Lmr Partners Llp

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 1,224
Total Value: 7865934456
Accession Number: 0001578621-25-000009
Form Type: 13F-HR
CIK: 0001578621
Manager Name: Lmr Partners Llp

Data Enrichment

70% identified

851 identified373 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,224 positions • $7,865,934.456K total value

1,224 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 10 of 49

Sort by:

MICRON TECHNOLOGY INC

MU|595112103

112543(+12.3%)

Value:

$9.8B(+16.0%)

806882106

336480

Value:

$9.7B

BOEING CO

BA|097023105

56800(-78.1%)

Value:

$9.7B(-78.9%)

UNITEDHEALTH GROUP INC

UNH|91324P102

18155(-12.8%)

Value:

$9.5B(-9.8%)

CONSTELLATION BRANDS, INC.

STZ|21036P108

51012

Value:

$9.4B

88636J253

361100(+1603.3%)

Value:

$9.3B(+1149.2%)

NOVA LTD.

NVMI|M7516K103

50209(+0.0%)

Value:

$9.3B(-6.4%)

81369Y605

184664(+10.6%)

Value:

$9.2B(+14.0%)

BOSTON SCIENTIFIC CORP

BSX|101137107

90730(-10.3%)

Value:

$9.2B(+1.4%)

TEVA PHARMACEUTICAL INDUSTRIES LTD

TEVA|881624209

591600(+812.7%)

Value:

$9.1B(+536.5%)

Atlassian Corp

TEAM|049468101

42105

Value:

$8.9B

282914AE0

Value:

$8.9B(+0.9%)

26923N462

1630300(+791.3%)

Value:

$8.9B(+540.3%)

INTERNATIONAL PAPER CO /NEW/

IP|460146103

166583(-26.2%)

Value:

$8.9B(-26.8%)

Baidu, Inc.

BIDU|056752108

96260(-29.2%)

Value:

$8.9B(-22.7%)

SCHLUMBERGER LIMITED/NV

SLB|806857108

211900(+323.8%)

Value:

$8.9B(+362.0%)

CATERPILLAR INC

CAT|149123101

26702(+3004.9%)

Value:

$8.8B(+2722.8%)

Lucid Group, Inc.

LCID|549498103

3619000(+0.0%)

Value:

$8.8B(-19.9%)

Veren Inc.

VRN.TO|92340V107

1300000

Value:

$8.6B

SEMTECH CORP

SMTC|816850101

250000(+1894.1%)

Value:

$8.6B(+1009.1%)

Instrument	Shares		Other Manager	Value
Micron Technology Inc(MUcusip595112103)	112.5K	QoQ +12.33% (+12.4K) YoY -4.54% (-5.4K)	All Managers (Combined)	$9.8M	QoQ +15.98% (+$1.3M) YoY -29.64% (-$4.1M)
(cusip806882106)✕	336.5K	QoQ NEW(+336.5K) YoY NEW(+336.5K)	All Managers (Combined)	$9.7M	QoQ NEW(+$9.7M) YoY NEW(+$9.7M)
Boeing Co(BAcusip097023105)	56.8K	QoQ -78.13% (-203.0K) YoY NEW(+56.8K)	All Managers (Combined)	$9.7M	QoQ -78.93% (-$36.3M) YoY NEW(+$9.7M)
Unitedhealth Group Inc(UNHcusip91324P102)	18.2K	QoQ -12.85% (-2.7K) YoY +126.93% (+10.2K)	All Managers (Combined)	$9.5M	QoQ -9.76% (-$1.0M) YoY +140.26% (+$5.6M)
Constellation Brands, Inc.(STZcusip21036P108)	51.0K	QoQ NEW(+51.0K) YoY +321.58% (+38.9K)	All Managers (Combined)	$9.4M	QoQ NEW(+$9.4M) YoY +184.69% (+$6.1M)
(cusip88636J253)✕	361.1K	QoQ +1603.30% (+339.9K) YoY NEW(+361.1K)	All Managers (Combined)	$9.3M	QoQ +1149.15% (+$8.6M) YoY NEW(+$9.3M)
Nova Ltd.(NVMIcusipM7516K103)	50.2K	QoQ 0.00% (-0) YoY NEW(+50.2K)	All Managers (Combined)	$9.3M	QoQ -6.40% (-$633.6K) YoY NEW(+$9.3M)
(cusip81369Y605)✕	184.7K	QoQ +10.63% (+17.8K) YoY NEW(+184.7K)	All Managers (Combined)	$9.2M	QoQ +14.02% (+$1.1M) YoY NEW(+$9.2M)
Boston Scientific Corp(BSXcusip101137107)	90.7K	QoQ -10.25% (-10.4K) YoY +220.60% (+62.4K)	All Managers (Combined)	$9.2M	QoQ +1.36% (-$123.3K) YoY +372.21% (+$7.2M)
Teva Pharmaceutical Industries Ltd(TEVAcusip881624209)	591.6K	QoQ +812.72% (+526.8K) YoY NEW(+591.6K)	All Managers (Combined)	$9.1M	QoQ +536.50% (+$7.7M) YoY NEW(+$9.1M)
Atlassian Corp(TEAMcusip049468101)	42.1K	QoQ NEW(+42.1K) YoY NEW(+42.1K)	All Managers (Combined)	$8.9M	QoQ NEW(+$8.9M) YoY NEW(+$8.9M)
(cusip282914AE0)✕	—	QoQ - YoY -	All Managers (Combined)	$8.9M	QoQ +0.89% (+$79.2K) YoY +10.63% (+$858.1K)
(cusip26923N462)✕	1.6M	QoQ +791.31% (+1.4M) YoY NEW(+1.6M)	All Managers (Combined)	$8.9M	QoQ +540.33% (+$7.5M) YoY NEW(+$8.9M)
International Paper Co /New/(IPcusip460146103)	166.6K	QoQ -26.19% (-59.1K) YoY +1018.00% (+151.7K)	All Managers (Combined)	$8.9M	QoQ -26.83% (-$3.3M) YoY +1428.59% (+$8.3M)
Baidu, Inc.(BIDUcusip056752108)	96.3K	QoQ -29.22% (-39.8K) YoY NEW(+96.3K)	All Managers (Combined)	$8.9M	QoQ -22.74% (-$2.6M) YoY NEW(+$8.9M)
Schlumberger Limited/Nv(SLBcusip806857108)	211.9K	QoQ +323.80% (+161.9K) YoY NEW(+211.9K)	All Managers (Combined)	$8.9M	QoQ +362.04% (+$6.9M) YoY NEW(+$8.9M)
Caterpillar Inc(CATcusip149123101)	26.7K	QoQ +3004.88% (+25.8K) YoY +709.15% (+23.4K)	All Managers (Combined)	$8.8M	QoQ +2722.77% (+$8.5M) YoY +628.26% (+$7.6M)
Lucid Group, Inc.(LCIDcusip549498103)	3.6M	QoQ 0.00% (-0) YoY -32.59% (-1.8M)	All Managers (Combined)	$8.8M	QoQ -19.86% (-$2.2M) YoY -42.76% (-$6.5M)
Veren Inc.(VRN.TOcusip92340V107)	1.3M	QoQ NEW(+1.3M) YoY NEW(+1.3M)	All Managers (Combined)	$8.6M	QoQ NEW(+$8.6M) YoY NEW(+$8.6M)
Semtech Corp(SMTCcusip816850101)	250.0K	QoQ +1894.09% (+237.5K) YoY NEW(+250.0K)	All Managers (Combined)	$8.6M	QoQ +1009.08% (+$7.8M) YoY NEW(+$8.6M)