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 |
|---|---|---|---|---|---|---|---|---|
| — | DRUGS MADE IN AMER ACQUTN CO | $5.50万 | 0.00% | 500,000 | 0 | 0.0% | — | 不变 |
| — | VIVID SEATS INC | $5.39万 | 0.00% | 1,321,790 | 0 | 0.0% | — | 不变 |
| — | FUSEMACHINES INC | $5.37万 | 0.00% | 894,211 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED | $5.36万 | 0.00% | 14,225 | -479 | -3.3% | -$1,806 | 减仓 |
| — | WALDENCAST PLC | $5.00万 | 0.00% | 1,065,907 | -173,463 | -14.0% | -$8,135 | 减仓 |
| — | EVE HLDG INC | $4.91万 | 0.00% | 288,827 | 0 | 0.0% | — | 不变 |
| — | NET POWER INC | $4.81万 | 0.00% | 28,794 | -7,078 | -19.7% | -$1.18万 | 减仓 |
| — | SOULPOWER ACQUISITION CORP | $4.66万 | 0.00% | 400,000 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $4.54万 | 0.00% | 626 | 626 | — | $4.54万 | 新建仓 |
| — | GOGORO INC | $4.50万 | 0.00% | 4,834,590 | 0 | 0.0% | — | 不变 |
| — | GENERATION ESSENTIALS GROUP | $4.35万 | 0.00% | 241,666 | 0 | 0.0% | — | 不变 |
| — | TH INTERNATIONAL LIMITED | $4.15万 | 0.00% | 21,727 | 0 | 0.0% | — | 不变 |
| — | PALLADYNE AI CORP | $3.81万 | 0.00% | 1,187,728 | 0 | 0.0% | — | 不变 |
| — | BITFUFU INC | $3.74万 | 0.00% | 267,051 | 0 | 0.0% | — | 不变 |
| — | YORKVILLE ACQUISITION CORP. | $3.41万 | 0.00% | 133,332 | 0 | 0.0% | — | 不变 |
| — | HELPORT AI LTD | $3.39万 | 0.00% | 1,034,486 | 0 | 0.0% | — | 不变 |
| — | LIVEWIRE GROUP INC | $3.10万 | 0.00% | 1,549,445 | 0 | 0.0% | — | 不变 |
| — | ALEANNA INC | $3.10万 | 0.00% | 100,001 | 0 | 0.0% | — | 不变 |
| — | ALPHA MODUS HLDGS INC | $3.04万 | 0.00% | 1,188,001 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $2.86万 | 0.00% | 10,558 | 0 | 0.0% | — | 不变 |
| — | VALENS SEMICONDUCTOR LTD | $2.86万 | 0.00% | 1,021,724 | 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 |
| — | INMUNE BIO INC | $2.71万 | 0.00% | 16,600 | 0 | 0.0% | — | 不变 |
| — | HIGH TEMPLAR TECHNOLOGY LTD | $2.67万 | 0.00% | 10,446 | 10,446 | — | $2.67万 | 新建仓 |
| — | SILVERBOX CORP IV | $2.67万 | 0.00% | 166,666 | 0 | 0.0% | — | 不变 |
| — | EVGO INC | $2.62万 | 0.00% | 2,819,066 | 0 | 0.0% | — | 不变 |
| — | P3 HEALTH PARTNERS INC | $2.60万 | 0.00% | 2,546,924 | 0 | 0.0% | — | 不变 |
| — | AVALANCHE TREAS CORP | $2.50万 | 0.00% | 50,000 | 50,000 | — | $2.50万 | 新建仓 |
| — | SUNCAR TECHNOLOGY GROUP INC | $2.23万 | 0.00% | 136,678 | 0 | 0.0% | — | 不变 |
| — | LOTUS TECHNOLOGY INC | $1.99万 | 0.00% | 343,010 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC | $1.98万 | 0.00% | 70,000 | 0 | 0.0% | — | 不变 |
| FULC | FULCRUM THERAPEUTICS INC 看涨期权 | $1.83万 | 0.00% | 5,000 | 5,000 | — | $1.83万 | 新建仓 |
| — | ROADZEN INC | $1.73万 | 0.00% | 87,500 | 0 | 0.0% | — | 不变 |
