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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 42
增持 42
减持 32
清仓 34
方向
标的
Δ市值
现股数(环比)
减持
QQQ
INVESCO QQQ TR
-$862.2M
987,926
-72%
增持
IWM
ISHARES TR
+$495.8M
5,168,400
+69%
减持
SPY
SPDR S&P 500 ETF TR
-$194.4M
70,466
-87%
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
—
ACTIVISION BLIZZARD INC
-$180.1M
0
-100%
清仓
—
HORIZON THERAPEUTICS PUB L
-$139.4M
0
-100%
增持
MUB
ISHARES TR
+$137.6M
1,600,000
+357%
减持
NVDA
NVIDIA CORPORATION
-$130.7M
177,188
-65%
清仓
—
SEAGEN INC
-$107.9M
0
-100%
清仓
—
VMWARE INC
-$101.7M
0
-100%
清仓
TECK
TECK RESOURCES LTD
-$83.2M
0
-100%
增持
—
UNITED STATES STL CORP NEW
+$75.6M
1,720,371
+588%
清仓
DVN
DEVON ENERGY CORP NEW
-$71.6M
0
-100%
建仓
BHP
BHP GROUP LTD
+$61.6M
901,947
建仓
NTRS
NORTHERN TR CORP
+$59.7M
707,039
增持
ACI
ALBERTSONS COS INC
+$56.2M
3,036,145
+408%
增持
GE
GENERAL ELECTRIC CO
+$52.2M
413,622
+7067%
清仓
ROP
ROPER TECHNOLOGIES INC
-$48.4M
0
-100%
减持
—
CAPRI HOLDINGS LIMITED
-$46.9M
505,000
-63%
清仓
BIIB
BIOGEN INC
-$46.4M
0
-100%
增持
—
ENDEAVOR GROUP HLDGS INC
+$42.4M
2,162,600
+381%
增持
AAPL
APPLE INC
+$41.2M
1,921,770
+0%
建仓
C
CITIGROUP INC
+$39.6M
768,867
增持
WDC
WESTERN DIGITAL CORP.
+$39.3M
862,014
+578%
减持
MRVL
MARVELL TECHNOLOGY INC
-$37.8M
83,282
-89%
增持
—
SPIRIT AIRLS INC
+$36.5M
2,238,400
+20201%
建仓
SGML
SIGMA LITHIUM CORPORATION
+$35.2M
1,117,544
减持
NVO
NOVO-NORDISK A S
-$35.1M
35,434
-92%
建仓
CYTK
CYTOKINETICS INC
+$34.2M
409,800
建仓
CBRE
CBRE GROUP INC
+$33.2M
357,077
增持
RIVN
RIVIAN AUTOMOTIVE INC
+$33.1M
4,047,400
+59%
增持
BP
BP PLC
+$31.8M
2,507,438
+71%
清仓
—
ABCAM PLC
-$31.6M
0
-100%
增持
TFC
TRUIST FINL CORP
+$31.5M
1,675,385
+58%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$31.3M
76,938
建仓
COP
CONOCOPHILLIPS
+$30.8M
265,411
清仓
UNM
UNUM GROUP
-$30.7M
0
-100%
增持
NFLX
NETFLIX INC
+$29.1M
72,400
+344%
建仓
—
SPLUNK INC
+$29.1M
30,000,000
建仓
FIVN
FIVE9 INC
+$28.3M
360,000
减持
KVUE
KENVUE INC
-$28.1M
250,000
-85%
增持
QCOM
QUALCOMM INC
+$28.0M
202,813
+1582%
增持
MU
MICRON TECHNOLOGY INC
+$27.7M
599,398
+74%
建仓
—
SPLUNK INC
+$27.6M
25,000,000
清仓
—
NEW RELIC INC
-$26.6M
0
-100%
建仓
—
CEREVEL THERAPEUTICS HLDNG I
+$26.6M
626,483
减持
—
VNET GROUP INC
-$26.5M
25,000,000
-62%
减持
BTU
PEABODY ENERGY CORP
-$25.5M
258,040
-79%
减持
AMD
ADVANCED MICRO DEVICES INC
