LMR Partners LLP

13F filer · CIK 0001578621

Reported Aug 14, 2025

Net buyer this quarter

13F portfolio value$26.8BU.S. long equity reported on 13F

Positions671205 new · 248 closed

Net flow last quarter+$364MBuys minus sells

Top 10 positions weight5.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2025Reported Aug 14, 2025671 positions
NVDANvidia Corp	$125M	0.89%	0.00%	+106.7%	Q2 2014
INFYInfosys Ltd	$106M	0.76%	0.14%	Not reported	Q4 2016
BPBP PLC	$102M	0.73%	Not reported	-10.2%	Q1 2023
WDCWestern Digital Corp	$88M	0.63%	0.40%	+39.5%	Q2 2014
AVGOBroadcom Inc.	$77.5M	0.55%	0.01%	+301.7%	Q4 2016
FYBRFrontier Communications Parent, Inc.	$75.8M	0.54%	Not reported	+79.7%	Q4 2021
AMZNAmazon Com Inc	$65.5M	0.47%	0.00%	+13182.4%	Q1 2014
BABAAlibaba Group Holding Ltd	$62.5M	0.45%	0.00%	+412.6%	Q2 2015
STXSeagate Technology Holdings plc	$61.6M	0.44%	0.20%	-27.7%	Q2 2014
GLWCorning Inc	$52.6M	0.38%	0.12%	+150.0%	Q2 2014
CHXChampionX Corp	$52M	0.37%	1.09%	+31.7%	Q4 2024
CLSCelestica Inc	$51.8M	0.37%	0.29%	-0.3%	Q4 2024
BPMCBlueprint Medicines Corporation	$50.7M	0.36%	0.61%	+3603.4%	Q1 2025
TXNMTXNM Energy Inc	$48.3M	0.35%	0.81%	Not reported	Q4 2020
LBRDKLiberty Broadband Corp	$47.3M	0.34%	Not reported	+501.8%	Q2 2020
IBITiShares Bitcoin Trust ETF	$45.9M	0.33%	0.07%	+190.8%	Q1 2024
HESHess Corp	$43.7M	0.31%	Not reported	-17.6%	Q1 2014
SMHMarket Vectors ETF Trust	$43.6M	0.31%	Not reported	+10500.8%	Q2 2022
CSCOCisco Systems, Inc.	$41M	0.29%	0.01%	+187.6%	Q1 2015
MSTRStrategy Inc	$37.1M	0.27%	Not reported	-15.2%	Q4 2024
BABoeing Co	$36.5M	0.26%	0.02%	+500.8%	Q2 2014
AZEKThe AZEK Company Inc.	$36.1M	0.26%	Not reported	+91.5%	Q2 2021
SKXSkechers USA Inc	$35.8M	0.26%	Not reported	Not reported	Q3 2015
