Lmr-Partners-Llp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NVMI",
  "NCNO",
  "EWTX",
  "PINS",
  "TRVI",
  "SE",
  "INSM",
  "KRYS",
  "GFL.TO",
  "ORIC",
  "AZEK",
  "MPWR",
  "FN",
  "MTCH",
  "NVR",
  "ARGX",
  "PCOR",
  "SMTC",
  null,
  "RDNT",
  "PLTK",
  "QRVO",
  null,
  "GDX",
  "POOL",
  null,
  "NTR",
  "TROW",
  "AGI.TO",
  "AES",
  null,
  "AR",
  null,
  "MOS",
  "AAL",
  "AMED",
  null,
  "BROS",
  "ENTG",
  "EXAS",
  "DNB",
  null,
  "HUM",
  "PCG",
  null,
  null,
  "SPR",
  "SMCI",
  "AMR",
  "ONON",
  "ARM",
  "ASPN",
  "SNOW",
  "MU",
  "ANVS",
  "MDGL",
  "ZS",
  "MMM",
  "ABNB",
  "ABBV",
  "ADBE",
  "A",
  "BABA",
  "KSS",
  "PRCT",
  null,
  "RIOT",
  "ALNY",
  "PEB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "UNIT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ATAT",
  null,
  null,
  null,
  null,
  "AXL",
  null,
  null,
  null,
  "AFRM",
  null,
  "AIG",
  null,
  null,
  null,
  null,
  null,
  null,
  "TEAM",
  null,
  "ASML",
  "T",
  "BILI",
  "EVH",
  "ATUS",
  "CAT",
  "BUD",
  "AVGO",
  "APP",
  "CLS",
  "YMM",
  "GDS",
  "BIDU",
  "GME",
  "BSX",
  "COF",
  "LX",
  "LEG",
  "LLYVA",
  "DUK",
  "MNSO",
  "D",
  "DT",
  "MARA",
  "PSNL",
  "ROKU",
  "EARN",
  "RKT",
  "RDFN",
  "EBAY",
  "PINC",
  "FRT",
  "EQH",
  "SWTX",
  "SIMO",
  "EOG",
  "QFIN",
  "TDS",
  "EXPD",
  "FFIV",
  null,
  "AG",
  "PNR",
  "GFS",
  "FERG",
  "FCX",
  "ARVN",
  "SLRN",
  null,
  "SCLX",
  "LQDA",
  "SMMT",
  "ABPWW",
  "ABEO",
  null,
  "GILD",
  null,
  "AIRJ",
  null,
  "GIS",
  "AMLX",
  null,
  "HLT",
  null,
  null,
  null,
  null,
  null,
  null,
  "HON",
  "BRBS",
  null,
  null,
  null,
  "BTSG",
  null,
  null,
  "IBN",
  null,
  "CIA",
  null,
  "AZN",
  "CLW",
  "MCD",
  "INTU",
  "EVGO",
  null,
  null,
  null,
  "FE",
  "UNP",
  "EXFY",
  null,
  "QCOM",
  null,
  null,
  "SIL",
  "ISRG",
  "GH",
  "ACI",
  null,
  "HMC",
  "HWM",
  "AMAT",
  "RIVN",
  "EMR",
  "BKNG",
  "MUB",
  "META",
  null,
  null,
  null,
  "LFT",
  "MXL",
  null,
  "LUNR",
  null,
  "MPAA",
  null,
  null,
  null,
  null,
  null,
  null,
  "PAGS",
  "PHX",
  "PLX",
  "PRA",
  "PLYA",
  null,
  null,
  "SEER",
  null,
  "RPT",
  null,
  "RLX",
  null,
  null,
  null,
  "SARO",
  null,
  "SGRY",
  null,
  "SRDX",
  null,
  "TBRG",
  null,
  null,
  "IQV",
  null,
  null,
  null,
  "IOVA",
  null,
  null,
  null,
  null,
  "TTAM",
  "DMAC",
  null,
  null,
  "AIRJW",
  "SRG",
  null,
  "SLDPW",
  null,
  "GRABW",
  "IQ",
  null,
  "LRCX",
  "LIN",
  "RCAT",
  null,
  null,
  null,
  null,
  null,
  "AISPW",
  "AVPTW",
  "ATYR",
  "EVLVW",
  null,
  null,
  null,
  "CXAIW",
  null,
  "EVGOW",
  null,
  null,
  null,
  "IKT",
  null,
  null,
  null,
  "EVTL",
  null,
  "RZLT",
  null,
  null,
  null,
