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
$19.8B
$6.94 Million 0.07% of portfolio
69,000
Q2 2025 Added 86.85%
$646M
$7.04 Million 0.07% of portfolio
3,290,000
Q2 2025 Added 166.4%
$18.4B
$7.76 Million 0.07% of portfolio
173,650
Q2 2025 Reduced 71.83%
$38.4B
$7.46 Million 0.07% of portfolio
151,761
Q2 2025 Added 71.1%
$330B
$6.45 Million 0.06% of portfolio
20,681
Q2 2025 Added 33.81%
$74.3B
$6.01 Million 0.06% of portfolio
22,573
Q2 2025 Added 14.99%
$4.1B
$6.49 Million 0.06% of portfolio
518,200
Q2 2025 Added 1,114.52%
$1.69T
$5.93 Million 0.06% of portfolio
8,029
Q2 2025 Added 18.0%
$5.53B
$6.61 Million 0.06% of portfolio
31,019
Q1 2025 Reduced 21.64%
$257B
$6.29 Million 0.06% of portfolio
34,515
Q2 2025 Reduced 51.04%
$0
$6.25 Million 0.06% of portfolio
182,490
Q2 2025 New
$0
$6.37 Million 0.06% of portfolio
3,519,085
Q2 2025 Added 257.47%
$467B
$5.85 Million 0.06% of portfolio
54,234
Q2 2025 Added 677,825.0%
$62.6B
$5.87 Million 0.06% of portfolio
30,000
Q2 2025 Added 4,210.34%
$148B
$6.43 Million 0.06% of portfolio
23,037
Q2 2025 Added 460,640.0%
$20.1B
$6.56 Million 0.06% of portfolio
200,000
Q2 2025 Reduced -0.0%
$22.5B
$5.76 Million 0.05% of portfolio
35,393
Q2 2025 Added 240.55%
$361M
$5.48 Million 0.05% of portfolio
550,000
Q2 2025 New
$490M
$5.03 Million 0.05% of portfolio
300,000
Q2 2025 New
$5.79B
$5.29 Million 0.05% of portfolio
95,380
Q2 2025 New
$15.7B
$5.04 Million 0.05% of portfolio
70,056
Q2 2025 Reduced 58.05%
$718B
$5.32 Million 0.05% of portfolio
6,823
Q2 2025 Added 4.9%
$9.92B
$5.01 Million 0.05% of portfolio
444,444
Q1 2025 Reduced 31.03%
$19.4B
$5.05 Million 0.05% of portfolio
62,500
Q2 2025 New
$337B
$5.06 Million 0.05% of portfolio
37,086
Q2 2025 Added 106.03%
$0
$4.72 Million 0.04% of portfolio
53,446
Q2 2025 New
$12.3B
$3.71 Million 0.04% of portfolio
404,110
Q2 2025 Reduced 65.48%
$0
$4.4 Million 0.04% of portfolio
61,232
Q4 2024 New
$997M
$4.4 Million 0.04% of portfolio
1,361,667
Q2 2025 New
$159B
$4.45 Million 0.04% of portfolio
42,473
Q2 2025 Added 39.67%
$15.2B
$4.28 Million 0.04% of portfolio
1,417,767
Q2 2025 Added 174.67%
$2.93B
$3.81 Million 0.04% of portfolio
92,994
Q2 2025 New
$32.6B
$3.73 Million 0.04% of portfolio
45,647
Q1 2025 Added 23,551.3%
$4.2B
$3.79 Million 0.04% of portfolio
106,473
Q2 2025 Reduced 76.01%
$1.07B
$3.79 Million 0.04% of portfolio
67,500
Q2 2025 New
$17.9B
$4.3 Million 0.04% of portfolio
240,550
Q2 2025 New
$281B
$3.84 Million 0.04% of portfolio
39,307
Q2 2025 Added 31.02%
$50.7B
$3.71 Million 0.04% of portfolio
3,571
Q2 2025 Added 62.17%
$1.49B
$4.24 Million 0.04% of portfolio
502,512
Q1 2024 New
$23.5B
$4.05 Million 0.04% of portfolio
35,372
Q2 2025 Added 21.97%
$16.1B
$4.32 Million 0.04% of portfolio
55,476
Q2 2025 Added 665.71%
$3.76T
$4.66 Million 0.04% of portfolio
22,712
Q2 2025 Added 216.24%
$7.77B
$3.7 Million 0.04% of portfolio
28,200
Q2 2025 New
$15.6B
$4.54 Million 0.04% of portfolio
90,070
Q2 2025 Added 164.3%
$51.6B
$3.34 Million 0.03% of portfolio
111,633
Q4 2024 New
$8.38B
$2.75 Million 0.03% of portfolio
10,000
Q2 2025 Reduced 80.08%
$75.6B
$3.07 Million 0.03% of portfolio
7,887
Q4 2024 Reduced 0.69%
$2.63B
$3.53 Million 0.03% of portfolio
51,600
Q2 2025 New
$3.97B
$3.11 Million 0.03% of portfolio
342,680
Q2 2025 Reduced 86.27%

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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