| — | PRENETICS GLOBAL LTD | $1.70万 | 0.00% | 1,303,861 | 0 | 0.0% | — | 不变 |
| — | T1 ENERGY INC | $1.62万 | 0.00% | 85,189 | -16,758 | -16.4% | -$3,182 | 减仓 |
| — | EVOLV TECHNOLOGIES HLDNGS IN | $1.46万 | 0.00% | 2,517,480 | 0 | 0.0% | — | 不变 |
| — | BRAND ENGAGEMENT NETWORK INC | $1.40万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| — | OSR HEALTH INC | $1.34万 | 0.00% | 253,001 | 0 | 0.0% | — | 不变 |
| — | HADRON ENERGY INC | $1.21万 | 0.00% | 75,000 | 75,000 | — | $1.21万 | 新建仓 |
| — | MOMENTUS INC | $1.16万 | 0.00% | 660,538 | 0 | 0.0% | — | 不变 |
| — | TEVOGEN BIO HLDGS INC | $1.14万 | 0.00% | 200,000 | 0 | 0.0% | — | 不变 |
| — | GORILLA TECHNOLOGY GROUP INC | $1.12万 | 0.00% | 31,173 | 0 | 0.0% | — | 不变 |
| SRPT | SAREPTA THERAPEUTICS INC 看涨期权 | $1.08万 | 0.00% | 600 | -154,600 | -99.6% | -$277.82万 | 减仓 |
| — | SURROZEN INC | $1.07万 | 0.00% | 648,285 | 0 | 0.0% | — | 不变 |
| — | RENEW ENERGY GLOBAL PLC | $1.04万 | 0.00% | 3,144,830 | 0 | 0.0% | — | 不变 |
| — | BLUE GOLD LTD | $9,610 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| — | GENEDX HOLDINGS CORP | $8,542 | 0.00% | 2,135,439 | 0 | 0.0% | — | 不变 |
| — | CHECHE GROUP INC | $7,812 | 0.00% | 363,345 | 0 | 0.0% | — | 不变 |
| — | EUDA HEALTH HOLDINGS LTD | $7,170 | 0.00% | 300,000 | 0 | 0.0% | — | 不变 |
| — | MURANO GLOBAL INVT PLC | $7,162 | 0.00% | 29,840 | 19,840 | 198.4% | $4,762 | 加仓 |
| — | SAB BIOTHERAPEUTICS INC | $6,907 | 0.00% | 539,588 | 0 | 0.0% | — | 不变 |
| — | BETTER HOME & FINANCE HOLDIN | $6,560 | 0.00% | 35,080 | 0 | 0.0% | — | 不变 |
| ARRY | ARRAY TECHNOLOGIES INC | $5,928 | 0.00% | 800 | -659,160 | -99.9% | -$488.44万 | 减仓 |
| — | ZEO ENERGY CORP | $5,790 | 0.00% | 150,000 | 0 | 0.0% | — | 不变 |
| — | CXAPP INC | $5,700 | 0.00% | 100,001 | 0 | 0.0% | — | 不变 |
| — | MURANO GLOBAL INVT PLC | $5,588 | 0.00% | 375,000 | 0 | 0.0% | — | 不变 |
| XME | SPDR SERIES TRUST | $5,347 | 0.00% | 50 | 50 | — | $5,347 | 新建仓 |
| — | MICROVAST HOLDINGS INC | $5,316 | 0.00% | 1,181,416 | 0 | 0.0% | — | 不变 |
| — | BENEFICIENT | $5,265 | 0.00% | 487,500 | 0 | 0.0% | — | 不变 |
| — | SUNPOWER INC | $5,160 | 0.00% | 37,500 | 0 | 0.0% | — | 不变 |
| — | PSYENCE BIOMEDICAL LTD | $4,860 | 0.00% | 200,000 | 0 | 0.0% | — | 不变 |
| — | VERDE CLEAN FUELS INC | $4,351 | 0.00% | 150,035 | 0 | 0.0% | — | 不变 |
| — | ANGHAMI INC | $4,276 | 0.00% | 427,629 | 0 | 0.0% | — | 不变 |
| — | FOXX DEV HLDGS INC | $4,097 | 0.00% | 51,535 | 51,535 | — | $4,097 | 新建仓 |
| — | GCL GLOBAL HLDGS LTD | $3,832 | 0.00% | 174,967 | 0 | 0.0% | — | 不变 |
| — | PAGAYA TECHNOLOGIES LTD | $3,654 | 0.00% | 69,600 | 0 | 0.0% | — | 不变 |
| — | STARDUST PWR INC | $3,237 | 0.00% | 29,167 | 0 | 0.0% | — | 不变 |