IPGInterpublic Group of Companies, Inc.	$35.3M	0.25%	0.39%	+18.4%	Q2 2014
DDOGDatadog, Inc.	$35.2M	0.25%	0.34%	+335.8%	Q3 2021
CORZWCore Scientific, Inc./tx	$35.2M	0.25%	Not reported	+32.7%	Q2 2024
VRTVertiv Holdings Co	$34.5M	0.25%	0.07%	+554.9%	Q1 2021
JNPRJuniper Networks Inc	$33M	0.24%	0.25%	+53.0%	Q2 2014
WBAWalgreens Boots Alliance, Inc.	$33M	0.24%	0.33%	+79.7%	Q1 2015
SPYSPDR S&P 500 ETF Trust	$32.9M	0.24%	Not reported	+699.3%	Q2 2019
MNDYmonday.com Ltd.	$31.4M	0.23%	0.19%	+400.0%	Q2 2021
TWLOTwilio Inc	$31.1M	0.22%	0.16%	Not reported	Q2 2018
SPRSpirit AeroSystems Holdings, Inc.	$30.8M	0.22%	0.69%	+61.7%	Q1 2015
MRVLMarvell Technology, Inc.	$29.6M	0.21%	0.04%	+354.7%	Q3 2020
IBNIcici Bank Ltd	$28.5M	0.20%	Not reported	-38.0%	Q2 2016
INTUIntuit Inc.	$27.6M	0.20%	0.01%	Not reported	Q2 2014
CRHCRH Public Ltd Co	$25.8M	0.18%	0.04%	-12.3%	Q3 2023
AMEDAmedisys Inc	$25.5M	0.18%	0.79%	+1.1%	Q3 2015
DLTRDollar Tree, Inc.	$24.4M	0.17%	0.12%	+369.0%	Q1 2014
CIENCiena Corp	$23.2M	0.17%	0.20%	+280.0%	Q2 2020
REGNRegeneron Pharmaceuticals, Inc.	$22.9M	0.16%	0.05%	Not reported	Q3 2014
VACHVoyager Acquisition Corp./Cayman Islands	$22.6M	0.16%	8.61%	Not reported	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$22.6M	0.16%	0.00%	-3.4%	Q3 2016
ENPHEnphase Energy, Inc.	$22.6M	0.16%	0.44%	+4104.7%	Q2 2016
AMDAdvanced Micro Devices Inc	$21.8M	0.16%	0.01%	+191.1%	Q4 2015
COOPCooperative Bankshares Inc	$21.2M	0.15%	Not reported	New	Q2 2025
CUBLionheart Holdings	$20.8M	0.15%	Not reported	Not reported	Q4 2024
HPEHewlett Packard Enterprise Co	$20.7M	0.15%	0.08%	+12537.1%	Q1 2016
ORCLOracle Corp	$20.7M	0.15%	0.00%	+248.4%	Q3 2014
LPAALaunch One Acquisition Corp.	$20.6M	0.15%	Not reported	Not reported	Q4 2024

