LMR Partners LLP
LONDON X0 · SEC CIK 0001578621
$454.31亿2026Q1 申报市值
1,417持仓数
59.3%前十大占比 · 第一大 49.3%
444 / 485新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPY 加仓+$1.82亿
PEN 新建仓+$9,710.16万
MSI 新建仓+$8,679.40万
LLY 加仓+$7,588.75万
AAUC 新建仓+$7,459.43万
2026Q1 卖出最多 按季末市值估算
MUB 清仓-$1.60亿
CYBERARK SOFTWAR 清仓-$1.38亿
NVDA 减仓-$1.37亿
STRATEGY INC 清仓-$1.36亿
AZN 清仓-$1.30亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | WEN ACQUISITION CORP | $19.23万 | 0.00% | 600,000 | 0 | 0.0% | — | 不变 |
| GLXY | GALAXY DIGITAL INC. | $18.94万 | 0.00% | 10,264 | 10,264 | — | $18.94万 | 新建仓 |
| CWEN | CLEARWAY ENERGY INC | $18.66万 | 0.00% | 4,750 | 4,750 | — | $18.66万 | 新建仓 |
| RZLV | REZOLVE AI PLC | $18.02万 | 0.00% | 70,398 | 69,574 | 8,443.4% | $17.81万 | 加仓 |
| — | VISIONWAVE HOLDINGS INC | $17.79万 | 0.00% | 206,805 | 195,904 | 1,797.1% | $16.85万 | 加仓 |
| PENN | PENN ENTERTAINMENT INC | $17.55万 | 0.00% | 11,677 | 11,677 | — | $17.55万 | 新建仓 |
| — | INFLECTION PT ACQUISITION CO | $17.50万 | 0.00% | 500,000 | 0 | 0.0% | — | 不变 |
| — | EGH ACQUISITION CORP. | $17.50万 | 0.00% | 700,000 | 700,000 | — | $17.50万 | 新建仓 |
| — | SPECTRAL AI INC | $17.22万 | 0.00% | 307,509 | 0 | 0.0% | — | 不变 |
| — | ARMADA ACQUISITION CORP II | $17.14万 | 0.00% | 285,704 | 0 | 0.0% | — | 不变 |
| — | APOGEE THERAPEUTICS INC | $17.08万 | 0.00% | 2,029 | -9,432 | -82.3% | -$79.39万 | 减仓 |
| — | RITHM ACQUISITION CORP | $17.07万 | 0.00% | 266,666 | 0 | 0.0% | — | 不变 |
| OCUL | OCULAR THERAPEUTIX INC 看跌期权 | $16.94万 | 0.00% | 20,000 | -63,300 | -76.0% | -$53.62万 | 减仓 |
| — | BERTO ACQUISITION CORP | $16.94万 | 0.00% | 625,000 | 0 | 0.0% | — | 不变 |
| — | TITAN ACQUISITION CORP | $16.60万 | 0.00% | 500,000 | 0 | 0.0% | — | 不变 |
| CYTK | CYTOKINETICS INC 看涨期权 | $16.48万 | 0.00% | 2,500 | 2,500 | — | $16.48万 | 新建仓 |
| — | VOYAGER ACQUISITION CORP | $16.44万 | 0.00% | 1,089,000 | 0 | 0.0% | — | 不变 |
| GPRE | GREEN PLAINS INC | $16.37万 | 0.00% | 9,953 | 9,953 | — | $16.37万 | 新建仓 |
| CMPX | COMPASS THERAPEUTICS INC 看跌期权 | $15.87万 | 0.00% | 30,000 | 30,000 | — | $15.87万 | 新建仓 |
| — | HCM III ACQUISITION CORP | $15.75万 | 0.00% | 350,000 | 0 | 0.0% | — | 不变 |
| ARX | ACCELERANT HOLDINGS | $15.59万 | 0.00% | 11,672 | -248,328 | -95.5% | -$331.77万 | 重新持有 |
| — | HOLLEY INC | $15.07万 | 0.00% | 2,242,360 | 0 | 0.0% | — | 不变 |
| LWLG | LIGHTWAVE LOGIC INC | $14.66万 | 0.00% | 20,847 | 20,847 | — | $14.66万 | 新建仓 |
| IAUX | I-80 GOLD CORP | $14.58万 | 0.00% | 95,941 | 95,941 | — | $14.58万 | 新建仓 |
| HUN | HUNTSMAN CORP | $14.54万 | 0.00% | 10,922 | 10,922 | — | $14.54万 | 新建仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $14.47万 | 0.00% | 41,211 | 0 | 0.0% | — | 不变 |
| — | OYSTER ENTERPRISES II ACQUIS | $13.75万 | 0.00% | 1,100,000 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC | $13.71万 | 0.00% | 226,739 | 26,600 | 13.3% | $1.61万 | 加仓 |
| — | LAUNCH ONE ACQUISITION CORP | $13.66万 | 0.00% | 990,000 | 0 | 0.0% | — | 不变 |
