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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 39
增持 45
减持 46
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
QQQ
INVESCO QQQ TR
-$846.4M
3,376,237
-35%
增持
IWM
ISHARES TR
+$581.5M
5,841,450
+67%
增持
SMH
VANECK ETF TRUST
+$376.7M
1,619,505
+1924%
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。
增持
TSLA
TESLA INC
+$166.8M
701,659
+729%
增持
NVDA
NVIDIA CORPORATION
+$134.0M
3,287,206
+53%
减持
MUB
ISHARES TR
-$121.4M
600,900
-66%
减持
PDD
PDD HOLDINGS INC
-$119.6M
330,436
-73%
增持
MSTR
MICROSTRATEGY INC
+$111.9M
2,158,600
+1080%
增持
—
CAPRI HOLDINGS LIMITED
+$88.6M
4,381,047
+49%
清仓
—
CEREVEL THERAPEUTICS HLDNG I
-$79.2M
0
-100%
增持
NVDL
GRANITESHARES ETF TR
+$72.3M
1,585,000
+454%
减持
KVUE
KENVUE INC
-$70.6M
523,389
-88%
清仓
—
WESTROCK CO
-$70.3M
0
-100%
增持
AMGN
AMGEN INC
+$68.0M
230,769
+1041%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$61.8M
67,489
-80%
增持
MRVL
MARVELL TECHNOLOGY INC
+$59.7M
916,700
+900%
减持
IP
INTERNATIONAL PAPER CO
-$59.3M
825,762
-64%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$58.7M
602,900
+128%
建仓
—
INFINERA CORP
+$58.2M
51,500,000
减持
EWZ
ISHARES INC
-$54.4M
101,576
-95%
增持
SPY
SPDR S&P 500 ETF TR
+$51.0M
278,589
+39%
清仓
—
ON SEMICONDUCTOR CORP
-$48.9M
0
-100%
增持
AVGO
BROADCOM INC
+$46.3M
449,557
+2208%
减持
AAPL
APPLE INC
-$45.9M
779,164
-28%
减持
GSK
GSK PLC
-$45.7M
2,019,192
-39%
建仓
—
INFINERA CORP
+$45.7M
6,765,000
减持
—
UNILEVER PLC
-$45.1M
830,860
-54%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$43.2M
90,837
-75%
增持
LLY
ELI LILLY & CO
+$43.2M
49,268
+9773%
减持
HPQ
HP INC
-$43.1M
92,363
-93%
增持
—
ENDEAVOR GROUP HLDGS INC
+$41.6M
4,393,759
+42%
建仓
TPR
TAPESTRY INC
+$41.4M
881,110
增持
MRNA
MODERNA INC
+$41.0M
1,790,533
+170%
建仓
FSLR
FIRST SOLAR INC
+$40.9M
163,800
减持
FWONK
LIBERTY MEDIA CORP DEL
-$40.3M
115,000
-83%
增持
META
META PLATFORMS INC
+$39.5M
101,562
+174%
减持
VZ
VERIZON COMMUNICATIONS INC
-$39.4M
188,600
-84%
增持
ARGX
ARGENX SE
+$39.0M
81,694
+570%
增持
GOOG
ALPHABET INC
+$38.7M
256,193
+1034%
增持
MSFT
MICROSOFT CORP
+$36.8M
279,001
+50%
减持
—
BIRKENSTOCK HOLDING PLC
-$36.6M
135,000
-83%
清仓
—
EQUITRANS MIDSTREAM CORP
-$36.4M
0
-100%
增持
ACI
ALBERTSONS COS INC
+$35.3M
6,316,874
+53%
增持
TWLO
TWILIO INC
+$35.0M
655,500
+383%
减持
TLT
ISHARES TR
-$33.9M
4,245
-99%
减持
—
UNITED STATES STL CORP NEW
-$33.3M
