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
$23.5B
$1.48 Million 0.01% of portfolio
42,229
Q3 2025 New
$11.9B
$2.35 Million 0.01% of portfolio
42,933
Q3 2025 Added 18.57%
$6.29B
$2.13 Million 0.01% of portfolio
77,946
Q3 2025 Reduced 9.7%
$14.2B
$1.42 Million 0.01% of portfolio
4,524
Q3 2025 New
$9.96B
$1.05 Million 0.01% of portfolio
26,032
Q2 2025 New
$11.8B
$997,000 0.01% of portfolio
19,054
Q3 2025 New
$12.2B
$1.11 Million 0.01% of portfolio
5,129
Q2 2025 New
$747M
$958,000 0.01% of portfolio
167,800
Q2 2025 Added 13.53%
$70.1B
$989,000 0.01% of portfolio
5,809
Q3 2025 New
$27.1B
$1.06 Million 0.01% of portfolio
28,585
Q3 2025 Added 94.6%
$20.1B
$1.08 Million 0.01% of portfolio
178,880
Q3 2025 Added 503.37%
$0
$1.47 Million 0.01% of portfolio
2,945,823
Q3 2025 Added 0.24%
$13B
$1.18 Million 0.01% of portfolio
119,453
Q2 2025 New
$0
$1.16 Million 0.01% of portfolio
13,459
Q3 2025 New
$32.8B
$941,000 0.01% of portfolio
62,404
Q3 2025 Added 6,240,300.0%
$5.91B
$1.95 Million 0.01% of portfolio
196,000
Q3 2025 New
$18.7B
$2.71 Million 0.01% of portfolio
11,794
Q3 2025 Added 23.33%
$12.6B
$1.3 Million 0.01% of portfolio
76,481
Q2 2025 New
$6.66B
$1.42 Million 0.01% of portfolio
8,813
Q3 2025 New
$2.23B
$958,000 0.01% of portfolio
46,819
Q3 2025 New
$43.5B
$2.69 Million 0.01% of portfolio
7,693
Q3 2025 New
$10.4B
$1.61 Million 0.01% of portfolio
18,749
Q3 2025 Added 74,896.0%
$10.2B
$2.46 Million 0.01% of portfolio
37,600
Q3 2025 New
$55.8B
$1.29 Million 0.01% of portfolio
9,332
Q3 2025 New
$1.74T
$974,000 0.01% of portfolio
4,000
Q3 2025 Reduced 32.61%
$13.3B
$1.85 Million 0.01% of portfolio
125,770
Q3 2025 New
$481M
$1.21 Million 0.01% of portfolio
500,000
Q3 2025 Reduced 84.8%
$104B
$1.14 Million 0.01% of portfolio
17,205
Q3 2025 Added 108.47%
$12.6B
$2.21 Million 0.01% of portfolio
270,324
Q3 2025 Reduced 33.11%
$35B
$1.54 Million 0.01% of portfolio
13,476
Q3 2025 Added 290.04%
$44.4B
$1.26 Million 0.01% of portfolio
85,766
Q3 2025 Added 147.88%
$11.9B
$1.8 Million 0.01% of portfolio
42,396
Q3 2025 New
$6.36B
$1.29 Million 0.01% of portfolio
10,000
Q3 2025 New
$3.69B
$1.24 Million 0.01% of portfolio
6,858
Q3 2025 New
$18.3B
$2.54 Million 0.01% of portfolio
51,804
Q3 2025 New
$14.1B
$1.09 Million 0.01% of portfolio
18,951
Q3 2025 Added 126,240.0%
$1.41B
$1.37 Million 0.01% of portfolio
67,042
Q3 2025 New
$24B
$1.51 Million 0.01% of portfolio
42,122
Q3 2025 New
$79.2B
$1.63 Million 0.01% of portfolio
34,190
Q1 2023 New
$3.92B
$1.01 Million 0.01% of portfolio
34,928
Q3 2025 New
$4.71B
$2.2 Million 0.01% of portfolio
116,336
Q3 2025 New
$1.15B
$2.16 Million 0.01% of portfolio
150,000
Q3 2025 New
$136B
$1.02 Million 0.01% of portfolio
2,764
Q3 2025 Added 6,480.95%
$3.7B
$1.04 Million 0.01% of portfolio
57,012
Q3 2025 New
$111B
$1.52 Million 0.01% of portfolio
4,621
Q3 2025 Added 456.75%
$11.1B
$1.25 Million 0.01% of portfolio
6,108
Q2 2025 New
$1.07B
$1.87 Million 0.01% of portfolio
92,054
Q3 2025 New
$44.9B
$1.61 Million 0.01% of portfolio
50,000
Q3 2025 Reduced 55.21%
$21B
$1.5 Million 0.01% of portfolio
63,451
Q3 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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