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 |
|---|---|---|---|---|---|---|---|---|
| WFRD | WEATHERFORD INTL PLC | $0 | 0.00% | 0 | -36,314 | -100.0% | -$343.46万 | 清仓 |
| INFY | INFOSYS LTD | $0 | 0.00% | 0 | -250,000 | -100.0% | -$337.75万 | 清仓 |
| — | LEGATO MERGER CORP III | $0 | 0.00% | 0 | -300,000 | -100.0% | -$329.70万 | 清仓 |
| NAVN | NAVAN INC | $0 | 0.00% | 0 | -248,753 | -100.0% | -$329.35万 | 清仓 |
| XENE | XENON PHARMACEUTICALS INC | $0 | 0.00% | 0 | -56,200 | -100.0% | -$326.80万 | 清仓 |
| T | AT&T INC 看跌期权 | $0 | 0.00% | 0 | -111,700 | -100.0% | -$323.82万 | 清仓 |
| FUTU | FUTU HLDGS LTD | $0 | 0.00% | 0 | -23,264 | -100.0% | -$318.16万 | 清仓 |
| — | CSG SYS INTL INC | $0 | 0.00% | 0 | -39,718 | -100.0% | -$317.51万 | 清仓 |
| AGMB | AGOMAB THERAPEUTICS NV | $0 | 0.00% | 0 | -300,000 | -100.0% | -$314.70万 | 清仓 |
| XPO | XPO INC | $0 | 0.00% | 0 | -16,146 | -100.0% | -$314.12万 | 清仓 |
| NE | NOBLE CORP PLC | $0 | 0.00% | 0 | -63,609 | -100.0% | -$312.13万 | 清仓 |
| JD | JD.COM INC 看涨期权 | $0 | 0.00% | 0 | -104,000 | -100.0% | -$307.53万 | 清仓 |
| BETA | BETA TECHNOLOGIES INC | $0 | 0.00% | 0 | -200,968 | -100.0% | -$295.42万 | 清仓 |
| AMH | AMERICAN HOMES 4 RENT | $0 | 0.00% | 0 | -105,086 | -100.0% | -$293.40万 | 清仓 |
| CIFR | CIPHER DIGITAL INC 看跌期权 | $0 | 0.00% | 0 | -226,300 | -100.0% | -$291.25万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -16,300 | -100.0% | -$289.93万 | 清仓 |
| GOOG | ALPHABET INC 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$286.86万 | 清仓 |
| LUV | SOUTHWEST AIRLS CO 看跌期权 | $0 | 0.00% | 0 | -75,000 | -100.0% | -$281.77万 | 清仓 |
| — | WILLOW LANE ACQUISITION CORP | $0 | 0.00% | 0 | -963,177 | -100.0% | -$279.32万 | 清仓 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -40,000 | -100.0% | -$272.08万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$266.00万 | 清仓 |
| GSAT | GLOBALSTAR INC 看涨期权 | $0 | 0.00% | 0 | -40,000 | -100.0% | -$265.68万 | 清仓 |
| — | CANTALOUPE INC | $0 | 0.00% | 0 | -240,160 | -100.0% | -$259.61万 | 清仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $0 | 0.00% | 0 | -125,000 | -100.0% | -$259.25万 | 清仓 |
| — | CALAVO GROWERS INC 看跌期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$257.90万 | 清仓 |
| IGV | ISHARES TR 看涨期权 | $0 | 0.00% | 0 | -30,900 | -100.0% | -$247.35万 | 清仓 |
| YSS | YORK SPACE SYSTEMS INC | $0 | 0.00% | 0 | -110,689 | -100.0% | -$245.40万 | 清仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $0 | 0.00% | 0 | -103,200 | -100.0% | -$241.38万 | 清仓 |
| STNG | SCORPIO TANKERS INC 看涨期权 | $0 | 0.00% | 0 | -32,100 | -100.0% | -$239.66万 | 清仓 |
| NTSK | NETSKOPE INC | $0 | 0.00% | 0 | -279,200 | -100.0% | -$237.04万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -63,871 | -100.0% | -$234.73万 | 清仓 |
| KLAR | KLARNA GROUP PLC | $0 | 0.00% | 0 | -173,587 | -100.0% | -$227.23万 | 清仓 |
| IMNM | IMMUNOME INC | $0 | 0.00% | 0 | -101,401 | -100.0% | -$221.76万 | 清仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $0 | 0.00% | 0 | -39,083 | -100.0% | -$220.86万 | 清仓 |
