Lmr Partners Llp

CIK Number: 0001578621

10.69B
Market Value
574
# of Holdings
4 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 SPY SPDR S&P 500 ET...
625.05
+0.74% 804.01K +22.3K% 471.21M 586.03 3.96%
2 EDR Endeavor Group ...
29.25
+1.46% 6.51M +48.13% 203.65M 28.43 1.71%
3 HDB HDFC Bank Limit...
76.54
+0.47% 1.75M +2.01% 111.75M 57.49 0.94%
4 BP BP p.l.c.
30.93
-1.18% 3.33M 0.00% 98.39M 37.04 0.83%
5 NVDA NVIDIA Corporat...
159.21
+1.25% 726.59K -8.21% 97.57M 122.86 0.82%
6 IWM iShares Russell...
223.03
+0.91% 346.48K +338.86% 76.56M 217.24 0.64%
7 FYBR Frontier Commun...
36.50
+0.11% 2.02M +404.20% 69.98M 34.86 0.59%
8 CYBR CyberArk Softwa...
398.76
+2.79% 174.1K +254.56% 58M 314.17 0.49%
9 GLW Corning Incorpo...
53.04
+0.61% 1.2M +140.09% 57.05M 43.83 0.48%
10 SOXX iShares Semicon...
243.69
+0.64% 260K +30.00% 56.03M 237.42 0.47%
11 BTDR Bitdeer Technol...
13.76
+5.20% 19.5M +100.00% 53.2M 2.73 0.45%
12 HES Hess Corporatio...
144.03
+0.36% 382.59K +50.87% 50.89M 140.77 0.43%
13 MSI Motorola Soluti...
424.84
+0.61% 105.15K +4.68% 48.6M 346.67 0.41%
14 BA The Boeing Comp...
215.80
+1.78% 271.53K +636.49% 48.06M 173.61 0.40%
15 IBN ICICI Bank Limi...
33.76
+0.52% 1.59M -36% 47.45M 26.87 0.40%
16 SONY Sony Group Corp...
25.58
-0.49% 2.12M +100.00% 44.85M 21.16 0.38%
17 RIVN Rivian Automoti...
13.09
+1.71% 43.5M -10.31% 43.72M 0.88412 0.37%
18 APH Amphenol Corpor...
99.46
+0.95% 606.3K +105.66% 42.11M 66.31 0.35%
19 TER Teradyne, Inc.
92.16
-2.14% 328.38K +304.39% 41.35M 130.14 0.35%
20 JNPR Juniper Network...
39.95
+0.05% 1.07M +66.57% 40.2M 38.13 0.34%
21 VRTX Vertex Pharmace...
459.62
+0.57% 93.8K +100.00% 37.77M 402.7 0.32%
22 TWLO Twilio Inc.
120.27
+3.23% 346.08K -34.08% 37.4M 65.32 0.31%
23 AVGO Broadcom Inc.
274.94
+1.87% 157.6K -64.94% 36.54M 159.05 0.31%
24 FLEX Flex Ltd.
51.69
+1.87% 950K +100.00% 36.47M 38.39 0.31%
25 AMED Amedisys, Inc.
96.10
+0.15% 401.38K +52.30% 36.44M 93.34 0.31%
26 FE FirstEnergy Cor...
39.88
+0.30% 35M 0.00% 35.16M 0.99074 0.30%
27 ZS Zscaler, Inc.
314.68
+1.73% 27.5M +100.00% 34M 1.24 0.29%
28 MRVL Marvell Technol...
75.06
+1.09% 304.35K -63.11% 33.62M 72.12 0.28%
29 QQQ Invesco QQQ Tru...
555.86
+0.92% 65.51K +467.79% 33.49M 504.51 0.28%
30 INFY Infosys Limited
18.95
+0.32% 1.5M -23.96% 32.85M 17.82 0.28%
31 MSFT Microsoft Corpo...
498.62
+1.53% 77.57K +45.53% 32.7M 388.73 0.28%
32 CORZW Core Scientific...
11.55
+51.23K% 3.92M +100.00% 32.26M 8.22 0.27%
33 ANSS ANSYS, Inc.
367.48
+4.04% 92.62K -0.52% 31.24M 339.08 0.26%
34 AMD Advanced Micro ...
137.79
-0.53% 254.39K +12.09% 30.73M 158.22 0.26%
35 CNP CenterPoint Ene...
35.94
+0.48% 30M +100.00% 30.7M 1.02 0.26%
36 CSCO Cisco Systems, ...
69.25
+0.96% 498.77K +149.38% 29.53M 56.8 0.25%
