Lmr Partners LLP Reduced Holdings in Q4 2024

Lmr Partners LLP

  • $9.66 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-553K
- 98.99%
$172.07 - $207.36 $95.1M - $115M
5.66K $1.12M
CPRI
Capri Holdings LTD

Consumer Cyclical
-1.2M
- 97.75%
$19.39 - $43.18 $23.2M - $51.7M
27.5K $579K
AVGO
Broadcom Inc.

Technology
-292K
- 64.94%
$159.67 - $250.0 $46.6M - $73M
158K $36.5M
INFN
Infinera Corp

Technology
-5.8M
- 93.32%
$6.56 - $6.87 $38M - $39.8M
415K $2.73M
META
Meta Platforms, Inc.

Communication Services
-58.1K
- 69.48%
$554.08 - $632.68 $32.2M - $36.7M
25.5K $15M
ACI
Albertsons Companies, Inc.

Consumer Defensive
-1.65M
- 65.78%
$18.01 - $19.92 $29.7M - $32.9M
859K $16.9M
GE
General Electric CO

Industrials
-150K
- 95.9%
$159.95 - $194.23 $24M - $29.1M
6.41K $1.07M
IBN
Icici Bank LTD

Financial Services
-894K
- 36.0%
$28.69 - $31.9 $25.6M - $28.5M
1.59M $47.4M
MRVL
Marvell Technology, Inc.

Technology
-521K
- 63.11%
$70.31 - $124.78 $36.6M - $65M
304K $33.6M
STX
Seagate Technology Holdings PLC

Technology
-187K
- 66.03%
$86.31 - $112.64 $16.1M - $21M
96.1K $8.29M
CRWD
Crowd Strike Holdings, Inc.

Technology
-65.4K
- 81.75%
$275.15 - $388.2 $18M - $25.4M
14.6K $5M
TCOM
Trip.Com Group LTD

Consumer Cyclical
-294K
- 94.8%
$58.0 - $75.06 $17.1M - $22.1M
16.1K $1.11M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-55.6K
- 82.37%
$232.27 - $300.43 $12.9M - $16.7M
11.9K $2.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-192K
- 99.9%
$59.25 - $72.99 $11.4M - $14M
190 $11K
CIEN
Ciena Corp

Technology
-230K
- 82.13%
$61.45 - $91.14 $14.1M - $20.9M
50K $4.24M
MNDY
Monday.Com Ltd.

Technology
-42.5K
- 75.93%
$224.69 - $324.31 $9.54M - $13.8M
13.5K $3.17M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-100K
- 71.43%
$106.56 - $113.11 $10.7M - $11.3M
40K $4.27M
INFY
Infosys LTD

Technology
-472K
- 23.96%
$20.71 - $23.42 $9.78M - $11.1M
1.5M $32.9M
AIG
American International Group, Inc.

Financial Services
-133K
- 52.06%
$70.0 - $79.22 $9.32M - $10.6M
123K $8.93M
MNSO
Miniso Group Holding LTD

Consumer Cyclical
-540K
- 83.15%
$15.19 - $25.13 $8.2M - $13.6M
109K $2.61M
LBRDK
Liberty Broadband Corp

Communication Services
-112K
- 89.6%
$74.72 - $101.4 $8.4M - $11.4M
13.1K $976K
MDT
Medtronic PLC

Healthcare
-96.1K
- 95.28%
$79.61 - $92.24 $7.65M - $8.86M
4.77K $380K
MU
Micron Technology Inc

Technology
-69.8K
- 59.91%
$84.16 - $113.41 $5.87M - $7.91M
46.7K $3.93M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-48.6K
- 97.11%
$152.04 - $211.12 $7.38M - $10.3M
1.45K $293K
AAPL
Apple Inc.

Technology
-30.6K
- 80.98%
$221.69 - $259.02 $6.78M - $7.92M
7.18K $1.8M
EVH
Evolent Health, Inc.

Healthcare
-196K
- 74.16%
$10.71 - $27.14 $2.09M - $5.31M
68.1K $766K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-10.2K
- 78.2%
$501.29 - $612.85 $5.09M - $6.23M
2.83K $1.47M
BMY
Bristol Myers Squibb CO

Healthcare
-128K
- 49.16%
$51.92 - $59.94 $6.64M - $7.66M
132K $7.48M
NVMI
Nova Ltd.

Technology
-25K
- 33.24%
$172.39 - $221.56 $4.31M - $5.54M
50.2K $9.89M
NVO
Novo Nordisk A S

Healthcare
-38.5K
- 60.65%
$85.0 - $120.04 $3.28M - $4.63M
25K $2.15M
JD
Jd.Com, Inc.

Consumer Cyclical
-75K
- 14.52%
$33.35 - $47.1 $2.5M - $3.53M
441K $15.3M
SITM
Sitime Corp

Technology
-40.9K
- 50.83%
$168.25 - $261.03 $6.88M - $10.7M
39.6K $8.49M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
-41.9K
- 91.84%
$104.54 - $137.94 $4.38M - $5.78M
3.72K $452K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-70.7K
- 94.12%
$61.93 - $70.49 $4.38M - $4.99M
4.42K $290K
RVNC
Revance Therapeutics, Inc.

Healthcare
-1.9M
- 84.53%
N/A
347K $892K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-21.8K
- 17.08%
$82.28 - $117.52 $1.79M - $2.56M
106K $8.98M
NOW
Service Now, Inc.

Technology
-5.38K
- 72.9%
$867.18 - $1148.42 $4.66M - $6.18M
2K $2.12M
CYTK
Cytokinetics Inc

Healthcare
-71.4K
- 40.87%
$46.36 - $58.62 $3.31M - $4.19M
103K $4.86M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-16.2K
- 94.29%
$260.53 - $404.79 $4.23M - $6.56M
982 $375K
SEM
Select Medical Holdings Corp

Healthcare
-71.6K
- 40.67%
$18.26 - $40.2 $1.31M - $2.88M
104K $1.97M
INTC
Intel Corp

Technology
-153K
- 53.14%
$19.07 - $26.23 $2.92M - $4.01M
135K $2.71M
LEGN
Legend Biotech Corp

Healthcare
-57.2K
- 45.98%
$32.49 - $50.28 $1.86M - $2.88M
67.2K $2.19M
AAP
Advance Auto Parts Inc

Consumer Cyclical
-99.5K
- 80.24%
$35.69 - $47.44 $3.55M - $4.72M
24.5K $1.16M
ISRG
Intuitive Surgical Inc

Healthcare
-7.09K
- 66.78%
$471.27 - $550.62 $3.34M - $3.9M
3.53K $1.84M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-79.9K
- 58.47%
$32.93 - $39.8 $2.63M - $3.18M
56.8K $1.9M
BSX
Boston Scientific Corp

Healthcare
-44.6K
- 30.65%
$83.62 - $91.5 $3.73M - $4.08M
101K $9.01M
NRZ
New Residential Investment Corp.

Real Estate
-428K
- 65.78%
N/A
222K $1.61M
HUBS
Hubspot Inc

Technology
-15K
- 33.33%
$514.07 - $757.4 $7.71M - $11.4M
30K $20.9M
KEYS
Keysight Technologies, Inc.

Technology
-19K
- 21.03%
$149.01 - $172.53 $2.83M - $3.27M
71.3K $11.4M
Activity Summary
Buys All Purchases 566 New Holdings 446 Increased Positions 120 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 137 Puts 179
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