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LMR Partners Portfolio holdings

AUM $45.4B
1-Year Est. Return 60.68%
This Fund
S&P 500
This Quarter Est. Return
+17.46%
1 Year Est. Return
+60.68%
3 Year Est. Return
+183.94%
5 Year Est. Return
+215.13%
10 Year Est. Return
+663.15%
AUM
$14B
AUM Growth
+$3.28B
Cap. Flow
+$324M
Cap. Flow %
2.32%
Top 10 Hldgs %
24.44%
Holding
1,743
New
418
Increased
280
Reduced
331
Closed
391

Top Buys

Rank Stock Value
1
MUB icon
iShares National Muni Bond ETF
MUB
+$176M
2
INFY icon
Infosys
INFY
+$102M
3
K
Kellanova
K
+$74.6M
4
AMZN icon
Amazon
AMZN
+$58.6M
5
BABA icon
Alibaba
BABA
+$52.5M

Top Sells

Rank Stock Value
1
ITCI
Intra-Cellular Therapies Inc.
ITCI
+$114M
2
HDB icon
HDFC Bank
HDB
+$97.7M
3
IWM icon
iShares Russell 2000 ETF
IWM
+$55.3M
4
ROP icon
Roper Technologies
ROP
+$45.7M
5
NTNX icon
Nutanix
NTNX
+$44.4M

Sector Composition

Rank Sector Weight
1 Technology 10.38%
2 Financials 4.13%
3 Consumer Discretionary 2.33%
4 Communication Services 2.26%
5 Healthcare 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JACS
426
Jackson Acquisition Co II
JACS
$4.57M 0.03%
443,751
– –
BTI icon
427
CALL
British American Tobacco
BTI
$132B
$4.56M 0.03%
96,400
+23,800
+33% +$1.05M
GFL icon
428
GFL Environmental
GFL
$14.3B
$4.54M 0.03%
90,070
+55,991
+164% +$2.75M
AXINU
429
Axiom Intelligence Acquisition Corp 1 Units
AXINU
$4.54M 0.03%
+450,000
New +$4.54M
MCGAU
430
Yorkville Acquisition Corp Unit
MCGAU
$157M
$4.5M 0.03%
+400,000
New +$4.42M
ETN icon
431
PUT
Eaton
ETN
$157B
$4.5M 0.03%
12,600
-400
-3% -$123K
UAL icon
432
CALL
United Airlines
UAL
$38.4B
$4.49M 0.03%
+56,400
New +$4.16M
TEAM icon
433
PUT
Atlassian
TEAM
$22B
$4.49M 0.03%
22,100
-7,300
-25% -$1.52M
WBA
434
PUT
DELISTED
Walgreens Boots Alliance
WBA
$4.48M 0.03%
+390,000
New +$4.34M
AMT icon
435
PUT
American Tower
AMT
$77.7B
$4.46M 0.03%
+20,200
New +$4.36M
PDD icon
436
Pinduoduo
PDD
$118B
$4.45M 0.03%
42,473
+12,063
+40% +$1.27M
LULU icon
437
CALL
lululemon athletica
LULU
$13B
$4.42M 0.03%
+18,600
New +$5.12M
DUK icon
438
CALL
Duke Energy
DUK
$102B
$4.41M 0.03%
37,400
+3,500
+10% +$413K
ETWO
439
DELISTED
E2open Parent Holdings
ETWO
$4.4M 0.03%
+1,361,667
New +$3.58M
PG icon
440
CALL
Procter & Gamble
PG
$343B
$4.4M 0.03%
27,600
-7,000
-20% -$1.14M
EWY icon
441
iShares MSCI South Korea ETF
EWY
$21.7B
$4.4M 0.03%
61,232
– –
RUN icon
442
PUT
Sunrun
RUN
$2.37B
$4.37M 0.03%
+534,700
New +$4.2M
DOCU
443
DocuSign
DOCU
$9.63B
$4.32M 0.03%
55,476
+48,231
+666% +$3.9M
XPEV icon
444
XPeng
XPEV
$11.8B
$4.3M 0.03%
+240,550
New +$4.7M
WBD icon
445
CALL
Warner Bros
WBD
$64.6B
$4.28M 0.03%
373,700
-55,600
-13% -$519K
WIT icon
446
Wipro
WIT
$18.5B
$4.28M 0.03%
1,417,767
+901,587
+175% +$2.62M
AMZN icon
447
PUT
Amazon
AMZN
$2.5T
$4.28M 0.03%
+19,500
New +$3.86M
SIRI icon
448
SiriusXM
SIRI
$10B
$4.27M 0.03%
186,049
– –
THC icon
449
CALL
Tenet Healthcare
THC
$20.1B
$4.24M 0.03%
+24,100
New +$3.63M
MOMO
450
Hello Group
MOMO
$869M
$4.24M 0.03%
502,512
– –
16 17
18
19 20

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LMR Partners's Q2 2025 Portfolio in Review

As of Q2 2025, LMR Partners held 1,743 positions worth $14B, up 31% from $10.7B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

LMR Partners's Q2 2025 filing shows 418 new, 280 increased, 331 reduced and 391 closed positions. Its largest new stake was Infosys: 5,733,005 shares worth $106M. The largest sale was Intra-Cellular Therapies Inc., an estimated $114M.

By sector, the portfolio is most concentrated in Technology at 10% of assets, down from 11% a quarter earlier, followed by Financials and Consumer Discretionary.

  • LMR Partners's largest Q2 2025 buy was Infosys: 5,733,005 shares worth $106M.
  • LMR Partners added most to iShares National Muni Bond ETF in Q2 2025, an estimated $176M increase.
  • LMR Partners's biggest Q2 2025 reduction was Roper Technologies, cutting an estimated $45.7M.
  • LMR Partners fully exited Intra-Cellular Therapies Inc. in Q2 2025, selling an estimated $114M.
  • LMR Partners's ten largest holdings make up 24% of its $14B portfolio in Q2 2025.
  • LMR Partners opened 418 new positions and closed 391 in Q2 2025.
  • LMR Partners's portfolio value rose 31% quarter-over-quarter to $14B.

Based on LMR Partners's 13F filing for Q2 2025, filed 14 Aug 2025.