-$25.2M
614,800
-45%
清仓
—
DENBURY INC
-$25.0M
0
-100%
减持
KWEB
KRANESHARES TR
-$24.4M
84,000
-91%
清仓
PAYX
PAYCHEX INC
-$24.2M
0
-100%
清仓
CSCO
CISCO SYS INC
-$24.2M
0
-100%
建仓
SNOW
SNOWFLAKE INC
+$23.9M
120,000
增持
SONY
SONY GROUP CORP
+$23.6M
293,043
+485%
减持
—
AERCAP HOLDINGS NV
-$23.5M
355,605
-55%
增持
PDD
PDD HOLDINGS INC
+$23.4M
300,300
+44%
减持
SRPT
SAREPTA THERAPEUTICS INC
-$23.4M
451,554
-18%
增持
—
IROBOT CORP
+$23.4M
701,700
+602%
减持
TRIP
TRIPADVISOR INC
+$23.1M
4,662,400
-0%
建仓
TAN
INVESCO EXCH TRADED FD TR II
+$22.8M
427,965
增持
—
FARFETCH LTD
-$22.8M
76,750,000
+71%
增持
—
STELLANTIS N.V
+$22.6M
3,000,000
+22%
建仓
PCG
PG&E CORP
+$22.5M
1,249,793
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$22.0M
27,400
-77%
清仓
—
NOBLE CORP PLC
-$21.9M
0
-100%
清仓
TDW
TIDEWATER INC NEW
-$21.7M
0
-100%
减持
—
ASTRAZENECA PLC
-$21.7M
277,516
-53%
建仓
TWLO
TWILIO INC
+$21.6M
285,004
清仓
BRO
BROWN & BROWN INC
-$21.0M
0
-100%
减持
—
WAYFAIR INC
-$20.8M
10,000,000
-64%
增持
—
TEEKAY TANKERS LTD
+$19.6M
422,875
+1020%
建仓
BKR
BAKER HUGHES COMPANY
+$19.5M
571,137
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$19.3M
149,956
建仓
LI
LI AUTO INC
+$19.1M
510,950
建仓
CNQ
CANADIAN NAT RES LTD
+$19.1M
291,746
建仓
ORCL
ORACLE CORP
+$19.0M
180,408
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$18.3M
214,545
减持
SNPS
SYNOPSYS INC
-$18.1M
575
-99%
减持
XBI
SPDR SER TR
-$18.0M
834,779
-34%
增持
—
FLEX LTD
+$17.8M
886,896
+159%
减持
—
CHUBB LIMITED
-$17.1M
30,710
-73%
清仓
MPC
MARATHON PETE CORP
-$16.2M
0
-100%
减持
—
H WORLD GROUP LTD
-$16.2M
15,000,000
-47%
清仓
—
CHINDATA GROUP HLDGS LTD
-$16.2M
0
-100%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$16.1M
1,017
-99%
建仓
WDAY
WORKDAY INC
+$16.1M
58,396
建仓
STT
STATE STR CORP
+$16.0M
206,959
清仓
CWEN
CLEARWAY ENERGY INC
-$16.0M
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
-$15.8M
282,523
-35%
增持
MDGL
MADRIGAL PHARMACEUTICALS INC
+$15.5M
71,885
+858%
增持
JBLU
JETBLUE AWYS CORP
+$15.5M
3,957,000
+181%
减持
PSX
PHILLIPS 66
-$15.5M
31,000
-81%
增持
FANG
DIAMONDBACK ENERGY INC
+$15.5M
103,160
+2837%
增持
PPL
PPL CORP
+$15.4M
1,079,914
+83%
清仓
INTU
INTUIT
-$15.3M
0
-100%
清仓
LUV
SOUTHWEST AIRLS CO
-$15.2M
0
-100%
清仓
OWL
BLUE OWL CAPITAL INC
-$15.1M
0
-100%
建仓
—
WILLIS TOWERS WATSON PLC LTD
+$15.1M
62,722
清仓
EXC
