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
$1.3B
$18.4 Million 0.18% of portfolio
806,471
Q2 2025 Added 287.16%
$40.1B
$19.1 Million 0.18% of portfolio
54,446
Q2 2025 Added 186.91%
$4.29B
$19.2 Million 0.18% of portfolio
425,000
Q2 2025 Added 70.0%
$23.5B
$17.8 Million 0.17% of portfolio
78,369
Q2 2025 Added 217.82%
$24.1B
$18.3 Million 0.17% of portfolio
87,042
Q2 2025 Reduced 35.56%
$8.9B
$17.4 Million 0.17% of portfolio
205,191
Q2 2025 Reduced 38.05%
$19.4B
$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%
$934M
$16.9 Million 0.16% of portfolio
172,807
Q2 2025 New
$8.8B
$15.4 Million 0.15% of portfolio
1,195,250
Q2 2025 Reduced 17.81%
$36.5B
$15.6 Million 0.15% of portfolio
600,000
Q2 2025 Reduced 58.99%
$80.5B
$15.7 Million 0.15% of portfolio
159,419
Q2 2025 Reduced 59.14%
$332B
$15.4 Million 0.15% of portfolio
60,000
Q2 2025 Added 835.75%
$27B
$15 Million 0.14% of portfolio
300,000
Q2 2025 New
$1.43B
$13.7 Million 0.13% of portfolio
3,177,999
Q2 2025 Added 214.65%
$2.93B
$13.1 Million 0.13% of portfolio
279,700
Q2 2025 Added 599.25%
$0
$13.3 Million 0.13% of portfolio
24,153
Q2 2025 Added 87.04%
$41.7B
$12.7 Million 0.12% of portfolio
147,981
Q2 2025 Added 169.74%
$145B
$12.1 Million 0.12% of portfolio
500,000
Q2 2025 Reduced 15.89%
$15.5B
$12.1 Million 0.12% of portfolio
127,000
Q2 2025 New
$14.7B
$12.8 Million 0.12% of portfolio
43,500
Q2 2025 Reduced 51.67%
$2.24B
$12.9 Million 0.12% of portfolio
527,948
Q2 2025 New
$82.2B
$11.6 Million 0.11% of portfolio
52,000
Q2 2025 Added 62.14%
$13.4B
$11 Million 0.11% of portfolio
200,000
Q2 2025 Reduced 23.08%
$69.9B
$11.5 Million 0.11% of portfolio
46,500
Q2 2025 New
$267B
$11.1 Million 0.11% of portfolio
46,593
Q2 2025 New
$122B
$11.2 Million 0.11% of portfolio
47,000
Q2 2025 Reduced 55.66%
$48B
$11.3 Million 0.11% of portfolio
347,301
Q2 2025 Added 231.99%
$49.3B
$11.5 Million 0.11% of portfolio
20,800
Q2 2025 Added 58.42%
$26.4B
$10.1 Million 0.1% of portfolio
81,950
Q2 2025 New
$38B
$10.4 Million 0.1% of portfolio
2,000,000
Q2 2025 Reduced 70.53%
$20.6B
$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
$1.45B
$10.4 Million 0.1% of portfolio
1,500,000
Q2 2025 Reduced 2.12%
$53.3B
$10.1 Million 0.1% of portfolio
41,351
Q2 2025 New
$3.75T
$10.3 Million 0.1% of portfolio
20,804
Q2 2025 Added 3.3%
$3.41B
$9.91 Million 0.09% of portfolio
150,000
Q2 2025 New
$9.91B
$9.36 Million 0.09% of portfolio
436,190
Q2 2025 Added 1,774.55%
$1.1B
$8.77 Million 0.08% of portfolio
400,000
Q2 2025 Added 122.22%
$26.9B
$8.38 Million 0.08% of portfolio
24,870
Q2 2025 Reduced 82.79%
$0
$8.29 Million 0.08% of portfolio
100,000
Q2 2025 New
$9.21B
$8.13 Million 0.08% of portfolio
263,171
Q2 2025 Added 91.51%
$63.9B
$7.93 Million 0.08% of portfolio
75,000
Q2 2025 Added 150.0%
$34.2B
$8.13 Million 0.08% of portfolio
762,659
Q1 2024 Reduced 3.15%
$4.67B
$8.12 Million 0.08% of portfolio
150,000
Q2 2025 New
$7.9B
$8.22 Million 0.08% of portfolio
164,855
Q2 2025 Added 969,635.31%
$32.6B
$8.27 Million 0.08% of portfolio
23,551
Q2 2025 Reduced 78.21%
$130B
$7.97 Million 0.08% of portfolio
116,000
Q2 2025 New
$5.83B
$7.58 Million 0.07% of portfolio
247,803
Q2 2025 Added 265.63%

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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