LMR Partners LLP
LONDON X0 · SEC CIK 0001578621
$268.05亿2026Q2 申报市值
1,491持仓数
22.7%前十大占比 · 第一大 5.3%
420 / 439新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$6.70亿
SPCX 新建仓+$1.83亿
WARNER BROS DISC 加仓+$1.66亿
AMZN 加仓+$1.09亿
GME 新建仓+$1.03亿
2026Q2 卖出最多 按季末市值估算
MU 减仓-$5.10亿
AVGO 减仓-$1.41亿
STRATEGY INC 清仓-$1.13亿
LLY 减仓-$1.08亿
SOXX 清仓-$8,972.42万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | SOCIAL COMM PARTNERS CORP | $384.38万 | 0.01% | 375,000 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $389.22万 | 0.01% | 45,958 | 23,916 | 108.5% | $202.54万 | 加仓 |
| DAAQ | DIGITAL ASSET ACQUISITION CO | $390.64万 | 0.01% | 376,343 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $393.21万 | 0.01% | 11,899 | -24,716 | -67.5% | -$816.77万 | 减仓 |
| HNRG | HALLADOR ENERGY COMPANY | $394.64万 | 0.01% | 226,937 | 226,937 | — | $394.64万 | 新建仓 |
| NRG | NRG ENERGY INC | $396.04万 | 0.01% | 27,115 | 10,061 | 59.0% | $146.95万 | 加仓 |
| ADBE | ADOBE INC 看跌期权 | $397.74万 | 0.01% | 19,400 | -26,900 | -58.1% | -$551.50万 | 减仓 |
| RAMP | LIVERAMP HLDGS INC | $399.45万 | 0.01% | 106,125 | 106,125 | — | $399.45万 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC | $403.16万 | 0.02% | 54,130 | 54,130 | — | $403.16万 | 新建仓 |
| — | SATELLOGIC INC | $403.37万 | 0.02% | 3,126,862 | 1,095,411 | 53.9% | $141.31万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A 看涨期权 | $404.00万 | 0.02% | 250,000 | 214,500 | 604.2% | $346.63万 | 加仓 |
| WWD | WOODWARD INC | $404.30万 | 0.02% | 9,503 | 1,269 | 15.4% | $53.99万 | 加仓 |
| — | BLUEROCK ACQUISITION CORP | $404.40万 | 0.02% | 400,000 | 0 | 0.0% | — | 不变 |
| — | INSIGHT DIGITAL PARTNERS II | $405.20万 | 0.02% | 400,000 | 0 | 0.0% | — | 不变 |
| GDOT | GREEN DOT CORP | $405.30万 | 0.02% | 300,000 | 0 | 0.0% | — | 不变 |
| — | TAILWIND 2.0 ACQUISITION COR | $405.60万 | 0.02% | 400,000 | 0 | 0.0% | — | 不变 |
| — | KRAKACQUISITION CORPORATION | $405.60万 | 0.02% | 400,000 | 0 | 0.0% | — | 不变 |
| — | DYNAMIX CORP III | $406.00万 | 0.02% | 400,000 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $406.61万 | 0.02% | 3,390 | -90,149 | -96.4% | -$1.08亿 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC 看跌期权 | $407.55万 | 0.02% | 51,400 | 0 | 0.0% | — | 不变 |
| — | SOLARIUS CAPITAL ACQU CORP | $413.20万 | 0.02% | 400,000 | 0 | 0.0% | — | 不变 |
| — | FIGX CAP ACQUISITION CORP. | $413.60万 | 0.02% | 400,000 | 0 | 0.0% | — | 不变 |
| SOUL | SOULPOWER ACQUISITION CORP | $414.00万 | 0.02% | 400,000 | 0 | 0.0% | — | 不变 |
| SZZL | SIZZLE ACQUISITION CORP. II | $414.40万 | 0.02% | 400,000 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $416.84万 | 0.02% | 73,155 | 27,065 | 58.7% | $154.22万 | 加仓 |
| INTU | INTUIT | $421.54万 | 0.02% | 16,151 | 12,451 | 336.5% | $324.97万 | 加仓 |
| DIS | DISNEY WALT CO | $423.30万 | 0.02% | 43,979 | 3,142 | 7.7% | $30.24万 | 加仓 |
| ALB | ALBEMARLE CORP | $426.11万 | 0.02% | 31,557 | 31,557 | — | $426.11万 | 新建仓 |
| — | ARTIUS II ACQUISITION INC | $427.20万 | 0.02% | 400,000 | 0 | 0.0% | — | 不变 |
| — | COLLECTIVE ACQUISITION CORP | $428.00万 | 0.02% | 400,000 | 0 | 0.0% | — | 不变 |
| VAL | VALARIS LTD | $436.08万 | 0.02% | 60,066 | 45,562 | 314.1% | $330.78万 | 加仓 |
| NXT | NEXTPOWER INC | $438.44万 | 0.02% | 36,800 | 33,550 | 1,032.3% | $399.71万 | 加仓 |
