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LMR Partners LLP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
LMR Partners LLP
报告期 2026-03-31 · CIK 0001578621
持仓数
1,417
前50大市值合计
$33.16B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 52
增持 31
减持 23
清仓 44
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TRUST
+$820.3M
4,166,623
+54%
清仓
IWM
IWM US Equity
-$609.9M
0
-100%
清仓
—
SEA LTD
-$310.5M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
NVAX
NVAX US Equity
+$252.8M
1,766,783
增持
XLK
XLK US Equity
+$212.2M
1,250,500
+3508%
增持
AAPL
AAPL US Equity
+$180.7M
2,322,600
+42%
增持
XBI
XBI US Equity
+$170.9M
1,672,625
+1183%
建仓
IBN
ICICI BANK LTD
+$89.4M
4,502,577
建仓
XLF
XLF US Equity
+$80.3M
2,057,400
清仓
—
CLEVELAND-CLIFFS INC
-$75.7M
0
-100%
减持
DELL
DELL TECHNOLOGIES INC
-$72.9M
100,000
-87%
建仓
FLNA
SAVA US Equity
+$57.0M
1,305,500
建仓
—
MONGODB INC
+$51.1M
20,000,000
建仓
—
FARFETCH LTD
+$50.0M
22,000,000
减持
BHP
BHP GROUP LTD
-$49.6M
337,036
-74%
减持
—
MERCADOLIBRE INC
-$49.4M
10,000,000
-52%
清仓
—
KANSAS CITY SOUTHERN
-$48.7M
0
-100%
减持
TSM
TSMC
-$43.2M
49,188
-89%
增持
INFY
INFOSYS LTD
+$43.2M
2,321,147
+235%
建仓
AXP
AMERICAN EXPRESS CO
+$39.8M
243,331
增持
—
XILINX INC
+$39.3M
637,001
+0%
建仓
—
CMC MATERIALS INC
+$38.1M
198,824
建仓
—
PRETIUM RESOURCES INC
+$37.8M
2,680,700
增持
—
IHS MARKIT LTD
+$37.6M
877,172
+30%
清仓
—
LIBERTY INTERACTIVE LLC
-$37.0M
0
-100%
增持
AAL
AAL US Equity
+$35.6M
2,000,000
+14296%
清仓
CSCO
CISCO SYSTEMS INC/DELAWARE
-$34.0M
0
-100%
清仓
MA
MASTERCARD INC
-$32.5M
0
-100%
清仓
CRM
SALESFORCE.COM INC
-$32.2M
0
-100%
建仓
—
DISH NETWORK CORP
+$31.4M
31,500,000
建仓
LITE
LUMENTUM HOLDINGS INC
+$31.4M
296,650
建仓
—
MICROSTRATEGY INC
+$31.2M
20,000,000
建仓
KLAC
KLA CORP
+$30.5M
70,889
建仓
ARES
ARES MANAGEMENT CORP
+$30.5M
375,063
清仓
WELL
WELLTOWER INC
-$30.3M
0
-100%
建仓
—
ROIVANT SCIENCES LTD
+$29.7M
2,945,314
清仓
—
CIMAREX ENERGY CO
-$28.9M
0
-100%
清仓
—
HILLMAN SOLUTIONS CORP
-$28.8M
0
-100%
清仓
—
INFLECTION POINT ACQUISITION C
-$28.7M
0
-100%
清仓
—
VEREIT INC
-$28.6M
0
-100%
增持
—
CYXTERA TECHNOLOGIES INC
+$28.5M
2,465,478
+787%
清仓
—
MATTERPORT INC
-$28.1M
0
-100%
建仓
—
INFLECTION POINT ACQUISITION C
+$28.0M
2,900,000
减持
NIO
NIO US Equity
-$27.9M
6,152,882
-2%
建仓
AMAT
APPLIED MATERIALS INC
+$27.8M
176,585
减持
GDX
VANECK GOLD MINERS ETF/USA
-$27.7M
