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 $300 Millions to $2 Billions
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