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
CVNACarvana Co Recent Activity New Position	0.05%	$5.728M 32,900 shares@ $174.11 avg price	New Position
DBRGDigitalbridge Group Inc Recent Activity New Position	0.05%	$5.652M↑ Call 400,000 shares@ $14.13 avg price	New Position
PCTYPaylocity Hldg Corp Recent Activity New Position	0.05%	$5.61M 34,007 shares@ $164.98 avg price	New Position
SQSPSquarespace Inc Recent Activity New Position	0.05%	$5.293M 114,000 shares@ $46.43 avg price	New Position
CLSCelestica Inc Recent Activity New Position	0.05%	$5.112M 100,000 shares@ $51.12 avg price	New Position
IBBIshares Tr Recent Activity New Position	0.04%	$4.904M 33,678 shares@ $145.61 avg price	New Position
KTBKontoor Brands Inc Recent Activity New Position	0.04%	$4.799M 58,679 shares@ $81.79 avg price	New Position
LENLennar Corp Recent Activity New Position	0.04%	$4.797M 25,587 shares@ $187.49 avg price	New Position
DDSDillards Inc Recent Activity New Position	0.04%	$4.796M 12,500 shares@ $383.69 avg price	New Position
HSTHost Hotels & Resorts Inc Recent Activity New Position	0.04%	$4.775M 271,313 shares@ $17.61 avg price	New Position