| — | HAYMAKER ACQUISITION CORP IV | $0 | 0.00% | 0 | -734,699 | -100.0% | -$216.74万 | 清仓 |
| AAL | AMERICAN AIRLINES GROUP INC 看跌期权 | $0 | 0.00% | 0 | -200,000 | -100.0% | -$214.80万 | 清仓 |
| AAL | AMERICAN AIRLINES GROUP INC 看涨期权 | $0 | 0.00% | 0 | -200,000 | -100.0% | -$214.80万 | 清仓 |
| — | VINE HILL CAP INVT CORP. | $0 | 0.00% | 0 | -1,743,162 | -100.0% | -$212.67万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC 看涨期权 | $0 | 0.00% | 0 | -10,300 | -100.0% | -$203.72万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -32,606 | -100.0% | -$200.04万 | 清仓 |
| PSA | PUBLIC STORAGE OPER CO | $0 | 0.00% | 0 | -7,378 | -100.0% | -$199.86万 | 清仓 |
| EXR | EXTRA SPACE STORAGE INC | $0 | 0.00% | 0 | -15,224 | -100.0% | -$199.63万 | 清仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $0 | 0.00% | 0 | -18,791 | -100.0% | -$199.58万 | 清仓 |
| NNN | NNN REIT INC | $0 | 0.00% | 0 | -47,443 | -100.0% | -$199.40万 | 清仓 |
| KIM | KIMCO REALTY CORP | $0 | 0.00% | 0 | -88,691 | -100.0% | -$199.29万 | 清仓 |
| BRX | BRIXMOR PPTY GROUP INC | $0 | 0.00% | 0 | -68,977 | -100.0% | -$198.65万 | 清仓 |
| GFL | GFL ENVIRONMENTAL INC | $0 | 0.00% | 0 | -47,214 | -100.0% | -$196.98万 | 清仓 |
| NU | NU HLDGS LTD 看跌期权 | $0 | 0.00% | 0 | -130,300 | -100.0% | -$187.24万 | 清仓 |
| NU | NU HLDGS LTD 看涨期权 | $0 | 0.00% | 0 | -130,300 | -100.0% | -$187.24万 | 清仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS 看涨期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$187.00万 | 清仓 |
| SPG | SIMON PPTY GROUP INC NEW 看跌期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$186.53万 | 清仓 |
| EL | LAUDER ESTEE COS INC 看涨期权 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$179.43万 | 清仓 |
| — | SEMRUSH HLDGS INC | $0 | 0.00% | 0 | -148,444 | -100.0% | -$177.24万 | 清仓 |
| — | GOLDEN ENTMT INC | $0 | 0.00% | 0 | -64,986 | -100.0% | -$173.45万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW 看涨期权 | $0 | 0.00% | 0 | -78,500 | -100.0% | -$169.72万 | 清仓 |
| XME | SPDR SERIES TRUST 看涨期权 | $0 | 0.00% | 0 | -15,000 | -100.0% | -$162.01万 | 清仓 |
| — | ISHARES ETHEREUM TR | $0 | 0.00% | 0 | -101,270 | -100.0% | -$160.31万 | 清仓 |
| NN | NEXTNAV INC 看涨期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$160.20万 | 清仓 |
| VG | VENTURE GLOBAL INC 看涨期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$157.60万 | 清仓 |
| CWEN | CLEARWAY ENERGY INC 看跌期权 | $0 | 0.00% | 0 | -40,000 | -100.0% | -$157.16万 | 清仓 |
| CWEN | CLEARWAY ENERGY INC 看涨期权 | $0 | 0.00% | 0 | -40,000 | -100.0% | -$157.16万 | 清仓 |
| KC | KINGSOFT CLOUD HLDGS LTD | $0 | 0.00% | 0 | -117,240 | -100.0% | -$156.63万 | 清仓 |
| SMR | NUSCALE PWR CORP | $0 | 0.00% | 0 | -136,600 | -100.0% | -$148.07万 | 清仓 |
| — | ONESTREAM INC | $0 | 0.00% | 0 | -56,035 | -100.0% | -$134.48万 | 清仓 |
| — | TRI POINTE HOMES INC | $0 | 0.00% | 0 | -28,748 | -100.0% | -$134.34万 | 清仓 |
| CF | CF INDUSTRIES HOLD 看涨期权 | $0 | 0.00% | 0 | -10,100 | -100.0% | -$131.14万 | 清仓 |
