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 |
|---|---|---|---|---|---|---|---|---|
| — | NEWBURY STR II ACQUISITION C | $17.94万 | 0.00% | 725,000 | 0 | 0.0% | — | 不变 |
| — | ALDEL FINL II INC | $17.98万 | 0.00% | 600,000 | 0 | 0.0% | — | 不变 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $18.37万 | 0.00% | 10,000 | 8,841 | 762.8% | $16.24万 | 加仓 |
| — | VISIONWAVE HOLDINGS INC | $18.44万 | 0.00% | 269,205 | 62,400 | 30.2% | $4.27万 | 加仓 |
| — | GRAF GLOBAL CORP | $18.62万 | 0.00% | 490,000 | 0 | 0.0% | — | 不变 |
| — | LAUNCH ONE ACQUISITION CORP | $18.82万 | 0.00% | 990,000 | 0 | 0.0% | — | 不变 |
| — | BLUE WTR ACQUISITION CORP. I | $19.00万 | 0.00% | 500,000 | 0 | 0.0% | — | 不变 |
| — | OCULIS HOLDING AG | $19.97万 | 0.00% | 39,949 | 39,949 | — | $19.97万 | 新建仓 |
| — | BLAIZE HLDGS INC | $20.21万 | 0.00% | 146,458 | 146,458 | — | $20.21万 | 新建仓 |
| — | BLAIZE HLDGS INC | $20.31万 | 0.00% | 615,000 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC 看涨期权 | $20.65万 | 0.00% | 900 | 900 | — | $20.65万 | 新建仓 |
| ATEX | ANTERIX INC | $20.81万 | 0.00% | 2,022 | 2,022 | — | $20.81万 | 新建仓 |
| HAS | HASBRO INC | $21.02万 | 0.00% | 2,545 | -3,450 | -57.5% | -$28.49万 | 重新持有 |
| LH | LABCORP HOLDINGS INC | $21.22万 | 0.00% | 758 | 758 | — | $21.22万 | 新建仓 |
| — | WEN ACQUISITION CORP | $21.26万 | 0.00% | 600,000 | 0 | 0.0% | — | 不变 |
| MYE | MYERS INDS INC | $21.27万 | 0.00% | 6,023 | 6,023 | — | $21.27万 | 新建仓 |
| — | CENTURION ACQUISITION CORP | $21.67万 | 0.00% | 937,500 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $21.75万 | 0.00% | 6,250 | 6,250 | — | $21.75万 | 新建仓 |
| DXCM | DEXCOM INC | $21.77万 | 0.00% | 3,232 | -305,854 | -99.0% | -$2,059.92万 | 减仓 |
| REG | REGENCY CTRS CORP | $21.82万 | 0.00% | 2,736 | -23,638 | -89.6% | -$188.49万 | 减仓 |
| — | COLUMBUS CIRCLE CAP CORP II | $22.00万 | 0.00% | 166,650 | 166,650 | — | $22.00万 | 新建仓 |
| — | SILICON VY ACQUISITION CORP | $22.20万 | 0.00% | 300,000 | 300,000 | — | $22.20万 | 新建仓 |
| SLB | SLB LIMITED | $22.34万 | 0.00% | 4,805 | -192,195 | -97.6% | -$893.51万 | 重新持有 |
| TPG | TPG INC | $22.39万 | 0.00% | 5,522 | 5,522 | — | $22.39万 | 新建仓 |
| — | INFLECTION PT ACQUISITION CO | $22.50万 | 0.00% | 500,000 | 0 | 0.0% | — | 不变 |
| — | HCM III ACQUISITION CORP | $22.75万 | 0.00% | 350,000 | 0 | 0.0% | — | 不变 |
| OSS | ONE STOP SYS INC | $22.85万 | 0.00% | 12,571 | 12,571 | — | $22.85万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $23.30万 | 0.00% | 4,028 | 4,028 | — | $23.30万 | 新建仓 |
| TSAT | TELESAT CORP | $23.79万 | 0.00% | 4,700 | 4,700 | — | $23.79万 | 新建仓 |
| — | TEXAS VENTURES ACQUISITION I | $23.86万 | 0.00% | 450,000 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $23.97万 | 0.00% | 2,731 | -167,844 | -98.4% | -$1,473.17万 | 重新持有 |
| — | REPUBLIC DIGITAL ACQUISITION | $24.00万 | 0.00% | 600,000 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $24.02万 | 0.00% | 1,911 | -3,152 | -62.3% | -$39.61万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $24.03万 | 0.00% | 3,961 | -8,364 | -67.9% | -$50.74万 | 减仓 |
