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 |
|---|---|---|---|---|---|---|---|---|
| — | TEXAS VENTURES ACQUISITION I | $23.86万 | 0.00% | 450,000 | 0 | 0.0% | — | 不变 |
| TSAT | TELESAT CORP | $23.79万 | 0.00% | 4,700 | 4,700 | — | $23.79万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $23.30万 | 0.00% | 4,028 | 4,028 | — | $23.30万 | 新建仓 |
| OSS | ONE STOP SYS INC | $22.85万 | 0.00% | 12,571 | 12,571 | — | $22.85万 | 新建仓 |
| — | HCM III ACQUISITION CORP | $22.75万 | 0.00% | 350,000 | 0 | 0.0% | — | 不变 |
| — | INFLECTION PT ACQUISITION CO | $22.50万 | 0.00% | 500,000 | 0 | 0.0% | — | 不变 |
| TPG | TPG INC | $22.39万 | 0.00% | 5,522 | 5,522 | — | $22.39万 | 新建仓 |
| SLB | SLB LIMITED | $22.34万 | 0.00% | 4,805 | -192,195 | -97.6% | -$893.51万 | 重新持有 |
| — | SILICON VY ACQUISITION CORP | $22.20万 | 0.00% | 300,000 | 300,000 | — | $22.20万 | 新建仓 |
| — | COLUMBUS CIRCLE CAP CORP II | $22.00万 | 0.00% | 166,650 | 166,650 | — | $22.00万 | 新建仓 |
| REG | REGENCY CTRS CORP | $21.82万 | 0.00% | 2,736 | -23,638 | -89.6% | -$188.49万 | 减仓 |
| DXCM | DEXCOM INC | $21.77万 | 0.00% | 3,232 | -305,854 | -99.0% | -$2,059.92万 | 减仓 |
| GIS | GENERAL MILLS INC | $21.75万 | 0.00% | 6,250 | 6,250 | — | $21.75万 | 新建仓 |
| — | CENTURION ACQUISITION CORP | $21.67万 | 0.00% | 937,500 | 0 | 0.0% | — | 不变 |
| MYE | MYERS INDS INC | $21.27万 | 0.00% | 6,023 | 6,023 | — | $21.27万 | 新建仓 |
| — | WEN ACQUISITION CORP | $21.26万 | 0.00% | 600,000 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $21.22万 | 0.00% | 758 | 758 | — | $21.22万 | 新建仓 |
| HAS | HASBRO INC | $21.02万 | 0.00% | 2,545 | -3,450 | -57.5% | -$28.49万 | 重新持有 |
| ATEX | ANTERIX INC | $20.81万 | 0.00% | 2,022 | 2,022 | — | $20.81万 | 新建仓 |
| STLD | STEEL DYNAMICS INC 看涨期权 | $20.65万 | 0.00% | 900 | 900 | — | $20.65万 | 新建仓 |
| — | BLAIZE HLDGS INC | $20.31万 | 0.00% | 615,000 | 0 | 0.0% | — | 不变 |
| — | BLAIZE HLDGS INC | $20.21万 | 0.00% | 146,458 | 146,458 | — | $20.21万 | 新建仓 |
| — | OCULIS HOLDING AG | $19.97万 | 0.00% | 39,949 | 39,949 | — | $19.97万 | 新建仓 |
| — | BLUE WTR ACQUISITION CORP. I | $19.00万 | 0.00% | 500,000 | 0 | 0.0% | — | 不变 |
| — | LAUNCH ONE ACQUISITION CORP | $18.82万 | 0.00% | 990,000 | 0 | 0.0% | — | 不变 |
| — | GRAF GLOBAL CORP | $18.62万 | 0.00% | 490,000 | 0 | 0.0% | — | 不变 |
| — | VISIONWAVE HOLDINGS INC | $18.44万 | 0.00% | 269,205 | 62,400 | 30.2% | $4.27万 | 加仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $18.37万 | 0.00% | 10,000 | 8,841 | 762.8% | $16.24万 | 加仓 |
| — | ALDEL FINL II INC | $17.98万 | 0.00% | 600,000 | 0 | 0.0% | — | 不变 |
| — | NEWBURY STR II ACQUISITION C | $17.94万 | 0.00% | 725,000 | 0 | 0.0% | — | 不变 |
| — | ANDRETTI ACQUISITION CORP II | $17.85万 | 0.00% | 850,000 | 0 | 0.0% | — | 不变 |
| — | RITHM ACQUISITION CORP | $17.60万 | 0.00% | 266,666 | 0 | 0.0% | — | 不变 |
