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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 33
增持 53
减持 32
清仓 32
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TR
+$2.13B
5,205,961
+526%
减持
IWM
ISHARES TR
-$496.1M
3,493,840
-39%
减持
SMH
VANECK ETF TRUST
-$169.3M
80,000
-91%
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
XOP
SPDR SER TR
-$169.2M
0
-100%
增持
PDD
PDD HOLDINGS INC
+$153.6M
1,234,809
+1252%
增持
AAPL
APPLE INC
+$122.7M
1,079,734
+77%
减持
FXI
ISHARES TR
-$114.7M
62,100
-99%
清仓
—
MICROSTRATEGY INC
-$100.8M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$98.5M
2,146,706
+1064%
增持
IP
INTERNATIONAL PAPER CO
+$97.7M
2,308,900
+4463%
清仓
XLE
SELECT SECTOR SPDR TR
-$97.4M
0
-100%
建仓
KVUE
KENVUE INC
+$82.7M
4,549,655
清仓
—
PIONEER NAT RES CO
-$79.5M
0
-100%
增持
GSK
GSK PLC
+$75.4M
3,331,458
+170%
增持
MRNA
MODERNA INC
+$72.2M
662,001
+1003%
增持
AMD
ADVANCED MICRO DEVICES INC
+$70.2M
1,198,828
+74%
减持
—
CAPRI HOLDINGS LIMITED
-$69.2M
2,943,820
-20%
增持
GLD
SPDR GOLD TR
+$66.0M
455,400
+193%
建仓
—
FIRSTENERGY CORP
+$64.4M
65,000,000
建仓
GDX
VANECK ETF TRUST
+$64.1M
1,889,763
建仓
EWZ
ISHARES INC
+$57.4M
2,100,000
减持
APH
AMPHENOL CORP NEW
-$52.8M
71,016
-86%
增持
MSTR
MICROSTRATEGY INC
-$52.0M
183,000
+3%
增持
—
CATALENT INC
+$50.9M
1,266,403
+253%
增持
TRIP
TRIPADVISOR INC
-$49.7M
5,036,457
+0%
建仓
FWONK
LIBERTY MEDIA CORP DEL
+$49.2M
685,000
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$47.3M
330,771
+50%
减持
—
ON SEMICONDUCTOR CORP
-$46.5M
35,000,000
-46%
建仓
HPQ
HP INC
+$46.4M
1,324,977
减持
MSFT
MICROSOFT CORP
-$44.5M
186,274
-39%
增持
VZ
VERIZON COMMUNICATIONS INC
+$43.9M
1,160,574
+1131%
建仓
—
BIRKENSTOCK HOLDING PLC
+$43.3M
795,239
增持
XBI
SPDR SER TR
+$42.4M
493,300
+1309%
增持
—
WESTROCK CO
+$41.2M
1,398,103
+138%
减持
WDAY
WORKDAY INC
-$38.3M
96,224
-56%
减持
—
LIBERTY MEDIA CORP DEL
-$34.3M
677,331
-59%
增持
TLT
ISHARES TR
+$33.9M
374,245
+8716%
减持
CRM
SALESFORCE INC
-$33.8M
20,600
-84%
减持
—
NORWEGIAN CRUISE LINE HLDG L
-$31.9M
1,646,700
-45%
减持
—
FORD MTR CO DEL
-$31.8M
32,000,000
-48%
清仓
—
GARMIN LTD
-$31.3M
0
-100%
建仓
—
DUKE ENERGY CORP NEW
+$31.2M
31,250,000
清仓
—
SHOCKWAVE MED INC
-$31.0M
0
-100%
建仓
—
VIKING HOLDINGS LTD
+$30.7M
903,152
减持
W
WAYFAIR INC
-$30.2M
363,400
-50%
清仓
—
REALOGY GRP LLC/REALOGY CO
-$30.1M
0
-100%
增持
SOXX
ISHARES TR
+$30.0M