  null,
  "AUROW",
  null,
  "MRVL",
  "WALDW",
  null,
  "SILA",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PODD",
  null,
  "ACRS",
  "TXG",
  "MDT",
  "APA",
  null,
  "MSFT",
  null,
  "MAA",
  "ADVWW",
  "ADNWW",
  "ANNAW",
  "ASTLW",
  null,
  "MDLZ",
  "MUFG",
  "CORZ",
  "AMODW",
  "MS",
  null,
  null,
  "TMUS",
  "ENPH",
  "SATS",
  "TAL",
  "EXC",
  "BETRW",
  "EVRG",
  null,
  null,
  null,
  "BTMWW",
  "BZFDW",
  null,
  "FYBR",
  "FTV",
  null,
  null,
  "GE",
  "GTLB",
  "HLX",
  null,
  "GLNG",
  null,
  null,
  null,
  "ICUI",
  "NI",
  "RHI",
  "INCY",
  "HES",
  null,
  null,
  "HOLX",
  null,
  null,
  "NVS",
  "TEVA",
  null,
  "NU",
  null,
  null,
  "IBRX",
  "FMC",
  null,
  "OMC",
  null,
  "ORLY",
  null,
  "ADM",
  "ZIM",
  null,
  "ZTO",
  null,
  null,
  null,
  null,
  null,
  "BX",
  null,
  "HSY",
  null,
  "AMP",
  "FAST",
  "ANSS",
  "DG",
  null,
  null,
  "KR",
  "ORCL",
  null,
  null,
  "KHC",
  null,
  "NOC",
  "OKE",
  null,
  "PAYX",
  null,
  null,
  "REG",
  null,
  null,
  "PYPL",
  "PEP",
  null,
  null,
  null,
  null,
  null,
  "PBR",
  "IYR",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "HPE",
  "INTC",
  null,
  "WOLF",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  null,
  "MRK",
  "VZ",
  null,
  null,
  "MKC",
  "MDB",
  "NMR",
  null,
  null,
  null,
  null,
  null,
  "AMGN",
  "MAS",
  "MSTR",
  null,
  "PARA",
  "DGX",
  "PPG",
  "IOT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "RELX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "ROP",
  "O",
  "ROST",
  "SNA",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  "STX",
  null,
  null,
  "RITM",
  null,
  "BP",
  null,
  "AMT",
  "SYK",
  "SBUX",
  "TEL",
  "CI",
  "TPR",
  "TKO",
  "TXN",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TWLO",
  "TSN",
  "UBS",
  "UBER",
  "UAL",
  "UL",
  "UTHR",
  "UPS",
  "AA",
  "LAZR",
  "MET",
  null,
  "OB",
  "AVXL",
  "MRNA",
  "EVRI",
  null,
  "MNST",
  "PRAX",
  "WNEB",
  "TOIIW",
  "ADSEW",
  "VEEAW",
  null,
  "SATLW",
  "PNW",
  "LSEAW",
  "VRN.TO",
  "JBL",
  "AS",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LGF-B",
  null,
  "TRIP",
  "PRMB",
  "ETNB",
  "INDV.L",
  null,
  null,
  null,
  null,
  null,
  null,
  "PSNY",
  "LSCC",
  null,
  "NESR",
  "OPRT",
  null,
  "ORGNW",
  "TSCO",
  null,
  null,
  null,
  "CDROW",
  null,
  null,
  null,
  null,
  "NTNX",
  null,
  null,
  "GKOS",
  "XLB",
  "GT",
  "SU",
  "TH",
  "GOSS",
  null,
  "TSM",
  "IT",
  "GSK",
  null,
  null,
  null,
  "ETR",
  "GO",
  "VRTX",
  null,
  "EA",
  "K",
  "EW",
  "VRSK",
  "GRND",
  "VRT",
  "VNET",
  "HEES",
  "SAIA",
  "PEN",
  "MAT",
  "ATO",
  "ADSK",
  "THC",
  "AMCR",
  "AEE",
  "GM",
  "HAL",
  "APTV",
  "AVY",
  "AXON",
  "APH",
  "AMD",