| ARRY | ARRAY TECHNOLOGIES INC 看涨期权 | $440.52万 | 0.02% | 594,500 | 274,500 | 85.8% | $203.40万 | 加仓 |
| — | ALPHA TAU MEDICAL LTD | $440.92万 | 0.02% | 1,494,631 | 1,084,984 | 264.9% | $320.07万 | 加仓 |
| AMBQ | AMBIQ MICRO INC | $441.50万 | 0.02% | 50,000 | 50,000 | — | $441.50万 | 新建仓 |
| MRNA | MODERNA INC | $441.57万 | 0.02% | 63,055 | 62,356 | 8,920.7% | $436.68万 | 加仓 |
| INFQ | INFLEQTION INC | $445.23万 | 0.02% | 334,257 | -32,765 | -8.9% | -$43.64万 | 减仓 |
| ARKK | ARK ETF TR 看涨期权 | $445.32万 | 0.02% | 55,100 | 55,100 | — | $445.32万 | 新建仓 |
| TJX | TJX COS INC NEW | $451.03万 | 0.02% | 29,771 | -4,502 | -13.1% | -$68.21万 | 减仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $451.35万 | 0.02% | 12,100 | -103,800 | -89.6% | -$3,871.95万 | 减仓 |
| HCAC | HALL CHADWICK ACQUISITION CO | $451.80万 | 0.02% | 450,000 | 450,000 | — | $451.80万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $452.80万 | 0.02% | 33,097 | 29,063 | 720.5% | $397.61万 | 重新持有 |
| UEC | URANIUM ENERGY CORP | $453.05万 | 0.02% | 425,000 | -35,000 | -7.6% | -$37.31万 | 减仓 |
| AADX | APPLIED AEROSPACE & DEFENSE | $455.60万 | 0.02% | 200,000 | 200,000 | — | $455.60万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $458.72万 | 0.02% | 107,478 | -125,323 | -53.8% | -$534.88万 | 减仓 |
| XE | X-ENERGY INC | $460.08万 | 0.02% | 250,588 | 250,588 | — | $460.08万 | 新建仓 |
| — | TWELVE SEAS INVT CO III | $461.25万 | 0.02% | 450,000 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $463.79万 | 0.02% | 29,605 | 6,312 | 27.1% | $98.88万 | 加仓 |
| CEPV | CANTOR EQUITY PARTNERS V INC | $464.06万 | 0.02% | 450,000 | 0 | 0.0% | — | 不变 |
| AXIN | AXIOM INTELLIGENCE AC CORP 1 | $465.30万 | 0.02% | 450,000 | 450,000 | — | $465.30万 | 新建仓 |
| SLV | ISHARES SILVER TR | $465.69万 | 0.02% | 87,093 | -92,629 | -51.5% | -$495.29万 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $465.80万 | 0.02% | 38,000 | 7,150 | 23.2% | $87.64万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $469.86万 | 0.02% | 13,891 | 8,679 | 166.5% | $293.57万 | 加仓 |
| ADBE | ADOBE INC | $472.02万 | 0.02% | 23,023 | -9,120 | -28.4% | -$186.98万 | 减仓 |
| JACS | JACKSON ACQUISITION CO II | $472.15万 | 0.02% | 443,751 | 0 | 0.0% | — | 不变 |
| — | SABRE GLBL INC | $473.35万 | 0.02% | 4,650,000 | -26,900,000 | -85.3% | -$2,738.31万 | 减仓 |
| ALMR | ALAMAR BIOSCIENCES INC | $474.07万 | 0.02% | 175,000 | 175,000 | — | $474.07万 | 新建仓 |
| BILI | BILIBILI INC | $474.17万 | 0.02% | 278,430 | -174,992 | -38.6% | -$298.01万 | 减仓 |
| — | NORTHFIELD BANCORP INC DEL | $475.91万 | 0.02% | 323,091 | 0 | 0.0% | — | 不变 |
| — | CROSS CTRY HEALTHCARE INC | $486.19万 | 0.02% | 368,045 | 346,335 | 1,595.3% | $457.51万 | 重新持有 |
| IMSR | TERRESTRIAL ENERGY INC | $489.02万 | 0.02% | 690,702 | 0 | 0.0% | — | 不变 |
| CIFR | CIPHER DIGITAL INC 看涨期权 | $490.00万 | 0.02% | 200,000 | 200,000 | — | $490.00万 | 新建仓 |
| CRML | CRITICAL METALS CORP 看跌期权 | $490.15万 | 0.02% | 478,200 | 475,200 | 15,840.0% | $487.08万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $494.84万 | 0.02% | 9,962 | -9,891 | -49.8% | -$491.32万 | 减仓 |
| GOOGL | ALPHABET INC 看跌期权 | $496.74万 | 0.02% | 13,900 | -51,900 | -78.9% | -$1,854.75万 | 减仓 |
| GOOGL | ALPHABET INC 看涨期权 | $496.74万 | 0.02% | 13,900 | -27,800 | -66.7% | -$993.49万 | 减仓 |
