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
$50B
$3.17 Million 0.03% of portfolio
56,000
Q2 2025 New
$2.93B
$3.38 Million 0.03% of portfolio
45,000
Q2 2025 Reduced 90.0%
$144B
$3.56 Million 0.03% of portfolio
32,084
Q2 2025 Added 130.46%
$3.05B
$3.17 Million 0.03% of portfolio
185,000
Q2 2025 New
$1.28B
$3.05 Million 0.03% of portfolio
214,091
Q2 2025 Added 15.72%
$0
$3.53 Million 0.03% of portfolio
46,451
Q2 2025 Reduced 43.29%
$7.88B
$3.49 Million 0.03% of portfolio
20,000
Q2 2025 Reduced 69.23%
$428B
$3.26 Million 0.03% of portfolio
3,289
Q2 2025 New
$8.9B
$3.37 Million 0.03% of portfolio
53,754
Q2 2025 New
$19.1B
$3.19 Million 0.03% of portfolio
46,199
Q2 2025 Reduced 69.1%
$280M
$3.64 Million 0.03% of portfolio
363,140
Q2 2025 New
$1.69B
$3.43 Million 0.03% of portfolio
133,285
Q2 2025 New
$12B
$1.92 Million 0.02% of portfolio
56,500
Q2 2025 New
$7.59B
$2.11 Million 0.02% of portfolio
86,318
Q2 2025 New
$1.54B
$2.5 Million 0.02% of portfolio
250,000
Q1 2025 Added 11.11%
$63.9B
$2.55 Million 0.02% of portfolio
58,886
Q2 2025 Reduced 39.22%
$2.14B
$1.73 Million 0.02% of portfolio
250,000
Q1 2025 New
$171B
$2.43 Million 0.02% of portfolio
21,042
Q2 2025 Reduced 15.56%
$134B
$2.61 Million 0.02% of portfolio
3,403
Q2 2025 Reduced 22.66%
$11.4B
$2 Million 0.02% of portfolio
22,789
Q2 2025 Added 127.89%
$3.61B
$1.63 Million 0.02% of portfolio
25,471
Q2 2025 New
$1.11B
$1.99 Million 0.02% of portfolio
66,000
Q1 2025 Reduced 32.65%
$23.5B
$1.65 Million 0.02% of portfolio
15,500
Q2 2025 Added 458.76%
$9.43B
$1.73 Million 0.02% of portfolio
4,217
Q2 2025 New
$5.54B
$2.13 Million 0.02% of portfolio
60,000
Q2 2025 New
$16.6B
$1.58 Million 0.02% of portfolio
22,916
Q2 2025 Added 3.42%
$98.2B
$2.55 Million 0.02% of portfolio
55,000
Q2 2025 Added 29.75%
$12B
$1.62 Million 0.02% of portfolio
46,000
Q2 2025 New
$57.9B
$2.52 Million 0.02% of portfolio
25,000
Q4 2024 New
$9.55B
$1.92 Million 0.02% of portfolio
36,208
Q2 2025 Added 578.43%
$89.1B
$1.86 Million 0.02% of portfolio
34,190
Q1 2023 New
$21.3B
$2.25 Million 0.02% of portfolio
9,563
Q2 2025 New
$57.1B
$1.8 Million 0.02% of portfolio
62,607
Q2 2025 Reduced 33.95%
$2.89B
$2.19 Million 0.02% of portfolio
138,250
Q2 2025 New
$15.4B
$1.8 Million 0.02% of portfolio
101,649
Q2 2025 Added 27.88%
$247B
$1.6 Million 0.02% of portfolio
22,895
Q2 2025 Added 6,441.43%
$2.24B
$1.87 Million 0.02% of portfolio
104,000
Q2 2025 Reduced 21.21%
$9.37B
$1.82 Million 0.02% of portfolio
42,411
Q2 2025 New
$9.93B
$2.17 Million 0.02% of portfolio
53,963
Q2 2025 Added 670.9%
$98.9B
$1.69 Million 0.02% of portfolio
75,600
Q2 2025 Reduced 96.53%
$1.97B
$1.65 Million 0.02% of portfolio
74,053
Q2 2025 Added 18.87%
$10.6B
$990,000 0.01% of portfolio
26,032
Q2 2025 New
$0
$620,000 0.01% of portfolio
2,819,066
Q4 2024 New
$1.49B
$580,000 0.01% of portfolio
40,000
Q2 2025 New
$0
$730,000 0.01% of portfolio
200,000
Q2 2025 New
$27.2B
$1.08 Million 0.01% of portfolio
6,500
Q2 2025 Reduced 23.75%
$0
$705,000 0.01% of portfolio
1,282,486
Q2 2025 Added 67.99%
$19.3B
$675,000 0.01% of portfolio
2,296
Q2 2025 Added 35.86%
$6.75B
$534,000 0.01% of portfolio
5,925
Q2 2025 Added 3,266.48%

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
Track This Portfolio

Track Lmr Partners LLP Portfolio

Follow Lmr Partners LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lmr Partners LLP, based on Form 13F filings with the SEC.

News

Stay updated on Lmr Partners LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email