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 |
|---|---|---|---|---|---|---|---|---|
| — | LOTUS TECHNOLOGY INC | $1.99万 | 0.00% | 343,010 | 0 | 0.0% | — | 不变 |
| — | SUNCAR TECHNOLOGY GROUP INC | $2.23万 | 0.00% | 136,678 | 0 | 0.0% | — | 不变 |
| — | AVALANCHE TREAS CORP | $2.50万 | 0.00% | 50,000 | 50,000 | — | $2.50万 | 新建仓 |
| — | P3 HEALTH PARTNERS INC | $2.60万 | 0.00% | 2,546,924 | 0 | 0.0% | — | 不变 |
| — | EVGO INC | $2.62万 | 0.00% | 2,819,066 | 0 | 0.0% | — | 不变 |
| — | SILVERBOX CORP IV | $2.67万 | 0.00% | 166,666 | 0 | 0.0% | — | 不变 |
| — | HIGH TEMPLAR TECHNOLOGY LTD | $2.67万 | 0.00% | 10,446 | 10,446 | — | $2.67万 | 新建仓 |
| — | INMUNE BIO INC | $2.71万 | 0.00% | 16,600 | 0 | 0.0% | — | 不变 |
| SSP | SCRIPPS E W CO OHIO | $2.77万 | 0.00% | 10,000 | 10,000 | — | $2.77万 | 新建仓 |
| — | VALENS SEMICONDUCTOR LTD | $2.86万 | 0.00% | 1,021,724 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $2.86万 | 0.00% | 10,558 | 0 | 0.0% | — | 不变 |
| — | ALPHA MODUS HLDGS INC | $3.04万 | 0.00% | 1,188,001 | 0 | 0.0% | — | 不变 |
| — | ALEANNA INC | $3.10万 | 0.00% | 100,001 | 0 | 0.0% | — | 不变 |
| — | LIVEWIRE GROUP INC | $3.10万 | 0.00% | 1,549,445 | 0 | 0.0% | — | 不变 |
| — | HELPORT AI LTD | $3.39万 | 0.00% | 1,034,486 | 0 | 0.0% | — | 不变 |
| — | YORKVILLE ACQUISITION CORP. | $3.41万 | 0.00% | 133,332 | 0 | 0.0% | — | 不变 |
| — | BITFUFU INC | $3.74万 | 0.00% | 267,051 | 0 | 0.0% | — | 不变 |
| — | PALLADYNE AI CORP | $3.81万 | 0.00% | 1,187,728 | 0 | 0.0% | — | 不变 |
| — | TH INTERNATIONAL LIMITED | $4.15万 | 0.00% | 21,727 | 0 | 0.0% | — | 不变 |
| — | GENERATION ESSENTIALS GROUP | $4.35万 | 0.00% | 241,666 | 0 | 0.0% | — | 不变 |
| — | GOGORO INC | $4.50万 | 0.00% | 4,834,590 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $4.54万 | 0.00% | 626 | 626 | — | $4.54万 | 新建仓 |
| — | SOULPOWER ACQUISITION CORP | $4.66万 | 0.00% | 400,000 | 0 | 0.0% | — | 不变 |
| — | NET POWER INC | $4.81万 | 0.00% | 28,794 | -7,078 | -19.7% | -$1.18万 | 减仓 |
| — | EVE HLDG INC | $4.91万 | 0.00% | 288,827 | 0 | 0.0% | — | 不变 |
| — | WALDENCAST PLC | $5.00万 | 0.00% | 1,065,907 | -173,463 | -14.0% | -$8,135 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $5.36万 | 0.00% | 14,225 | -479 | -3.3% | -$1,806 | 减仓 |
| — | FUSEMACHINES INC | $5.37万 | 0.00% | 894,211 | 0 | 0.0% | — | 不变 |
| — | VIVID SEATS INC | $5.39万 | 0.00% | 1,321,790 | 0 | 0.0% | — | 不变 |
| — | DRUGS MADE IN AMER ACQUTN CO | $5.50万 | 0.00% | 500,000 | 0 | 0.0% | — | 不变 |
| — | FOLD HLDGS INC | $5.52万 | 0.00% | 538,182 | 0 | 0.0% | — | 不变 |
| — | HOLLEY INC | $5.65万 | 0.00% | 2,242,360 | 0 | 0.0% | — | 不变 |
| — | IONQ INC | $5.77万 | 0.00% | 1,394 | -3,923 | -73.8% | -$16.23万 | 重新持有 |
| — | BUZZFEED INC | $5.95万 | 0.00% | 2,427,252 | -16,775 | -0.7% | -$411 | 减仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $6.11万 | 0.00% | 2,187 | 2,187 | — | $6.11万 | 新建仓 |
