Tanya Ohadi-Smith

@Lmr Partners Llp

Latest period2024 - Q3

Reported2mo 11d ago

Managed Assets$12.556B

Total holdings906

Assets growth rate6.05%

Assets growth rate (2-Q avg)13.25%

Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Lmr Partners Llp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 906 positions.

Assets under management

The assets under management (AUM) of Lmr Partners Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 12.556B in assets, with a quarterly growth rate of 6.05% and a 2-quarter average growth rate of 13.25%. The portfolio is managed by Tanya Ohadi-Smith, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
4566⤦Infinera Corp Recent Activity New Position	0.47%	$58.227M 51.5M shares@ $1.14 avg price	New Position
INFNInfinera Corp Recent Activity New Position	0.37%	$45.664M↓ Put 6.765M shares@ $6.75 avg price	New Position
TPRTapestry Inc Recent Activity New Position	0.33%	$41.395M↓ Put 881,110 shares@ $46.99 avg price	New Position
FSLRFirst Solar Inc Recent Activity New Position	0.33%	$40.858M↓ Put 163,800 shares@ $249.44 avg price	New Position
5165⤦Lantheus Hldgs Inc Recent Activity New Position	0.26%	$31.982M 20.6M shares@ $1.56 avg price	New Position
ORCLOracle Corp Recent Activity New Position	0.23%	$28.81M↓ Put 169,074 shares@ $170.41 avg price	New Position
OIHVaneck Etf Trust Recent Activity New Position	0.23%	$28.116M↓ Put 99,100 shares@ $283.71 avg price	New Position
3873⤦Granite Constr Inc Recent Activity New Position	0.22%	$27M 15M shares@ $1.8 avg price	New Position
4566⤦Infinera Corp Recent Activity New Position	0.21%	$25.504M 24M shares@ $1.07 avg price	New Position
FYBRFrontier Communications Pare Recent Activity New Position	0.2%	$24.871M 700,000 shares@ $35.53 avg price	New Position