EXELON CORP
-$15.1M
0
-100%
增持
—
MEDTRONIC PLC
+$15.1M
210,258
+631%
减持
MSI
MOTOROLA SOLUTIONS INC
-$15.0M
69,353
-49%
增持
—
WOLFSPEED INC
+$14.9M
882,406
+43%
建仓
SYK
STRYKER CORPORATION
+$14.9M
49,600
建仓
CRUS
CIRRUS LOGIC INC
+$14.6M
175,000
清仓
FICO
FAIR ISAAC CORP
-$14.5M
0
-100%
建仓
AA
ALCOA CORP
+$14.5M
425,656
清仓
VLO
VALERO ENERGY CORP
-$14.4M
0
-100%
建仓
DVA
DAVITA INC
+$13.7M
131,018
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$13.7M
313,200
+68%
增持
SEDG
SOLAREDGE TECHNOLOGIES INC
+$13.7M
154,448
+2518%
减持
MCO
MOODYS CORP
-$13.7M
39,943
-57%
清仓
PBF
PBF ENERGY INC
-$13.4M
0
-100%
建仓
COIN
COINBASE GLOBAL INC
+$13.3M
76,500
增持
—
SPLUNK INC
+$13.2M
120,000
+243%
增持
—
DHT HOLDINGS INC
+$12.9M
2,035,633
+196%
增持
DIS
DISNEY WALT CO
+$12.8M
203,711
+197%
增持
—
INTRA-CELLULAR THERAPIES INC
+$12.7M
267,500
+116%
建仓
CVE
CENOVUS ENERGY INC
+$12.5M
750,000
建仓
CIEN
CIENA CORP
+$12.4M
275,000
增持
AXP
AMERICAN EXPRESS CO
+$12.3M
121,500
+74%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$12.2M
200,004
建仓
NOW
SERVICENOW INC
+$12.2M
17,200
清仓
—
SUPER MICRO COMPUTER INC
-$12.1M
0
-100%
建仓
XIFR
NEXTERA ENERGY PARTNERS LP
+$12.1M
398,725
清仓
MDB
MONGODB INC
-$12.1M
0
-100%
减持
PFE
PFIZER INC
-$12.1M
475,000
-39%
减持
INTC
INTEL CORP
-$12.0M
91,880
-80%
增持
—
WESTROCK CO
+$11.9M
478,831
+115%
减持
GOOGL
ALPHABET INC
-$11.9M
4
-100%
清仓
—
PDD HOLDINGS INC
-$11.8M
0
-100%
减持
TSLA
TESLA INC
-$11.8M
300,000
-13%
清仓
ASHR
DBX ETF TR
-$11.7M
0
-100%
增持
F
FORD MTR CO DEL
+$11.7M
1,221,900
+368%
增持
—
STARWOOD PPTY TR INC
+$11.6M
22,000,000
+83%
减持
—
ON SEMICONDUCTOR CORP
-$11.6M
69,000,000
-0%
增持
FLNA
CASSAVA SCIENCES INC
+$11.3M
883,700
+72%
减持
TLT
ISHARES TR
-$11.3M
40,000
-77%
清仓
AEE
AMEREN CORP
-$11.2M
0
-100%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$11.2M
4,900
清仓
ARRY
ARRAY TECHNOLOGIES INC
-$11.1M
0
-100%
建仓
LQD
ISHARES TR
+$11.1M
100,000
建仓
ABT
ABBOTT LABS
+$11.0M
100,322
增持
—
UNILEVER PLC
+$11.0M
1,007,939
+31%
清仓
DDOG
DATADOG INC
-$10.9M
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$10.9M
60,091
+59%
建仓
SCCO
SOUTHERN COPPER CORP
+$10.9M
126,776
建仓
ENTG
ENTEGRIS INC
+$10.8M
90,000
建仓
IBB
ISHARES TR
+$10.4M
76,593
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$10.2M
46,400
增持
FHN
FIRST HORIZON CORPORATION
+$10.2M
2,566,408
+8%
