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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ASPEN AEROGELS INC

ASPN|04523Y105

141785(+0.0%)

Value:

$906.0M(-46.2%)

PETROBRAS - PETROLEO BRASILEIRO SA

PBR|71654V408

63100

Value:

$904.9M

HONEYWELL INTERNATIONAL INC

HON|438516106

4270(+0.0%)

Value:

$904.2M(-6.3%)

ICU MEDICAL INC/DE

ICUI|44930G107

6486

Value:

$900.6M

SpringWorks Therapeutics, Inc.

SWTX|85205L107

20000

Value:

$882.6M

Sunrun Inc.

RUN|86771W105

150000(+200.0%)

Value:

$879.0M(+90.0%)

MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

1500(-87.3%)

Value:

$870.0M(-87.6%)

HENRY SCHEIN INC

HSIC|806407102

12671

Value:

$867.8M

RIO TINTO PLC

RIO|767204100

14400(-92.3%)

Value:

$865.2M(-92.2%)

INDIVIOR PLC

INDV.L|G4766E116

88783

Value:

$846.1M

ATMOS ENERGY CORP

ATO|049560105

5458(+163.0%)

Value:

$843.7M(+191.9%)

Enphase Energy, Inc.

ENPH|29355A107

13542

Value:

$840.3M

Aptiv PLC

APTV|G3265R107

14100(+0.0%)

Value:

$839.0M(-1.6%)

Verisk Analytics, Inc.

VRSK|92345Y106

2774

Value:

$825.6M

MARKETAXESS HOLDINGS INC

MKTX|57060D108

3775

Value:

$816.7M

AMERICAN AXLE & MANUFACTURING HOLDINGS INC

AXL|024061103

200000

Value:

$814.0M

PINNACLE WEST CAPITAL CORP

PNW|723484101

8492

Value:

$808.9M

VALERO ENERGY CORP/TX

VLO|91913Y100

6114(-62.6%)

Value:

$807.5M(-59.7%)

CYTOKINETICS INC

CYTK|23282W605

20000(-80.6%)

Value:

$803.8M(-83.5%)

HUNTINGTON INGALLS INDUSTRIES, INC.

HII|446413106

3927

Value:

$801.3M

Instrument	Shares		Other Manager	Value
Aspen Aerogels Inc(ASPNcusip04523Y105)	141.8K	QoQ 0.00% (-0) YoY NEW(+141.8K)	All Managers (Combined)	$906.0K	QoQ -46.21% (-$778.4K) YoY NEW(+$906.0K)
Petrobras - Petroleo Brasileiro Sa(PBRcusip71654V408)	63.1K	QoQ NEW(+63.1K) YoY NEW(+63.1K)	All Managers (Combined)	$904.9K	QoQ NEW(+$904.9K) YoY NEW(+$904.9K)
Honeywell International Inc(HONcusip438516106)	4.3K	QoQ 0.00% (-0) YoY NEW(+4.3K)	All Managers (Combined)	$904.2K	QoQ -6.25% (-$60.4K) YoY NEW(+$904.2K)
Icu Medical Inc/De(ICUIcusip44930G107)	6.5K	QoQ NEW(+6.5K) YoY NEW(+6.5K)	All Managers (Combined)	$900.6K	QoQ NEW(+$900.6K) YoY NEW(+$900.6K)
Springworks Therapeutics, Inc.(SWTXcusip85205L107)	20.0K	QoQ NEW(+20.0K) YoY NEW(+20.0K)	All Managers (Combined)	$882.6K	QoQ NEW(+$882.6K) YoY NEW(+$882.6K)
Sunrun Inc.(RUNcusip86771W105)	150.0K	QoQ +200.00% (+100.0K) YoY NEW(+150.0K)	All Managers (Combined)	$879.0K	QoQ +90.05% (+$416.5K) YoY NEW(+$879.0K)
Monolithic Power Systems Inc(MPWRcusip609839105)	1.5K	QoQ -87.33% (-10.3K) YoY NEW(+1.5K)	All Managers (Combined)	$870.0K	QoQ -87.59% (-$6.1M) YoY NEW(+$870.0K)
Henry Schein Inc(HSICcusip806407102)	12.7K	QoQ NEW(+12.7K) YoY NEW(+12.7K)	All Managers (Combined)	$867.8K	QoQ NEW(+$867.8K) YoY NEW(+$867.8K)
Rio Tinto Plc(RIOcusip767204100)	14.4K	QoQ -92.35% (-173.9K) YoY -93.89% (-221.4K)	All Managers (Combined)	$865.2K	QoQ -92.18% (-$10.2M) YoY -94.24% (-$14.2M)
Indivior Plc(INDV.LcusipG4766E116)	88.8K	QoQ NEW(+88.8K) YoY +746.43% (+78.3K)	All Managers (Combined)	$846.1K	QoQ NEW(+$846.1K) YoY +276.59% (+$621.4K)
Atmos Energy Corp(ATOcusip049560105)	5.5K	QoQ +163.03% (+3.4K) YoY NEW(+5.5K)	All Managers (Combined)	$843.7K	QoQ +191.95% (+$554.7K) YoY NEW(+$843.7K)
Enphase Energy, Inc.(ENPHcusip29355A107)	13.5K	QoQ NEW(+13.5K) YoY NEW(+13.5K)	All Managers (Combined)	$840.3K	QoQ NEW(+$840.3K) YoY NEW(+$840.3K)
Aptiv Plc(APTVcusipG3265R107)	14.1K	QoQ 0.00% (-0) YoY NEW(+14.1K)	All Managers (Combined)	$839.0K	QoQ -1.62% (-$13.8K) YoY NEW(+$839.0K)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	2.8K	QoQ NEW(+2.8K) YoY +211.33% (+1.9K)	All Managers (Combined)	$825.6K	QoQ NEW(+$825.6K) YoY +293.07% (+$615.6K)
Marketaxess Holdings Inc(MKTXcusip57060D108)	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$816.7K	QoQ NEW(+$816.7K) YoY NEW(+$816.7K)
American Axle & Manufacturing Holdings Inc(AXLcusip024061103)	200.0K	QoQ NEW(+200.0K) YoY NEW(+200.0K)	All Managers (Combined)	$814.0K	QoQ NEW(+$814.0K) YoY NEW(+$814.0K)
Pinnacle West Capital Corp(PNWcusip723484101)	8.5K	QoQ NEW(+8.5K) YoY NEW(+8.5K)	All Managers (Combined)	$808.9K	QoQ NEW(+$808.9K) YoY NEW(+$808.9K)
Valero Energy Corp/Tx(VLOcusip91913Y100)	6.1K	QoQ -62.56% (-10.2K) YoY NEW(+6.1K)	All Managers (Combined)	$807.5K	QoQ -59.67% (-$1.2M) YoY NEW(+$807.5K)
Cytokinetics Inc(CYTKcusip23282W605)	20.0K	QoQ -80.64% (-83.3K) YoY +300.00% (+15.0K)	All Managers (Combined)	$803.8K	QoQ -83.46% (-$4.1M) YoY +129.29% (+$453.3K)
Huntington Ingalls Industries, Inc.(HIIcusip446413106)	3.9K	QoQ NEW(+3.9K) YoY +30.11% (-909)	All Managers (Combined)	$801.3K	QoQ NEW(+$801.3K) YoY -8.91% (-$78.4K)