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 |
|---|---|---|---|---|---|---|---|---|
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -4,415 | -100.0% | -$87.32万 | 清仓 |
| BAX | BAXTER INTL INC | $0 | 0.00% | 0 | -51,362 | -100.0% | -$86.29万 | 清仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $0 | 0.00% | 0 | -57,310 | -100.0% | -$86.25万 | 清仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $0 | 0.00% | 0 | -6,672 | -100.0% | -$85.21万 | 清仓 |
| — | APOGEE THERAPEUTICS INC 看跌期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$84.17万 | 清仓 |
| LIFE | ETHOS TECHNOLOGIES INC | $0 | 0.00% | 0 | -75,000 | -100.0% | -$83.78万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL 看跌期权 | $0 | 0.00% | 0 | -1,700 | -100.0% | -$81.46万 | 清仓 |
| — | ENGENE HOLDINGS INC | $0 | 0.00% | 0 | -320,687 | -100.0% | -$81.13万 | 清仓 |
| AUGO | AURA MINERALS INC | $0 | 0.00% | 0 | -9,752 | -100.0% | -$79.58万 | 清仓 |
| BXP | BXP INC | $0 | 0.00% | 0 | -15,046 | -100.0% | -$78.09万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -2,695 | -100.0% | -$74.89万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -15,000 | -100.0% | -$74.06万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,000 | -100.0% | -$73.31万 | 清仓 |
| HTFL | HEARTFLOW INC | $0 | 0.00% | 0 | -30,000 | -100.0% | -$72.99万 | 清仓 |
| EIDO | ISHARES TR | $0 | 0.00% | 0 | -46,182 | -100.0% | -$72.92万 | 清仓 |
| — | ON24 INC | $0 | 0.00% | 0 | -90,000 | -100.0% | -$72.90万 | 清仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $0 | 0.00% | 0 | -15,566 | -100.0% | -$72.26万 | 清仓 |
| LNG | CHENIERE ENERGY INC 看涨期权 | $0 | 0.00% | 0 | -2,500 | -100.0% | -$70.94万 | 清仓 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | -18,500 | -100.0% | -$69.50万 | 清仓 |
| — | THERMON GROUP HLDGS INC | $0 | 0.00% | 0 | -13,688 | -100.0% | -$68.99万 | 清仓 |
| KVUE | KENVUE INC 看涨期权 | $0 | 0.00% | 0 | -40,000 | -100.0% | -$68.96万 | 清仓 |
| — | SUNOPTA INC | $0 | 0.00% | 0 | -105,580 | -100.0% | -$68.42万 | 清仓 |
| CRSP | CRISPR THERAPEUTICS AG 看跌期权 | $0 | 0.00% | 0 | -14,300 | -100.0% | -$68.03万 | 清仓 |
| DAL | DELTA AIR LINES INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$66.48万 | 清仓 |
| PXED | PHOENIX ED PARTNERS INC | $0 | 0.00% | 0 | -21,000 | -100.0% | -$66.07万 | 清仓 |
| IMVT | IMMUNOVANT INC | $0 | 0.00% | 0 | -26,045 | -100.0% | -$64.70万 | 清仓 |
| NBIS | NEBIUS GROUP N.V. | $0 | 0.00% | 0 | -6,107 | -100.0% | -$63.37万 | 清仓 |
| CRSP | CRISPR THERAPEUTICS AG 看涨期权 | $0 | 0.00% | 0 | -12,300 | -100.0% | -$58.51万 | 清仓 |
| WYFI | WHITEFIBER INC | $0 | 0.00% | 0 | -49,000 | -100.0% | -$58.36万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -3,636 | -100.0% | -$56.53万 | 清仓 |
| BSY | BENTLEY SYS INC | $0 | 0.00% | 0 | -16,065 | -100.0% | -$56.42万 | 清仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $0 | 0.00% | 0 | -28,506 | -100.0% | -$56.30万 | 清仓 |
