We are live on
!
Find out more
LP
LMR Partners Portfolio holdings
AUM
$45.4B
1-Year Est. Return
60.68%
This Fund
S&P 500
This Quarter
Est. Return
+14.08%
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
$4.02B
AUM Growth
+$1.87B
(+87%)
Cap. Flow
+$1.25B
Cap. Flow
% of AUM
31.18%
Top 10 Holdings %
Top 10 Hldgs %
45.34%
Holding
696
New
457
Increased
64
Reduced
40
Closed
112
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alibaba
BABA
|
+$92.5M |
| 2 |
DuPont de Nemours
DD
|
+$69.8M |
| 3 |
HSBC
HSBC
|
+$69M |
| 4 |
Credit Acceptance
CACC
|
+$42.6M |
| 5 |
CHL
China Mobile Limited
CHL
|
+$34.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
PPLI
People Inc
PPLI
|
+$93.9M |
| 2 |
NEE.PRP
NextEra Energy, Inc. 5.279% Corporate Units
NEE.PRP
|
+$44.1M |
| 3 |
ICICI Bank
IBN
|
+$43.9M |
| 4 |
RTX Corp
RTX
|
+$43.4M |
| 5 |
Sony
SONY
|
+$42.1M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 9.18% |
| 2 | Financials | 8.94% |
| 3 | Consumer Discretionary | 6.97% |
| 4 | Healthcare | 6.67% |
| 5 | Materials | 3.53% |
Similar funds
AS
TI
LMR Partners's Q2 2020 Portfolio in Review
As of Q2 2020, LMR Partners held 696 positions worth $4.02B, up 87% from $2.14B the previous quarter. Its ten largest holdings account for 45% of the portfolio.
LMR Partners deployed $1.25B of net new capital in Q2 2020, opening 457 new positions and adding to 64 existing holdings. Its largest new stake was Alibaba: 444,247 shares worth $96.1M.
By sector, the portfolio is most concentrated in Technology at 9.2% of assets, down from 11% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Mitsubishi UFJ Financial, an estimated $14.1M trimmed.
- LMR Partners's largest Q2 2020 buy was Alibaba: 444,247 shares worth $96.1M.
- LMR Partners added most to HSBC in Q2 2020, an estimated $69M increase.
- LMR Partners's biggest Q2 2020 reduction was Mitsubishi UFJ Financial, cutting an estimated $14.1M.
- LMR Partners fully exited People Inc in Q2 2020, selling an estimated $93.9M.
- LMR Partners's ten largest holdings make up 45% of its $4.02B portfolio in Q2 2020.
- LMR Partners opened 457 new positions and closed 112 in Q2 2020.
- LMR Partners's portfolio value rose 87% quarter-over-quarter to $4.02B.
Based on LMR Partners's 13F filing for Q2 2020, filed 14 Aug 2020.