37 CMPOW CompoSecure, In...
6.99
+4.17% 5.92M +100.00% 27.54M 4.65 0.23%
38 WDC Western Digital...
66.05
+0.41% 452.68K +685.48% 26.99M 60.73 0.23%
39 HCP HashiCorp, Inc.
34.78
0.00% 765.35K -2.8% 26.18M 30.66 0.22%
40 LW Lamb Weston Hol...
52.47
-0.55% 385K +154.97% 25.73M 66.01 0.22%
41 NVDL GraniteShares 1...
71.31
+2.32% 370K -30.84% 24.56M 60.14 0.21%
42 XLK Technology Sele...
256.83
+1.27% 103.74K +135.80% 24.12M 229.65 0.20%
43 GXO GXO Logistics, ...
51.05
+1.03% 550K +100.00% 23.93M 43.5 0.20%
44 GES Guess', Inc.
12.98
+0.31% 25M -3.85% 23.53M 1.09 0.20%
45 GRND Grindr Inc.
22.53
+1.62% 3.4M +100.00% 22.93M 6.75 0.19%
46 ULTA Ulta Beauty, In...
477.79
+0.62% 51.8K +100.00% 22.53M 434.93 0.19%
47 ANET Arista Networks...
102.52
+1.37% 203K +100.00% 22.44M 110.53 0.19%
48 MDB MongoDB, Inc.
211.29
+3.36% 95K +100.00% 22.12M 232.81 0.19%
49 VACH Voyager Acquisi...
10.41
+0.22% 2.18M +100.00% 21.82M 10.02 0.18%
50 EVRG Evergy, Inc.
70.18
+1.74% 20M +100.00% 21.77M 1.09 0.18%
51 ALTM Arcadium Lithiu...
5.84
0.00% 4.23M +100.00% 21.71M 5.13 0.18%
52 CRH CRH plc
94.94
+0.50% 233.78K +1.89% 21.63M 92.74 0.18%
53 HUBS HubSpot, Inc.
560.86
+2.72% 30K -33.33% 20.9M 632.74 0.18%
54 PCOR Procore Technol...
73.11
+3.92% 277K 0.00% 20.76M 61.72 0.17%
55 K Kellanova
80.00
0.00% 248.1K +100.00% 20.09M 80.97 0.17%
56 CUB Lionheart Holdi...
10.46
-0.24% 1.98M +100.00% 20M 10.1 0.17%
57 LPAA Launch One Acqu...
10.41
+0.05% 1.98M +100.00% 19.9M 10.05 0.17%
58 ALAB Astera Labs, In...
90.70
+2.40% 150K -45.45% 19.87M 59.2 0.17%
59 CLS Celestica Inc.
160.29
+3.48% 213.56K +113.56% 19.71M 73.02 0.17%
60 USFD US Foods Holdin...
78.42
+0.89% 286.81K +16.21% 19.35M 56.03 0.16%
61 ALF Centurion Acqui...
10.50
-0.19% 1.88M +100.00% 18.94M 10.1 0.16%
62 ALTR Altair Engineer...
111.85
0.00% 171.71K +100.00% 18.74M 109.11 0.16%
63 NIO NIO Inc.
3.50
+0.72% 25M +100.00% 18.65M 0.74591 0.16%
64 W Wayfair Inc.
56.79
+0.58% 15M 0.00% 18.64M 1.39 0.16%
65 CRM Salesforce, Inc...
272.15
+1.09% 54.15K +1.31K% 18.1M 330.03 0.15%
66 ZBRA Zebra Technolog...
323.72
+1.04% 45.01K +10.49% 17.38M 313.8 0.15%
67 BRBR BellRing Brands...
57.58
+0.14% 230K +100.00% 17.33M 75.34 0.15%
68 COST Costco Wholesal...
985.50
+0.32% 18.86K +73.52% 17.28M 880.12 0.15%
69 AG First Majestic ...
8.51
-0.06% 19M +18.75% 17.25M 0.76898 0.15%
70 SAP Sap Se
303.72
+1.86% 70K +133.33% 17.23M 238.88 0.14%
71 POLE Andretti Acquis...
10.37
0.00% 1.7M +100.00% 16.99M 9.99 0.14%
72 PFE Pfizer Inc.
25.39
+0.30% 635.99K +27.95K% 16.87M 26.54 0.14%
73 ACI Albertsons Comp...
21.93
-0.27% 858.75K -65.78% 16.87M 21.48 0.14%
74 AMZN Amazon.com, Inc...
222.99
+1.40% 76.31K +3.19K% 16.74M 217.1 0.14%
75 PM Philip Morris I...
178.88