| BTGO | BITGO HOLDINGS INC | $0 | 0.00% | 0 | -64,212 | -100.0% | -$52.85万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -2,884 | -100.0% | -$52.54万 | 清仓 |
| — | ENHABIT INC | $0 | 0.00% | 0 | -37,000 | -100.0% | -$52.13万 | 清仓 |
| — | SKYWATER TECHNOLOGY INC | $0 | 0.00% | 0 | -18,800 | -100.0% | -$51.53万 | 清仓 |
| — | LIVE OAK ACQUISITION CORP V | $0 | 0.00% | 0 | -350,000 | -100.0% | -$50.05万 | 清仓 |
| — | KENNEDY-WILSON HOLDINGS INC | $0 | 0.00% | 0 | -46,000 | -100.0% | -$49.77万 | 清仓 |
| VNOM | VIPER ENERGY INC | $0 | 0.00% | 0 | -10,571 | -100.0% | -$49.67万 | 清仓 |
| BF/B | BROWN FORMAN CORP | $0 | 0.00% | 0 | -18,217 | -100.0% | -$48.17万 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | -8,491 | -100.0% | -$47.81万 | 清仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $0 | 0.00% | 0 | -3,416 | -100.0% | -$44.73万 | 清仓 |
| FTAI | FTAI AVIATION LTD 看跌期权 | $0 | 0.00% | 0 | -1,600 | -100.0% | -$39.20万 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $0 | 0.00% | 0 | -19,796 | -100.0% | -$39.16万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -4,942 | -100.0% | -$38.09万 | 清仓 |
| — | BLUE FOUNDRY BANCORP | $0 | 0.00% | 0 | -26,318 | -100.0% | -$34.84万 | 清仓 |
| BW | BABCOCK & WILCOX ENTERPRISES | $0 | 0.00% | 0 | -23,206 | -100.0% | -$34.09万 | 清仓 |
| — | CARTESIAN GROWTH CORP III | $0 | 0.00% | 0 | -500,000 | -100.0% | -$34.00万 | 清仓 |
| QFIN | QFIN HOLDINGS INC | $0 | 0.00% | 0 | -24,830 | -100.0% | -$32.06万 | 清仓 |
| ONDS | ONDAS INC | $0 | 0.00% | 0 | -33,852 | -100.0% | -$30.60万 | 清仓 |
| WU | WESTERN UN CO | $0 | 0.00% | 0 | -34,642 | -100.0% | -$30.24万 | 清仓 |
| — | LEGATO MERGER CORP III | $0 | 0.00% | 0 | -602,647 | -100.0% | -$30.13万 | 清仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $0 | 0.00% | 0 | -64,211 | -100.0% | -$30.05万 | 清仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $0 | 0.00% | 0 | -5,566 | -100.0% | -$29.81万 | 清仓 |
| CHYM | CHIME FINL INC | $0 | 0.00% | 0 | -15,844 | -100.0% | -$29.68万 | 清仓 |
| WING | WINGSTOP INC 看涨期权 | $0 | 0.00% | 0 | -1,900 | -100.0% | -$29.44万 | 清仓 |
| FRMI | FERMI INC 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$29.20万 | 清仓 |
| SM | SM ENERGY COMPANY | $0 | 0.00% | 0 | -9,172 | -100.0% | -$28.60万 | 清仓 |
| ATHM | AUTOHOME INC | $0 | 0.00% | 0 | -16,063 | -100.0% | -$27.90万 | 清仓 |
| ZG | ZILLOW GROUP INC | $0 | 0.00% | 0 | -6,600 | -100.0% | -$27.32万 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -6,076 | -100.0% | -$25.79万 | 清仓 |
| DTE | DTE ENERGY CO | $0 | 0.00% | 0 | -1,740 | -100.0% | -$25.44万 | 清仓 |
| JBS | JBS N.V. | $0 | 0.00% | 0 | -14,111 | -100.0% | -$25.34万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -2,273 | -100.0% | -$24.95万 | 清仓 |
| MAR | MARRIOTT INTL INC NEW 看跌期权 | $0 | 0.00% | 0 | -700 | -100.0% | -$22.89万 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -10,713 | -100.0% | -$22.65万 | 清仓 |