  "SONY",
  "AVB",
  "X",
  "EL",
  "FI",
  "CPAY",
  "NTRA",
  "DOV",
  "TAP",
  "IP",
  "DLTR",
  "F",
  "DECK",
  "EQR",
  "DEO",
  "FSLR",
  "FOX",
  "FTNT",
  "HSIC",
  null,
  "NCLH",
  "AEVAW",
  "TTC",
  "ROIV",
  null,
  "BLDEW",
  "ARKOW",
  "DRTSW",
  null,
  null,
  "FBYDW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BNAIW",
  "BENFW",
  null,
  null,
  null,
  null,
  null,
  null,
  "CAH",
  "BKR",
  "CLPT",
  null,
  "CRVS",
  "ELDN",
  "EPSN",
  "EBS",
  "EHTH",
  "DCTH",
  "EVLV",
  "FTK",
  "FTRE",
  "MOMO",
  "IPG",
  "KC",
  "KRMD",
  null,
  null,
  "RACE",
  "NVO",
  "AMZN",
  "MSI",
  "NIO",
  "TTWO",
  "CMS",
  "NWS",
  "LCID",
  "HCA",
  "PFG",
  "SIRI",
  "PLUG",
  null,
  null,
  "HII",
  "LI",
  null,
  "HIMS",
  null,
  "NWSA",
  "HDB",
  "ETON",
  "NTES",
  "BEKE",
  "PDD",
  "DKNG",
  "USB",
  "VLO",
  "VALE",
  "VRSN",
  "VSTS",
  "VXRT",
  "V",
  "VKTX",
  "VIR",
  "VIPS",
  "VST",
  "WBD",
  null,
  "WMT",
  "WBA",
  "WDC",
  "WELL",
  "WIT",
  "WHR",
  "WMB",
  "WSC",
  null,
  "WK",
  null,
  "YUMC",
  "XPO",
  "ZLAB",
  null,
  "LNT",
  "UMC",
  "DTE",
  null,
  "POST",
  "NESRW",
  "FOXA",
  "SITM",
  null,
  "SOFI",
  "BIIB",
  "JD",
  "LW",
  "JNPR",
  "LEA",
  "KNX",
  "JKHY",
  null,
  "EIX",
  "NOK",
  "LUMN",
  null,
  "LBRDK",
  "JCI",
  "LBTYA",
  "LH",
  "KDP",
  "MNDY",
  "TER",
  "SO",
  "TAK",
  null,
  "PPL",
  "OKTA",
  "OTIS",
  "SW",
  "RARE",
  "PSX",
  "TCOM",
  "CRM",
  "SWKS",
  "PENN",
  "TDY",
  "RUN",
  "S",
  "RBRK",
  "PSO",
  "RDDT",
  "SYY",
  "TFX",
  null,
  "SPOT",
  "DINO",
  null,
  "UHS",
  "GEV",
  "CHWY",
  "MELI",
  "TRI.TO",
  "ZBH",
  "ZM",
  "MCK",
  null,
  "PCVX",
  "GWW",
  "UPST",
  "UDR",
  "PAYC",
  "AME",
  "STLA",
  "STM",
  null,
  "STE",
  "MKTX",
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BBWI",
  null,
  "BDX",
  "BSY",
  "BRBR",
  null,
  "BNTX",
  "BMRN",
  "BPMC",
  "BA",
  "BHF",
  "BMY",
  "BBIO",
  "BTI",
  "BR",
  "CHRW",
  "BFLY",
  "BXP",
  "CZR",
  "CCJ",
  "CPB",
  "CVNA",
  "CPRI",
  "CRDF",
  "CRI",
  "CAPR",
  "CRGX",
  "CE",
  "CDW",
  "SAVA",
  "CAVA",
  "CENX",
  "CELH",
  "CF",
  null,
  "CHX",
  "CRL",
  "CVX",
  "CHTR",
  "CIEN",
  "CB",
  "CHRD",
  "CRUS",
  "CMG",
  "CHD",
  "CSCO",
  "CWAN",
  "CLOV",
  "NET",
  "C",
  "CLX",
  "CLSK",
  "KO",
  "COHR",
  "COIN",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "CMP",
  "CVLT",
  "CFLT",
  "CMPX",
  "STZ",
  "CEG",
  "CPRT",
  "CORT",
  "ED",
  "GLW",
  "CSGP",
  "CPNG",
  "CRDO",
  "CRH",
  "CRWD",
  "CVS",
  "CSX",
  "CYBR",
  "DHR",
  "DDOG",
  "PLAY",
  "CYTK",
  "DELL",
  "DE",
  "DESP",
  "DAL",
  "DFS",
  "DOCU",
  "ADI",
  "VOD",
  "NEE",
  "QQQ",
  "IWM",
  "ELV",
  "ETN",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "URI"
]

