $275K
108K $915K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-19.4K
- 72.2%
$7.69 - $11.46 $149K - $222K
7.47K $85K
CLSK
Cleanspark, Inc.

Technology
-30K
- 100.0%
$6.74 - $11.03 $202K - $331K
1 $0
MMM
3 M CO

Industrials
-1.18K
- 36.78%
$126.09 - $154.15 $149K - $182K
2.03K $309K
SHW
Sherwin Williams CO

Basic Materials
-419
- 21.58%
$313.51 - $363.51 $131K - $152K
1.52K $522K
SNA
Snap On Inc

Industrials
-342
- 25.24%
$292.36 - $342.2 $100K - $117K
1.01K $315K
PNR
Pentair PLC

Industrials
-2.01K
- 46.21%
$76.17 - $103.58 $153K - $208K
2.34K $240K
PAYX
Paychex Inc

Industrials
-431
- 5.76%
$137.01 - $159.78 $59.1K - $68.9K
7.05K $1.03M
NWSA
News Corp

Communication Services
-5.26K
- 39.2%
$23.97 - $29.72 $126K - $156K
8.16K $242K
AVB
Avalonbay Communities Inc

Real Estate
-479
- 26.63%
$187.23 - $215.61 $89.7K - $103K
1.32K $268K
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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