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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F5, INC.

FFIV|315616102

1690

Value:

$450.0M

REGENCY CENTERS CORP

REG|758849103

6033

Value:

$445.0M

Bilibili Inc.

BILI|090040106

23269

Value:

$444.7M

United Airlines Holdings, Inc.

UAL|910047109

6355(-69.0%)

Value:

$438.8M(-78.0%)

MAXLINEAR, INC

MXL|57776J100

40000

Value:

$434.4M

Kraft Heinz Co

KHC|500754106

14176(-88.5%)

Value:

$431.4M(-88.6%)

UDR, Inc.

UDR|902653104

9342

Value:

$422.0M

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

EXPD|302130109

3502

Value:

$421.1M

CVS HEALTH Corp

CVS|126650100

6200

Value:

$420.1M

UNITED PARCEL SERVICE INC

UPS|911312106

3800(-79.1%)

Value:

$418.0M(-81.8%)

IQVIA HOLDINGS INC.

IQV|46266C105

2369

Value:

$417.7M

21874A130

57723(+3135.6%)

Value:

$414.5M(+1557.0%)

FEDERAL REALTY INVESTMENT TRUST

FRT|313745101

4226

Value:

$413.4M

NVR INC

NVR|62944T105

57(+58.3%)

Value:

$412.9M(+40.2%)

AMAZON COM INC

AMZN|023135106

2124(-96.7%)

Value:

$404.1M(-97.2%)

337655112

2343158(+4.8%)

Value:

$404.0M(+15.8%)

29103K118

538182

Value:

$398.3M

BECTON DICKINSON & CO

BDX|075887109

1720(-96.6%)

Value:

$394.0M(-96.5%)

Cardiff Oncology, Inc.

CRDF|14147L108

125000

Value:

$392.5M

Celsius Holdings, Inc.

CELH|15118V207

11000(+120.0%)

Value:

$391.8M(+197.5%)

Instrument	Shares		Other Manager	Value
F5, Inc.(FFIVcusip315616102)	1.7K	QoQ NEW(+1.7K) YoY -41.62% (-1.2K)	All Managers (Combined)	$450.0K	QoQ NEW(+$450.0K) YoY -18.01% (-$98.9K)
Regency Centers Corp(REGcusip758849103)	6.0K	QoQ NEW(+6.0K) YoY NEW(+6.0K)	All Managers (Combined)	$445.0K	QoQ NEW(+$445.0K) YoY NEW(+$445.0K)
Bilibili Inc.(BILIcusip090040106)	23.3K	QoQ NEW(+23.3K) YoY NEW(+23.3K)	All Managers (Combined)	$444.7K	QoQ NEW(+$444.7K) YoY NEW(+$444.7K)
United Airlines Holdings, Inc.(UALcusip910047109)	6.4K	QoQ -68.99% (-14.1K) YoY -51.58% (-6.8K)	All Managers (Combined)	$438.8K	QoQ -77.95% (-$1.6M) YoY -30.18% (-$189.7K)
Maxlinear, Inc(MXLcusip57776J100)	40.0K	QoQ NEW(+40.0K) YoY NEW(+40.0K)	All Managers (Combined)	$434.4K	QoQ NEW(+$434.4K) YoY NEW(+$434.4K)
Kraft Heinz Co(KHCcusip500754106)	14.2K	QoQ -88.52% (-109.3K) YoY -93.53% (-205.1K)	All Managers (Combined)	$431.4K	QoQ -88.62% (-$3.4M) YoY -94.66% (-$7.7M)
Udr, Inc.(UDRcusip902653104)	9.3K	QoQ NEW(+9.3K) YoY NEW(+9.3K)	All Managers (Combined)	$422.0K	QoQ NEW(+$422.0K) YoY NEW(+$422.0K)
Expeditors International Of Washington Inc(EXPDcusip302130109)	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$421.1K	QoQ NEW(+$421.1K) YoY NEW(+$421.1K)
Cvs Health Corp(CVScusip126650100)	6.2K	QoQ NEW(+6.2K) YoY NEW(+6.2K)	All Managers (Combined)	$420.1K	QoQ NEW(+$420.1K) YoY NEW(+$420.1K)
United Parcel Service Inc(UPScusip911312106)	3.8K	QoQ -79.12% (-14.4K) YoY NEW(+3.8K)	All Managers (Combined)	$418.0K	QoQ -81.78% (-$1.9M) YoY NEW(+$418.0K)
Iqvia Holdings Inc.(IQVcusip46266C105)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$417.7K	QoQ NEW(+$417.7K) YoY NEW(+$417.7K)
(cusip21874A130)✕	57.7K	QoQ +3135.59% (+55.9K) YoY NEW(+57.7K)	All Managers (Combined)	$414.5K	QoQ +1557.00% (+$389.4K) YoY NEW(+$414.5K)
Federal Realty Investment Trust(FRTcusip313745101)	4.2K	QoQ NEW(+4.2K) YoY NEW(+4.2K)	All Managers (Combined)	$413.4K	QoQ NEW(+$413.4K) YoY NEW(+$413.4K)
Nvr Inc(NVRcusip62944T105)	57	QoQ +58.33% (+21) YoY +54.05% (+20)	All Managers (Combined)	$412.9K	QoQ +40.24% (+$118.5K) YoY +37.78% (+$113.2K)
Amazon Com Inc(AMZNcusip023135106)	2.1K	QoQ -96.73% (-63.0K) YoY -91.00% (-21.5K)	All Managers (Combined)	$404.1K	QoQ -97.17% (-$13.9M) YoY -90.50% (-$3.9M)
(cusip337655112)✕	2.3M	QoQ +4.80% (+107.4K) YoY +5.22% (-116.3K)	All Managers (Combined)	$404.0K	QoQ +15.81% (+$55.2K) YoY -27.43% (-$152.7K)
(cusip29103K118)✕	538.2K	QoQ NEW(+538.2K) YoY NEW(+538.2K)	All Managers (Combined)	$398.3K	QoQ NEW(+$398.3K) YoY NEW(+$398.3K)
Becton Dickinson & Co(BDXcusip075887109)	1.7K	QoQ -96.57% (-48.5K) YoY -84.64% (-9.5K)	All Managers (Combined)	$394.0K	QoQ -96.54% (-$11.0M) YoY -85.78% (-$2.4M)
Cardiff Oncology, Inc.(CRDFcusip14147L108)	125.0K	QoQ NEW(+125.0K) YoY +854.12% (+111.9K)	All Managers (Combined)	$392.5K	QoQ NEW(+$392.5K) YoY +461.04% (+$322.5K)
Celsius Holdings, Inc.(CELHcusip15118V207)	11.0K	QoQ +120.00% (+6.0K) YoY NEW(+11.0K)	All Managers (Combined)	$391.8K	QoQ +197.50% (+$260.1K) YoY NEW(+$391.8K)