Lmr Partners LLP Portfolio Holdings

Lmr Partners LLP

  • $10.5 Billion
  • Q2 2025

Lmr Partners LLP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $10.5 Billion distributed in 1700 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares National Muni Bond ETF with a value of $185M, Nvidia Corp with a value of $125M, Infosys LTD with a value of $106M, Bp PLC with a value of $102M, and Western Digital Corp with a value of $88M.

Examining the 13F form we can see an increase of $2.19B in the current position value, from $8.3B to 10.5B.

Lmr Partners LLP is based out at London, X0

Below you can find more details about Lmr Partners LLP portfolio as well as his latest detailed transactions.

Portfolio value $10.5 Billion
Technology: $4 Billion
ETFs: $1.93 Billion
Consumer Cyclical: $1.01 Billion
Healthcare: $952 Million
Communication Services: $626 Million
Financial Services: $528 Million
Industrials: $410 Million
Energy: $365 Million
Other: $658 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$71.1B
$106 Million 1.01% of portfolio
5,733,005
Q2 2025 New
$104B
$102 Million 0.97% of portfolio
3,391,572
Q2 2025 Reduced 10.24%
$31B
$88 Million 0.84% of portfolio
1,375,869
Q2 2025 Added 39.49%
$146B
$77.5 Million 0.74% of portfolio
281,200
Q2 2025 Added 301.71%
$27B
$76.5 Million 0.73% of portfolio
961,906
Q2 2025 Added 1,866.28%
$40.5B
$61.6 Million 0.59% of portfolio
426,523
Q2 2025 Reduced 27.65%
$65.2B
$52.6 Million 0.5% of portfolio
1,000,017
Q2 2025 Added 149.99%
$46.1B
$43.7 Million 0.42% of portfolio
315,163
Q2 2025 Reduced 17.62%
$19B
$42.7 Million 0.41% of portfolio
105,000
Q2 2025 Reduced 21.99%
$129B
$36.5 Million 0.35% of portfolio
174,221
Q2 2025 Added 500.76%
$10.3B
$35.3 Million 0.34% of portfolio
1,441,855
Q2 2025 Added 18.35%
$39.7B
$35.2 Million 0.34% of portfolio
262,345
Q2 2025 Added 335.8%
$10.4B
$33 Million 0.31% of portfolio
2,877,068
Q2 2025 Added 79.65%
$13B
$33 Million 0.31% of portfolio
827,258
Q2 2025 Added 53.0%
$17.7B
$31.1 Million 0.3% of portfolio
250,000
Q1 2025 Reduced 27.76%
$57.4B
$29.6 Million 0.28% of portfolio
382,045
Q2 2025 Added 354.65%
$182B
$27.6 Million 0.26% of portfolio
35,000
Q2 2025 New
$21.8B
$24.4 Million 0.23% of portfolio
245,942
Q2 2025 Added 369.03%
$19.4B
$23.2 Million 0.22% of portfolio
285,000
Q2 2025 Added 280.0%
$32.7B
$23.3 Million 0.22% of portfolio
268,500
Q2 2025 Added 554.88%
$60B
$22.9 Million 0.22% of portfolio
43,644
Q2 2025 New
$31.8B
$20.7 Million 0.2% of portfolio
1,014,002
Q2 2025 Added 12,537.11%
$15.5B
$21.2 Million 0.2% of portfolio
142,395
Q2 2025 New
$45.8B
$19.1 Million 0.18% of portfolio
54,446
Q2 2025 Added 186.91%
$23.5B
$17.8 Million 0.17% of portfolio
78,369
Q2 2025 Added 217.82%
$22.7B
$18.3 Million 0.17% of portfolio
87,042
Q2 2025 Reduced 35.56%
$23.9B
$18.3 Million 0.17% of portfolio
675,500
Q2 2025 Added 941.68%
$177B
$16.9 Million 0.16% of portfolio
86,704
Q2 2025 Reduced 7.59%
$36.2B
$15.6 Million 0.15% of portfolio
600,000
Q2 2025 Reduced 58.99%
$70.6B
$15.7 Million 0.15% of portfolio
159,419
Q2 2025 Reduced 59.14%
$25.9B
$15 Million 0.14% of portfolio
300,000
Q2 2025 New
$35.7B
$14.1 Million 0.13% of portfolio
200,000
Q2 2025 New
$39.7B
$12.7 Million 0.12% of portfolio
147,981
Q2 2025 Added 169.74%
$134B
$12.1 Million 0.12% of portfolio
500,000
Q2 2025 Reduced 15.89%
$11.1B
$12.1 Million 0.12% of portfolio
127,000
Q2 2025 New
$13B
$12.8 Million 0.12% of portfolio
43,500
Q2 2025 Reduced 51.67%
$70.8B
$11.6 Million 0.11% of portfolio
52,000
Q2 2025 Added 62.14%
$14.1B
$11 Million 0.11% of portfolio
200,000
Q2 2025 Reduced 23.08%
$92.3B
$11.5 Million 0.11% of portfolio
46,500
Q2 2025 New
$126B
$11.2 Million 0.11% of portfolio
47,000
Q2 2025 Reduced 55.66%
$52.6B
$11.3 Million 0.11% of portfolio
347,301
Q2 2025 Added 231.99%
$41.8B
$11.5 Million 0.11% of portfolio
20,800
Q2 2025 Added 58.42%
$27.3B
$10.1 Million 0.1% of portfolio
81,950
Q2 2025 New
$25.3B
$10.4 Million 0.1% of portfolio
2,000,000
Q2 2025 Reduced 70.53%
$25.3B
$10.1 Million 0.1% of portfolio
567,547
Q2 2025 Added 45.19%
$20.9B
$10.5 Million 0.1% of portfolio
200,000
Q2 2025 New
$59B
$10.1 Million 0.1% of portfolio
41,351
Q2 2025 New
$30.6B
$8.38 Million 0.08% of portfolio
24,870
Q2 2025 Reduced 82.79%
$10.7B
$8.13 Million 0.08% of portfolio
263,171
Q2 2025 Added 91.51%

Summary

  • Portfolio
  • No. of Stocks 1,700
  • Current Value $10.5 Billion
  • Prior Value $8.3 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 238 stocks
  • Additional Purchases 176 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 144 stocks
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