EdgeMarket › What Lmr Partners Llp reported owning
What Lmr Partners Llp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
45.4BPositions
1,417Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 663.9M | 1.5% | 1.0M | 769.31 | +20.0% |
| unmapped CUSIP 278768AB2 | 502.0M | 1.1% | 140.4M | — | — |
| SPY SPDR S&P 500 ETF TRUST | 297.8M | 0.7% | 457.9K | 765.72 | +20.0% |
| unmapped CUSIP 01609WBG6 | 204.1M | 0.4% | 147.1M | — | — |
| WBD Warner Bros. Discovery, Inc. | 187.0M | 0.4% | 6.8M | 28.55 | +147.4% |
| NVDA NVIDIA CORP | 175.5M | 0.4% | 1.0M | 214.72 | +22.4% |
| BP BP PLC | 169.6M | 0.4% | 3.6M | 44.76 | +32.1% |
| MU MICRON TECHNOLOGY INC | 163.2M | 0.4% | 483.0K | 966.78 | +724.8% |
| unmapped CUSIP 76954AAB9 | 138.2M | 0.3% | 130.0M | — | — |
| ECHO EchoStar CORP | 137.1M | 0.3% | 1.2M | 86.81 | +214.0% |
| AVGO Broadcom Inc. | 130.2M | 0.3% | 420.6K | 368.45 | +26.5% |
| NSC NORFOLK SOUTHERN CORP | 124.8M | 0.3% | 434.8K | 350.72 | +22.8% |
| unmapped CUSIP 594972AS0 | 112.6M | 0.2% | 135.0M | — | — |
| unmapped CUSIP 17253JAA4 | 102.0M | 0.2% | 33.5M | — | — |
| PEN Penumbra Inc | 97.1M | 0.2% | 295.7K | 325.18 | +27.2% |
| unmapped CUSIP 16115Q308 | 90.0M | 0.2% | 435.2K | — | — |
| SOXX iShares PHLX SOX Semiconductor Sector Index Fu | 89.7M | 0.2% | 273.0K | 520.05 | +113.4% |
| MSI Motorola Solutions, Inc. | 86.8M | 0.2% | 200.0K | 480.47 | +4.0% |
| KVUE Kenvue Inc. | 86.4M | 0.2% | 5.0M | 19.06 | -11.9% |
| LLY ELI LILLY & Co | 86.0M | 0.2% | 93.5K | 1,255.40 | +78.0% |
| unmapped CUSIP 23282WAA8 | 78.2M | 0.2% | 12.5M | — | — |
| TSLA Tesla, Inc. | 75.9M | 0.2% | 204.2K | 362.86 | +12.0% |
| AAUC Allied Gold Corp | 74.6M | 0.2% | 2.4M | 23.58 | +79.0% |
| unmapped CUSIP 594972AQ4 | 69.8M | 0.2% | 63.5M | — | — |
| unmapped CUSIP 594972AU5 | 69.7M | 0.2% | 80.1M | — | — |
| GDX VanEck Gold Miners ETF | 68.8M | 0.2% | 749.2K | 102.83 | +76.3% |
| CLS CELESTICA INC | 67.6M | 0.1% | 240.0K | 296.55 | +62.1% |
| BABA Alibaba Group Holding Ltd | 63.8M | 0.1% | 508.3K | 119.34 | -0.1% |
| unmapped CUSIP 94419LAR2 | 63.1M | 0.1% | 36.1M | — | — |
| CORZW Core Scientific, Inc./tx | 61.1M | 0.1% | 7.0M | 11.12 | +42.6% |
| AAPL Apple Inc. | 60.4M | 0.1% | 237.9K | 309.35 | +36.9% |
| NFLX NETFLIX INC | 59.0M | 0.1% | 614.1K | 79.59 | -34.4% |
| unmapped CUSIP 40637HAF6 | 57.7M | 0.1% | 45.0M | — | — |
| EA ELECTRONIC ARTS INC. | 56.7M | 0.1% | 278.3K | 209.70 | +33.5% |
| unmapped CUSIP 462222AF7 | 56.2M | 0.1% | 37.3M | — | — |
| SNN SMITH & NEPHEW PLC | 56.2M | 0.1% | 1.8M | 29.26 | -21.8% |
| unmapped CUSIP 37940XAU6 | 54.6M | 0.1% | 62.0M | — | — |
| unmapped CUSIP 89677QAB3 | 54.2M | 0.1% | 52.2M | — | — |
| GSK GSK plc | 54.1M | 0.1% | 980.5K | 52.41 | +30.8% |
| STX Seagate Technology Holdings plc | 53.7M | 0.1% | 137.0K | 850.00 | +436.6% |
| AES AES CORP | 53.1M | 0.1% | 3.8M | 14.77 | +11.9% |
| unmapped CUSIP 91325VAB4 | 51.8M | 0.1% | 44.0M | — | — |
| SLAB SILICON LABORATORIES INC. | 49.6M | 0.1% | 238.2K | 218.00 | +63.0% |
| AXTA Axalta Coating Systems Ltd. | 48.9M | 0.1% | 1.8M | 36.20 | +17.8% |
| unmapped CUSIP 62914VAJ5 | 48.8M | 0.1% | 47.5M | — | — |
| ZM Zoom Communications, Inc. | 48.2M | 0.1% | 600.0K | 107.43 | +48.9% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 46.6M | 0.1% | 138.0K | 418.95 | +83.3% |
| unmapped CUSIP 436440101 | 45.3M | 0.1% | 598.7K | — | — |
| unmapped CUSIP G4474Y214 | 44.9M | 0.1% | 873.3K | — | — |
| unmapped CUSIP 500688AH9 | 44.8M | 0.1% | 59.0M | — | — |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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