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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
KRYS icon
1476
PUT
Krystal Biotech
KRYS
$9.88B
– –
-2,500
Closed -$451K
KWEB icon
1477
CALL
KraneShares CSI China Internet ETF
KWEB
$5.2B
– –
-1,000,000
Closed -$34.9M
KWEB icon
1478
KraneShares CSI China Internet ETF
KWEB
$5.2B
– –
-900,000
Closed -$31.4M
KWEB icon
1479
PUT
KraneShares CSI China Internet ETF
KWEB
$5.2B
– –
-1,094,500
Closed -$38.2M
LDTCW
1480
DELISTED
LeddarTech Holdings Inc. Warrants
LDTCW
– –
-66,633
Closed -$4.04K
LEG icon
1481
Leggett & Platt
LEG
$1.52B
– –
-35,181
Closed -$278K
LFT
1482
Lument Finance Trust
LFT
$41.9M
– –
-19,232
Closed -$50.2K
LI icon
1483
CALL
Li Auto
LI
$12.6B
– –
-73,900
Closed -$1.86M
LI icon
1484
PUT
Li Auto
LI
$12.6B
– –
-114,600
Closed -$2.89M
LQDA icon
1485
CALL
Liquidia Corp
LQDA
$7.67B
– –
-100
Closed -$1.48K
LQDA icon
1486
PUT
Liquidia Corp
LQDA
$7.67B
– –
-100,000
Closed -$1.48M
LSCC icon
1487
Lattice Semiconductor
LSCC
$17.6B
– –
-15,000
Closed -$787K
LSEAW
1488
DELISTED
Landsea Homes Corporation Warrant
LSEAW
– –
-1,173,462
Closed -$70.6K
LUMN icon
1489
Lumen
LUMN
$6.53B
– –
-625,000
Closed -$2.42M
LW icon
1490
Lamb Weston
LW
$6.82B
– –
-14,260
Closed -$764K
LX
1491
LexinFintech Holdings
LX
$244M
– –
-28,777
Closed -$290K
MAS icon
1492
Masco
MAS
$16B
– –
-3,176
Closed -$221K
MDLZ icon
1493
Mondelez International
MDLZ
$77.7B
– –
-204,025
Closed -$13.8M
MET icon
1494
MetLife
MET
$61B
– –
-1,898
Closed -$146K
CD
1495
Chaince Digital Holdings
CD
$234M
– –
-24,898
Closed -$133K
MKC icon
1496
McCormick & Company Non-Voting
MKC
$13.4B
– –
-2,899
Closed -$239K
MKTX icon
1497
MarketAxess Holdings
MKTX
$4.15B
– –
-3,775
Closed -$817K
MNSO icon
1498
MINISO
MNSO
$3.64B
– –
-85,603
Closed -$1.58M
MOS icon
1499
The Mosaic Company
MOS
$7.09B
– –
-31,864
Closed -$1.02M
MPAA icon
1500
Motorcar Parts of America
MPAA
$261M
– –
-12,618
Closed -$120K
58 59
60
61 62

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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.