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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
TSN icon
1601
Tyson Foods
TSN
$20.2B
– –
-5,356
Closed -$342K
TTC icon
1602
Toro Company
TTC
$8.93B
– –
-10,261
Closed -$746K
TXG icon
1603
10x Genomics
TXG
$5.87B
– –
-27,887
Closed -$243K
UDR icon
1604
UDR
UDR
$12.9B
– –
-9,342
Closed -$422K
UHS icon
1605
Universal Health Services
UHS
$9.43B
– –
-2,821
Closed -$530K
UL icon
1606
Unilever
UL
$131B
– –
-3,434
Closed -$230K
UMC icon
1607
United Microelectronic
UMC
$48.9B
– –
-1,000,000
Closed -$7.15M
UNP icon
1608
Union Pacific
UNP
$183B
– –
-3
Closed -$666
UPS icon
1609
CALL
United Parcel Service
UPS
$97.6B
– –
-25,800
Closed -$2.84M
UPS icon
1610
United Parcel Service
UPS
$97.6B
– –
-3,800
Closed -$418K
UPS icon
1611
PUT
United Parcel Service
UPS
$97.6B
– –
-30,400
Closed -$3.34M
UPST icon
1612
PUT
Upstart Holdings
UPST
$2.58B
– –
-60,000
Closed -$2.76M
URA icon
1613
Global X Uranium ETF
URA
$5.52B
– –
-150,000
Closed -$4.35M
URA icon
1614
PUT
Global X Uranium ETF
URA
$5.52B
– –
-234,900
Closed -$5.38M
URI icon
1615
United Rentals
URI
$71.1B
– –
-1,060
Closed -$709K
UTHR icon
1616
PUT
United Therapeutics
UTHR
$26.3B
– –
-5,000
Closed -$1.54M
V icon
1617
Visa
V
$677B
– –
-7,807
Closed -$2.74M
VIPS icon
1618
Vipshop
VIPS
$6.84B
– –
-37,336
Closed -$585K
VLO icon
1619
Valero Energy
VLO
$89.8B
– –
-6,114
Closed -$807K
VRTX icon
1620
Vertex Pharmaceuticals
VRTX
$121B
– –
-5,889
Closed -$2.86M
VSTEW
1621
DELISTED
Vast Renewables Limited Warrants
VSTEW
– –
-125,000
Closed -$4.24K
VSTS icon
1622
Vestis
VSTS
$2.06B
– –
-30,190
Closed -$299K
VTEX icon
1623
VTEX
VTEX
$665M
– –
-39,263
Closed -$199K
WELL icon
1624
Welltower
WELL
$178B
– –
-1,837
Closed -$281K
WK icon
1625
Workiva
WK
$2.94B
– –
-151,500
Closed -$11.5M
63 64
65
66 67

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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.