| TTAN | SERVICETITAN INC | $0 | 0.00% | 0 | -3,546 | -100.0% | -$22.50万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -3,922 | -100.0% | -$21.88万 | 清仓 |
| DQ | DAQO NEW ENERGY CORP 看跌期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$21.27万 | 清仓 |
| NWSA | NEWS CORP NEW | $0 | 0.00% | 0 | -8,530 | -100.0% | -$21.27万 | 清仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$20.95万 | 清仓 |
| IBB | ISHARES TR | $0 | 0.00% | 0 | -1,149 | -100.0% | -$19.40万 | 清仓 |
| — | WILLOW LANE ACQUISITION CORP | $0 | 0.00% | 0 | -18,192 | -100.0% | -$19.37万 | 清仓 |
| GLXY | GALAXY DIGITAL INC. | $0 | 0.00% | 0 | -10,264 | -100.0% | -$18.94万 | 清仓 |
| CWEN | CLEARWAY ENERGY INC | $0 | 0.00% | 0 | -4,750 | -100.0% | -$18.66万 | 清仓 |
| PENN | PENN ENTERTAINMENT INC | $0 | 0.00% | 0 | -11,677 | -100.0% | -$17.55万 | 清仓 |
| OCUL | OCULAR THERAPEUTIX INC 看跌期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$16.94万 | 清仓 |
| CYTK | CYTOKINETICS INC 看涨期权 | $0 | 0.00% | 0 | -2,500 | -100.0% | -$16.48万 | 清仓 |
| — | VOYAGER ACQUISITION CORP | $0 | 0.00% | 0 | -1,089,000 | -100.0% | -$16.44万 | 清仓 |
| GPRE | GREEN PLAINS INC | $0 | 0.00% | 0 | -9,953 | -100.0% | -$16.37万 | 清仓 |
| CMPX | COMPASS THERAPEUTICS INC 看跌期权 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$15.87万 | 清仓 |
| ARX | ACCELERANT HOLDINGS | $0 | 0.00% | 0 | -11,672 | -100.0% | -$15.59万 | 清仓 |
| LWLG | LIGHTWAVE LOGIC INC | $0 | 0.00% | 0 | -20,847 | -100.0% | -$14.66万 | 清仓 |
| IAUX | I-80 GOLD CORP | $0 | 0.00% | 0 | -95,941 | -100.0% | -$14.58万 | 清仓 |
| HUN | HUNTSMAN CORP | $0 | 0.00% | 0 | -10,922 | -100.0% | -$14.54万 | 清仓 |
| PK | PARK HOTELS & RESORTS INC | $0 | 0.00% | 0 | -12,382 | -100.0% | -$13.04万 | 清仓 |
| — | MOUNTAIN LAKE ACQUISITION CO | $0 | 0.00% | 0 | -500,000 | -100.0% | -$13.00万 | 清仓 |
| — | FIRST FNDTN INC | $0 | 0.00% | 0 | -21,706 | -100.0% | -$12.81万 | 清仓 |
| DV | DOUBLEVERIFY HLDGS INC | $0 | 0.00% | 0 | -12,734 | -100.0% | -$12.10万 | 清仓 |
| XRAY | DENTSPLY SIRONA INC | $0 | 0.00% | 0 | -10,419 | -100.0% | -$12.09万 | 清仓 |
| NWL | NEWELL BRANDS INC | $0 | 0.00% | 0 | -33,972 | -100.0% | -$11.65万 | 清仓 |
| OMER | OMEROS CORP | $0 | 0.00% | 0 | -10,634 | -100.0% | -$11.23万 | 清仓 |
| GNW | GENWORTH FINL INC | $0 | 0.00% | 0 | -12,788 | -100.0% | -$10.38万 | 清仓 |
| WEN | WENDYS CO | $0 | 0.00% | 0 | -14,788 | -100.0% | -$10.28万 | 清仓 |
| FLO | FLOWERS FOODS INC | $0 | 0.00% | 0 | -10,883 | -100.0% | -$8.87万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -900 | -100.0% | -$8.29万 | 清仓 |
| CNR | CORE NATURAL RESOURCES INC | $0 | 0.00% | 0 | -747 | -100.0% | -$7.82万 | 清仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $0 | 0.00% | 0 | -3,451 | -100.0% | -$7.23万 | 清仓 |
| URG | UR-ENERGY INC | $0 | 0.00% | 0 | -47,595 | -100.0% | -$7.09万 | 清仓 |
| OCGN | OCUGEN INC | $0 | 0.00% | 0 | -36,874 | -100.0% | -$6.67万 | 清仓 |