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
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-2K
- 6.26%
$32.56 - $35.71 $65K - $71.2K
29.9K $988K
TJX
Tjx Companies Inc

Consumer Cyclical
-743
- 13.54%
$119.13 - $135.03 $88.5K - $100K
4.75K $586K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-7.89K
- 10.59%
$15.5 - $20.28 $122K - $160K
66.6K $1.35M
PCG
Pg&E Corp

Utilities
-1.67K
- 99.94%
$13.55 - $17.87 $22.6K - $29.8K
1 $0
AA
Alcoa Corp

Basic Materials
-302
- 6.59%
$22.57 - $30.84 $6.82K - $9.31K
4.28K $126K
FOX
Fox Corp Cl B (De)

Communication Services
-85
- 85.0%
$43.81 - $53.0 $3.72K - $4.51K
15 $0
JNJ
Johnson & Johnson

Healthcare
-17
- 73.91%
$146.36 - $159.82 $2.49K - $2.72K
6 $0
CF
Cf Industries Holdings, Inc.

Basic Materials
-36
- 70.59%
$68.47 - $102.48 $2.46K - $3.69K
15 $1K
Hcm Ii Acquisition Corp
-470K
- 33.32%
N/A
941K $0
Celestica Inc
-1.1K
- 0.33%
N/A
332K $0
Atlassian Corporation
-27.7K
- 65.9%
N/A
14.4K $0
Arm Holdings PLC
-18.8K
- 77.16%
N/A
5.56K $0
American Wtr Cap Corp
-5M
- 14.29%
N/A
30M $0
CRH.L
Crh PLC

Basic Materials
-39.5K
- 12.32%
N/A
281K $0
Amer Sports Inc
-6.32K
- 25.54%
N/A
18.4K $0
Sabre Glbl Inc
-5M
- 12.03%
N/A
36.6M $0
M3 Brigade Acquisition V Corp
-572K
- 46.72%
N/A
653K $0
Usa Rare Earth Inc
-79.4K
- 14.61%
N/A
464K $0
Linde PLC
-2.3K
- 40.53%
N/A
3.37K $0
Liberty Global LTD
-82.8K
- 27.76%
N/A
215K $0
Wayfair Inc
-6.5M
- 43.33%
N/A
8.5M $0
Lam Research Corp
-60.8K
- 26.98%
N/A
165K $0
Gsr Iii Acquisition Corp
-640K
- 64.12%
N/A
358K $0
Core Scientific Inc New
-395K
- 36.41%
N/A
690K $0
D Wave Quantum Inc
-4.24M
- 86.97%
N/A
635K $0
Sailpoint Inc
-150K
- 33.33%
N/A
300K $0
Ferguson Enterprises Inc
-3K
- 8.68%
N/A
31.5K $0
Flowco Hldgs Inc
-120K
- 64.09%
N/A
67.2K $0
Flutter Entmt PLC
-32.1K
- 80.84%
N/A
7.6K $0
Corpay Inc
-8K
- 57.03%
N/A
6.03K $0
Northern Oil & Gas Inc
-10M
- 50.0%
N/A
10M $0
Gsr Iii Acquisition Corp
-71.2K
- 49.92%
N/A
71.4K $0
Smurfit Westrock PLC
-71.8K
- 70.54%
N/A
30K $0
SEER
Seer, Inc.

Healthcare
-3.88K
- 12.97%
$1.66 - $2.28 $6.44K - $8.84K
26K $55K
LEA
Lear Corp

Consumer Cyclical
-33
- 0.77%
$75.18 - $95.54 $2.48K - $3.15K
4.27K $405K
SHOP
Shopify Inc.

Technology
-3.88K
- 15.56%
$76.89 - $115.35 $298K - $447K
21K $2.43M
VRSN
Verisign Inc

Technology
-230
- 5.1%
$234.49 - $288.8 $53.9K - $66.4K
4.28K $1.24M
ORIC
Oric Pharmaceuticals, Inc.

Healthcare
-33
- 0.09%
$4.26 - $10.55 $141 - $348
35.3K $357K
SPOT
Spotify Technology S.A.

Communication Services
-997
- 22.66%
$503.3 - $775.9 $502K - $774K
3.4K $2.61M
SLV
I Shares Silver Trust

ETFs
-1
- -0.0%
$27.08 - $33.74 $27.1 - $33.7
200K $6.56M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-3.51K
- 3.4%
$141.37 - $228.57 $496K - $802K
99.8K $22.6M
MSTR
Microstrategy Inc

Technology
-16.4K
- 15.21%
$237.95 - $421.61 $3.91M - $6.93M
91.7K $37.1M
STX
Seagate Technology Holdings PLC

Technology
-163K
- 27.65%
$66.54 - $144.33 $10.8M - $23.5M
427K $61.6M
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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