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

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JOHNSON & JOHNSON

JNJ|478160104

29823(+81.5%)

Value:

$4.9B(+108.2%)

CORPAY, INC.

CPAY|219948106

14027

Value:

$4.9B

81369Y803

XLK|81369Y803

23588(-77.3%)

Value:

$4.9B(-79.8%)

PROASSURANCE CORP

PRA|74267C106

208302

Value:

$4.9B

monday.com Ltd.

MNDY|M7S64H106

20000(+48.6%)

Value:

$4.9B(+53.5%)

GE Vernova Inc.

GEV|36828A101

15910(-53.5%)

Value:

$4.9B(-56.8%)

Clearwater Analytics Holdings, Inc.

CWAN|185123106

180000

Value:

$4.8B

Samsara Inc.

IOT|79589L106

125000

Value:

$4.8B

STRYKER CORP

SYK|863667101

12800(-38.2%)

Value:

$4.8B(-36.1%)

SITIME Corp

SITM|82982T106

31019(-21.6%)

Value:

$4.7B(-44.2%)

PayPal Holdings, Inc.

PYPL|70450Y103

72300

Value:

$4.7B

MITSUBISHI UFJ FINANCIAL GROUP INC

MUFG|606822104

344600

Value:

$4.7B

Brighthouse Financial, Inc.

BHF|10922N103

80000

Value:

$4.6B

MCKESSON CORP

MCK|58155Q103

6848(-66.1%)

Value:

$4.6B(-60.0%)

318916103

135898

Value:

$4.6B

Smurfit Westrock plc

SW|G8267P108

101840(-22.8%)

Value:

$4.6B(-35.4%)

CIENA CORP

CIEN|171779309

75000(+50.0%)

Value:

$4.5B(+6.9%)

ONEOK INC /NEW/

OKE|682680103

45647(+18.0%)

Value:

$4.5B(+16.6%)

UNITED RENTALS, INC.

URI|911363109

7201(+167.3%)

Value:

$4.5B(+137.8%)

Roivant Sciences Ltd.

ROIV|G76279101

444444(-31.0%)

Value:

$4.5B(-41.2%)

Instrument	Shares		Other Manager	Value
Johnson & Johnson(JNJcusip478160104)	29.8K	QoQ +81.53% (+13.4K) YoY -28.99% (-12.2K)	All Managers (Combined)	$4.9M	QoQ +108.17% (+$2.6M) YoY -25.55% (-$1.7M)
Corpay, Inc.(CPAYcusip219948106)	14.0K	QoQ NEW(+14.0K) YoY NEW(+14.0K)	All Managers (Combined)	$4.9M	QoQ NEW(+$4.9M) YoY NEW(+$4.9M)
(XLKcusip81369Y803)	23.6K	QoQ -77.26% (-80.1K) YoY NEW(+23.6K)	All Managers (Combined)	$4.9M	QoQ -79.80% (-$19.3M) YoY NEW(+$4.9M)
Proassurance Corp(PRAcusip74267C106)	208.3K	QoQ NEW(+208.3K) YoY NEW(+208.3K)	All Managers (Combined)	$4.9M	QoQ NEW(+$4.9M) YoY NEW(+$4.9M)
Monday.Com Ltd.(MNDYcusipM7S64H106)	20.0K	QoQ +48.61% (+6.5K) YoY -74.22% (-57.6K)	All Managers (Combined)	$4.9M	QoQ +53.48% (+$1.7M) YoY -72.25% (-$12.7M)
Ge Vernova Inc.(GEVcusip36828A101)	15.9K	QoQ -53.50% (-18.3K) YoY NEW(+15.9K)	All Managers (Combined)	$4.9M	QoQ -56.84% (-$6.4M) YoY NEW(+$4.9M)
Clearwater Analytics Holdings, Inc.(CWANcusip185123106)	180.0K	QoQ NEW(+180.0K) YoY NEW(+180.0K)	All Managers (Combined)	$4.8M	QoQ NEW(+$4.8M) YoY NEW(+$4.8M)
Samsara Inc.(IOTcusip79589L106)	125.0K	QoQ NEW(+125.0K) YoY NEW(+125.0K)	All Managers (Combined)	$4.8M	QoQ NEW(+$4.8M) YoY NEW(+$4.8M)
Stryker Corp(SYKcusip863667101)	12.8K	QoQ -38.17% (-7.9K) YoY +56.09% (+4.6K)	All Managers (Combined)	$4.8M	QoQ -36.08% (-$2.7M) YoY +62.36% (+$1.8M)
Sitime Corp(SITMcusip82982T106)	31.0K	QoQ -21.63% (-8.6K) YoY +586.56% (+26.5K)	All Managers (Combined)	$4.7M	QoQ -44.16% (-$3.8M) YoY +1025.76% (+$4.3M)
Paypal Holdings, Inc.(PYPLcusip70450Y103)	72.3K	QoQ NEW(+72.3K) YoY NEW(+72.3K)	All Managers (Combined)	$4.7M	QoQ NEW(+$4.7M) YoY NEW(+$4.7M)
Mitsubishi Ufj Financial Group Inc(MUFGcusip606822104)	344.6K	QoQ NEW(+344.6K) YoY +498.28% (+287.0K)	All Managers (Combined)	$4.7M	QoQ NEW(+$4.7M) YoY +697.12% (+$4.1M)
Brighthouse Financial, Inc.(BHFcusip10922N103)	80.0K	QoQ NEW(+80.0K) YoY NEW(+80.0K)	All Managers (Combined)	$4.6M	QoQ NEW(+$4.6M) YoY NEW(+$4.6M)
Mckesson Corp(MCKcusip58155Q103)	6.8K	QoQ -66.09% (-13.4K) YoY -34.15% (-3.6K)	All Managers (Combined)	$4.6M	QoQ -59.96% (-$6.9M) YoY -17.45% (-$974.6K)
(cusip318916103)✕	135.9K	QoQ NEW(+135.9K) YoY NEW(+135.9K)	All Managers (Combined)	$4.6M	QoQ NEW(+$4.6M) YoY NEW(+$4.6M)
Smurfit Westrock Plc(SWcusipG8267P108)	101.8K	QoQ -22.75% (-30.0K) YoY NEW(+101.8K)	All Managers (Combined)	$4.6M	QoQ -35.37% (-$2.5M) YoY NEW(+$4.6M)
Ciena Corp(CIENcusip171779309)	75.0K	QoQ +50.00% (+25.0K) YoY NEW(+75.0K)	All Managers (Combined)	$4.5M	QoQ +6.88% (+$291.8K) YoY NEW(+$4.5M)
Oneok Inc /New/(OKEcusip682680103)	45.6K	QoQ +17.97% (+7.0K) YoY +24.71% (+9.0K)	All Managers (Combined)	$4.5M	QoQ +16.58% (+$644.3K) YoY +54.35% (+$1.6M)
United Rentals, Inc.(URIcusip911363109)	7.2K	QoQ +167.29% (+4.5K) YoY +140.03% (+4.2K)	All Managers (Combined)	$4.5M	QoQ +137.79% (+$2.6M) YoY +108.60% (+$2.3M)
Roivant Sciences Ltd.(ROIVcusipG76279101)	444.4K	QoQ -31.03% (-200.0K) YoY +2823.97% (+429.2K)	All Managers (Combined)	$4.5M	QoQ -41.17% (-$3.1M) YoY +2699.13% (+$4.3M)