LMR Partners LLP Q1 2021 Filing

Filed May 17, 2021

Portfolio Value

$4.0B

Holdings

937

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (937 positions)

StockValue
SEA LTD
$217.4M
CLEVELAND-CLIFFS INC
$78.8M
PENN 2.75 05/15/26PENN NATIONAL GAMING INC
$78.4M
ALXNALEXION PHARMACEUTICALS INC
$73.7M
WORKSLACK TECHNOLOGIES INC
$70.7M
MELI 2 08/15/28MERCADOLIBRE INC
$70.6M
NIO INC
$69.3M
LSXMKUSDLIBERTY MEDIA CORP-LIBERTY SIR
$68.2M
BIDUNBAIDU INC
$64.9M
LUV 1.25 05/01/25SOUTHWEST AIRLINES CO
$64.6M
CLGXCORELOGIC INC/UNITED STATES
$64.4M
LM03LIBERTY MEDIA CORP-LIBERTY SIR
$63.7M
CAESARS HOLDINGS INC
$59.7M
XLNXEURXILINX INC
$59.2M
MXIMMAXIM INTEGRATED PRODUCTS INC
$49.6M
GDS HOLDINGS LIMITED
$49.3M
$47.1M
WEIBO CORP
$45.0M
GRUBHUB INC
$41.1M
HTHT 0.375 11/01/22HUAZHU GROUP LTD
$39.1M
ISTAR INC
$35.7M
DELLDELL TECHNOLOGIES INC
$34.4M
TMETENCENT MUSIC ENTERTAINMENT GR
$34.2M
BHP GROUP PLC
$34.0M
NOKNOKIA OYJ
$33.7M
ENVESTNET INC
$30.8M
CSGPCOSTAR GROUP INC
$30.2M
LIBERTY INTERACTIVE LLC
$30.1M
BXBLACKSTONE GROUP INC/THE
$29.2M
GOOGLALPHABET INC
$28.3M
AMZNAMAZON.COM INC
$27.3M
DISH 3.375 08/15/26DISH NETWORK CORP
$25.8M
$24.9M
CYTK 4 11/15/26CYTOKINETICS INC
$23.8M
NVDANVIDIA CORP
$23.5M
IQ 2 04/01/25IQIYI INC
$23.3M
RPREALPAGE INC
$23.1M
COHREURCOHERENT INC
$22.7M
TXNMPNM RESOURCES INC
$22.1M
LRCXEURLAM RESEARCH CORP
$21.5M
GW PHARMACEUTICALS PLC
$21.5M
VIPSVIPSHOP HOLDINGS LTD
$20.2M
X 5 11/01/26UNITED STATES STEEL CORP
$20.1M
NFLXNETFLIX INC
$19.8M
4I1PHILIP MORRIS INTERNATIONAL IN
$18.7M
IHS MARKIT LTD
$18.7M
JDJD.COM INC
$18.5M
IPHIINPHI CORP
$17.7M
7HPHP INC
$17.3M
CSCOCISCO SYSTEMS INC/DELAWARE
$17.1M
DISCKUSDDISCOVERY INC
$16.1M
KTKT CORP
$15.7M
SMFGSUMITOMO MITSUI FINANCIAL GROU
$15.5M
PLTRPALANTIR TECHNOLOGIES INC
$15.3M
INFYINFOSYS LTD
$15.2M
CLOVIS ONCOLOGY INC
$14.9M
PRIMAVERA CAPITAL ACQUISITION
$14.6M
0VVBVIACOMCBS INC
$14.4M
SIVBEURSVB FINANCIAL GROUP
$14.3M
AMATAPPLIED MATERIALS INC
$14.2M
VICIVICI PROPERTIES INC
$14.1M
SNPSSYNOPSYS INC
$14.0M
8X8 INC
$13.9M
EXPEEXPEDIA GROUP INC
$13.3M
PRKSSEAWORLD ENTERTAINMENT INC
$13.2M
CPRTCOPART INC
$13.0M
METAFACEBOOK INC
$12.6M
DISWALT DISNEY CO/THE
$12.6M
BKNGBOOKING HOLDINGS INC
$12.5M
BYTE ACQUISITION CORP
$12.0M
FLEXFLEX LTD
$12.0M
NIONIO INC
$12.0M
FOXFOX CORP
$11.9M
TXNTEXAS INSTRUMENTS INC
$11.9M
HH&L ACQUISITION CO
$11.9M
CPNGCOUPANG INC
$11.4M
KDPKEURIG DR PEPPER INC
$11.0M
PTC THERAPEUTICS INC
$11.0M
MSFTMICROSOFT CORP
$10.8M
JBLJABIL INC
$10.7M
NTESNETEASE INC
$10.6M
CHNGUSDCHANGE HEALTHCARE INC
$10.2M
GMGENERAL MOTORS CO
$10.2M
BROOKFIELD PROPERTY PARTNERS L
$10.2M
ELESTEE LAUDER COS INC/THE
$9.9M
TAILWIND TWO ACQUISITION CORP
$9.9M
JAWS ACQUISITION CORP-CL A
$9.4M
PIIPOLARIS INC
$9.1M
MNSTMONSTER BEVERAGE CORP
$9.1M
ARRYARRAY TECHNOLOGIES INC
$8.9M
ACCELERATE ACQUISITION CORP
$8.9M
GPACGLOBAL PARTNER ACQUISITION COR
$8.9M
ENOVCOLFAX CORP
$8.8M
AJRDEURAEROJET ROCKETDYNE HOLDINGS IN
$8.6M
ZEN1EURZENDESK INC
$8.5M
INTCINTEL CORP
$8.5M
DKSDICK'S SPORTING GOODS INC
$8.4M
HBC2HSBC HOLDINGS PLC
$8.3M
STZCONSTELLATION BRANDS INC
$8.1M
FORTRESS CAPITAL ACQUISITION C
$8.1M
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