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 |
|---|---|---|---|---|---|---|---|---|
| CUBE | CUBESMART | $0 | 0.00% | 0 | -276,311 | -100.0% | -$1,012.68万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -154,882 | -100.0% | -$1,006.73万 | 清仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $0 | 0.00% | 0 | -158,919 | -100.0% | -$1,005.32万 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -82,229 | -100.0% | -$1,004.18万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -23,600 | -100.0% | -$1,002.27万 | 清仓 |
| XENE | XENON PHARMACEUTICALS INC 看跌期权 | $0 | 0.00% | 0 | -171,800 | -100.0% | -$999.02万 | 清仓 |
| GTY | GETTY RLTY CORP NEW | $0 | 0.00% | 0 | -314,141 | -100.0% | -$998.97万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T 看涨期权 | $0 | 0.00% | 0 | -52,000 | -100.0% | -$997.98万 | 清仓 |
| INVH | INVITATION HOMES INC | $0 | 0.00% | 0 | -395,562 | -100.0% | -$982.97万 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -233,471 | -100.0% | -$981.75万 | 清仓 |
| LINE | LINEAGE INC | $0 | 0.00% | 0 | -299,486 | -100.0% | -$981.12万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC 看跌期权 | $0 | 0.00% | 0 | -21,500 | -100.0% | -$960.06万 | 清仓 |
| — | CARTESIAN GROWTH CORP III | $0 | 0.00% | 0 | -918,231 | -100.0% | -$941.65万 | 清仓 |
| WPC | WP CAREY INC | $0 | 0.00% | 0 | -138,518 | -100.0% | -$941.37万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -100,000 | -100.0% | -$939.30万 | 清仓 |
| — | AMERICAN WOODMARK CORP | $0 | 0.00% | 0 | -231,388 | -100.0% | -$921.62万 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $0 | 0.00% | 0 | -140,000 | -100.0% | -$904.54万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -27,659 | -100.0% | -$879.94万 | 清仓 |
| BAC | BANK AMERICA CORP 看涨期权 | $0 | 0.00% | 0 | -173,500 | -100.0% | -$845.81万 | 清仓 |
| VALE | VALE S A 看涨期权 | $0 | 0.00% | 0 | -500,000 | -100.0% | -$795.50万 | 清仓 |
| VALE | VALE S A 看跌期权 | $0 | 0.00% | 0 | -500,000 | -100.0% | -$795.50万 | 清仓 |
| — | DAY ONE BIOPHARMACEUTICALS I | $0 | 0.00% | 0 | -362,641 | -100.0% | -$777.50万 | 清仓 |
| HUT | HUT 8 CORP | $0 | 0.00% | 0 | -165,000 | -100.0% | -$774.01万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -2,280 | -100.0% | -$770.13万 | 清仓 |
| COPX | GLOBAL X FDS | $0 | 0.00% | 0 | -100,000 | -100.0% | -$763.50万 | 清仓 |
| CORZ | CORE SCIENTIFIC INC NEW 看涨期权 | $0 | 0.00% | 0 | -500,000 | -100.0% | -$748.00万 | 清仓 |
| — | LIVE OAK ACQUISITION CORP V | $0 | 0.00% | 0 | -700,000 | -100.0% | -$728.00万 | 清仓 |
| PLXS | PLEXUS CORP | $0 | 0.00% | 0 | -35,385 | -100.0% | -$716.69万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -210,322 | -100.0% | -$705.21万 | 清仓 |
| NOK | NOKIA CORP 看涨期权 | $0 | 0.00% | 0 | -870,900 | -100.0% | -$700.20万 | 清仓 |
| SYF | SYNCHRONY FINANCIAL 看跌期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$680.20万 | 清仓 |
| SYF | SYNCHRONY FINANCIAL 看涨期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$680.20万 | 清仓 |
| UEC | URANIUM ENERGY CORP 看跌期权 | $0 | 0.00% | 0 | -500,000 | -100.0% | -$675.00万 | 清仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $0 | 0.00% | 0 | -804,412 | -100.0% | -$667.66万 | 清仓 |