167,250
+235%
增持
—
CEREVEL THERAPEUTICS HLDNG I
+$29.4M
1,935,981
+64%
增持
—
RIVIAN AUTOMOTIVE INC
+$29.0M
52,000,000
+89%
增持
ADBE
ADOBE INC
+$29.0M
59,628
+628%
建仓
—
GUESS INC
+$28.4M
26,000,000
减持
M
MACYS INC
-$28.4M
135,572
-91%
增持
—
UNITED STATES STL CORP NEW
+$27.3M
2,987,662
+42%
建仓
GLW
CORNING INC
+$27.2M
699,996
增持
—
HASHICORP INC
+$27.2M
1,054,816
+240%
清仓
—
FRESHPET INC
-$26.9M
0
-100%
清仓
—
GLAUKOS CORP
-$26.8M
0
-100%
清仓
SJM
SMUCKER J M CO
-$26.6M
0
-100%
清仓
ORCL
ORACLE CORP
-$24.7M
0
-100%
增持
—
UNILEVER PLC
+$24.6M
1,800,928
+21%
清仓
—
NCL CORP LTD
-$24.4M
0
-100%
减持
STZ
CONSTELLATION BRANDS INC
-$23.8M
19,998
-81%
增持
—
AXONICS INC
+$23.6M
398,564
+764%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$23.5M
367,920
+62%
增持
T
AT&T INC
+$23.3M
1,425,161
+529%
清仓
MU
MICRON TECHNOLOGY INC
-$22.6M
0
-100%
建仓
WAY
WAYSTAR HLDG CORP
+$21.7M
1,009,744
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$21.7M
101,700
-71%
建仓
—
MICROCHIP TECHNOLOGY INC.
+$21.1M
20,000,000
建仓
—
WAYFAIR INC
+$20.8M
15,000,000
建仓
TJX
TJX COS INC NEW
+$20.8M
188,607
增持
ANSS
ANSYS INC
+$20.1M
241,550
+46%
建仓
NVDL
GRANITESHARES ETF TR
+$19.9M
286,000
建仓
—
LIONHEART HOLDINGS
+$19.8M
1,980,000
清仓
ROP
ROPER TECHNOLOGIES INC
-$19.7M
0
-100%
建仓
CAH
CARDINAL HEALTH INC
+$19.7M
200,000
增持
SOFI
SOFI TECHNOLOGIES INC
+$19.4M
4,046,400
+305%
增持
CRUS
CIRRUS LOGIC INC
+$19.3M
200,000
+198%
减持
TKO
TKO GROUP HOLDINGS INC
-$19.2M
55,200
-81%
增持
GME
GAMESTOP CORP NEW
+$18.9M
1,000,800
+115%
建仓
—
CENTURION ACQUISITION CORP
+$18.7M
1,875,000
清仓
RDDT
REDDIT INC
-$18.5M
0
-100%
增持
—
AMEDISYS INC
+$18.2M
385,658
+107%
增持
IBN
ICICI BANK LIMITED
+$17.7M
2,245,356
+26%
清仓
—
ENERPLUS CORP
-$17.6M
0
-100%
减持
EQIX
EQUINIX INC
-$16.9M
18,661
-50%
清仓
EXAS
EXACT SCIENCES CORP
-$16.8M
0
-100%
建仓
DYN
DYNE THERAPEUTICS INC
+$16.8M
477,000
建仓
KLAC
KLA CORP
+$16.8M
20,404
清仓
EL
LAUDER ESTEE COS INC
-$16.3M
0
-100%
建仓
NTAP
NETAPP INC
+$16.1M
125,135
清仓
HMC
HONDA MOTOR LTD
-$16.1M
0
-100%
增持
RIVN
RIVIAN AUTOMOTIVE INC
+$16.0M
4,497,400
+11%
建仓
GWRE
GUIDEWIRE SOFTWARE INC
+$15.9M
115,000
清仓
FDMT
4D MOLECULAR THERAPEUTICS IN
-$15.5M
0
-100%
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$15.5M
50,163
建仓
GEV
GE VERNOVA INC
+$15.3M
89,067
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$15.2M
0
-100%
清仓
JBL
JABIL INC