| — | HENNESSY CAP INVT CORP VII | $17.50万 | 0.00% | 450,000 | 0 | 0.0% | — | 不变 |
| — | LAUNCH TWO ACQUISITION CORP. | $17.25万 | 0.00% | 500,000 | 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 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $17.14万 | 0.00% | 41,211 | 0 | 0.0% | — | 不变 |
| — | MOUNTAIN LAKE ACQUISIT CORP | $16.88万 | 0.00% | 625,000 | 625,000 | — | $16.88万 | 新建仓 |
| F | FORD MTR CO | $16.56万 | 0.00% | 11,915 | -110,574 | -90.3% | -$153.70万 | 减仓 |
| — | FIFTH ERA ACQUISITION CORP I | $16.50万 | 0.00% | 500,000 | 500,000 | — | $16.50万 | 新建仓 |
| — | ADS TEC ENERGY PLC | $16.46万 | 0.00% | 273,426 | 29,926 | 12.3% | $1.80万 | 加仓 |
| — | SAFEGUARD ACQUISITION CORP | $16.23万 | 0.00% | 275,000 | 275,000 | — | $16.23万 | 新建仓 |
| — | CHURCHILL CAPITAL CORP IX | $15.60万 | 0.00% | 200,000 | 0 | 0.0% | — | 不变 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $15.32万 | 0.00% | 15,556 | -434,444 | -96.5% | -$427.93万 | 减仓 |
| — | ARCHER AVIATION INC | $14.53万 | 0.00% | 1,210,540 | 125,068 | 11.5% | $1.50万 | 加仓 |
| — | COHEN CIRCLE ACQUISIT CORP I | $14.51万 | 0.00% | 204,300 | 0 | 0.0% | — | 不变 |
| — | BOLD EAGLE ACQUISITION CORP | $14.50万 | 0.00% | 500,000 | 0 | 0.0% | — | 不变 |
| — | DIGITAL ASSET ACQUISITION CO | $14.40万 | 0.00% | 300,000 | 0 | 0.0% | — | 不变 |
| — | CAL REDWOOD ACQUISITION CORP | $13.81万 | 0.00% | 600,000 | 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 |
| DQ | DAQO NEW ENERGY CORP 看涨期权 | $13.39万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | GRAB HOLDINGS LIMITED | $13.14万 | 0.00% | 2,946,623 | 0 | 0.0% | — | 不变 |
| — | GORES HLDGS X INC | $12.95万 | 0.00% | 175,000 | 0 | 0.0% | — | 不变 |
| — | CHURCHILL CAP CORP XII | $12.75万 | 0.00% | 75,000 | 75,000 | — | $12.75万 | 新建仓 |
| — | ROMAN DBDR ACQUISITION CORP | $12.43万 | 0.00% | 505,087 | 0 | 0.0% | — | 不变 |
| — | SIM ACQUISITION CORP. I | $12.35万 | 0.00% | 490,000 | 0 | 0.0% | — | 不变 |
| — | OYSTER ENTERPRISES II ACQUIS | $12.11万 | 0.00% | 1,100,000 | 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 |
| — | COINCHECK GROUP NV | $11.99万 | 0.00% | 521,260 | 0 | 0.0% | — | 不变 |
| — | STELLAR V CAP CORP | $11.90万 | 0.00% | 425,000 | 0 | 0.0% | — | 不变 |
| — | GP-ACT III ACQUISITION CORP | $11.64万 | 0.00% | 612,500 | 0 | 0.0% | — | 不变 |
| — | SOLID POWER INC | $11.52万 | 0.00% | 1,126,956 | 0 | 0.0% | — | 不变 |
| — | RAIN ENHANCEMENT TECHNOLOGIE | $11.32万 | 0.00% | 611,776 | 0 | 0.0% | — | 不变 |
| SLDB | SOLID BIOSCIENCES INC | $11.29万 | 0.00% | 11,297 | 11,297 | — | $11.29万 | 新建仓 |
| — | PLUM ACQUISITION CORP IV | $11.25万 | 0.00% | 250,000 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC | $11.22万 | 0.00% | 226,739 | 0 | 0.0% | — | 不变 |
| — | NEW PROVIDENCE ACQUISITION C | $11.20万 | 0.00% | 400,000 | 0 | 0.0% | — | 不变 |
