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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 38
增持 25
减持 37
清仓 50
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$661.8M
700,000
-66%
清仓
XLK
SELECT SECTOR SPDR TR
-$173.3M
0
-100%
清仓
QQQ
INVESCO QQQ TR
-$117.1M
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。
清仓
—
DISCOVERY INC
-$89.4M
0
-100%
减持
T
AT&T INC
-$83.4M
1,116,715
-75%
清仓
XLF
SELECT SECTOR SPDR TR
-$68.6M
0
-100%
清仓
PFE
PFIZER INC
-$63.5M
0
-100%
减持
LPLA
LPL FINL HLDGS INC
-$61.4M
37,844
-90%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$60.6M
4,314,445
+9%
减持
MTB
M & T BK CORP
-$59.5M
89,687
-79%
减持
HDB
HDFC BANK LTD
-$54.7M
278,514
-76%
清仓
IBN
ICICI BANK LIMITED
-$53.4M
0
-100%
减持
WFC
WELLS FARGO CO NEW
-$52.6M
185,800
-85%
建仓
JD
JD.COM INC
+$43.4M
673,590
建仓
MSFT
MICROSOFT CORP
+$42.8M
166,753
减持
INFY
INFOSYS LTD
-$42.4M
1,618,882
-44%
建仓
DELL
DELL TECHNOLOGIES INC
+$41.6M
900,000
减持
—
ISTAR INC
-$39.9M
5,760,000
-79%
清仓
—
ZENDESK INC
-$38.0M
0
-100%
清仓
FLNA
CASSAVA SCIENCES INC
-$37.2M
0
-100%
清仓
—
ZYNGA INC
-$35.8M
0
-100%
减持
CSCO
CISCO SYS INC
-$35.7M
198,016
-75%
清仓
—
SVB FINANCIAL GROUP
-$35.6M
0
-100%
清仓
—
ANAPLAN INC
-$34.5M
0
-100%
减持
—
TATA MTRS LTD
-$34.1M
716,077
-61%
清仓
—
CERNER CORP
-$33.9M
0
-100%
减持
CMA
COMERICA INC
-$33.1M
8,060
-98%
减持
—
LUMENTUM HLDGS INC
-$33.1M
4,000,000
-88%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$32.8M
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$32.5M
0
-100%
建仓
—
AMERICAN CAMPUS CMNTYS INC
+$32.2M
499,000
清仓
—
BOWLERO CORP
-$32.0M
0
-100%
增持
XBI
SPDR SER TR
-$31.8M
2,214,203
+1%
减持
ARES
ARES MANAGEMENT CORPORATION
-$31.7M
16,932
-96%
清仓
ALL
ALLSTATE CORP
-$31.2M
0
-100%
建仓
—
NORWEGIAN CRUISE LINE HLDG L
+$31.1M
2,800,000
增持
KWEB
KRANESHARES TR
+$31.0M
1,257,085
+252%
减持
—
LIBERTY MEDIA CORP DEL
-$29.6M
500,000
-52%
清仓
HSBC
HSBC HLDGS PLC
-$28.6M
0
-100%
减持
—
JUNIPER NETWORKS INC
-$28.0M
409,581
-62%
清仓
KDP
KEURIG DR PEPPER INC
-$27.3M
0
-100%
清仓
—
ZENDESK INC
-$26.3M
0
-100%
清仓
—
BLOCK INC
-$26.3M
0
-100%
建仓
—
SAILPOINT TECHNOLOGIES HLDGS
+$25.7M
410,000
建仓
TMUS
T-MOBILE US INC
+$25.6M
190,024
清仓
—
ZILLOW GROUP INC
-$25.5M
0
-100%
建仓
—
BARCLAYS BANK PLC
+$24.1M
1,044,900
建仓
—
FLAGSTAR BANCORP INC
