Tanya Ohadi-Smith

@Lmr Partners Llp

Latest period2024 - Q3

Reported2mo 12d 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
GOOGAlphabet Inc Recent Activity Increased 1033.6%	0.35%	$42.833M↓ Put 256,193 shares@ $167.19 avg price	Increased 1033.6%
TWLOTwilio Inc Recent Activity Increased 383.22%	0.35%	$42.752M 655,500 shares@ $65.22 avg price	Increased 383.22%
GEVGe Vernova Inc Recent Activity Increased 74.96%	0.32%	$39.733M↓ Put 155,828 shares@ $254.99 avg price	Increased 74.96%
STXSeagate Technology Hldngs Pl Recent Activity Increased 87.16%	0.3%	$37.471M↑ Call 342,108 shares@ $109.53 avg price	Increased 87.16%
HESHess Corp Recent Activity Increased 13.77%	0.28%	$34.437M 253,589 shares@ $135.8 avg price	Increased 13.77%
SWNSouthwestern Energy Co Recent Activity Increased 551.24%	0.28%	$34.39M 4.837M shares@ $7.11 avg price	Increased 551.24%
ANETArista Networks Inc Recent Activity Increased 568.91%	0.26%	$31.836M 82,944 shares@ $383.82 avg price	Increased 568.91%
SLVIshares Silver Tr Recent Activity Increased 167.86%	0.25%	$30.438M↑ Call 1.071M shares@ $28.41 avg price	Increased 167.86%
COSTCostco Whsl Corp New Recent Activity Increased 288.3%	0.25%	$30.203M 34,069 shares@ $886.52 avg price	Increased 288.3%
0826⤦Bentley Sys Inc Recent Activity Increased 57.9%	0.24%	$30.038M 30M shares@ $1.01 avg price	Increased 57.9%