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: lmr-partners-llp
Manager Name: Lmr-Partners-Llp

Data Enrichment

70% identified

851 identified373 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,224 positions • $7.9B total value

SEC FilingSEC DataHachi Filing

Manager:

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CORNING INC /NY

GLW|219350105

Shares:400.0K

Value:$18.3M

% of Portfolio:0.2% ($18.3M/$7.9B)

26740W117

Shares:4.9M

Value:$17.9M

% of Portfolio:0.2% ($17.9M/$7.9B)

32076VAD5

Shares:—

Value:$17.9M

% of Portfolio:0.2% ($17.9M/$7.9B)

Walgreens Boots Alliance, Inc.

WBA|931427108

Shares:1.6M

Value:$17.9M

% of Portfolio:0.2% ($17.9M/$7.9B)

Spirit AeroSystems Holdings, Inc.

SPR|848574109

Shares:519.0K

Value:$17.9M

% of Portfolio:0.2% ($17.9M/$7.9B)

Coinbase Global, Inc.

COIN|19260Q107

Shares:103.4K

Value:$17.8M

% of Portfolio:0.2% ($17.8M/$7.9B)

Fabrinet

FN|G3323L100

Shares:90.0K

Value:$17.8M

% of Portfolio:0.2% ($17.8M/$7.9B)

Constellation Energy Corp

CEG|21037T109

Shares:87.2K

Value:$17.6M

% of Portfolio:0.2% ($17.6M/$7.9B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:105.9K

Value:$17.6M

% of Portfolio:0.2% ($17.6M/$7.9B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:418.3K

Value:$17.5M

% of Portfolio:0.2% ($17.5M/$7.9B)

62914VAK2

Shares:—

Value:$17.4M

% of Portfolio:0.2% ($17.4M/$7.9B)

46429B598

Shares:337.0K

Value:$17.4M

% of Portfolio:0.2% ($17.4M/$7.9B)

G26745102

Shares:1.7M

Value:$17.2M

% of Portfolio:0.2% ($17.2M/$7.9B)

Discover Financial Services

DFS|254709108

Shares:100.8K

Value:$17.2M

% of Portfolio:0.2% ($17.2M/$7.9B)

TELEPHONE & DATA SYSTEMS INC /DE/

TDS|879433829

Shares:443.8K

Value:$17.2M

% of Portfolio:0.2% ($17.2M/$7.9B)

ENTERGY CORP /DE/

ETR|29364G103

Shares:200.0K

Value:$17.1M

% of Portfolio:0.2% ($17.1M/$7.9B)

AZEK Co Inc.

AZEK|05478C105

Shares:347.0K

Value:$17.0M

% of Portfolio:0.2% ($17.0M/$7.9B)

QUALCOMM INC/DE

QCOM|747525103

Shares:105.5K

Value:$16.2M

% of Portfolio:0.2% ($16.2M/$7.9B)

018802AC2

Shares:—

Value:$16.1M

% of Portfolio:0.2% ($16.1M/$7.9B)