+1.69% 138.35K +176.69% 16.65M 120.73 0.14%
76 EXTR Extreme Network...
18.70
+1.41% 990K +100.00% 16.57M 16.74 0.14%
77 BURL Burlington Stor...
247.39
+2.11% 57.75K +9.53K% 16.46M 284.84 0.14%
78 LI Li Auto Inc.
25.95
-0.73% 678.05K +100.00% 16.27M 23.99 0.14%
79 DFS Discover Financ...
200.05
-0.21% 93.81K +67.92% 16.25M 153.61 0.14%
80 WK Workiva Inc.
69.22
+2.02% 147.5K +100.00% 16.15M 109.5 0.14%
81 RBRK Rubrik, Inc.
89.08
+4.09% 245.1K +726.47% 16.02M 61.08 0.13%
82 PDD PDD Holdings In...
103.59
-0.37% 162.21K +236.97% 15.73M 107.67 0.13%
83 IBIT iShares Bitcoin...
62.31
-0.18% 293.34K -53.44% 15.56M 36.16 0.13%
84 LLYVA Liberty Live Gr...
79.94
+1.81% 233.63K 0.00% 15.55M 31.92 0.13%
85 LSCC Lattice Semicon...
52.36
+0.10% 273.75K +1.89K% 15.51M 56.47 0.13%
86 JD JD.com, Inc.
32.03
-1.36% 441.42K -14.52% 15.3M 40 0.13%
87 ML MoneyLion Inc.
85.90
+0.76% 175K +100.00% 15.05M 86.01 0.13%
88 MSTR MicroStrategy I...
404.52
+0.56% 51.92K +246.15% 15.04M 254.66 0.13%
89 HOND HCM II Acquisit...
11.10
-0.14% 1.5M +100.00% 15.03M 10.02 0.13%
90 MACI Melar Acquisiti...
10.52
+0.10% 1.49M +100.00% 14.94M 10.06 0.13%
91 META Meta Platforms,...
717.83
+0.60% 25.5K -69.48% 14.93M 572.44 0.13%
92 RDW Redwire Corpora...
15.99
+2.50% 2.3M +100.00% 14.6M 6.35 0.12%
93 BILL Bill.com Holdin...
48.21
+3.55% 171.91K +115.95% 14.56M 70.57 0.12%
94 NTWOU Newbury Street ...
10.40
-0.38% 1.45M +100.00% 14.5M 10 0.12%
95 COMM CommScope Holdi...
8.67
+4.33% 2.75M +100.00% 14.33M 5.21 0.12%
96 ENLC EnLink Midstrea...
14.12
-0.21% 988.59K +100.00% 13.99M 14.15 0.12%
97 GDX VanEck Gold Min...
52.91
+0.47% 400K +100.00% 13.56M 33.9 0.11%
98 NCNO nCino, Inc.
28.70
+2.61% 400K +100.00% 13.43M 33.58 0.11%
99 LAZR Luminar Technol...
3.03
+6.69% 31.32M +100.00% 13.37M 0.42681 0.11%
100 SPR Spirit AeroSyst...
38.73
+0.75% 388.75K +3.28% 13.25M 32.56 0.11%
101 X United States S...
54.84
0.00% 386.68K +227.78% 13.14M 35.27 0.11%
102 GSK GSK plc
38.18
-0.86% 384.3K -80.97% 13M 39.87 0.11%
103 HLT Hilton Worldwid...
273.42
+1.23% 52.5K +1.31M% 12.98M 247.16 0.11%
104 AVPTW AvePoint Inc
7.37
+6.04% 2.24M +100.00% 12.71M 5.66 0.11%
105 GPAT GP-Act III Acqu...
10.54
-0.05% 1.23M +100.00% 12.42M 10.14 0.10%
106 MBAV M3-Brigade Acqu...
11.57
+0.61% 1.23M +100.00% 12.32M 10.06 0.10%
107 ALDFU Aldel Financial...
10.51
-4.45% 1.2M +100.00% 12.07M 10.06 0.10%
108 WLACU Willow Lane Acq...
10.40
+0.97% 1.2M +100.00% 11.98M 9.98 0.10%
109 DXCM DexCom, Inc.
82.93
-0.78% 153.32K +100.00% 11.92M 77.77 0.10%
110 NVAX Novavax, Inc.
6.81
+0.74% 12M 0.00% 11.89M 0.71438 0.10%
111 NET Cloudflare, Inc...
191.27
+3.03% 110K +100.00% 11.84M 107.68 0.10%
112 PCTY Paylocity Holdi...
184.62
+2.54% 59.01K +73.51% 11.77M 179.59 0.10%
113 ARGX argenx SE