| CHRD | CHORD ENERGY CORPORATION | $0 | 0.00% | 0 | -46,782 | -100.0% | -$665.15万 | 清仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. 看涨期权 | $0 | 0.00% | 0 | -87,700 | -100.0% | -$661.87万 | 清仓 |
| IBN | ICICI BANK LIMITED | $0 | 0.00% | 0 | -250,527 | -100.0% | -$648.86万 | 清仓 |
| SN | SHARKNINJA INC | $0 | 0.00% | 0 | -60,853 | -100.0% | -$644.43万 | 清仓 |
| VRT | VERTIV HOLDINGS CO 看涨期权 | $0 | 0.00% | 0 | -25,600 | -100.0% | -$641.48万 | 清仓 |
| AXON | AXON ENTERPRISE INC 看涨期权 | $0 | 0.00% | 0 | -15,000 | -100.0% | -$637.03万 | 清仓 |
| — | REAL ASSET ACQUISITION CORP | $0 | 0.00% | 0 | -595,317 | -100.0% | -$625.08万 | 清仓 |
| KWEB | KRANESHARES TRUST | $0 | 0.00% | 0 | -217,500 | -100.0% | -$618.35万 | 清仓 |
| — | SILICON VY ACQUISITION CORP | $0 | 0.00% | 0 | -600,000 | -100.0% | -$601.20万 | 清仓 |
| AXTI | AXT INC | $0 | 0.00% | 0 | -105,000 | -100.0% | -$598.29万 | 清仓 |
| OKLO | OKLO INC 看跌期权 | $0 | 0.00% | 0 | -120,400 | -100.0% | -$597.06万 | 清仓 |
| SHOP | SHOPIFY INC 看跌期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$593.10万 | 清仓 |
| DDOG | DATADOG INC 看跌期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$590.25万 | 清仓 |
| DDOG | DATADOG INC 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$590.25万 | 清仓 |
| JETS | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -232,337 | -100.0% | -$572.25万 | 清仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -164,479 | -100.0% | -$558.41万 | 清仓 |
| BLSH | BULLISH | $0 | 0.00% | 0 | -153,204 | -100.0% | -$547.40万 | 清仓 |
| COF | CAPITAL ONE FINL CORP 看涨期权 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$547.29万 | 清仓 |
| WSM | WILLIAMS SONOMA INC 看跌期权 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$546.99万 | 清仓 |
| WSM | WILLIAMS SONOMA INC 看涨期权 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$546.99万 | 清仓 |
| TVTX | TRAVERE THERAPEUTICS INC 看跌期权 | $0 | 0.00% | 0 | -182,900 | -100.0% | -$543.40万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -25,657 | -100.0% | -$538.87万 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT IN 看涨期权 | $0 | 0.00% | 0 | -35,000 | -100.0% | -$533.78万 | 清仓 |
| NKE | NIKE INC 看涨期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$528.20万 | 清仓 |
| — | FIFTH ERA ACQUISITION CORP I | $0 | 0.00% | 0 | -500,000 | -100.0% | -$527.00万 | 清仓 |
| UAE | ISHARES TR | $0 | 0.00% | 0 | -282,141 | -100.0% | -$526.19万 | 清仓 |
| DMAA | DRUGS MADE IN AMER ACQUTN CO | $0 | 0.00% | 0 | -500,000 | -100.0% | -$524.00万 | 清仓 |
| CNR | CORE NATURAL RESOURCES INC 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$523.65万 | 清仓 |
| — | MOUNTAIN LAKE ACQUISITION CO | $0 | 0.00% | 0 | -496,989 | -100.0% | -$523.33万 | 清仓 |
| ASST | STRIVE INC | $0 | 0.00% | 0 | -520,072 | -100.0% | -$521.11万 | 清仓 |
| CLSK | CLEANSPARK INC | $0 | 0.00% | 0 | -611,445 | -100.0% | -$520.34万 | 清仓 |
| CCL | CARNIVAL CORP 看涨期权 | $0 | 0.00% | 0 | -200,000 | -100.0% | -$517.60万 | 清仓 |