| — | INFLEQTION INC | $0 | 0.00% | 0 | -295,200 | -100.0% | -$130.63万 | 清仓 |
| EXK | ENDEAVOUR SILVER CORP | $0 | 0.00% | 0 | -140,000 | -100.0% | -$130.34万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -50,000 | -100.0% | -$129.40万 | 清仓 |
| — | PERCEPTIVE CAP SOLUTIONS COR | $0 | 0.00% | 0 | -117,421 | -100.0% | -$128.81万 | 清仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC 看涨期权 | $0 | 0.00% | 0 | -65,600 | -100.0% | -$128.31万 | 清仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$127.40万 | 清仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $0 | 0.00% | 0 | -22,234 | -100.0% | -$125.91万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,557 | -100.0% | -$125.87万 | 清仓 |
| KRE | SPDR SERIES TRUST 看涨期权 | $0 | 0.00% | 0 | -19,300 | -100.0% | -$125.74万 | 清仓 |
| — | SUN CTRY AIRLS HLDGS INC | $0 | 0.00% | 0 | -74,058 | -100.0% | -$122.34万 | 清仓 |
| DHI | D R HORTON INC 看涨期权 | $0 | 0.00% | 0 | -8,900 | -100.0% | -$122.13万 | 清仓 |
| DHI | D R HORTON INC 看跌期权 | $0 | 0.00% | 0 | -8,900 | -100.0% | -$122.13万 | 清仓 |
| EIKN | EIKON THERAPEUTICS INC | $0 | 0.00% | 0 | -115,000 | -100.0% | -$121.67万 | 清仓 |
| BOBS | BOBS DISC FURNITURE INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$117.50万 | 清仓 |
| WLTH | WEALTHFRONT CORP | $0 | 0.00% | 0 | -126,930 | -100.0% | -$117.41万 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -8,600 | -100.0% | -$117.04万 | 清仓 |
| JD | JD.COM INC | $0 | 0.00% | 0 | -38,530 | -100.0% | -$113.93万 | 清仓 |
| TTD | THE TRADE DESK INC 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$113.45万 | 清仓 |
| SO | SOUTHERN CO 看涨期权 | $0 | 0.00% | 0 | -11,600 | -100.0% | -$111.96万 | 清仓 |
| OUST | OUSTER INC 看涨期权 | $0 | 0.00% | 0 | -60,000 | -100.0% | -$110.22万 | 清仓 |
| — | PEAKSTONE REALTY TRUST | $0 | 0.00% | 0 | -51,538 | -100.0% | -$107.66万 | 清仓 |
| SJM | SMUCKER J M CO | $0 | 0.00% | 0 | -10,964 | -100.0% | -$105.74万 | 清仓 |
| — | TAVIA ACQUISITION CORP | $0 | 0.00% | 0 | -100,000 | -100.0% | -$105.60万 | 清仓 |
| — | CALAVO GROWERS INC | $0 | 0.00% | 0 | -40,000 | -100.0% | -$103.16万 | 清仓 |
| OKLO | OKLO INC 看涨期权 | $0 | 0.00% | 0 | -20,400 | -100.0% | -$101.16万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -6,641 | -100.0% | -$99.61万 | 清仓 |
| NTNX | NUTANIX INC | $0 | 0.00% | 0 | -25,544 | -100.0% | -$97.09万 | 清仓 |
| LUV | SOUTHWEST AIRLS CO 看涨期权 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$93.92万 | 清仓 |
| VNET | VNET GROUP INC | $0 | 0.00% | 0 | -110,000 | -100.0% | -$92.29万 | 清仓 |
| FRPT | FRESHPET INC | $0 | 0.00% | 0 | -15,619 | -100.0% | -$92.09万 | 清仓 |
| CMS | CMS ENERGY CORP | $0 | 0.00% | 0 | -11,666 | -100.0% | -$90.50万 | 清仓 |
| WIX | WIX COM LTD 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$90.07万 | 清仓 |
| WIX | WIX COM LTD 看跌期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$90.07万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -19,304 | -100.0% | -$88.59万 | 清仓 |