543.48
-0.3% 18.81K +5.71% 11.57M 531.68 0.10%
114 BIDU Baidu, Inc.
86.35
-0.1% 136.01K +100.00% 11.47M 84.31 0.10%
115 KEYS Keysight Techno...
167.05
+0.92% 71.25K -21.03% 11.44M 158.93 0.10%
116 DHR Danaher Corpora...
203.20
+0.35% 49.65K +4.97M% 11.4M 229.55 0.10%
117 SMR NuScale Power C...
35.84
+1.79% 632.83K +100.00% 11.35M 17.93 0.10%
118 GEV GE Vernova Inc.
517.04
+2.37% 34.23K -72.29% 11.26M 191.92 0.09%
119 BAND Bandwidth Inc.
16.05
-0.37% 14M 0.00% 11.22M 0.60527 0.09%
120 WMT Walmart Inc.
98.36
+0.77% 122.3K +100.00% 11.05M 90.35 0.09%
121 CLX The Clorox Comp...
124.84
+0.14% 68K +100.00% 11.04M 162.41 0.09%
122 AMGN Amgen Inc.
298.52
+0.56% 41.98K +799.12% 10.94M 267.43 0.09%
123 PANW Palo Alto Netwo...
201.57
+2.34% 60K +100.00% 10.92M 181.96 0.09%
124 RIO Rio Tinto Group
59.02
-1.93% 183.51K +63.79% 10.79M 62.09 0.09%
125 ACN Accenture plc
304.78
+0.82% 30K +100.00% 10.55M 351.79 0.09%
126 CHX ChampionX Corpo...
26.14
-1.1% 380.48K +100.00% 10.35M 27.19 0.09%
127 COF Capital One Fin...
220.91
+0.96% 56.94K -0.01% 10.15M 149.73 0.09%
128 CCIRU Cohen Circle Ac...
11.46
+3.80% 1M +100.00% 10.12M 10.12 0.09%
129 EQIX Equinix, Inc.
787.00
-1.02% 10.7K -16.31% 10.09M 797.68 0.08%
130 LPBBU Launch Two Acqu...
10.68
0.00% 1M +100.00% 10.05M 10.05 0.08%
131 GSRTU GSR III Acquisi...
11.56
0.00% 998K +100.00% 10.03M 10.05 0.08%
132 BDX Becton, Dickins...
176.16
-0.63% 44.01K +1.49K% 9.99M 227.92 0.08%
133 EQV EQV Ventures Ac...
10.53
+0.09% 1M +100.00% 9.98M 10.08 0.08%
134 FACT FACT II Acquisi...
10.29
0.00% 1M +100.00% 9.98M 9.98 0.08%
135 EW Edwards Lifesci...
76.79
-0.3% 133.64K +100.00% 9.89M 74.03 0.08%
136 NVMI Nova Ltd.
284.96
+3.09% 50.21K -33.24% 9.89M 208.34 0.08%
137 GRAF Graf Global Cor...
10.46
+0.05% 980K +100.00% 9.89M 10.09 0.08%
138 SIMAU SIM Acquisition...
10.50
0.00% 980K +100.00% 9.84M 10.08 0.08%
139 DT Dynatrace, Inc.
56.54
+3.42% 180K +100.00% 9.78M 54.35 0.08%
140 ATUS Altice USA, Inc...
2.22
+6.22% 3.94M +31.28% 9.49M 2.35 0.08%
141 COHR Coherent, Inc.
90.90
+2.87% 100K 0.00% 9.47M 80.72 0.08%
142 ZTO ZTO Express (Ca...
18.05
+0.06% 9.5M +100.00% 9.42M 0.99199 0.08%
143 UNH UnitedHealth Gr...
308.89
+0.43% 18.56K +204.94% 9.39M 531.71 0.08%
144 AZN AstraZeneca PLC
69.49
-2.31% 141.96K +828.71% 9.3M 66.03 0.08%
145 BRZE Braze, Inc.
28.80
+2.24% 221.06K +100.00% 9.26M 41.88 0.08%
146 TTWO Take-Two Intera...
239.10
-0.17% 49.9K +248.03% 9.19M 175.53 0.08%
147 SATS EchoStar Corpor...
31.36
+6.34% 401.01K +233.87% 9.18M 21.06 0.08%
148 BSX Boston Scientif...
104.32
+0.67% 100.89K -30.65% 9.01M 68.75 0.08%
149 BABA Alibaba Group H...
108.61
-1.9% 105.88K -17.08% 8.98M 72.18 0.08%
150 AIG American Intern...
83.18
+1.00% 122.65K -52.06% 8.93M 75.34 0.08%