+$23.8M
670,525
建仓
VYX
NCR CORP NEW
+$23.3M
750,000
减持
BIDU
BAIDU INC
-$22.7M
202,070
-45%
建仓
—
REALOGY GRP LLC/REALOGY CO
+$22.7M
30,750,000
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$22.6M
160,005
清仓
ON
ON SEMICONDUCTOR CORP
-$22.5M
0
-100%
增持
—
CMC MATERIALS INC
+$21.5M
535,002
+38%
清仓
MP
MP MATERIALS CORP
-$21.3M
0
-100%
清仓
—
ZYNGA INC
-$21.2M
0
-100%
增持
ENPH
ENPHASE ENERGY INC
+$21.1M
135,467
+414%
减持
—
FORD MTR CO DEL
-$20.5M
56,500,000
-7%
建仓
ORCL
ORACLE CORP
+$20.5M
292,914
清仓
—
51JOB INC
-$20.1M
0
-100%
增持
LI
LI AUTO INC
+$19.8M
527,682
+1759%
增持
PSTG
PURE STORAGE INC
+$19.6M
1,302,688
+232%
清仓
—
MGM GROWTH PPTYS LLC
-$19.4M
0
-100%
建仓
ADI
ANALOG DEVICES INC
+$19.0M
130,178
建仓
—
SHAW COMMUNICATIONS INC
+$18.9M
641,800
增持
XPEV
XPENG INC
+$18.8M
667,200
+617%
减持
—
ALTUS POWER INC
-$18.5M
48,331
-98%
增持
SEDG
SOLAREDGE TECHNOLOGIES INC
+$18.1M
105,250
+218%
减持
DKS
DICKS SPORTING GOODS INC
-$17.8M
29,354
-85%
清仓
—
GOPRO INC
-$17.4M
0
-100%
减持
WTFC
WINTRUST FINL CORP
-$17.3M
100,000
-63%
清仓
PYPL
PAYPAL HLDGS INC
-$17.1M
0
-100%
建仓
—
TWITTER INC
+$16.7M
447,160
减持
BX
BLACKSTONE INC
-$16.4M
105,000
-49%
清仓
BDX
BECTON DICKINSON & CO
-$16.4M
0
-100%
增持
—
VMWARE INC
+$16.3M
346,294
+70%
减持
—
XP INC
-$16.3M
625,366
-32%
建仓
—
NCL CORP LTD
+$16.2M
14,500,000
增持
—
WELBILT INC
+$16.0M
1,287,398
+109%
清仓
—
OAK STR HEALTH INC
-$15.9M
0
-100%
建仓
CBOE
CBOE GLOBAL MKTS INC
+$15.9M
140,822
清仓
—
ARTISAN ACQUISITION CORP
-$15.9M
0
-100%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$15.9M
0
-100%
清仓
TENB
TENABLE HLDGS INC
-$15.9M
0
-100%
清仓
EXPE
EXPEDIA GROUP INC
-$15.9M
0
-100%
减持
GLD
SPDR GOLD TR
-$15.8M
184,593
-29%
增持
—
SABRE GLBL INC
-$15.8M
32,300,000
+8%
增持
AAL
AMERICAN AIRLS GROUP INC
-$15.4M
4,898,051
+15%
增持
MRVL
MARVELL TECHNOLOGY INC
+$15.0M
675,000
+238%
建仓
CRM
SALESFORCE INC
+$14.9M
90,264
建仓
BILI
BILIBILI INC
+$13.9M
542,567
减持
NOK
NOKIA CORP
-$13.9M
287,971
-90%
增持
—
EMBARK TECHNOLOGY INC
-$13.9M
2,601,301
+1%
增持
TAN
INVESCO EXCH TRADED FD TR II
+$13.8M
325,000
+160%
清仓
TSLA
TESLA INC
-$13.7M
0
-100%
增持
PDYNW
SARCOS TECHN AND ROBOTICS CO
-$13.4M
3,645,063
+5%
增持
—
COHERENT INC
+$12.5M
277,477
+24%
减持
CBSH
COMMERCE BANCSHARES INC
-$12.3M
36,790
-82%
减持
—