100,000
-90%
增持
T
AT&T INC
+$27.0M
2,737,440
+83%
增持
KWEB
KRANESHARES CSI CHINA INTERNET
+$25.8M
980,502
+366%
增持
—
SMARTSHEET INC
+$25.6M
375,000
+650%
清仓
—
SEA LTD
-$25.4M
0
-100%
建仓
—
LAM RESEARCH CORP
+$25.3M
35,235
增持
EEFT
EURONET WORLDWIDE INC
+$24.8M
513,852
+79%
减持
GLD
SPDR GOLD SHARES
-$24.4M
50,000
-75%
减持
—
SNAP INC
-$23.7M
10,659,000
-23%
清仓
—
INSIGHT ACQUISITION CORP/DE
-$23.6M
0
-100%
增持
—
ETSY INC
+$23.3M
37,629,000
+25%
建仓
—
INSIGHT ACQUISITION CORP/DE
+$23.2M
2,376,000
减持
DKS
DICK'S SPORTING GOODS INC
-$23.1M
2,130
-99%
减持
BABA
ALIBABA GROUP HOLDING LTD
-$23.0M
93,596
-60%
增持
—
SNAP INC
-$22.6M
50,000,000
+25%
清仓
EA
ELECTRONIC ARTS INC
-$22.2M
0
-100%
清仓
TXNM
PNM RESOURCES INC
-$21.6M
0
-100%
清仓
—
NCL CORPORATION LTD
-$21.4M
0
-100%
清仓
SBNY
SIGNATURE BANK/NEW YORK NY
-$21.4M
0
-100%
建仓
BX
BLACKSTONE INC
+$21.3M
165,000
增持
GTM
ZOOMINFO TECHNOLOGIES INC
+$21.0M
378,238
+602%
清仓
—
ARCHAEA ENERGY INC
-$20.9M
0
-100%
建仓
ALL
ALLSTATE CORP/THE
+$20.5M
174,206
清仓
—
ALIGHT INC - CLASS A
-$20.4M
0
-100%
建仓
—
AKAMAI TECHNOLOGIES INC
+$19.7M
15,000,000
增持
PDYNW
SARCOS TECHNOLOGY AND ROBOTI
+$19.7M
2,395,128
+341%
建仓
—
TRISTAR ACQUISITION I CORP
+$19.7M
1,950,000
建仓
HAIN
HAIN CELESTIAL GROUP INC/THE
+$19.3M
451,912
建仓
—
IX ACQUISITION CORP
+$19.2M
1,980,000
建仓
—
MESA LABORATORIES INC
+$19.1M
15,000,000
建仓
—
VMWARE INC
+$19.0M
164,375
清仓
—
MFA FINANCIAL INC
-$19.0M
0
-100%
建仓
SMFG
SUMITOMO MITSUI FINANCIAL GROU
+$18.8M
2,739,085
增持
NTES
NETEASE INC
+$18.4M
208,720
+574%
清仓
BBWI
BATH & BODY WORKS INC
-$18.4M
0
-100%
建仓
—
ZENDESK INC
+$18.4M
176,480
清仓
BILL
BILL.COM HOLDINGS INC
-$18.2M
0
-100%
清仓
—
BEAUTY HEALTH CO/THE
-$17.9M
0
-100%
清仓
ITUB
ITAU UNIBANCO HOLDING SA
-$17.5M
0
-100%
建仓
—
NABORS INDUSTRIES INC
+$17.5M
19,500,000
减持
JD
JD.COM INC
-$17.3M
369,958
-38%
清仓
—
CCC INTELLIGENT SOLUTIONS HO
-$17.2M
0
-100%
建仓
—
BILL.COM HOLDINGS INC
+$17.1M
10,000,000
减持
ASO
ACADEMY SPORTS & OUTDOORS INC
-$16.9M
35,305
-92%
增持
HDB
HDFC BANK LTD
+$16.9M
416,824
+198%
建仓
—
CHENIERE ENERGY INC
+$16.8M
20,000,000
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
+$16.7M
93,882
清仓
—
ASTRAZENECA PLC
-$16.4M
0
-100%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$16.3M
60,024
减持
—
CANO HEALTH INC
-$15.6M
1,616,216
-32%
减持
—
TATA MOTORS LTD
-$15.4M
846,636
-56%
建仓
ASB