| — | BTC DEV CORP | $13.50万 | 0.00% | 281,250 | 0 | 0.0% | — | 不变 |
| — | K&F GROWTH ACQUISITION CORP | $13.50万 | 0.00% | 750,000 | 0 | 0.0% | — | 不变 |
| — | ARBE ROBOTICS LTD | $13.30万 | 0.00% | 2,709,313 | 0 | 0.0% | — | 不变 |
| — | COHEN CIRCLE ACQUISIT CORP I | $13.28万 | 0.00% | 204,300 | 0 | 0.0% | — | 不变 |
| — | CAL REDWOOD ACQUISITION CORP | $13.20万 | 0.00% | 600,000 | 0 | 0.0% | — | 不变 |
| — | NEWBURY STR II ACQUISITION C | $13.05万 | 0.00% | 725,000 | 0 | 0.0% | — | 不变 |
| PK | PARK HOTELS & RESORTS INC | $13.04万 | 0.00% | 12,382 | 12,382 | — | $13.04万 | 新建仓 |
| — | MOUNTAIN LAKE ACQUISITION CO | $13.00万 | 0.00% | 500,000 | 0 | 0.0% | — | 不变 |
| — | HENNESSY CAP INVT CORP VII | $12.82万 | 0.00% | 450,000 | 0 | 0.0% | — | 不变 |
| — | FIRST FNDTN INC | $12.81万 | 0.00% | 21,706 | 21,706 | — | $12.81万 | 新建仓 |
| — | RAIN ENHANCEMENT TECHNOLOGIE | $12.79万 | 0.00% | 611,776 | 0 | 0.0% | — | 不变 |
| — | GAMESTOP CORP NEW | $12.73万 | 0.00% | 32,990 | 0 | 0.0% | — | 不变 |
| — | PLUM ACQUISITION CORP IV | $12.50万 | 0.00% | 250,000 | 0 | 0.0% | — | 不变 |
| — | SIM ACQUISITION CORP. I | $12.25万 | 0.00% | 490,000 | 0 | 0.0% | — | 不变 |
| DV | DOUBLEVERIFY HLDGS INC | $12.10万 | 0.00% | 12,734 | 12,734 | — | $12.10万 | 新建仓 |
| XRAY | DENTSPLY SIRONA INC | $12.09万 | 0.00% | 10,419 | 10,419 | — | $12.09万 | 新建仓 |
| NWL | NEWELL BRANDS INC | $11.65万 | 0.00% | 33,972 | 33,972 | — | $11.65万 | 新建仓 |
| — | CENTURION ACQUISITION CORP | $11.58万 | 0.00% | 937,500 | 0 | 0.0% | — | 不变 |
| — | EVE HLDG INC | $11.55万 | 0.00% | 288,827 | 0 | 0.0% | — | 不变 |
| — | ADS TEC ENERGY PLC | $11.48万 | 0.00% | 243,500 | -14,421 | -5.6% | -$6,798 | 减仓 |
| — | LIONHEART HOLDINGS | $11.39万 | 0.00% | 990,000 | 0 | 0.0% | — | 不变 |
| — | HELPORT AI LTD | $11.38万 | 0.00% | 1,034,486 | 0 | 0.0% | — | 不变 |
| — | DIGITAL ASSET ACQUISITION CO | $11.28万 | 0.00% | 300,000 | 0 | 0.0% | — | 不变 |
| OMER | OMEROS CORP | $11.23万 | 0.00% | 10,634 | 10,634 | — | $11.23万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $11.05万 | 0.00% | 143 | 26 | 22.2% | $2.01万 | 加仓 |
| — | RESERVOIR MEDIA INC | $10.80万 | 0.00% | 539,820 | 180,438 | 50.2% | $3.61万 | 加仓 |
| — | ROMAN DBDR ACQUISITION CORP | $10.73万 | 0.00% | 505,087 | 0 | 0.0% | — | 不变 |
| — | PROCAP ACQUISITION CORP | $10.67万 | 0.00% | 333,333 | 0 | 0.0% | — | 不变 |
| — | BOLD EAGLE ACQUISITION CORP | $10.50万 | 0.00% | 500,000 | 0 | 0.0% | — | 不变 |
| GNW | GENWORTH FINL INC | $10.38万 | 0.00% | 12,788 | 12,788 | — | $10.38万 | 新建仓 |
| WEN | WENDYS CO | $10.28万 | 0.00% | 14,788 | 14,788 | — | $10.28万 | 新建仓 |
| — | ESPERION THERAPEUTICS INC NE | $9.83万 | 0.00% | 35,859 | 35,859 | — | $9.83万 | 新建仓 |
| — | GORES HLDGS X INC | $9.80万 | 0.00% | 175,000 | 0 | 0.0% | — | 不变 |
| — | ANDRETTI ACQUISITION CORP II | $9.38万 | 0.00% | 850,000 | 0 | 0.0% | — | 不变 |
| — | CORE SCIENTIFIC INC NEW | $9.37万 | 0.00% | 6,246 | 5,746 | 1,149.2% | $8.62万 | 加仓 |
