Lmr Partners LLP Portfolio Holdings

Lmr Partners LLP

  • $8.3 Billion
  • Q1 2025

Lmr Partners LLP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $8.3 Billion distributed in 1654 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Bp PLC with a value of $128M, Intra Cellular Therapies, Inc. with a value of $114M, Hdfc Bank LTD with a value of $97.7M, Hess Corp with a value of $61.1M, and Ishares Russell 2000 ETF with a value of $55.3M.

Examining the 13F form we can see an decrease of $1.37B in the current position value, from $9.66B to 8.3B.

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 $8.3 Billion
Technology: $2.69 Billion
ETFs: $1.52 Billion
Healthcare: $1.07 Billion
Consumer Cyclical: $862 Million
Financial Services: $639 Million
Communication Services: $412 Million
Energy: $340 Million
Industrials: $306 Million
Other: $433 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$89B
$128 Million 1.54% of portfolio
3,778,628
Q1 2025 Added 13.52%
$12.4B
$114 Million 1.37% of portfolio
863,134
Q1 2025 Added 10,455.63%
$141B
$97.7 Million 1.18% of portfolio
1,470,906
Q1 2025 Reduced 15.95%
$41.2B
$61.1 Million 0.74% of portfolio
382,589
Q4 2024 Added 50.87%
$0
$55.3 Million 0.67% of portfolio
277,424
Q1 2025 Reduced 19.93%
$0
$52.7 Million 0.63% of portfolio
280,000
Q1 2025 Added 7.69%
$82.1B
$49.5 Million 0.6% of portfolio
2,177,746
Q1 2025 Added 1,514.13%
$26.4B
$50.1 Million 0.6% of portfolio
589,554
Q1 2025 Added 513.51%
$60.4B
$48.6 Million 0.59% of portfolio
82,349
Q1 2025 New
$4.84B
$47.4 Million 0.57% of portfolio
1,589,550
Q1 2025 Added 317.77%
$16B
$45.5 Million 0.55% of portfolio
134,605
Q1 2025 Reduced 22.69%
$118B
$43.1 Million 0.52% of portfolio
1,366,166
Q1 2025 Reduced 14.02%
$18B
$43 Million 0.52% of portfolio
616,666
Q1 2025 New
$8.9B
$41.5 Million 0.5% of portfolio
1,158,125
Q1 2025 Reduced 42.58%
$349B
$41.4 Million 0.5% of portfolio
381,749
Q1 2025 Reduced 47.46%
$17.5B
$39.9 Million 0.48% of portfolio
986,369
Q1 2025 Added 117.9%
$30.2B
$35.8 Million 0.43% of portfolio
6,787,267
Q1 2025 New
$29.5B
$34.2 Million 0.41% of portfolio
108,100
Q1 2025 Added 16.72%
$3.44B
$32.8 Million 0.4% of portfolio
345,955
Q1 2025 New
$8.8B
$33.1 Million 0.4% of portfolio
1,218,319
Q1 2025 Added 576.84%
$18B
$32.1 Million 0.39% of portfolio
616,500
Q1 2025 Added 2,818.34%
$3.45B
$31.2 Million 0.38% of portfolio
108,128
Q1 2025 Added 108.25%
$0
$31.4 Million 0.38% of portfolio
900,000
Q1 2025 Added 4,400.0%
$69.4B
$30.8 Million 0.37% of portfolio
70,239
Q1 2025 Reduced 33.2%
$29B
$30.2 Million 0.36% of portfolio
144,500
Q1 2025 Added 542.22%
$53.1B
$29.5 Million 0.36% of portfolio
120,005
Q1 2025 New
$55B
$25.6 Million 0.31% of portfolio
390,129
Q1 2025 Reduced 35.65%
$15.5B
$23.7 Million 0.29% of portfolio
135,073
Q1 2025 Added 42.18%
$3.05B
$23.8 Million 0.29% of portfolio
256,647
Q1 2025 Reduced 36.06%
$8.06B
$24 Million 0.29% of portfolio
331,194
Q1 2025 Added 341.59%
$20.9B
$24.5 Million 0.29% of portfolio
250,000
Q1 2025 Reduced 27.76%
$29B
$23.2 Million 0.28% of portfolio
254,046
Q1 2025 New
$2.2B
$22.8 Million 0.27% of portfolio
450,000
Q1 2025 New
$3.91B
$22.3 Million 0.27% of portfolio
2,495,246
Q1 2025 Added 1,147.62%
$112B
$21.4 Million 0.26% of portfolio
106,000
Q1 2025 Added 202.86%
$8.45B
$20.9 Million 0.25% of portfolio
298,896
Q1 2025 Added 159.91%
$84.5B
$20.8 Million 0.25% of portfolio
201,655
Q1 2025 New
$11.6B
$19.6 Million 0.24% of portfolio
540,697
Q1 2025 Reduced 49.63%
$0
$18.9 Million 0.23% of portfolio
411,006
Q1 2025 Added 2.75%
$43B
$18.3 Million 0.22% of portfolio
400,017
Q1 2025 Reduced 66.68%
$177B
$18.3 Million 0.22% of portfolio
93,830
Q1 2025 Added 2,688.41%
$9.73B
$17.9 Million 0.22% of portfolio
1,601,484
Q1 2025 Added 2,131.54%
$12.6B
$18.7 Million 0.22% of portfolio
441,363
Q1 2025 Added 14.14%
$54.7B
$17.2 Million 0.21% of portfolio
100,807
Q1 2025 Added 7.46%
$16.6B
$17.1 Million 0.21% of portfolio
200,079
Q1 2025 Added 1,615.8%
$7.31B
$17.4 Million 0.21% of portfolio
1,454,280
Q1 2025 Added 123.74%
$8.65B
$17.8 Million 0.21% of portfolio
90,000
Q1 2025 New
$1.05T
$17.2 Million 0.21% of portfolio
103,348
Q1 2025 Added 1,725.29%
$3.7B
$17.2 Million 0.21% of portfolio
443,827
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,654
  • Current Value $8.3 Billion
  • Prior Value $9.66 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 349 stocks
  • Additional Purchases 160 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 151 stocks
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