2,254,370
-25%
减持
SNX
TD SYNNEX CORPORATION
-$33.3M
10,000
-97%
建仓
—
LANTHEUS HLDGS INC
+$32.0M
20,600,000
减持
GLD
SPDR GOLD TR
-$31.5M
273,100
-40%
增持
—
JUNIPER NETWORKS INC
+$29.6M
1,166,867
+168%
增持
—
SOUTHWESTERN ENERGY CO
+$29.4M
4,836,833
+551%
建仓
ORCL
ORACLE CORP
+$28.8M
169,074
建仓
OIH
VANECK ETF TRUST
+$28.1M
99,100
减持
ADBE
ADOBE INC
-$27.9M
10,102
-83%
减持
—
FIRSTENERGY CORP
-$27.7M
35,000,000
-46%
增持
—
ARISTA NETWORKS INC
+$27.5M
82,944
+569%
建仓
—
GRANITE CONSTR INC
+$27.0M
15,000,000
建仓
—
INFINERA CORP
+$25.5M
24,000,000
建仓
—
FRONTIER COMMUNICATIONS PARE
+$24.9M
700,000
增持
GEV
GE VERNOVA INC
+$24.5M
155,828
+75%
建仓
NKE
NIKE INC
+$23.9M
270,482
建仓
TYL
TYLER TECHNOLOGIES INC
+$23.4M
40,059
减持
—
NORTHERN OIL & GAS INC
-$23.4M
20,000,000
-50%
减持
—
VIKING HOLDINGS LTD
-$23.2M
213,823
-76%
增持
COST
COSTCO WHSL CORP NEW
+$22.7M
34,069
+288%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$22.4M
80,000
减持
SRPT
SAREPTA THERAPEUTICS INC
-$22.3M
170,327
-38%
增持
INTC
INTEL CORP
+$22.1M
1,145,318
+649%
清仓
WAY
WAYSTAR HLDG CORP
-$21.7M
0
-100%
建仓
URNM
SPROTT FDS TR
+$21.6M
471,676
减持
—
ELASTIC N V
-$21.6M
68,806
-71%
建仓
—
CRH PLC
+$21.3M
229,453
清仓
—
MICROCHIP TECHNOLOGY INC.
-$21.1M
0
-100%
建仓
JD
JD.COM INC
+$21.0M
524,017
建仓
VRT
VERTIV HOLDINGS CO
+$20.7M
208,400
清仓
TW
TRADEWEB MKTS INC
-$20.7M
0
-100%
建仓
VST
VISTRA CORP
+$20.5M
172,900
建仓
BA
BOEING CO
+$20.5M
134,668
减持
AMZN
AMAZON COM INC
-$20.4M
53,318
-66%
增持
MSI
MOTOROLA SOLUTIONS INC
+$20.0M
100,449
+54%
建仓
DELL
DELL TECHNOLOGIES INC
+$20.0M
168,459
增持
SLV
ISHARES SILVER TR
+$19.8M
1,071,400
+168%
清仓
CAH
CARDINAL HEALTH INC
-$19.7M
0
-100%
减持
TRIP
TRIPADVISOR INC
-$19.6M
4,838,053
-4%
增持
—
MICROSTRATEGY INC
+$19.6M
81,250,000
+7%
清仓
SIMO
SILICON MOTION TECHNOLOGY CO
-$19.4M
0
-100%
减持
CRUS
CIRRUS LOGIC INC
-$19.3M
50,000
-75%
清仓
—
HOLLYSYS AUTOMATION TCHNGY L
-$18.9M
0
-100%
建仓
EXAS
EXACT SCIENCES CORP
+$18.8M
276,612
建仓
EVH
EVOLENT HEALTH INC
+$18.8M
663,706
清仓
—
HAWAIIAN HOLDINGS INC
-$18.6M
0
-100%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$18.6M
342,108
+87%
减持
XBI
SPDR SER TR
-$18.6M
274,778
-44%
清仓
NU
NU HLDGS LTD
-$18.6M
0
-100%
建仓
RH
RH
+$18.5M
55,200
建仓
TCOM
TRIP COM GROUP LTD
+$18.4M
310,204
增持
TSCO
TRACTOR SUPPLY CO
+$18.4M
67,034
+1586%
增持
IBIT
ISHARES BITCOIN TR
+$18.0M
630,000
+350%
增持
—
COMPOSECURE INC
+$17.8M
5,284,659
+12%
增持
FLNA