| — | ARMADA ACQUISITION CORP II | $24.28万 | 0.00% | 285,704 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $24.41万 | 0.00% | 323 | -21,156 | -98.5% | -$1,598.55万 | 减仓 |
| SYY | SYSCO CORP | $24.42万 | 0.00% | 2,922 | 2,922 | — | $24.42万 | 新建仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $24.48万 | 0.00% | 2,599 | 2,599 | — | $24.48万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $24.51万 | 0.00% | 2,701 | 2,701 | — | $24.51万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $25.11万 | 0.00% | 3,291 | -11,344 | -77.5% | -$86.54万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $25.16万 | 0.00% | 2,644 | 2,644 | — | $25.16万 | 新建仓 |
| OVV | OVINTIV INC 看跌期权 | $25.27万 | 0.00% | 4,800 | 4,800 | — | $25.27万 | 新建仓 |
| — | LIFEZONE METALS LIMITED | $25.55万 | 0.00% | 623,242 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $25.58万 | 0.00% | 5,538 | 5,538 | — | $25.58万 | 新建仓 |
| INGR | INGREDION INC | $25.69万 | 0.00% | 2,713 | 2,713 | — | $25.69万 | 新建仓 |
| — | BIOMEA FUSION INC | $26.10万 | 0.00% | 200,000 | 0 | 0.0% | — | 不变 |
| — | HALL CHADWICK ACQUISITION CO | $26.10万 | 0.00% | 900,000 | 900,000 | — | $26.10万 | 新建仓 |
| EXC | EXELON CORP | $26.16万 | 0.00% | 5,612 | -10,780 | -65.8% | -$50.26万 | 重新持有 |
| SCHL | SCHOLASTIC CORP | $26.17万 | 0.00% | 5,689 | -4,311 | -43.1% | -$19.83万 | 减仓 |
| — | EGH ACQUISITION CORP. | $26.26万 | 0.00% | 700,000 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $26.32万 | 0.00% | 5,000 | -37,000 | -88.1% | -$194.81万 | 减仓 |
| CPRT | COPART INC | $26.55万 | 0.00% | 9,418 | -5 | -0.1% | -$141 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $26.78万 | 0.00% | 990 | -22 | -2.2% | -$5,950 | 重新持有 |
| CAT | CATERPILLAR INC | $26.84万 | 0.00% | 252 | 174 | 223.1% | $18.53万 | 重新持有 |
| OWL | BLUE OWL CAPITAL INC | $26.90万 | 0.00% | 30,747 | 30,747 | — | $26.90万 | 新建仓 |
| — | MERLIN INC | $27.03万 | 0.00% | 47,500 | 47,500 | — | $27.03万 | 新建仓 |
| CNM | CORE & MAIN INC | $27.08万 | 0.00% | 5,613 | 5,613 | — | $27.08万 | 新建仓 |
| DOCU | DOCUSIGN INC | $27.14万 | 0.00% | 6,110 | -14,000 | -69.6% | -$62.19万 | 减仓 |
| CENX | CENTURY ALUM CO 看涨期权 | $27.15万 | 0.00% | 5,900 | 5,900 | — | $27.15万 | 新建仓 |
| CENX | CENTURY ALUM CO 看跌期权 | $27.15万 | 0.00% | 5,900 | 5,900 | — | $27.15万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $27.21万 | 0.00% | 213 | -8 | -3.6% | -$1.02万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $27.27万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| NWPX | NWPX INFRASTRUCTURE INC | $27.48万 | 0.00% | 1,833 | 1,833 | — | $27.48万 | 新建仓 |
| FAST | FASTENAL CO | $27.79万 | 0.00% | 5,785 | 5,785 | — | $27.79万 | 新建仓 |
| — | SPECTRAL AI INC | $27.95万 | 0.00% | 503,694 | 196,185 | 63.8% | $10.89万 | 加仓 |
| MMM | 3M CO | $28.25万 | 0.00% | 1,745 | 144 | 9.0% | $2.33万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $28.42万 | 0.00% | 960 | -2,876 | -75.0% | -$85.14万 | 减仓 |
