Lmr Partners LLP Portfolio Holdings

Lmr Partners LLP

  • $18.1 Billion
  • Q3 2025

Lmr Partners LLP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $18.1 Billion distributed in 1772 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Kellogg CO with a value of $221M, Cyber Ark Software Ltd. with a value of $139M, Bp PLC with a value of $128M, Echo Star Corp with a value of $117M, and Broadcom Inc. with a value of $111M.

Examining the 13F form we can see an increase of $7.6B in the current position value, from $10.5B to 18.1B.

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 $18.1 Billion
ETFs: $6.93 Billion
Technology: $4.66 Billion
Consumer Cyclical: $2.24 Billion
Healthcare: $1.17 Billion
Financial Services: $650 Million
Communication Services: $565 Million
Industrials: $533 Million
Consumer Defensive: $438 Million
Other: $887 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$24.4B
$9.35 Million 0.05% of portfolio
53,767
Q3 2025 Reduced 34.39%
$14.7B
$8.88 Million 0.05% of portfolio
187,359
Q3 2025 Added 108.01%
$55.9B
$8.99 Million 0.05% of portfolio
460,230
Q3 2025 Added 6,061.04%
$9.75B
$9.45 Million 0.05% of portfolio
43,200
Q3 2025 New
$0
$8.28 Million 0.05% of portfolio
197,000
Q3 2025 New
$861M
$6.4 Million 0.04% of portfolio
807,439
Q3 2025 New
$4.44B
$6.51 Million 0.04% of portfolio
320,000
Q3 2025 New
$74.1B
$7.43 Million 0.04% of portfolio
27,334
Q3 2025 Reduced 41.22%
$53.8B
$7.36 Million 0.04% of portfolio
51,688
Q3 2025 Reduced 80.3%
$50.2B
$6.49 Million 0.04% of portfolio
8,800
Q3 2025 Reduced 57.69%
$10.3B
$7.99 Million 0.04% of portfolio
1,049,017
Q3 2025 Added 423.98%
$21.2B
$7.69 Million 0.04% of portfolio
52,833
Q3 2025 Added 380.3%
$398B
$6.88 Million 0.04% of portfolio
42,496
Q3 2025 Reduced 72.39%
$19.3B
$7.92 Million 0.04% of portfolio
184,550
Q3 2025 Added 6.28%
$2.16B
$7.45 Million 0.04% of portfolio
734,301
Q3 2025 New
$1.3B
$7.75 Million 0.04% of portfolio
750,000
Q3 2025 Reduced 50.0%
$15.7B
$6.03 Million 0.03% of portfolio
46,758
Q3 2025 New
$92.7B
$4.82 Million 0.03% of portfolio
18,500
Q3 2025 New
$79.6B
$5.94 Million 0.03% of portfolio
47,966
Q3 2025 Reduced 69.91%
$112B
$6.31 Million 0.03% of portfolio
16,101
Q3 2025 New
$121B
$5.86 Million 0.03% of portfolio
23,856
Q3 2025 Reduced 49.24%
$1.44B
$4.56 Million 0.03% of portfolio
696,757
Q3 2025 New
$4.08B
$5.16 Million 0.03% of portfolio
131,473
Q3 2025 Added 23.48%
$30.9B
$5.71 Million 0.03% of portfolio
45,285
Q3 2025 New
$5.32B
$5.3 Million 0.03% of portfolio
100,100
Q3 2025 New
$14.7B
$5.66 Million 0.03% of portfolio
69,405
Q3 2025 Reduced 0.93%
$78.2B
$5.78 Million 0.03% of portfolio
17,887
Q3 2025 Added 126.79%
$11.7B
$6.19 Million 0.03% of portfolio
67,000
Q3 2025 New
$0
$4.76 Million 0.03% of portfolio
50,000
Q3 2025 New
$279B
$6.22 Million 0.03% of portfolio
32,570
Q3 2025 New
$895M
$6.05 Million 0.03% of portfolio
270,941
Q3 2025 New
$1.38B
$5.7 Million 0.03% of portfolio
374,725
Q3 2025 New
$181B
$5.39 Million 0.03% of portfolio
54,980
Q3 2025 New
$2.72B
$4.59 Million 0.03% of portfolio
100,152
Q3 2025 New
$1.35B
$3.9 Million 0.02% of portfolio
72,766
Q3 2025 New
$1.11B
$4.51 Million 0.02% of portfolio
250,000
Q3 2025 Reduced 37.5%
$15.1B
$3.65 Million 0.02% of portfolio
10,000
Q3 2025 Reduced 77.01%
$3.72B
$3.11 Million 0.02% of portfolio
247,350
Q3 2025 New
$6B
$3.75 Million 0.02% of portfolio
54,477
Q3 2025 Reduced 42.88%
$371B
$3.07 Million 0.02% of portfolio
7,571
Q3 2025 New
$9.13B
$3.53 Million 0.02% of portfolio
100,000
Q3 2025 Reduced 62.0%
$8.77B
$3.19 Million 0.02% of portfolio
35,000
Q3 2025 Reduced 82.94%
$1.79B
$3.84 Million 0.02% of portfolio
1,500,000
Q3 2025 New
$274B
$3.07 Million 0.02% of portfolio
10,876
Q3 2025 Reduced 83.14%
$174B
$3.13 Million 0.02% of portfolio
21,042
Q2 2025 Reduced 15.56%
$14.3B
$3.88 Million 0.02% of portfolio
256,750
Q3 2025 Reduced 42.23%
$37.5B
$3.92 Million 0.02% of portfolio
69,000
Q3 2025 Reduced 54.53%
$270B
$2.96 Million 0.02% of portfolio
41,407
Q3 2025 New
$2.93B
$3.81 Million 0.02% of portfolio
92,994
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,772
  • Current Value $18.1 Billion
  • Prior Value $10.5 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 254 stocks
  • Additional Purchases 178 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 139 stocks
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