ASSOCIATED BANC-CORP
+$15.4M
680,476
建仓
—
LUMENTUM HOLDINGS INC
+$15.1M
12,100,000
清仓
MSFT
MICROSOFT CORP
-$14.8M
0
-100%
减持
WFC
WELLS FARGO & CO
-$14.7M
813,237
-30%
减持
BIDU
BAIDU INC
-$14.6M
167,629
-35%
减持
QQQ
INVESCO QQQ TRUST SERIES 1
-$14.4M
278,768
-20%
建仓
—
MARBLEGATE ACQUISITION CORP
+$14.4M
1,470,000
建仓
MU
MICRON TECHNOLOGY INC
+$14.0M
150,225
建仓
—
INFLECTION POINT ACQUISITI-A
+$14.0M
1,450,000
建仓
—
CANADIAN PACIFIC RAILWAY LTD
+$13.9M
193,227
增持
META
META PLATFORMS INC
+$13.8M
95,162
+77%
清仓
CROX
CROCS INC
-$13.7M
0
-100%
增持
MORN
MORNINGSTAR INC
+$13.3M
90,393
+33%
清仓
—
PPD INC
-$13.1M
0
-100%
清仓
—
HILL-ROM HOLDINGS INC
-$13.0M
0
-100%
增持
CRUS
CIRRUS LOGIC INC
+$13.0M
390,000
+40%
减持
—
ENGAGESMART INC
-$12.9M
250,000
-55%
建仓
BNTX
BIONTECH SE
+$12.8M
49,642
清仓
—
HELLO GROUP INC
-$12.6M
0
-100%
建仓
—
EMBARK TECHNOLOGY INC
+$12.2M
1,399,818
清仓
WSM
WILLIAMS-SONOMA INC
-$12.1M
0
-100%
清仓
—
BANDWIDTH INC
-$11.9M
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$11.9M
2,714
-96%
增持
—
ARDAGH METAL PACKAGING SA
+$11.8M
1,911,100
+248%
清仓
—
NXP SEMICONDUCTORS NV
-$11.8M
0
-100%
建仓
—
INSIGHT ACQUISITION CORP-A
+$11.6M
1,188,000
增持
—
PAGSEGURO DIGITAL LTD
-$11.5M
480,847
+3%
减持
CMA
COMERICA INC
-$11.5M
353,001
-33%
增持
—
ROVER GROUP INC
+$11.4M
1,650,890
+380%
增持
HSBC
HSBC HOLDINGS PLC
+$11.3M
1,234,154
+26%
清仓
GAP
GAP INC/THE
-$11.2M
0
-100%
增持
—
CAZOO GROUP LTD
+$11.1M
2,484,759
+399%
建仓
—
WINNEBAGO INDUSTRIES
+$11.1M
8,250,000
增持
LPLA
LPL FINANCIAL HOLDINGS INC
+$10.9M
251,661
+34%
减持
—
ZSCALER INC.
-$10.9M
20,000,000
-33%
建仓
AAP
ADVANCE AUTO PARTS INC
+$10.9M
45,241
减持
MAT
MATTEL INC
-$10.8M
154,255
-80%
清仓
—
BELONG ACQUISITION CORP
-$10.7M
0
-100%
建仓
—
INVESTORS BANCORP INC
+$10.5M
695,218
建仓
—
BELONG ACQUISITION CORP
+$10.5M
1,077,183
清仓
JBL
JABIL INC
-$10.5M
0
-100%
建仓
NVDA
NVIDIA CORP
+$10.4M
35,515
清仓
RH
RH
-$10.4M
0
-100%
建仓
—
FLAGSTAR BANCORP INC
+$10.3M
215,743
增持
ENTG
ENTEGRIS INC
+$10.2M
140,285
+92%
增持
—
FIVE9 INC
+$10.2M
38,355,000
+39%
建仓
—
ALTUS POWER INC
+$10.2M
973,672
增持
—
SABRE GLBL INC
+$10.2M
26,500,000
+77%
减持
ABNB
AIRBNB INC
-$10.1M
3,345
-95%
建仓
PYPL
PAYPAL HOLDINGS INC
+$10.0M
52,887
清仓
DDOG
DATADOG INC
-$9.9M
0
-100%
清仓
FRSH
FRESHWORKS INC
-$9.9M
0
-100%
清仓
—
ATHENE HOLDING LTD
-$9.8M
0
-100%
建仓
—
IX ACQUISITION CORP-A
+$9.6M
990,000