| — | INFLECTION POINT ACQU CORP V | $6.21万 | 0.00% | 90,000 | 0 | 0.0% | — | 不变 |
| — | JACKSON ACQUISITION CO II | $6.22万 | 0.00% | 443,751 | 0 | 0.0% | — | 不变 |
| ANGX | ANGEL STUDIOS INC. | $6.42万 | 0.00% | 17,500 | 0 | 0.0% | — | 不变 |
| — | SIZZLE ACQUISITION CORP. II | $6.50万 | 0.00% | 400,000 | 0 | 0.0% | — | 不变 |
| — | THE ONCOLOGY INSTITUTE INC | $6.63万 | 0.00% | 1,624,856 | 0 | 0.0% | — | 不变 |
| — | BLACKSKY TECHNOLOGY INC | $6.77万 | 0.00% | 1,353,603 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $6.80万 | 0.00% | 232 | 232 | — | $6.80万 | 新建仓 |
| — | OPPFI INC | $6.99万 | 0.00% | 2,330,473 | 0 | 0.0% | — | 不变 |
| — | METALS ACQUISITION CORP II | $7.50万 | 0.00% | 68,197 | 68,197 | — | $7.50万 | 新建仓 |
| — | SES AI CORPORATION | $7.57万 | 0.00% | 2,804,325 | 0 | 0.0% | — | 不变 |
| — | ARBE ROBOTICS LTD | $7.88万 | 0.00% | 2,709,313 | 0 | 0.0% | — | 不变 |
| — | OMNIAB INC | $7.96万 | 0.00% | 897,392 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $8.07万 | 0.00% | 1,548 | -27,009 | -94.6% | -$140.88万 | 减仓 |
| ENPH | ENPHASE ENERGY INC 看涨期权 | $8.37万 | 0.00% | 1,700 | -18,300 | -91.5% | -$90.11万 | 减仓 |
| — | ALGOMA STL GROUP INC | $8.43万 | 0.00% | 2,808,732 | 0 | 0.0% | — | 不变 |
| — | NAMIB MINERALS | $8.56万 | 0.00% | 389,194 | 0 | 0.0% | — | 不变 |
| — | OAKTREE ACQUISITION CORP III | $8.94万 | 0.00% | 95,000 | 0 | 0.0% | — | 不变 |
| — | ENGENE THERAPEUTICS INC | $8.98万 | 0.00% | 309,763 | 309,763 | — | $8.98万 | 新建仓 |
| — | RESERVOIR MEDIA INC | $9.17万 | 0.00% | 541,120 | 1,300 | 0.2% | $220 | 加仓 |
| — | GAMESTOP CORP NEW | $9.20万 | 0.00% | 32,990 | 0 | 0.0% | — | 不变 |
| — | K&F GROWTH ACQUISITION CORP | $9.39万 | 0.00% | 750,000 | 0 | 0.0% | — | 不变 |
| — | MELAR ACQUISITION CORP. I | $9.73万 | 0.00% | 742,500 | 0 | 0.0% | — | 不变 |
| LXRX | LEXICON PHARMACEUTICALS INC | $9.86万 | 0.00% | 41,091 | 17,786 | 76.3% | $4.27万 | 加仓 |
| — | SES AI CORPORATION | $9.91万 | 0.00% | 103,185 | -99,025 | -49.0% | -$9.51万 | 减仓 |
| — | BTC DEV CORP | $9.91万 | 0.00% | 281,250 | 0 | 0.0% | — | 不变 |
| ADT | ADT INC DEL | $10.37万 | 0.00% | 15,948 | 15,948 | — | $10.37万 | 新建仓 |
| — | PROCAP ACQUISITION CORP | $10.67万 | 0.00% | 333,333 | 0 | 0.0% | — | 不变 |
| — | DYNAMIX CORP | $10.73万 | 0.00% | 670,526 | 0 | 0.0% | — | 不变 |
| FULC | FULCRUM THERAPEUTICS INC | $10.98万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| — | NEW PROVIDENCE ACQUISITION C | $11.20万 | 0.00% | 400,000 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC | $11.22万 | 0.00% | 226,739 | 0 | 0.0% | — | 不变 |
| — | PLUM ACQUISITION CORP IV | $11.25万 | 0.00% | 250,000 | 0 | 0.0% | — | 不变 |
| SLDB | SOLID BIOSCIENCES INC | $11.29万 | 0.00% | 11,297 | 11,297 | — | $11.29万 | 新建仓 |