| — | STELLAR V CAP CORP | $9.35万 | 0.00% | 425,000 | 0 | 0.0% | — | 不变 |
| — | SES AI CORPORATION | $9.11万 | 0.00% | 2,804,325 | 0 | 0.0% | — | 不变 |
| — | CHURCHILL CAPITAL CORP IX | $9.00万 | 0.00% | 200,000 | 0 | 0.0% | — | 不变 |
| — | MELAR ACQUISITION CORP. I | $8.91万 | 0.00% | 742,500 | 0 | 0.0% | — | 不变 |
| FLO | FLOWERS FOODS INC | $8.87万 | 0.00% | 10,883 | 10,883 | — | $8.87万 | 新建仓 |
| — | COINCHECK GROUP NV | $8.86万 | 0.00% | 521,260 | 0 | 0.0% | — | 不变 |
| — | GP-ACT III ACQUISITION CORP | $8.59万 | 0.00% | 612,500 | 0 | 0.0% | — | 不变 |
| — | PALLADYNE AI CORP | $8.52万 | 0.00% | 1,187,728 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $8.29万 | 0.00% | 900 | 900 | — | $8.29万 | 新建仓 |
| — | ALEANNA INC | $8.10万 | 0.00% | 100,001 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $7.91万 | 0.00% | 13,213 | 13,213 | — | $7.91万 | 新建仓 |
| CNR | CORE NATURAL RESOURCES INC | $7.82万 | 0.00% | 747 | 747 | — | $7.82万 | 新建仓 |
| — | LAUNCH TWO ACQUISITION CORP. | $7.80万 | 0.00% | 500,000 | 0 | 0.0% | — | 不变 |
| — | LIVEWIRE GROUP INC | $7.75万 | 0.00% | 1,549,445 | 0 | 0.0% | — | 不变 |
| — | NEW PROVIDENCE ACQUISITION C | $7.60万 | 0.00% | 400,000 | 0 | 0.0% | — | 不变 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $7.23万 | 0.00% | 3,451 | -18,223 | -84.1% | -$38.18万 | 减仓 |
| — | SOULPOWER ACQUISITION CORP | $7.20万 | 0.00% | 400,000 | 0 | 0.0% | — | 不变 |
| — | OMNIAB INC | $7.18万 | 0.00% | 897,392 | 0 | 0.0% | — | 不变 |
| — | OAKTREE ACQUISITION CORP III | $7.12万 | 0.00% | 95,000 | 0 | 0.0% | — | 不变 |
| — | THE ONCOLOGY INSTITUTE INC | $7.10万 | 0.00% | 1,624,856 | 0 | 0.0% | — | 不变 |
| URG | UR-ENERGY INC | $7.09万 | 0.00% | 47,595 | 47,595 | — | $7.09万 | 新建仓 |
| — | SIZZLE ACQUISITION CORP. II | $6.80万 | 0.00% | 400,000 | 0 | 0.0% | — | 不变 |
| — | EVGO INC | $6.77万 | 0.00% | 2,819,066 | 0 | 0.0% | — | 不变 |
| — | FUSEMACHINES INC | $6.71万 | 0.00% | 894,211 | 397,851 | 80.2% | $2.98万 | 加仓 |
| OCGN | OCUGEN INC | $6.67万 | 0.00% | 36,874 | 36,874 | — | $6.67万 | 新建仓 |
| — | VIVID SEATS INC | $6.54万 | 0.00% | 1,321,790 | 0 | 0.0% | — | 不变 |
| UAA | UNDER ARMOUR INC | $6.51万 | 0.00% | 11,017 | 11,017 | — | $6.51万 | 新建仓 |
| — | GRAF GLOBAL CORP | $6.37万 | 0.00% | 490,000 | 0 | 0.0% | — | 不变 |
| CERT | CERTARA INC | $6.19万 | 0.00% | 10,854 | 10,854 | — | $6.19万 | 新建仓 |
| CLVT | CLARIVATE PLC | $6.18万 | 0.00% | 24,414 | 24,414 | — | $6.18万 | 新建仓 |
| NRGV | ENERGY VAULT HOLDINGS INC | $5.93万 | 0.00% | 17,968 | 17,968 | — | $5.93万 | 新建仓 |
| — | FOLD HLDGS INC | $5.92万 | 0.00% | 538,182 | 0 | 0.0% | — | 不变 |
| PURR | HYPERLIQUID STRATEGIES INC | $5.90万 | 0.00% | 11,596 | 11,596 | — | $5.90万 | 新建仓 |
| BTU | PEABODY ENGR CORP | $5.89万 | 0.00% | 1,788 | 1,788 | — | $5.89万 | 新建仓 |
| — | BLACKSKY TECHNOLOGY INC | $5.87万 | 0.00% | 1,353,603 | 0 | 0.0% | — | 不变 |
| — | NET POWER INC | $5.60万 | 0.00% | 35,872 | 26,821 | 296.3% | $4.18万 | 加仓 |