-$15.0M
0
-100%
增持
—
INTEGER HLDGS CORP
+$15.0M
12,500,000
+525%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$14.9M
289,500
+60%
建仓
—
MELAR ACQUISITION CORP. I
+$14.8M
1,485,000
减持
AXP
AMERICAN EXPRESS CO
-$14.8M
52,500
-56%
减持
—
INTRA-CELLULAR THERAPIES INC
-$14.7M
65,889
-76%
清仓
MDB
MONGODB INC
-$14.5M
0
-100%
增持
—
ELASTIC N V
+$14.5M
236,306
+90%
建仓
MPWR
MONOLITHIC PWR SYS INC
+$14.1M
17,200
增持
INFY
INFOSYS LTD
+$14.0M
3,199,311
+26%
增持
—
ENDEAVOR GROUP HLDGS INC
+$13.7M
3,102,892
+14%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$13.4M
315,600
+690%
减持
AIG
AMERICAN INTL GROUP INC
-$13.4M
308,537
-34%
增持
—
VIZIO HLDG CORP
+$13.2M
2,251,629
+122%
增持
—
MICROSTRATEGY INC
+$13.2M
76,250,000
+34%
减持
SPY
SPDR S&P 500 ETF TR
-$13.0M
200,000
-14%
增持
SRPT
SAREPTA THERAPEUTICS INC
+$12.9M
276,044
+16%
建仓
KMB
KIMBERLY-CLARK CORP
+$12.9M
93,005
减持
—
HESS CORP
-$12.4M
222,914
-25%
减持
—
ASTRAZENECA PLC
-$12.3M
75,886
-72%
减持
—
NIO INC
-$12.3M
15,000,000
-48%
建仓
—
GP-ACT III ACQUISITION CORP
+$12.3M
1,225,000
增持
—
HAWAIIAN HOLDINGS INC
+$12.0M
1,500,252
+200%
增持
—
FLUTTER ENTMT PLC
+$11.9M
66,829
+4355%
增持
SNX
TD SYNNEX CORPORATION
+$11.8M
298,670
+49%
减持
ENTG
ENTEGRIS INC
-$11.8M
40,000
-67%
减持
MS
MORGAN STANLEY
-$11.7M
77,800
-62%
清仓
—
NEOGAMES S A
-$11.6M
0
-100%
减持
GE
GE AEROSPACE
-$11.4M
114,644
-32%
清仓
MKC
MCCORMICK & CO INC
-$11.4M
0
-100%
增持
NVAX
NOVAVAX INC
+$11.4M
1,113,500
+96%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$11.3M
264,500
+4%
减持
CHD
CHURCH & DWIGHT CO INC
-$11.3M
126,502
-46%
建仓
TEM
TEMPUS AI INC
+$11.3M
322,275
增持
KO
COCA COLA CO
+$11.2M
216,184
+425%
清仓
TXN
TEXAS INSTRS INC
-$11.2M
0
-100%
建仓
KDP
KEURIG DR PEPPER INC
+$11.2M
334,998
增持
AVGO
BROADCOM INC
+$11.2M
19,478
+28%
清仓
DG
DOLLAR GEN CORP NEW
-$10.9M
0
-100%
清仓
LW
LAMB WESTON HLDGS INC
-$10.7M
0
-100%
减持
NTNX
NUTANIX INC
-$10.6M
275,000
-35%
增持
TER
TERADYNE INC
+$10.5M
78,336
+683%
清仓
SONO
SONOS INC
-$10.5M
0
-100%
清仓
HD
HOME DEPOT INC
-$10.4M
0
-100%
减持
MSI
MOTOROLA SOLUTIONS INC
-$10.3M
65,209
-35%
清仓
ADSK
AUTODESK INC
-$10.2M
0
-100%
减持
ADI
ANALOG DEVICES INC
-$10.2M
52,492
-53%
增持
META
META PLATFORMS INC
+$9.9M
37,000
+106%
建仓
INCY
INCYTE CORP
+$9.9M
163,400
增持
LOW
LOWES COS INC
+$9.9M
87,670
+136%
清仓
ABBV
ABBVIE INC
-$9.9M
0
-100%
建仓
RBRK
RUBRIK INC.
+$9.8M
320,000
