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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $5.51万 | 0.00% | 192 | -54,271 | -99.6% | -$1,556.81万 | 减仓 |
| IRTC | IRHYTHM HOLDINGS INC | $5.46万 | 0.00% | 463 | 463 | — | $5.46万 | 新建仓 |
| — | INFLECTION POINT ACQU CORP V | $5.46万 | 0.00% | 90,000 | 90,000 | — | $5.46万 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED | $5.38万 | 0.00% | 14,704 | -1,056,364 | -98.6% | -$386.63万 | 减仓 |
| — | BITCOIN DEPOT INC | $5.35万 | 0.00% | 2,501,266 | 0 | 0.0% | — | 不变 |
| ANGX | ANGEL STUDIOS INC | $5.34万 | 0.00% | 17,500 | 0 | 0.0% | — | 不变 |
| — | ALPHA MODUS HLDGS INC | $5.33万 | 0.00% | 1,188,001 | 0 | 0.0% | — | 不变 |
| — | NAMIB MINERALS | $5.25万 | 0.00% | 389,194 | 182,494 | 88.3% | $2.46万 | 加仓 |
| — | JACKSON ACQUISITION CO II | $5.13万 | 0.00% | 443,751 | 0 | 0.0% | — | 不变 |
| STNG | SCORPIO TANKERS INC | $4.93万 | 0.00% | 661 | 661 | — | $4.93万 | 新建仓 |
| — | TRANSLATIONAL DEV ACQUISITIO | $4.80万 | 0.00% | 400,000 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $4.64万 | 0.00% | 8,018 | 8,018 | — | $4.64万 | 新建仓 |
| — | GENERATION ESSENTIALS GROUP | $4.59万 | 0.00% | 241,666 | 0 | 0.0% | — | 不变 |
| — | YORKVILLE ACQUISITION CORP. | $4.58万 | 0.00% | 133,332 | 0 | 0.0% | — | 不变 |
| AAP | ADVANCE AUTO PARTS INC | $4.54万 | 0.00% | 861 | 861 | — | $4.54万 | 新建仓 |
| — | TH INTERNATIONAL LIMITED | $4.48万 | 0.00% | 21,727 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC 看涨期权 | $4.47万 | 0.00% | 100 | 100 | — | $4.47万 | 新建仓 |
| — | WALDENCAST PLC | $4.46万 | 0.00% | 1,239,370 | 0 | 0.0% | — | 不变 |
| WK | WORKIVA INC | $4.31万 | 0.00% | 723 | 723 | — | $4.31万 | 新建仓 |
| RUN | SUNRUN INC | $4.20万 | 0.00% | 3,098 | -25,023 | -89.0% | -$33.93万 | 重新持有 |
| — | GOLD RESOURCE CORP | $4.20万 | 0.00% | 35,000 | 1,285 | 3.8% | $1,542 | 加仓 |
| — | GOGORO INC | $3.96万 | 0.00% | 4,834,590 | 0 | 0.0% | — | 不变 |
| — | SILVERBOX CORP IV | $3.73万 | 0.00% | 166,666 | 0 | 0.0% | — | 不变 |
| — | BUZZFEED INC | $3.64万 | 0.00% | 2,444,027 | 0 | 0.0% | — | 不变 |
| LXRX | LEXICON PHARMACEUTICALS INC | $3.64万 | 0.00% | 23,305 | 23,305 | — | $3.64万 | 新建仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $3.62万 | 0.00% | 1,220 | 1,220 | — | $3.62万 | 新建仓 |
| MRNA | MODERNA INC | $3.55万 | 0.00% | 699 | -103,068 | -99.3% | -$523.58万 | 减仓 |
| — | SUNCAR TECHNOLOGY GROUP INC | $3.42万 | 0.00% | 136,678 | 0 | 0.0% | — | 不变 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $3.34万 | 0.00% | 21,160 | 21,160 | — | $3.34万 | 新建仓 |
| — | BITFUFU INC | $3.34万 | 0.00% | 267,051 | 0 | 0.0% | — | 不变 |
| IVVD | INVIVYD INC | $3.23万 | 0.00% | 24,874 | 24,874 | — | $3.23万 | 新建仓 |