25459W458

Shares:1.0M

Value:$15.9M

% of Portfolio:0.2% ($15.9M/$7.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CORNING INC /NY(GLWcusip219350105)	400.0K	QoQ +90397.73% (+399.6K) YoY NEW(+400.0K)	All Managers (Combined)	$18.3M	0.2% ($18.3M/$7.9B)	QoQ +87083.39% (+$18.3M) YoY NEW(+$18.3M)
(cusip26740W117)✕	4.9M	QoQ +53.07% (+1.7M) YoY +1292.51% (+4.5M)	All Managers (Combined)	$17.9M	0.2% ($17.9M/$7.9B)	QoQ +44.44% (+$5.5M) YoY +21341.83% (+$17.9M)
(cusip32076VAD5)✕	—	QoQ - YoY -	All Managers (Combined)	$17.9M	0.2% ($17.9M/$7.9B)	QoQ +3.89% (+$672.4K) YoY +43.30% (+$5.4M)
Walgreens Boots Alliance, Inc.(WBAcusip931427108)	1.6M	QoQ +1703.47% (+1.5M) YoY NEW(+1.6M)	All Managers (Combined)	$17.9M	0.2% ($17.9M/$7.9B)	QoQ +2059.14% (+$17.1M) YoY NEW(+$17.9M)
Spirit AeroSystems Holdings, Inc.(SPRcusip848574109)	519.0K	QoQ +27.09% (+110.7K) YoY +1197.49% (+479.0K)	All Managers (Combined)	$17.9M	0.2% ($17.9M/$7.9B)	QoQ +28.51% (+$4.0M) YoY +1139.57% (+$16.4M)
Coinbase Global, Inc.(COINcusip19260Q107)	103.4K	QoQ +5070.00% (+101.4K) YoY +6793.33% (+101.9K)	All Managers (Combined)	$17.8M	0.2% ($17.8M/$7.9B)	QoQ +3486.10% (+$17.3M) YoY +4378.11% (+$17.4M)
Fabrinet(FNcusipG3323L100)	90.0K	QoQ NEW(+90.0K) YoY NEW(+90.0K)	All Managers (Combined)	$17.8M	0.2% ($17.8M/$7.9B)	QoQ NEW(+$17.8M) YoY NEW(+$17.8M)
Constellation Energy Corp(CEGcusip21037T109)	87.2K	QoQ NEW(+87.2K) YoY +4666.66% (+85.4K)	All Managers (Combined)	$17.6M	0.2% ($17.6M/$7.9B)	QoQ NEW(+$17.6M) YoY +5099.35% (+$17.2M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	105.9K	QoQ +90.34% (+50.3K) YoY -54.68% (-127.9K)	All Managers (Combined)	$17.6M	0.2% ($17.6M/$7.9B)	QoQ +59.99% (+$6.6M) YoY -44.70% (-$14.2M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	418.3K	QoQ +1513.31% (+392.4K) YoY +92.49% (+201.0K)	All Managers (Combined)	$17.5M	0.2% ($17.5M/$7.9B)	QoQ +1431.82% (+$16.3M) YoY +111.84% (+$9.2M)
(cusip62914VAK2)✕	—	QoQ - YoY NEW	All Managers (Combined)	$17.4M	0.2% ($17.4M/$7.9B)	QoQ +0.58% (+$102.0K) YoY NEW(+$17.4M)
(cusip46429B598)✕	337.0K	QoQ NEW(+337.0K) YoY +68.51% (+137.0K)	All Managers (Combined)	$17.4M	0.2% ($17.4M/$7.9B)	QoQ NEW(+$17.4M) YoY +68.15% (+$7.0M)
(cusipG26745102)✕	1.7M	QoQ 0.00% (+0) YoY NEW(+1.7M)	All Managers (Combined)	$17.2M	0.2% ($17.2M/$7.9B)	QoQ +1.35% (+$229.5K) YoY NEW(+$17.2M)
Discover Financial Services(DFScusip254709108)	100.8K	QoQ +19.92% (+16.7K) YoY +404.21% (+80.8K)	All Managers (Combined)	$17.2M	0.2% ($17.2M/$7.9B)	QoQ +18.16% (+$2.6M) YoY +556.56% (+$14.6M)
TELEPHONE & DATA SYSTEMS INC /DE/(TDScusip879433829)	443.8K	QoQ NEW(+443.8K) YoY NEW(+443.8K)	All Managers (Combined)	$17.2M	0.2% ($17.2M/$7.9B)	QoQ NEW(+$17.2M) YoY NEW(+$17.2M)
ENTERGY CORP /DE/(ETRcusip29364G103)	200.0K	QoQ +1615.11% (+188.3K) YoY NEW(+200.0K)	All Managers (Combined)	$17.1M	0.2% ($17.1M/$7.9B)	QoQ +1833.86% (+$16.2M) YoY NEW(+$17.1M)
AZEK Co Inc.(AZEKcusip05478C105)	347.0K	QoQ NEW(+347.0K) YoY NEW(+347.0K)	All Managers (Combined)	$17.0M	0.2% ($17.0M/$7.9B)	QoQ NEW(+$17.0M) YoY NEW(+$17.0M)
QUALCOMM INC/DE(QCOMcusip747525103)	105.5K	QoQ +2368.49% (+101.2K) YoY +67.96% (+42.7K)	All Managers (Combined)	$16.2M	0.2% ($16.2M/$7.9B)	QoQ +2368.34% (+$15.5M) YoY +52.39% (+$5.6M)
(cusip018802AC2)✕	—	QoQ - YoY -	All Managers (Combined)	$16.1M	0.2% ($16.1M/$7.9B)	QoQ +4.44% (+$686.0K) YoY +8.86% (+$1.3M)
(cusip25459W458)✕	1.0M	QoQ +900.00% (+900.0K) YoY +400.00% (+800.0K)	All Managers (Combined)	$15.9M	0.2% ($15.9M/$7.9B)	QoQ +484.03% (+$13.2M) YoY +71.39% (+$6.6M)