| PEN | PENUMBRA INC 看跌期权 | $498.88万 | 0.02% | 15,800 | 15,800 | — | $498.88万 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP 看涨期权 | $499.31万 | 0.02% | 506,400 | 456,400 | 912.8% | $450.01万 | 加仓 |
| — | ENERGY TRANSITION SPL OPPORT | $500.00万 | 0.02% | 500,000 | 500,000 | — | $500.00万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $500.97万 | 0.02% | 18,633 | 18,633 | — | $500.97万 | 新建仓 |
| — | ART TECHNOLOGY ACQUISITION C | $501.50万 | 0.02% | 500,000 | 0 | 0.0% | — | 不变 |
| — | BLUE WTR ACQUISITION CORP IV | $502.00万 | 0.02% | 500,000 | 0 | 0.0% | — | 不变 |
| — | MOZAYYX ACQUISITION CORP | $502.50万 | 0.02% | 500,000 | 0 | 0.0% | — | 不变 |
| — | ACP HOLDINGS ACQUISITION COR | $503.50万 | 0.02% | 500,000 | 500,000 | — | $503.50万 | 新建仓 |
| — | HENNESSY CAP INVTS CORP VIII | $504.00万 | 0.02% | 500,000 | 0 | 0.0% | — | 不变 |
| — | PALOMA ACQUISITION CORP I | $504.00万 | 0.02% | 500,000 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $505.08万 | 0.02% | 18,569 | 12,472 | 204.6% | $339.24万 | 加仓 |
| FVAV | FORTRESS VALUE ACQU CORP V | $505.50万 | 0.02% | 500,000 | 0 | 0.0% | — | 不变 |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | $505.97万 | 0.02% | 159,109 | 33,904 | 27.1% | $107.81万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $506.85万 | 0.02% | 10,129 | 6,730 | 198.0% | $336.76万 | 加仓 |
| IPXG | COLUMBUS CIRCLE CAP CORP II | $507.00万 | 0.02% | 500,000 | 500,000 | — | $507.00万 | 新建仓 |
| — | BLACK SPADE ACQUISITION III | $507.50万 | 0.02% | 500,000 | 0 | 0.0% | — | 不变 |
| — | ESPERION THERAPEUTICS INC NE | $507.87万 | 0.02% | 1,607,177 | 1,571,318 | 4,381.9% | $496.54万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $507.92万 | 0.02% | 20,450 | 19,620 | 2,363.9% | $487.30万 | 加仓 |
| — | INVEST GREEN ACQUISITION COR | $509.00万 | 0.02% | 500,000 | 0 | 0.0% | — | 不变 |
| — | ONEIM ACQUISITION CORP | $509.00万 | 0.02% | 500,000 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC 看跌期权 | $509.00万 | 0.02% | 20,000 | -34,100 | -63.0% | -$867.85万 | 重新持有 |
| — | FOREFRONT TECHNOLOGY HOLDING | $510.00万 | 0.02% | 500,000 | 500,000 | — | $510.00万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $510.62万 | 0.02% | 28,434 | 28,434 | — | $510.62万 | 新建仓 |
| NSTR | VIKING ACQUISITION CORP I | $511.00万 | 0.02% | 500,000 | 500,000 | — | $511.00万 | 新建仓 |
| — | AMERICAN DRIVE ACQUISITION C | $511.50万 | 0.02% | 500,000 | 0 | 0.0% | — | 不变 |
| — | WEBULL CORP | $511.59万 | 0.02% | 2,664,529 | 0 | 0.0% | — | 不变 |
| — | KARBON CAP PARTNERS CORP | $513.00万 | 0.02% | 500,000 | 0 | 0.0% | — | 不变 |
| — | ARCHIMEDES TECH SPAC PARTNER | $516.34万 | 0.02% | 478,978 | -371,022 | -43.6% | -$399.96万 | 减仓 |
| — | INFLECTION PT ACQUISITION CO | $516.50万 | 0.02% | 500,000 | 0 | 0.0% | — | 不变 |
| SMTC | SEMTECH CORP | $517.53万 | 0.02% | 31,976 | -297,145 | -90.3% | -$4,809.29万 | 减仓 |
| — | OLAPLEX HLDGS INC | $517.91万 | 0.02% | 2,526,409 | 2,526,409 | — | $517.91万 | 新建仓 |
| — | JANUS HENDERSON GROUP PLC | $518.00万 | 0.02% | 99,712 | -773,615 | -88.6% | -$4,018.93万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $520.09万 | 0.02% | 95,220 | 95,220 | — | $520.09万 | 新建仓 |
| FERA | FIFTH ERA ACQUISITION CORP I | $521.00万 | 0.02% | 500,000 | 500,000 | — | $521.00万 | 新建仓 |