CASSAVA SCIENCES INC
+$17.4M
900,800
+23%
减持
HUBS
HUBSPOT INC
-$17.4M
45,000
-36%
减持
GDX
VANECK ETF TRUST
-$17.3M
1,175,100
-38%
建仓
CIEN
CIENA CORP
+$17.2M
279,853
建仓
FDX
FEDEX CORP
+$17.2M
62,701
建仓
PCOR
PROCORE TECHNOLOGIES INC
+$17.1M
277,000
增持
CORZ
CORE SCIENTIFIC INC NEW
+$17.0M
1,788,400
+297%
清仓
DYN
DYNE THERAPEUTICS INC
-$16.8M
0
-100%
建仓
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$16.4M
436,715
减持
T
AT&T INC
-$16.4M
492,900
-65%
减持
—
WOLFSPEED INC
-$16.3M
1,240,000
-0%
增持
ON
ON SEMICONDUCTOR CORP
+$16.1M
225,000
+7079%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$16.0M
309,962
建仓
—
TELLURIAN INC NEW
+$15.9M
16,449,308
建仓
LQD
ISHARES TR
+$15.8M
140,000
减持
INFY
INFOSYS LTD
-$15.7M
1,971,000
-38%
建仓
—
NOVA LTD
+$15.7M
75,209
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$15.7M
184,948
-47%
减持
TJX
TJX COS INC NEW
-$15.6M
43,598
-77%
减持
SNPS
SYNOPSYS INC
-$15.5M
5,244
-83%
建仓
AZO
AUTOZONE INC
+$15.1M
4,800
增持
—
SPOTIFY TECHNOLOGY S A
+$15.0M
48,089
+462%
清仓
—
LIBERTY MEDIA CORP DEL
-$15.0M
0
-100%
减持
NTAP
NETAPP INC
-$14.9M
9,897
-92%
增持
DAL
DELTA AIR LINES INC DEL
+$14.8M
297,300
+4964%
减持
LOW
LOWES COS INC
-$14.8M
16,900
-81%
减持
DDOG
DATADOG INC
-$14.5M
51,100
-67%
增持
APH
AMPHENOL CORP NEW
+$14.4M
294,800
+315%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$14.3M
90,219
减持
—
CYBERARK SOFTWARE LTD
-$14.3M
49,105
-53%
增持
MDLZ
MONDELEZ INTL INC
+$14.3M
224,200
+562%
清仓
—
NIO INC
-$14.2M
0
-100%
清仓
MPWR
MONOLITHIC PWR SYS INC
-$14.1M
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$13.8M
0
-100%
减持
—
ASML HOLDING N V
-$13.8M
3,800
-77%
减持
GME
GAMESTOP CORP NEW
-$13.5M
490,600
-51%
清仓
CHD
CHURCH & DWIGHT CO INC
-$13.1M
0
-100%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$13.0M
52,618
-83%
清仓
KMB
KIMBERLY-CLARK CORP
-$12.9M
0
-100%
减持
KLAC
KLA CORP
-$12.7M
5,364
-74%
建仓
ADSK
AUTODESK INC
+$12.6M
45,894
增持
SITM
SITIME CORP
+$12.6M
80,500
+705%
增持
CSCO
CISCO SYS INC
+$12.5M
523,600
+62%
建仓
DG
DOLLAR GEN CORP NEW
+$12.2M
144,000
建仓
MU
MICRON TECHNOLOGY INC
+$12.1M
116,431
清仓
—
OLINK HLDG AB
-$11.8M
0
-100%
增持
SPR
SPIRIT AEROSYSTEMS HLDGS INC
+$11.8M
376,404
+2589%
增持
PFE
PFIZER INC
+$11.7M
514,067
+360%
建仓
—
REVANCE THERAPEUTICS INC
+$11.6M
2,244,400
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$11.6M
13,604
-80%
建仓
MNSO
MINISO GROUP HLDG LTD
+$11.4M
649,054