Q1 2025Reported May 15, 2025714 positions
BPBP PLC	$128M	1.19%	Not reported	+13.5%	Q1 2023
ITCIIntra-Cellular Therapies, Inc.	$114M	1.07%	0.81%	+10455.6%	Q1 2020
HDBHDFC Bank Ltd	$97.7M	0.91%	0.02%	-16.0%	Q3 2018
HESHess Corp	$61.1M	0.57%	Not reported	Not reported	Q1 2014
STXSeagate Technology Holdings plc	$50.1M	0.47%	0.28%	+513.5%	Q2 2014
INTCIntel Corp	$49.5M	0.46%	0.05%	+1514.1%	Q4 2014
ROPRoper Technologies Inc	$48.6M	0.45%	0.08%	Not reported	Q2 2014
CHXChampionX Corp	$47.4M	0.44%	0.83%	+317.8%	Q4 2024
IBNIcici Bank Ltd	$43.1M	0.40%	Not reported	-14.0%	Q2 2016
NTNXNutanix, Inc.	$43M	0.40%	0.23%	Not reported	Q2 2018
FYBRFrontier Communications Parent, Inc.	$41.5M	0.39%	Not reported	-42.6%	Q4 2021
NVDANvidia Corp	$41.4M	0.39%	0.00%	-47.5%	Q2 2014
WDCWestern Digital Corp	$39.9M	0.37%	0.28%	+117.9%	Q2 2014
SONYSony Group Corp	$37.1M	0.35%	0.02%	-31.0%	Q2 2016
NOKNokia Corp	$35.8M	0.33%	0.12%	Not reported	Q1 2021
ANSSAnsys Inc	$34.2M	0.32%	0.12%	+16.7%	Q2 2020
IPGInterpublic Group of Companies, Inc.	$33.1M	0.31%	0.33%	+576.8%	Q2 2014
HEESH&E Equipment Services, Inc.	$32.8M	0.31%	0.94%	New	Q1 2025
YUMCYum China Holdings, Inc.	$32.1M	0.30%	0.16%	+2818.3%	Q4 2016
ADSKAutodesk, Inc.	$31.4M	0.29%	0.06%	Not reported	Q2 2014
MSTRStrategy Inc	$31.2M	0.29%	Not reported	+108.3%	Q4 2024
MSIMotorola Solutions, Inc.	$30.8M	0.29%	0.04%	-33.2%	Q4 2015
CVNACarvana Co.	$30.2M	0.28%	Not reported	+542.2%	Q3 2020
CRHCRH Public Ltd Co	$28.2M	0.26%	0.04%	+37.2%	Q3 2023
CLSCelestica Inc	$26.3M	0.25%	0.29%	+56.0%	Q4 2024
APHAmphenol Corp	$25.6M	0.24%	0.03%	-35.7%	Q2 2014
TWLOTwilio Inc	$24.5M	0.23%	0.16%	-27.8%	Q2 2018
QRVOQorvo, Inc.	$24M	0.22%	0.36%	+341.6%	Q2 2016
AMEDAmedisys Inc	$23.8M	0.22%	0.78%	-36.1%	Q3 2015
MDBMongoDB, Inc.	$23.7M	0.22%	0.17%	+42.2%	Q2 2021
DELLDell Technologies Inc.	$23.2M	0.22%	0.04%	Not reported	Q2 2020
SIMOSilicon Motion Technology CORP	$22.8M	0.21%	0.33%	Not reported	Q3 2022
DNBDun & Bradstreet Corp	$22.3M	0.21%	6.72%	+1147.6%	Q4 2014
VACHVoyager Acquisition Corp./Cayman Islands	$22.2M	0.21%	8.61%	Not reported	Q4 2024
ADIAnalog Devices Inc	$21.4M	0.20%	0.02%	+202.9%	Q2 2015
BERYBerry Global Group, Inc.	$20.9M	0.20%	0.26%	+159.9%	Q2 2016
NTESNetEase, Inc.	$20.8M	0.19%	0.01%	Not reported	Q2 2015
CUBLionheart Holdings	$20.3M	0.19%	Not reported	Not reported	Q4 2024
LPAALaunch One Acquisition Corp.	$20.2M	0.19%	Not reported	Not reported	Q4 2024
JNPRJuniper Networks Inc	$19.6M	0.18%	0.16%	-49.6%	Q2 2014
ALFCenturion Acquisition Corp.	$19.3M	0.18%	Not reported	Not reported	Q4 2024
XUnited States Steel Corp	$18.7M	0.17%	0.20%	+14.1%	Q4 2014
GLWCorning Inc	$18.3M	0.17%	0.05%	-66.7%	Q2 2014
QBTSD-Wave Quantum Inc.	$17.9M	0.17%	1.67%	+53.1%	Q3 2022
WBAWalgreens Boots Alliance, Inc.	$17.9M	0.17%	0.19%	+2131.5%	Q1 2015
FNFabrinet	$17.8M	0.17%	0.25%	Not reported	Q2 2024
PARABanzai International, Inc.	$17.4M	0.16%	275.79%	+123.7%	Q2 2020
POLEAndretti Acquisition Corp. II	$17.2M	0.16%	Not reported	Not reported	Q4 2024
SPRSpirit AeroSystems Holdings, Inc.	$17.2M	0.16%	0.43%	+28.5%	Q1 2015
DFSDiscover Financial Services	$17.2M	0.16%	0.04%	+7.5%	Q2 2014

