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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G4992A110

443751

Value:

$4.5B

Hilton Worldwide Holdings Inc.

HLT|43300A203

19628(-62.6%)

Value:

$4.5B(-65.6%)

G4405D107

450000

Value:

$4.4B

Anheuser-Busch InBev SA/NV

BUD|03524A108

72100(+375.7%)

Value:

$4.4B(+484.9%)

TransDigm Group INC

TDG|893641100

3200

Value:

$4.4B

Cloudflare, Inc.

NET|18915M107

39200(-64.4%)

Value:

$4.4B(-62.7%)

DELTA AIR LINES, INC.

DAL|247361702

100000(+817.4%)

Value:

$4.4B(+561.1%)

SHOPIFY INC.

SHOP|82509L107

45600(+456.1%)

Value:

$4.4B(+399.4%)

ASML HOLDING NV

ASML|N07059210

6400(+113.3%)

Value:

$4.2B(+104.0%)

CHEVRON CORP

CVX|166764100

25144

Value:

$4.2B

Despegar.com, Corp.

DESP|G27358103

223696(+347.4%)

Value:

$4.2B(+336.7%)

SIRIUS XM HOLDINGS INC.

SIRI|829933100

186049(-19.8%)

Value:

$4.2B(-20.7%)

G65163118

3371589(+7.9%)

Value:

$4.1B(-34.3%)

Duke Energy CORP

DUK|26441C204

33900(+49030.4%)

Value:

$4.1B(+55519.9%)

Zscaler, Inc.

ZS|98980G102

20800

Value:

$4.1B

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

8058(+820.9%)

Value:

$4.1B(+904.7%)

QUEST DIAGNOSTICS INC

DGX|74834L100

24213(-37.4%)

Value:

$4.1B(-29.8%)

KELLANOVA

K|487836108

48920(-80.3%)

Value:

$4.0B(-79.9%)

G0509J107

400000

Value:

$4.0B

26922A842

191900

Value:

$4.0B

Instrument	Shares		Other Manager	Value
(cusipG4992A110)✕	443.8K	QoQ NEW(+443.8K) YoY NEW(+443.8K)	All Managers (Combined)	$4.5M	QoQ NEW(+$4.5M) YoY NEW(+$4.5M)
Hilton Worldwide Holdings Inc.(HLTcusip43300A203)	19.6K	QoQ -62.61% (-32.9K) YoY +113.34% (+10.4K)	All Managers (Combined)	$4.5M	QoQ -65.57% (-$8.5M) YoY +127.59% (+$2.5M)
(cusipG4405D107)✕	450.0K	QoQ NEW(+450.0K) YoY NEW(+450.0K)	All Managers (Combined)	$4.4M	QoQ NEW(+$4.4M) YoY NEW(+$4.4M)
Anheuser-Busch Inbev Sa/Nv(BUDcusip03524A108)	72.1K	QoQ +375.71% (+56.9K) YoY +976.11% (+65.4K)	All Managers (Combined)	$4.4M	QoQ +484.88% (+$3.7M) YoY +989.92% (+$4.0M)
Transdigm Group Inc(TDGcusip893641100)	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$4.4M	QoQ NEW(+$4.4M) YoY NEW(+$4.4M)
Cloudflare, Inc.(NETcusip18915M107)	39.2K	QoQ -64.36% (-70.8K) YoY NEW(+39.2K)	All Managers (Combined)	$4.4M	QoQ -62.70% (-$7.4M) YoY NEW(+$4.4M)
Delta Air Lines, Inc.(DALcusip247361702)	100.0K	QoQ +817.43% (+89.1K) YoY NEW(+100.0K)	All Managers (Combined)	$4.4M	QoQ +561.15% (+$3.7M) YoY NEW(+$4.4M)
Shopify Inc.(SHOPcusip82509L107)	45.6K	QoQ +456.09% (+37.4K) YoY +196.10% (+30.2K)	All Managers (Combined)	$4.4M	QoQ +399.35% (+$3.5M) YoY +266.35% (+$3.2M)
Asml Holding Nv(ASMLcusipN07059210)	6.4K	QoQ +113.33% (+3.4K) YoY -45.29% (-5.3K)	All Managers (Combined)	$4.2M	QoQ +103.96% (+$2.2M) YoY -62.65% (-$7.1M)
Chevron Corp(CVXcusip166764100)	25.1K	QoQ NEW(+25.1K) YoY NEW(+25.1K)	All Managers (Combined)	$4.2M	QoQ NEW(+$4.2M) YoY NEW(+$4.2M)
Despegar.Com, Corp.(DESPcusipG27358103)	223.7K	QoQ +347.39% (+173.7K) YoY NEW(+223.7K)	All Managers (Combined)	$4.2M	QoQ +336.70% (+$3.2M) YoY NEW(+$4.2M)
Sirius Xm Holdings Inc.(SIRIcusip829933100)	186.0K	QoQ -19.78% (-45.9K) YoY NEW(+186.0K)	All Managers (Combined)	$4.2M	QoQ -20.67% (-$1.1M) YoY NEW(+$4.2M)
(cusipG65163118)✕	3.4M	QoQ +7.93% (-247.8K) YoY +11.34% (+343.4K)	All Managers (Combined)	$4.1M	QoQ -34.27% (-$2.2M) YoY +75.57% (+$1.8M)
Duke Energy Corp(DUKcusip26441C204)	33.9K	QoQ +49030.43% (+33.8K) YoY +90.44% (+16.1K)	All Managers (Combined)	$4.1M	QoQ +55519.89% (+$4.1M) YoY +140.19% (+$2.4M)
Zscaler, Inc.(ZScusip98980G102)	20.8K	QoQ NEW(+20.8K) YoY NEW(+20.8K)	All Managers (Combined)	$4.1M	QoQ NEW(+$4.1M) YoY NEW(+$4.1M)
Northrop Grumman Corp /De/(NOCcusip666807102)	8.1K	QoQ +820.91% (+7.2K) YoY -1.73% (-142)	All Managers (Combined)	$4.1M	QoQ +904.74% (+$3.7M) YoY +5.11% (-$200.8K)
Quest Diagnostics Inc(DGXcusip74834L100)	24.2K	QoQ -37.39% (-14.5K) YoY NEW(+24.2K)	All Managers (Combined)	$4.1M	QoQ -29.78% (-$1.7M) YoY NEW(+$4.1M)
Kellanova(Kcusip487836108)	48.9K	QoQ -80.31% (-199.6K) YoY NEW(+48.9K)	All Managers (Combined)	$4.0M	QoQ -79.94% (-$16.1M) YoY NEW(+$4.0M)
(cusipG0509J107)✕	400.0K	QoQ NEW(+400.0K) YoY NEW(+400.0K)	All Managers (Combined)	$4.0M	QoQ NEW(+$4.0M) YoY NEW(+$4.0M)
(cusip26922A842)✕	191.9K	QoQ NEW(+191.9K) YoY NEW(+191.9K)	All Managers (Combined)	$4.0M	QoQ NEW(+$4.0M) YoY NEW(+$4.0M)