| — | RAIN ENHANCEMENT TECHNOLOGIE | $11.32万 | 0.00% | 611,776 | 0 | 0.0% | — | 不变 |
| — | SOLID POWER INC | $11.52万 | 0.00% | 1,126,956 | 0 | 0.0% | — | 不变 |
| — | GP-ACT III ACQUISITION CORP | $11.64万 | 0.00% | 612,500 | 0 | 0.0% | — | 不变 |
| — | STELLAR V CAP CORP | $11.90万 | 0.00% | 425,000 | 0 | 0.0% | — | 不变 |
| — | COINCHECK GROUP NV | $11.99万 | 0.00% | 521,260 | 0 | 0.0% | — | 不变 |
| — | VERAXA BIOTECH AG | $12.01万 | 0.00% | 1,089,100 | 1,089,100 | — | $12.01万 | 新建仓 |
| — | OYSTER ENTERPRISES II ACQUIS | $12.11万 | 0.00% | 1,100,000 | 0 | 0.0% | — | 不变 |
| — | SIM ACQUISITION CORP. I | $12.35万 | 0.00% | 490,000 | 0 | 0.0% | — | 不变 |
| — | ROMAN DBDR ACQUISITION CORP | $12.43万 | 0.00% | 505,087 | 0 | 0.0% | — | 不变 |
| — | CHURCHILL CAP CORP XII | $12.75万 | 0.00% | 75,000 | 75,000 | — | $12.75万 | 新建仓 |
| — | GORES HLDGS X INC | $12.95万 | 0.00% | 175,000 | 0 | 0.0% | — | 不变 |
| — | GRAB HOLDINGS LIMITED | $13.14万 | 0.00% | 2,946,623 | 0 | 0.0% | — | 不变 |
| DQ | DAQO NEW ENERGY CORP 看涨期权 | $13.39万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | CANTOR EQUITY PARTNERS II IN | $13.59万 | 0.00% | 10,129 | -89,871 | -89.9% | -$120.61万 | 减仓 |
| — | CAL REDWOOD ACQUISITION CORP | $13.81万 | 0.00% | 600,000 | 0 | 0.0% | — | 不变 |
| — | DIGITAL ASSET ACQUISITION CO | $14.40万 | 0.00% | 300,000 | 0 | 0.0% | — | 不变 |
| — | BOLD EAGLE ACQUISITION CORP | $14.50万 | 0.00% | 500,000 | 0 | 0.0% | — | 不变 |
| — | COHEN CIRCLE ACQUISIT CORP I | $14.51万 | 0.00% | 204,300 | 0 | 0.0% | — | 不变 |
| — | ARCHER AVIATION INC | $14.53万 | 0.00% | 1,210,540 | 125,068 | 11.5% | $1.50万 | 加仓 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $15.32万 | 0.00% | 15,556 | -434,444 | -96.5% | -$427.93万 | 减仓 |
| — | CHURCHILL CAPITAL CORP IX | $15.60万 | 0.00% | 200,000 | 0 | 0.0% | — | 不变 |
| — | SAFEGUARD ACQUISITION CORP | $16.23万 | 0.00% | 275,000 | 275,000 | — | $16.23万 | 新建仓 |
| — | ADS TEC ENERGY PLC | $16.46万 | 0.00% | 273,426 | 29,926 | 12.3% | $1.80万 | 加仓 |
| — | FIFTH ERA ACQUISITION CORP I | $16.50万 | 0.00% | 500,000 | 500,000 | — | $16.50万 | 新建仓 |
| F | FORD MTR CO | $16.56万 | 0.00% | 11,915 | -110,574 | -90.3% | -$153.70万 | 减仓 |
| — | MOUNTAIN LAKE ACQUISIT CORP | $16.88万 | 0.00% | 625,000 | 625,000 | — | $16.88万 | 新建仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $17.14万 | 0.00% | 41,211 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $17.22万 | 0.00% | 550 | 546 | 13,650.0% | $17.10万 | 重新持有 |
| — | LAUNCH TWO ACQUISITION CORP. | $17.25万 | 0.00% | 500,000 | 0 | 0.0% | — | 不变 |
| — | HENNESSY CAP INVT CORP VII | $17.50万 | 0.00% | 450,000 | 0 | 0.0% | — | 不变 |
| — | RITHM ACQUISITION CORP | $17.60万 | 0.00% | 266,666 | 0 | 0.0% | — | 不变 |
| — | ANDRETTI ACQUISITION CORP II | $17.85万 | 0.00% | 850,000 | 0 | 0.0% | — | 不变 |