Q4 2024Reported Feb 14, 2025586 positions
SPYSPDR S&P 500 ETF Trust	$471M	3.96%	Not reported	Not reported	Q2 2019
HDBHDFC Bank Ltd	$112M	0.94%	0.02%	Not reported	Q3 2018
BPBP PLC	$98.4M	0.83%	Not reported	Not reported	Q1 2023
NVDANvidia Corp	$97.6M	0.82%	0.00%	Not reported	Q2 2014
FYBRFrontier Communications Parent, Inc.	$70M	0.59%	Not reported	Not reported	Q4 2021
GLWCorning Inc	$57M	0.48%	0.14%	Not reported	Q2 2014
HESHess Corp	$50.9M	0.43%	Not reported	Not reported	Q1 2014
MSIMotorola Solutions, Inc.	$48.6M	0.41%	0.06%	Not reported	Q4 2015
BABoeing Co	$48.1M	0.40%	0.03%	Not reported	Q2 2014
IBNIcici Bank Ltd	$47.4M	0.40%	Not reported	Not reported	Q2 2016
SONYSony Group Corp	$44.9M	0.38%	0.03%	Not reported	Q2 2016
APHAmphenol Corp	$42.1M	0.35%	0.05%	Not reported	Q2 2014
TERTeradyne, Inc	$41.3M	0.35%	0.20%	Not reported	Q2 2017
JNPRJuniper Networks Inc	$40.2M	0.34%	0.32%	Not reported	Q2 2014
VRTXVertex Pharmaceuticals Inc / Ma	$37.8M	0.32%	0.04%	Not reported	Q4 2014
TWLOTwilio Inc	$37.4M	0.31%	0.23%	Not reported	Q2 2018
AVGOBroadcom Inc.	$36.5M	0.31%	0.00%	Not reported	Q4 2016
FLEXFlex Ltd.	$36.5M	0.31%	0.25%	Not reported	Q1 2014
AMEDAmedisys Inc	$36.4M	0.31%	1.22%	Not reported	Q3 2015
MRVLMarvell Technology, Inc.	$33.6M	0.28%	0.04%	Not reported	Q3 2020
QQQInvesco QQQ Trust, Series 1	$33.5M	0.28%	Not reported	Not reported	Q3 2021
INFYInfosys Ltd	$32.9M	0.28%	0.04%	Not reported	Q4 2016
MSFTMicrosoft Corp	$32.7M	0.27%	0.00%	Not reported	Q4 2014
CORZWCore Scientific, Inc./tx	$32.3M	0.27%	Not reported	Not reported	Q2 2024
ANSSAnsys Inc	$31.2M	0.26%	0.11%	Not reported	Q2 2020
AMDAdvanced Micro Devices Inc	$30.7M	0.26%	0.02%	Not reported	Q4 2015
CSCOCisco Systems, Inc.	$29.5M	0.25%	0.01%	Not reported	Q1 2015
WDCWestern Digital Corp	$27M	0.23%	0.13%	Not reported	Q2 2014
LWLamb Weston Holdings, Inc.	$25.7M	0.22%	0.27%	Not reported	Q4 2016
NVDLNovadel Pharma Inc	$24.6M	0.21%	Not reported	Not reported	Q2 2024
GXOGXO Logistics, Inc.	$23.9M	0.20%	0.46%	Not reported	Q3 2022
ULTAUlta Beauty, Inc.	$22.5M	0.19%	0.11%	Not reported	Q2 2017
ANETArista Networks, Inc.	$22.4M	0.19%	0.02%	Not reported	Q1 2017
MDBMongoDB, Inc.	$22.1M	0.19%	0.13%	Not reported	Q2 2021
VACHVoyager Acquisition Corp./Cayman Islands	$21.8M	0.18%	6.89%	New	Q4 2024
CRHCRH Public Ltd Co	$21.6M	0.18%	0.03%	Not reported	Q3 2023
HUBSHubspot Inc	$20.9M	0.18%	0.06%	Not reported	Q2 2019
PCORProcore Technologies, Inc.	$20.8M	0.17%	0.18%	Not reported	Q2 2021
CUBLionheart Holdings	$20M	0.17%	Not reported	New	Q4 2024
LPAALaunch One Acquisition Corp.	$19.9M	0.17%	Not reported	New	Q4 2024
ALABAstera Labs, Inc.	$19.9M	0.17%	0.09%	Not reported	Q1 2024
CLSCelestica Inc	$19.7M	0.17%	0.18%	New	Q4 2024
USFDUS Foods Holding Corp.	$19.3M	0.16%	0.12%	Not reported	Q3 2019
ALFCenturion Acquisition Corp.	$18.9M	0.16%	Not reported	New	Q4 2024
CRMSalesforce, Inc.	$18.1M	0.15%	0.01%	Not reported	Q2 2014
ZBRAZebra Technologies Corp	$17.4M	0.15%	0.09%	Not reported	Q3 2018
BRBRBellring Brands, Inc.	$17.3M	0.15%	0.18%	Not reported	Q2 2022
COSTCostco Wholesale Corp	$17.3M	0.15%	0.00%	Not reported	Q1 2014
SAPSap SE	$17.2M	0.14%	0.01%	Not reported	Q4 2022
POLEAndretti Acquisition Corp. II	$17M	0.14%	Not reported	New	Q4 2024