| — | DRUGS MADE IN AMER ACQUTN CO | $3.02万 | 0.00% | 500,000 | 0 | 0.0% | — | 不变 |
| SMRT | SMARTRENT INC | $2.90万 | 0.00% | 19,364 | 19,364 | — | $2.90万 | 新建仓 |
| PALI | PALISADE BIO INC | $2.69万 | 0.00% | 15,400 | 15,400 | — | $2.69万 | 新建仓 |
| — | VALENS SEMICONDUCTOR LTD | $2.66万 | 0.00% | 1,021,724 | 0 | 0.0% | — | 不变 |
| — | AMERICAN RES CORP | $2.64万 | 0.00% | 10,902 | 10,902 | — | $2.64万 | 新建仓 |
| — | BRAND ENGAGEMENT NETWORK INC | $2.60万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| — | RENEW ENERGY GLOBAL PLC | $2.42万 | 0.00% | 3,144,830 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $2.39万 | 0.00% | 10,558 | 0 | 0.0% | — | 不变 |
| CRML | CRITICAL METALS CORP 看跌期权 | $2.38万 | 0.00% | 3,000 | 3,000 | — | $2.38万 | 新建仓 |
| — | PRENETICS GLOBAL LTD | $2.32万 | 0.00% | 1,303,861 | 0 | 0.0% | — | 不变 |
| OCUL | OCULAR THERAPEUTIX INC | $2.31万 | 0.00% | 2,728 | 2,728 | — | $2.31万 | 新建仓 |
| — | EIGHTCO HOLDINGS INC | $2.27万 | 0.00% | 24,325 | 24,325 | — | $2.27万 | 新建仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $2.27万 | 0.00% | 1,159 | 1,159 | — | $2.27万 | 新建仓 |
| — | T1 ENERGY INC | $2.25万 | 0.00% | 101,947 | 0 | 0.0% | — | 不变 |
| — | PROKIDNEY CORP | $2.23万 | 0.00% | 12,484 | 12,484 | — | $2.23万 | 新建仓 |
| — | VERITONE INC | $2.16万 | 0.00% | 10,981 | 10,981 | — | $2.16万 | 新建仓 |
| — | BLUE GOLD LTD | $2.00万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| — | MICROVAST HOLDINGS INC | $1.89万 | 0.00% | 1,181,416 | 0 | 0.0% | — | 不变 |
| — | INMUNE BIO INC | $1.88万 | 0.00% | 16,600 | 0 | 0.0% | — | 不变 |
| — | TABOOLA.COM LTD | $1.80万 | 0.00% | 1,796,134 | 0 | 0.0% | — | 不变 |
| WGS | GENEDX HOLDINGS CORP | $1.79万 | 0.00% | 279 | 279 | — | $1.79万 | 新建仓 |
| — | OPENDOOR TECHNOLOGIES INC | $1.72万 | 0.00% | 70,000 | 0 | 0.0% | — | 不变 |
| — | GENEDX HOLDINGS CORP | $1.71万 | 0.00% | 2,135,439 | 0 | 0.0% | — | 不变 |
| — | LANVIN GROUP HOLDINGS LIMITE | $1.52万 | 0.00% | 1,384,445 | 0 | 0.0% | — | 不变 |
| — | P3 HEALTH PARTNERS INC | $1.50万 | 0.00% | 2,546,924 | 0 | 0.0% | — | 不变 |
| — | MURANO GLOBAL INVTS PLC | $1.50万 | 0.00% | 375,000 | 0 | 0.0% | — | 不变 |
| — | SAB BIOTHERAPEUTICS INC | $1.41万 | 0.00% | 539,588 | 0 | 0.0% | — | 重新持有 |
| — | ALT5 SIGMA CORP | $1.40万 | 0.00% | 12,615 | 12,615 | — | $1.40万 | 新建仓 |
| — | LOTUS TECHNOLOGY INC | $1.40万 | 0.00% | 343,010 | 0 | 0.0% | — | 不变 |
| — | OSR HLDGS INC | $1.40万 | 0.00% | 253,001 | 0 | 0.0% | — | 不变 |
| — | MOMENTUS INC | $1.35万 | 0.00% | 660,538 | 0 | 0.0% | — | 不变 |
| — | UNITED HOMES GROUP INC | $1.34万 | 0.00% | 73,510 | 0 | 0.0% | — | 不变 |
| XRX | XEROX HOLDINGS CORP | $1.29万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | SES AI CORPORATION 看涨期权 | $1.26万 | 0.00% | 13,100 | 13,100 | — | $1.26万 | 新建仓 |
