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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
PSNL icon
1551
Personalis
PSNL
$1.26B
– –
-24,232
Closed -$85.1K
PSNY icon
1552
Polestar Automotive Holding UK
PSNY
$1.98B
– –
-455
Closed -$14.3K
PSO icon
1553
Pearson
PSO
$9.78B
– –
-372,472
Closed -$5.96M
PSX icon
1554
Phillips 66
PSX
$82.9B
– –
-120
Closed -$13.4K
QFIN icon
1555
Qfin Holdings
QFIN
$1.61B
– –
-23,308
Closed -$1.05M
QQQ icon
1556
CALL
Invesco QQQ Trust
QQQ
$455B
– –
-146,900
Closed -$68.9M
QQQ icon
1557
PUT
Invesco QQQ Trust
QQQ
$455B
– –
-28,100
Closed -$13.2M
RACE icon
1558
CALL
Ferrari
RACE
$63.3B
– –
-19,400
Closed -$8.3M
RACE icon
1559
Ferrari
RACE
$63.3B
– –
-11,335
Closed -$4.85M
RCAT icon
1560
Red Cat Holdings
RCAT
$1.16B
– –
-30,890
Closed -$182K
RDFN
1561
DELISTED
Redfin
RDFN
– –
-178,058
Closed -$1.64M
RDNT icon
1562
RadNet
RDNT
$4.84B
– –
-19,944
Closed -$992K
RDUS
1563
DELISTED
Radius Recycling
RDUS
– –
-336,480
Closed -$9.72M
RENE
1564
DELISTED
Cartesian Growth Corp II
RENE
– –
-150,000
Closed -$1.78M
RENEW
1565
DELISTED
Cartesian Growth Corporation II Warrant
RENEW
– –
-266,666
Closed -$18.8K
RHI icon
1566
Robert Half
RHI
$3.61B
– –
-9,556
Closed -$521K
RIOT icon
1567
CALL
Riot Platforms
RIOT
$8.52B
– –
-60,000
Closed -$427K
RITM icon
1568
Rithm Capital
RITM
$5.09B
– –
-41,927
Closed -$480K
RKT icon
1569
Rocket Companies
RKT
$36.9B
– –
-326,392
Closed -$4.23M
RZLT icon
1570
Rezolute
RZLT
$480M
– –
-31,300
Closed -$90.8K
S icon
1571
SentinelOne
S
$6.22B
– –
-200,000
Closed -$3.64M
SAIA icon
1572
CALL
Saia
SAIA
$11.3B
– –
-14,500
Closed -$5.07M
SAIA icon
1573
Saia
SAIA
$11.3B
– –
-2,300
Closed -$804K
SAIA icon
1574
PUT
Saia
SAIA
$11.3B
– –
-3,200
Closed -$1.12M
FLNA
1575
PUT
Filana Therapeutics
FLNA
$43M
– –
-20,000
Closed -$30K
61 62
63
64 65

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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.