| FULC | FULCRUM THERAPEUTICS INC | $10.98万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| — | DYNAMIX CORP | $10.73万 | 0.00% | 670,526 | 0 | 0.0% | — | 不变 |
| — | PROCAP ACQUISITION CORP | $10.67万 | 0.00% | 333,333 | 0 | 0.0% | — | 不变 |
| ADT | ADT INC DEL | $10.37万 | 0.00% | 15,948 | 15,948 | — | $10.37万 | 新建仓 |
| — | BTC DEV CORP | $9.91万 | 0.00% | 281,250 | 0 | 0.0% | — | 不变 |
| — | SES AI CORPORATION | $9.91万 | 0.00% | 103,185 | -99,025 | -49.0% | -$9.51万 | 减仓 |
| LXRX | LEXICON PHARMACEUTICALS INC | $9.86万 | 0.00% | 41,091 | 17,786 | 76.3% | $4.27万 | 加仓 |
| — | MELAR ACQUISITION CORP. I | $9.73万 | 0.00% | 742,500 | 0 | 0.0% | — | 不变 |
| — | K&F GROWTH ACQUISITION CORP | $9.39万 | 0.00% | 750,000 | 0 | 0.0% | — | 不变 |
| — | GAMESTOP CORP NEW | $9.20万 | 0.00% | 32,990 | 0 | 0.0% | — | 不变 |
| — | RESERVOIR MEDIA INC | $9.17万 | 0.00% | 541,120 | 1,300 | 0.2% | $220 | 加仓 |
| — | ENGENE THERAPEUTICS INC | $8.98万 | 0.00% | 309,763 | 309,763 | — | $8.98万 | 新建仓 |
| — | OAKTREE ACQUISITION CORP III | $8.94万 | 0.00% | 95,000 | 0 | 0.0% | — | 不变 |
| — | NAMIB MINERALS | $8.56万 | 0.00% | 389,194 | 0 | 0.0% | — | 不变 |
| — | ALGOMA STL GROUP INC | $8.43万 | 0.00% | 2,808,732 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC 看涨期权 | $8.37万 | 0.00% | 1,700 | -18,300 | -91.5% | -$90.11万 | 减仓 |
| FOXA | FOX CORP | $8.07万 | 0.00% | 1,548 | -27,009 | -94.6% | -$140.88万 | 减仓 |
| — | OMNIAB INC | $7.96万 | 0.00% | 897,392 | 0 | 0.0% | — | 不变 |
| — | ARBE ROBOTICS LTD | $7.88万 | 0.00% | 2,709,313 | 0 | 0.0% | — | 不变 |
| — | SES AI CORPORATION | $7.57万 | 0.00% | 2,804,325 | 0 | 0.0% | — | 不变 |
| — | METALS ACQUISITION CORP II | $7.50万 | 0.00% | 68,197 | 68,197 | — | $7.50万 | 新建仓 |
| — | OPPFI INC | $6.99万 | 0.00% | 2,330,473 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $6.80万 | 0.00% | 232 | 232 | — | $6.80万 | 新建仓 |
| — | BLACKSKY TECHNOLOGY INC | $6.77万 | 0.00% | 1,353,603 | 0 | 0.0% | — | 不变 |
| — | THE ONCOLOGY INSTITUTE INC | $6.63万 | 0.00% | 1,624,856 | 0 | 0.0% | — | 不变 |
| — | SIZZLE ACQUISITION CORP. II | $6.50万 | 0.00% | 400,000 | 0 | 0.0% | — | 不变 |
| ANGX | ANGEL STUDIOS INC. | $6.42万 | 0.00% | 17,500 | 0 | 0.0% | — | 不变 |
| — | JACKSON ACQUISITION CO II | $6.22万 | 0.00% | 443,751 | 0 | 0.0% | — | 不变 |
| — | INFLECTION POINT ACQU CORP V | $6.21万 | 0.00% | 90,000 | 0 | 0.0% | — | 不变 |
| BKSY | BLACKSKY TECHNOLOGY INC | $6.11万 | 0.00% | 2,187 | 2,187 | — | $6.11万 | 新建仓 |
| — | BUZZFEED INC | $5.95万 | 0.00% | 2,427,252 | -16,775 | -0.7% | -$411 | 减仓 |
| — | IONQ INC | $5.77万 | 0.00% | 1,394 | -3,923 | -73.8% | -$16.23万 | 重新持有 |
| — | HOLLEY INC | $5.65万 | 0.00% | 2,242,360 | 0 | 0.0% | — | 不变 |
| — | FOLD HLDGS INC | $5.52万 | 0.00% | 538,182 | 0 | 0.0% | — | 不变 |