| MKL | MARKEL GROUP INC | $28.71万 | 0.00% | 147 | 147 | — | $28.71万 | 新建仓 |
| VICI | VICI PPTYS INC | $29.09万 | 0.00% | 10,955 | -356,933 | -97.0% | -$947.66万 | 减仓 |
| CHWY | CHEWY INC | $29.48万 | 0.00% | 15,000 | -50,000 | -76.9% | -$98.25万 | 减仓 |
| CPNG | COUPANG INC | $29.58万 | 0.00% | 17,028 | -7,471 | -30.5% | -$12.98万 | 重新持有 |
| — | TMC THE METALS COMPANY INC | $29.94万 | 0.00% | 1,994,782 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC | $30.00万 | 0.00% | 6,093 | -104,657 | -94.5% | -$515.33万 | 减仓 |
| — | FACT II ACQUISITION CORP | $30.07万 | 0.00% | 501,235 | 0 | 0.0% | — | 不变 |
| DLO | DLOCAL LTD | $30.18万 | 0.00% | 23,226 | 23,226 | — | $30.18万 | 新建仓 |
| ABSI | ABSCI CORPORATION | $30.48万 | 0.00% | 26,300 | 26,300 | — | $30.48万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $30.77万 | 0.00% | 1,304 | -30,594 | -95.9% | -$721.90万 | 减仓 |
| AEE | AMEREN CORP | $30.93万 | 0.00% | 2,736 | -1,288 | -32.0% | -$14.56万 | 减仓 |
| FTV | FORTIVE CORP | $31.01万 | 0.00% | 5,076 | -360 | -6.6% | -$2.20万 | 重新持有 |
| — | BEYOND MEAT INC | $31.36万 | 0.00% | 467,464 | -8,570,536 | -94.8% | -$575.02万 | 减仓 |
| TPR | TAPESTRY INC | $31.47万 | 0.00% | 2,150 | -5,217 | -70.8% | -$76.37万 | 重新持有 |
| EVRG | EVERGY INC | $32.20万 | 0.00% | 3,725 | -24,274 | -86.7% | -$209.80万 | 重新持有 |
| ARM | ARM HOLDINGS PLC | $32.66万 | 0.00% | 921 | -2,079 | -69.3% | -$73.72万 | 减仓 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | $33.30万 | 0.00% | 35,500 | 35,500 | — | $33.30万 | 新建仓 |
| — | WHITESTONE REIT | $33.32万 | 0.00% | 17,573 | 17,573 | — | $33.32万 | 新建仓 |
| GWW | WW GRAINGER INC | $33.60万 | 0.00% | 247 | 247 | — | $33.60万 | 新建仓 |
| — | RENATUS TACTICAL ACQUIS | $34.20万 | 0.00% | 450,000 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $34.23万 | 0.00% | 1,037 | 1,037 | — | $34.23万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $34.50万 | 0.00% | 2,804 | 160 | 6.1% | $1.97万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $34.70万 | 0.00% | 2,082 | 2,082 | — | $34.70万 | 新建仓 |
| VPG | VISHAY PRECISION GROUP INC | $34.99万 | 0.00% | 2,334 | 2,334 | — | $34.99万 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC | $35.09万 | 0.00% | 1,547 | -37,938 | -96.1% | -$860.47万 | 重新持有 |
| SRZN | SURROZEN INC | $35.18万 | 0.00% | 13,557 | -10,000 | -42.5% | -$25.95万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $35.27万 | 0.00% | 5,192 | -2,529 | -32.8% | -$17.18万 | 减仓 |
| SPGI | S&P GLOBAL INC | $35.31万 | 0.00% | 867 | 867 | — | $35.31万 | 新建仓 |
| VST | VISTRA CORP | $35.79万 | 0.00% | 2,256 | -8,488 | -79.0% | -$134.65万 | 减仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $35.84万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD | $36.14万 | 0.00% | 1,336 | 1,336 | — | $36.14万 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $36.21万 | 0.00% | 1,098 | 1,098 | — | $36.21万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $36.27万 | 0.00% | 2,005 | 2,005 | — | $36.27万 | 新建仓 |