LIBERTY MEDIA CORP DEL
-$12.2M
731,223
-13%
增持
—
WOLFSPEED INC
+$12.2M
201,802
+3943%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$12.1M
99,124
增持
—
ADTHEORENT HOLDING COMPANY
-$12.1M
2,656,738
+29%
清仓
PRKS
SEAWORLD ENTMT INC
-$12.0M
0
-100%
增持
—
BOXED INC
-$12.0M
2,280,004
+43%
建仓
—
WAYFAIR INC
+$11.9M
15,000,000
清仓
—
AKAMAI TECHNOLOGIES INC
-$11.8M
0
-100%
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$11.7M
0
-100%
减持
NTES
NETEASE INC
-$11.6M
268,016
-32%
减持
BHC
BAUSCH HEALTH COS INC
-$11.6M
485,956
-29%
建仓
—
VERU INC
+$11.4M
1,009,600
减持
—
FORGE GLOBAL HOLDINGS INC
-$11.3M
219,402
-45%
减持
CRUS
CIRRUS LOGIC INC
-$11.3M
400,000
-16%
减持
—
CERIDIAN HCM HLDG INC
-$11.2M
30,000,000
-25%
建仓
—
GCP APPLIED TECHNOLOGIES INC
+$11.2M
357,491
建仓
EE
EXCELERATE ENERGY INC
+$10.8M
543,376
清仓
STM
STMICROELECTRONICS N V
-$10.8M
0
-100%
建仓
—
HEALTHCARE TR AMER INC
+$10.7M
385,000
减持
IBKR
INTERACTIVE BROKERS GROUP IN
-$10.6M
200,615
-39%
清仓
EXAS
EXACT SCIENCES CORP
-$10.4M
0
-100%
清仓
PAYX
PAYCHEX INC
-$10.4M
0
-100%
增持
NVAX
NOVAVAX INC
+$10.4M
232,693
+962%
建仓
—
BIOHAVEN PHARMACTL HLDG CO L
+$10.3M
70,503
建仓
IBB
ISHARES TR
+$10.1M
85,638
清仓
PWR
QUANTA SVCS INC
-$10.0M
0
-100%
建仓
—
BANDWIDTH INC
+$10.0M
16,500,000
建仓
—
SK GROWTH OPPORTUNITIES CORP
+$10.0M
1,000,000
建仓
—
STRIDE INC
+$9.9M
10,000,000
清仓
—
MARATHON OIL CORP
-$9.8M
0
-100%
建仓
QCOM
QUALCOMM INC
+$9.7M
76,087
清仓
—
WEIBO CORP
-$9.7M
0
-100%
清仓
WDAY
WORKDAY INC
-$9.6M
0
-100%
清仓
—
SPLUNK INC
-$9.6M
0
-100%
建仓
EEM
ISHARES TR
+$9.4M
235,466
增持
BNTX
BIONTECH SE
+$9.4M
106,817
+180%
建仓
—
NXP SEMICONDUCTORS N V
+$9.4M
63,500
清仓
JBL
JABIL INC
-$9.3M
0
-100%
增持
AAPL
APPLE INC
+$9.1M
102,475
+268%
建仓
INVH
INVITATION HOMES INC
+$9.1M
254,940
清仓
GTM
ZOOMINFO TECHNOLOGIES INC
-$8.9M
0
-100%
减持
WIT
WIPRO LTD
-$8.9M
3,098,572
-6%
减持
—
EVGO INC
-$8.9M
1,187,447
-5%
增持
GS
GOLDMAN SACHS GROUP INC
+$8.8M
39,997
+331%
建仓
—
CHANGE HEALTHCARE INC
+$8.8M
380,000
清仓
NVDA
NVIDIA CORPORATION
-$8.7M
0
-100%
减持
—
VELO3D INC
-$8.5M
1,006,418
-6%
清仓
ILMN
ILLUMINA INC
-$8.4M
0
-100%
减持
—
SIGNET JEWELERS LIMITED
-$8.4M
80,518
-54%
建仓
—
NEOPHOTONICS CORP
+$8.4M
532,582
减持
—
GDS HLDGS LTD
-$8.4M
10,000,000
-40%
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$8.3M
89,993
