Lmr Partners LLP Portfolio Holdings

Lmr Partners LLP

  • $18.1 Billion
  • Q3 2025

Lmr Partners LLP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $18.1 Billion distributed in 1772 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Kellogg CO with a value of $221M, Cyber Ark Software Ltd. with a value of $139M, Bp PLC with a value of $128M, Echo Star Corp with a value of $117M, and Broadcom Inc. with a value of $111M.

Examining the 13F form we can see an increase of $7.6B in the current position value, from $10.5B to 18.1B.

Lmr Partners LLP is based out at London, X0

Below you can find more details about Lmr Partners LLP portfolio as well as his latest detailed transactions.

Portfolio value $18.1 Billion
ETFs: $6.93 Billion
Technology: $4.66 Billion
Consumer Cyclical: $2.24 Billion
Healthcare: $1.17 Billion
Financial Services: $650 Million
Communication Services: $565 Million
Industrials: $533 Million
Consumer Defensive: $438 Million
Other: $887 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$28.3B
$221 Million 1.22% of portfolio
2,691,066
Q3 2025 Added 179.76%
$19.9B
$139 Million 0.77% of portfolio
288,224
Q3 2025 Added 174.5%
$112B
$128 Million 0.71% of portfolio
3,724,125
Q3 2025 Added 9.81%
$2.39B
$117 Million 0.65% of portfolio
1,536,707
Q3 2025 Added 152,654.17%
$139B
$111 Million 0.61% of portfolio
335,447
Q3 2025 Added 19.29%
$1.87B
$107 Million 0.59% of portfolio
333,116
Q3 2025 Added 263.34%
$277B
$103 Million 0.57% of portfolio
1,336,898
Q3 2025 Added 5,739.26%
$0
$100 Million 0.56% of portfolio
150,000
Q3 2025 New
$0
$89.5 Million 0.49% of portfolio
330,000
Q2 2025 Added 17.86%
$465B
$84.3 Million 0.47% of portfolio
451,688
Q3 2025 Reduced 42.74%
$39.1B
$76.2 Million 0.42% of portfolio
295,003
Q3 2025 Added 27,316.64%
$418B
$71.9 Million 0.4% of portfolio
402,378
Q3 2025 Reduced 27.0%
$3.78T
$68.4 Million 0.38% of portfolio
132,059
Q3 2025 Added 534.78%
$29.4B
$66.7 Million 0.37% of portfolio
2,714,000
Q3 2025 Added 167.65%
$40.3B
$64.6 Million 0.36% of portfolio
191,559
Q3 2025 Added 251.83%
$1.46T
$62.2 Million 0.34% of portfolio
222,552
Q3 2025 Added 122.91%
$65.7B
$57.3 Million 0.32% of portfolio
190,879
Q3 2025 New
$73.7B
$58.3 Million 0.32% of portfolio
693,264
Q3 2025 Added 81.46%
$24.2B
$54.5 Million 0.3% of portfolio
175,500
Q3 2025 Added 101.63%
$50.1B
$52.2 Million 0.29% of portfolio
434,922
Q3 2025 Reduced 68.39%
$197B
$48 Million 0.27% of portfolio
234,306
Q3 2025 Added 18,734.89%
$1.29T
$46.1 Million 0.25% of portfolio
103,600
Q3 2025 Added 73.08%
$7.46B
$39.5 Million 0.22% of portfolio
197,246
Q3 2025 New
$4.4B
$36.8 Million 0.2% of portfolio
390,465
Q3 2025 New
$9.63B
$34.1 Million 0.19% of portfolio
1,221,855
Q3 2025 Reduced 15.26%
$15.2B
$33.5 Million 0.19% of portfolio
450,000
Q3 2025 New
$268B
$35.1 Million 0.19% of portfolio
210,000
Q3 2025 Added 3,866.75%
$36B
$32.2 Million 0.18% of portfolio
1,119,300
Q3 2025 Added 86.55%
$1.65T
$32.2 Million 0.18% of portfolio
132,490
Q3 2025 Added 264,880.0%
$0
$31.9 Million 0.18% of portfolio
300,000
Q3 2025 Reduced 83.09%
$15.8B
$31 Million 0.17% of portfolio
190,803
Q3 2025 Added 50.24%
$14.9B
$31 Million 0.17% of portfolio
147,112
Q3 2025 Added 3.31%
$6.2B
$31.6 Million 0.17% of portfolio
497,172
Q3 2025 Added 3.33%
$3.57B
$27.7 Million 0.15% of portfolio
664,967
Q3 2025 Reduced 22.45%
$0
$23.9 Million 0.13% of portfolio
39,729
Q3 2025 Added 64.49%
$6.95B
$23 Million 0.13% of portfolio
400,000
Q3 2025 Added 1,891.24%
$3.85B
$22.9 Million 0.13% of portfolio
345,613
Q3 2025 Added 1,256.89%
$21.1B
$22.8 Million 0.13% of portfolio
276,020
Q3 2025 Added 10,573.63%
$37.7B
$24 Million 0.13% of portfolio
5,000,000
Q3 2025 Added 150.0%
$143B
$22.7 Million 0.13% of portfolio
676,560
Q3 2025 Added 794.92%
$1.3B
$21.7 Million 0.12% of portfolio
906,379
Q3 2025 Added 12.39%
$593B
$22.5 Million 0.12% of portfolio
80,000
Q3 2025 Reduced 15.57%
$328B
$21.2 Million 0.12% of portfolio
70,466
Q3 2025 Added 17.44%
$26.9B
$22.3 Million 0.12% of portfolio
59,011
Q3 2025 Added 137.28%
$300B
$19.6 Million 0.11% of portfolio
56,856
Q3 2025 Added 174.92%
$29.2B
$19.1 Million 0.11% of portfolio
585,354
Q3 2025 New
$130B
$19.5 Million 0.11% of portfolio
54,790
Q3 2025 Added 2,960.89%
$35.1B
$19.2 Million 0.11% of portfolio
315,138
Q3 2025 Added 4,872.98%
$1.43B
$19.9 Million 0.11% of portfolio
1,159,349
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,772
  • Current Value $18.1 Billion
  • Prior Value $10.5 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 254 stocks
  • Additional Purchases 178 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 139 stocks
Track This Portfolio

Track Lmr Partners LLP Portfolio

Follow Lmr Partners LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lmr Partners LLP, based on Form 13F filings with the SEC.

News

Stay updated on Lmr Partners LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email