Q2 2024Reported Aug 14, 2024497 positions
QQQInvesco QQQ Trust, Series 1	$209M	1.76%	Not reported	+1297.9%	Q3 2021
GSKGSK plc	$128M	1.08%	0.08%	+170.4%	Q3 2022
BPBP PLC	$120M	1.01%	Not reported	+4.0%	Q1 2023
HDBHDFC Bank Ltd	$113M	0.95%	0.02%	-7.1%	Q3 2018
ULUnilever PLC	$99M	0.84%	0.07%	+21.5%	Q3 2017
KVUEKenvue Inc.	$82.7M	0.70%	0.24%	Not reported	Q3 2023
IBNIcici Bank Ltd	$64.7M	0.55%	Not reported	+26.1%	Q2 2016
WRKWestRock CO	$61.9M	0.52%	0.48%	+109.8%	Q3 2016
INFYInfosys Ltd	$59.6M	0.50%	0.08%	+26.0%	Q4 2016
ANSSAnsys Inc	$53.5M	0.45%	0.19%	+46.9%	Q2 2020
FWONKLiberty Media Corp	$49.2M	0.42%	Not reported	New	Q2 2024
NVDANvidia Corp	$48.7M	0.41%	0.00%	Not reported	Q2 2014
CTLTCatalent, Inc.	$48.4M	0.41%	0.48%	+31769.8%	Q2 2018
HPQHP Inc	$46.4M	0.39%	0.14%	Not reported	Q1 2016
TTWOTake Two Interactive Software Inc	$45.3M	0.38%	0.17%	+93.7%	Q2 2017
BIRKBirkenstock Holding plc	$43.3M	0.37%	0.44%	New	Q2 2024
HUBSHubspot Inc	$41.3M	0.35%	0.14%	+10.2%	Q2 2019
VZVerizon Communications Inc	$40.1M	0.34%	0.02%	Not reported	Q1 2014
ACIAlbertsons Companies, Inc.	$40M	0.34%	0.35%	+6.3%	Q1 2022
AMEDAmedisys Inc	$35.4M	0.30%	1.18%	+107.1%	Q3 2015
SNXTD Synnex Corp	$34.5M	0.29%	0.35%	+49.3%	Q2 2019
HESHess Corp	$32.9M	0.28%	Not reported	-24.8%	Q1 2014
AAPLApple Inc.	$32.8M	0.28%	0.00%	Not reported	Q2 2014
AVGOBroadcom Inc.	$31.3M	0.26%	0.00%	+28.5%	Q4 2016
VIKViking Holdings Ltd	$30.7M	0.26%	Not reported	New	Q2 2024
CPRICapri Holdings Ltd	$29.1M	0.25%	0.75%	+98.1%	Q2 2020
GLWCorning Inc	$27.2M	0.23%	0.08%	Not reported	Q2 2014
ESTCElastic N.V.	$26.9M	0.23%	0.23%	+90.1%	Q1 2021
AXNXAxonics, Inc.	$26.8M	0.23%	0.78%	+764.5%	Q1 2024
PDDPDD Holdings Inc.	$26.5M	0.22%	0.00%	Not reported	Q4 2018
CRUSCirrus Logic, Inc.	$25.5M	0.22%	0.37%	+197.6%	Q2 2020
MSIMotorola Solutions, Inc.	$25.2M	0.21%	0.04%	-34.8%	Q4 2015
ADBEAdobe Inc.	$24M	0.20%	0.01%	+426.3%	Q2 2014
ETRNEquitrans Midstream Corp	$23.2M	0.20%	0.41%	+171.9%	Q4 2018
MSFTMicrosoft Corp	$22.1M	0.19%	0.00%	-80.3%	Q4 2014
WAYWaystar Holding Corp.	$21.7M	0.18%	0.61%	New	Q2 2024
WDAYWorkday, Inc.	$21.5M	0.18%	0.04%	-50.4%	Q1 2022
SMHMarket Vectors ETF Trust	$20.9M	0.18%	Not reported	-24.1%	Q2 2022
TWTradeweb Markets Inc.	$20.7M	0.17%	195000.00%	+9.6%	Q1 2024
USFDUS Foods Holding Corp.	$20.1M	0.17%	0.15%	-5.0%	Q3 2019
CUBWULionheart Holdings	$19.8M	0.17%	Not reported	New	Q2 2024
SIMOSilicon Motion Technology CORP	$19.4M	0.16%	0.18%	-31.4%	Q3 2022
ALFUUCenturion Acquisition Corp.	$18.7M	0.16%	Not reported	New	Q2 2024
TAt&T Inc.	$18.6M	0.16%	0.01%	Not reported	Q1 2014
NUNu Holdings Ltd.	$18.6M	0.16%	Not reported	Not reported	Q4 2021
GEGeneral Electric Co	$18.2M	0.15%	0.01%	+12.2%	Q3 2021
DYNDyne Therapeutics, Inc.	$16.8M	0.14%	0.48%	New	Q2 2024
KLACKla Corp	$16.8M	0.14%	0.02%	Not reported	Q4 2014
AIGAmerican International Group, Inc.	$16.7M	0.14%	0.03%	+178.2%	Q3 2014
NTAPNetApp, Inc.	$16.1M	0.14%	0.06%	Not reported	Q3 2014

Premium opens every quarter this fund has filed