| — | CAPTIVISION INC | $1.18万 | 0.00% | 200,000 | 0 | 0.0% | — | 不变 |
| — | SURROZEN INC | $1.04万 | 0.00% | 648,285 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC | $1.02万 | 0.00% | 100 | -8,900 | -98.9% | -$90.74万 | 减仓 |
| — | BETTER HOME & FINANCE HOLDIN | $1.02万 | 0.00% | 35,080 | 0 | 0.0% | — | 不变 |
| — | CHECHE GROUP INC | $9,956 | 0.00% | 363,345 | 0 | 0.0% | — | 不变 |
| — | ROADZEN INC | $9,800 | 0.00% | 87,500 | 0 | 0.0% | — | 不变 |
| — | STRATA CRITICAL MEDICAL INC | $9,406 | 0.00% | 1,881,170 | 0 | 0.0% | — | 不变 |
| — | SUNPOWER INC | $9,375 | 0.00% | 37,500 | 0 | 0.0% | — | 不变 |
| — | GORILLA TECHNOLOGY GROUP INC | $9,352 | 0.00% | 31,173 | 0 | 0.0% | — | 不变 |
| — | EUDA HEALTH HOLDINGS LTD | $8,850 | 0.00% | 300,000 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $8,729 | 0.00% | 10 | -5,988 | -99.8% | -$522.69万 | 减仓 |
| — | ESS TECH INC | $7,904 | 0.00% | 391,284 | 0 | 0.0% | — | 不变 |
| — | FRACTYL HEALTH INC | $7,266 | 0.00% | 15,871 | 15,871 | — | $7,266 | 新建仓 |
| — | FREIGHTOS LTD | $6,894 | 0.00% | 40,551 | 0 | 0.0% | — | 不变 |
| — | BENEFICIENT | $6,825 | 0.00% | 487,500 | 0 | 0.0% | — | 不变 |
| — | TEVOGEN BIO HLDGS INC | $6,780 | 0.00% | 200,000 | 0 | 0.0% | — | 不变 |
| — | ZEO ENERGY CORP | $6,165 | 0.00% | 150,000 | 0 | 0.0% | — | 不变 |
| — | NVNI GROUP LIMITED | $5,970 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC 看涨期权 | $5,580 | 0.00% | 100 | 100 | — | $5,580 | 新建仓 |
| — | SMX SEC MATTERS PLC | $5,550 | 0.00% | 125,000 | 0 | 0.0% | — | 不变 |
| — | MICROVAST HOLDINGS INC | $5,363 | 0.00% | 3,575 | -27,645 | -88.5% | -$4.15万 | 减仓 |
| — | ANGHAMI INC | $5,303 | 0.00% | 427,629 | 0 | 0.0% | — | 不变 |
| — | WM TECHNOLOGY INC | $4,992 | 0.00% | 1,018,689 | 0 | 0.0% | — | 不变 |
| — | STARDUST PWR INC | $4,780 | 0.00% | 29,167 | 0 | 0.0% | — | 不变 |
| — | GCL GLOBAL HLDGS LTD | $4,129 | 0.00% | 174,967 | 0 | 0.0% | — | 不变 |
| — | CLASSOVER HLDGS INC | $4,125 | 0.00% | 250,000 | 0 | 0.0% | — | 不变 |
| — | MURANO GLOBAL INVTS PLC | $4,022 | 0.00% | 10,000 | 10,000 | — | $4,022 | 新建仓 |
| — | PSYENCE BIOMEDICAL LTD | $3,640 | 0.00% | 200,000 | 0 | 0.0% | — | 不变 |
| — | SEASTAR MEDICAL HOLDING CORP | $3,600 | 0.00% | 125,000 | 0 | 0.0% | — | 不变 |
| — | CXAPP INC | $3,200 | 0.00% | 100,001 | 0 | 0.0% | — | 不变 |
| — | VERDE CLEAN FUELS INC | $3,136 | 0.00% | 150,035 | 0 | 0.0% | — | 不变 |
| — | CID HOLDCO INC | $2,981 | 0.00% | 112,500 | 0 | 0.0% | — | 不变 |
| — | PAGAYA TECHNOLOGIES LTD | $2,645 | 0.00% | 69,600 | 0 | 0.0% | — | 不变 |
| — | ECARX HOLDINGS INC | $2,600 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| — | GDEV INC | $2,255 | 0.00% | 410,002 | 0 | 0.0% | — | 不变 |