| — | CHURCHILL CAP CORP XI | $0 | 0.00% | 0 | -500,000 | -100.0% | -$512.50万 | 清仓 |
| FLUT | FLUTTER ENTMT PLC 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$509.75万 | 清仓 |
| USO | UNITED STS OIL FD LP 看涨期权 | $0 | 0.00% | 0 | -40,000 | -100.0% | -$509.00万 | 清仓 |
| — | VIKING ACQUISITION CORP I | $0 | 0.00% | 0 | -500,000 | -100.0% | -$500.50万 | 清仓 |
| — | COLUMBUS CIRCLE CAP CORP II | $0 | 0.00% | 0 | -500,000 | -100.0% | -$499.50万 | 清仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -125,000 | -100.0% | -$496.50万 | 清仓 |
| JETS | ETF SER SOLUTIONS 看涨期权 | $0 | 0.00% | 0 | -200,000 | -100.0% | -$492.60万 | 清仓 |
| XOP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -27,000 | -100.0% | -$490.94万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -80,000 | -100.0% | -$490.08万 | 清仓 |
| VALE | VALE S A | $0 | 0.00% | 0 | -305,000 | -100.0% | -$485.25万 | 清仓 |
| AVO | MISSION PRODUCE INC | $0 | 0.00% | 0 | -347,426 | -100.0% | -$478.06万 | 清仓 |
| BP | BP PLC 看涨期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$470.00万 | 清仓 |
| — | AXIOM INTELLIGENCE AC CORP 1 | $0 | 0.00% | 0 | -450,000 | -100.0% | -$462.60万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC 看跌期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$461.55万 | 清仓 |
| — | HALL CHADWICK ACQUISITION CO | $0 | 0.00% | 0 | -450,000 | -100.0% | -$461.25万 | 清仓 |
| PLSE | PULSE BIOSCIENCES INC | $0 | 0.00% | 0 | -213,137 | -100.0% | -$460.16万 | 清仓 |
| EQNR | EQUINOR ASA | $0 | 0.00% | 0 | -107,027 | -100.0% | -$451.65万 | 清仓 |
| DINO | HF SINCLAIR CORP | $0 | 0.00% | 0 | -72,301 | -100.0% | -$451.09万 | 清仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $0 | 0.00% | 0 | -186,049 | -100.0% | -$429.40万 | 清仓 |
| LGN | LEGENCE CORP | $0 | 0.00% | 0 | -75,450 | -100.0% | -$425.99万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -7,000 | -100.0% | -$423.07万 | 清仓 |
| — | BAKKT INC | $0 | 0.00% | 0 | -566,971 | -100.0% | -$417.29万 | 清仓 |
| XNDU | XANADU QUANTUM TECHNOLO LTD | $0 | 0.00% | 0 | -539,838 | -100.0% | -$413.52万 | 清仓 |
| VG | VENTURE GLOBAL INC | $0 | 0.00% | 0 | -260,622 | -100.0% | -$410.74万 | 清仓 |
| — | CANTOR EQUITY PARTNERS III I | $0 | 0.00% | 0 | -389,297 | -100.0% | -$401.37万 | 清仓 |
| RVMD | REVOLUTION MEDICINES INC 看涨期权 | $0 | 0.00% | 0 | -40,000 | -100.0% | -$389.00万 | 清仓 |
| PBR | PETROLEO BRASILEIRO S A 看跌期权 | $0 | 0.00% | 0 | -185,500 | -100.0% | -$384.91万 | 清仓 |
| SMR | NUSCALE PWR CORP 看跌期权 | $0 | 0.00% | 0 | -350,000 | -100.0% | -$379.40万 | 清仓 |
| OPTU | OPTIMUM COMMUNICATIONS INC | $0 | 0.00% | 0 | -2,899,632 | -100.0% | -$376.95万 | 清仓 |
| — | SAFEGUARD ACQUISITION CORP | $0 | 0.00% | 0 | -350,000 | -100.0% | -$353.85万 | 清仓 |
| KRE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -53,990 | -100.0% | -$351.74万 | 清仓 |
| NVDL | GRANITESHARES ETF TR 看跌期权 | $0 | 0.00% | 0 | -144,900 | -100.0% | -$350.51万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC 看跌期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$346.50万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$346.50万 | 清仓 |