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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$185 Million 1.77% of portfolio
1,774,400
Q2 2025 Added 2,118.0%
$443B
$125 Million 1.19% of portfolio
788,904
Q2 2025 Added 106.66%
$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%
$0
$78.8 Million 0.75% of portfolio
330,000
Q2 2025 Added 17.86%
$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%
$9.19B
$75.8 Million 0.72% of portfolio
2,081,181
Q2 2025 Added 79.7%
$2.32T
$65.5 Million 0.62% of portfolio
298,588
Q2 2025 Added 13,182.38%
$411B
$62.5 Million 0.6% of portfolio
551,236
Q2 2025 Added 412.59%
$40.5B
$61.6 Million 0.59% of portfolio
426,523
Q2 2025 Reduced 27.65%
$5.15B
$52 Million 0.5% of portfolio
2,093,721
Q2 2025 Added 31.72%
$65.2B
$52.6 Million 0.5% of portfolio
1,000,017
Q2 2025 Added 149.99%
$7.73B
$50.7 Million 0.48% of portfolio
395,857
Q2 2025 Added 3,603.41%
$8.01B
$47.3 Million 0.45% of portfolio
481,172
Q2 2025 Added 501.76%
$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%
$273B
$41 Million 0.39% of portfolio
591,237
Q2 2025 Added 187.61%
$3.1B
$37.1 Million 0.35% of portfolio
91,682
Q2 2025 Reduced 15.21%
$129B
$36.5 Million 0.35% of portfolio
174,221
Q2 2025 Added 500.76%
$3.57B
$35.7 Million 0.34% of portfolio
857,441
Q2 2025 New
$8.51B
$35.8 Million 0.34% of portfolio
567,087
Q2 2025 New
$8.27B
$36.1 Million 0.34% of portfolio
664,610
Q2 2025 Added 91.5%
$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%
$0
$32.9 Million 0.31% of portfolio
53,330
Q2 2025 Added 699.31%
$17.7B
$31.1 Million 0.3% of portfolio
250,000
Q1 2025 Reduced 27.76%
$8.39B
$31.4 Million 0.3% of portfolio
100,000
Q2 2025 Added 400.0%
$4.07B
$30.8 Million 0.29% of portfolio
807,744
Q2 2025 Added 61.74%
$57.4B
$29.6 Million 0.28% of portfolio
382,045
Q2 2025 Added 354.65%
$112B
$28.5 Million 0.27% of portfolio
846,874
Q2 2025 Reduced 38.01%
$182B
$27.6 Million 0.26% of portfolio
35,000
Q2 2025 New
$0
$24.7 Million 0.24% of portfolio
474,812
Q2 2025 Added 15.52%
$3.28B
$25.5 Million 0.24% of portfolio
259,402
Q2 2025 Added 1.07%
$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%
$1.34T
$22.6 Million 0.22% of portfolio
99,838
Q2 2025 Reduced 3.4%
$32.7B
$23.3 Million 0.22% of portfolio
268,500
Q2 2025 Added 554.88%
$5.11B
$22.6 Million 0.22% of portfolio
569,400
Q2 2025 Added 4,104.7%
$60B
$22.9 Million 0.22% of portfolio
43,644
Q2 2025 New
$256B
$21.8 Million 0.21% of portfolio
153,907
Q2 2025 Added 191.14%
$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
$788B
$20.7 Million 0.2% of portfolio
94,754
Q2 2025 Added 248.36%
$227B
$19 Million 0.18% of portfolio
64,502
Q2 2025 New
$1.25T
$19 Million 0.18% of portfolio
59,855
Q2 2025 New

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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