| — | KIDZ AI INC | $3,150 | 0.00% | 250,000 | 0 | 0.0% | — | 不变 |
| XRX | XEROX HOLDINGS CORP | $3,130 | 0.00% | 1,000 | -9,000 | -90.0% | -$2.82万 | 减仓 |
| — | GDEV INC | $3,034 | 0.00% | 410,002 | 0 | 0.0% | — | 不变 |
| — | NVNI GROUP LIMITED | $2,980 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| — | SMX SEC MATTERS PLC | $2,700 | 0.00% | 125,000 | 0 | 0.0% | — | 不变 |
| — | ASPIRE BIOPHARMA HLDGS INC | $2,500 | 0.00% | 125,000 | 0 | 0.0% | — | 不变 |
| SRPT | SAREPTA THERAPEUTICS INC | $2,480 | 0.00% | 138 | -14,386 | -99.0% | -$25.85万 | 减仓 |
| — | LIMINATUS PHARMA INC. | $2,247 | 0.00% | 29,961 | 0 | 0.0% | — | 不变 |
| — | SEASTAR MEDICAL HOLDING CORP | $2,163 | 0.00% | 125,000 | 0 | 0.0% | — | 不变 |
| — | ESS TECH INC | $2,152 | 0.00% | 391,284 | 0 | 0.0% | — | 不变 |
| — | FARADAY FUTURE INTLGT ELEC I | $2,036 | 0.00% | 141,374 | 0 | 0.0% | — | 不变 |
| — | ECARX HOLDINGS INC | $2,000 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| — | FREIGHTOS LTD | $1,918 | 0.00% | 40,551 | 0 | 0.0% | — | 不变 |
| — | CYCURION INC | $1,700 | 0.00% | 100,001 | 0 | 0.0% | — | 不变 |
| — | CID HOLDCO INC | $1,384 | 0.00% | 112,500 | 0 | 0.0% | — | 不变 |
| — | VEEA INC | $1,250 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | XBP GLOBAL HOLDINGS INC | $1,153 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| — | XOS INC | $1,049 | 0.00% | 249,820 | 0 | 0.0% | — | 不变 |
| — | LANZATECH GLOBAL INC | $998 | 0.00% | 66,083 | 0 | 0.0% | — | 不变 |
| RZLV | REZOLVE AI PLC | $378 | 0.00% | 120 | -70,278 | -99.8% | -$22.14万 | 减仓 |
| — | ROCKET PHARMACEUTICALS INC | $364 | 0.00% | 75,731 | 0 | 0.0% | — | 不变 |
| — | SWVL HOLDINGS CORP | $360 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $65 | 0.00% | 2 | -108,260 | -100.0% | -$351.85万 | 减仓 |
| — | MICROVAST HOLDINGS INC | $2 | 0.00% | 2 | -3,573 | -99.9% | -$3,573 | 减仓 |
| LQD | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -1,147,200 | -100.0% | -$1.25亿 | 清仓 |
| — | STRATEGY INC | $0 | 0.00% | 0 | -135,000,000 | -100.0% | -$1.13亿 | 清仓 |
| SOXX | ISHARES TR | $0 | 0.00% | 0 | -273,000 | -100.0% | -$8,972.42万 | 清仓 |
| — | CYTOKINETICS INC | $0 | 0.00% | 0 | -12,500,000 | -100.0% | -$7,823.44万 | 清仓 |
| — | STRATEGY INC | $0 | 0.00% | 0 | -63,500,000 | -100.0% | -$6,981.06万 | 清仓 |
| — | WAYFAIR INC | $0 | 0.00% | 0 | -36,090,000 | -100.0% | -$6,314.81万 | 清仓 |
| IGV | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -774,900 | -100.0% | -$6,203.07万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP 看跌期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$6,043.90万 | 清仓 |
| — | HONEYWELL INTL INC 看涨期权 | $0 | 0.00% | 0 | -259,200 | -100.0% | -$5,858.70万 | 清仓 |