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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 30
增持 51
减持 35
清仓 34
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$778.7M
309,472
-81%
减持
IWM
ISHARES TR
-$653.7M
277,424
-91%
减持
QQQ
INVESCO QQQ TR
-$635.5M
187,913
-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。
增持
—
INTRA-CELLULAR THERAPIES INC
+$303.3M
2,304,234
+28079%
清仓
—
ENDEAVOR GROUP HLDGS INC
-$211.5M
0
-100%
减持
MUB
ISHARES TR
-$171.6M
80,000
-95%
清仓
—
MICROSTRATEGY INC
-$159.5M
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$140.8M
3,453,075
+778%
清仓
—
CARNIVAL CORP
-$109.6M
0
-100%
增持
KWEB
KRANESHARES TRUST
+$104.0M
2,994,500
+14873%
增持
GLD
SPDR GOLD TR
+$102.9M
882,990
+41%
建仓
—
MICROSTRATEGY INC
+$102.6M
50,500,000
减持
MSFT
MICROSOFT CORP
-$101.1M
71,240
-77%
增持
XLK
SELECT SECTOR SPDR TR
+$96.0M
581,788
+461%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$93.4M
5,889
-98%
增持
COF
CAPITAL ONE FINL CORP
+$93.3M
576,940
+913%
建仓
—
MICROSTRATEGY INC
+$91.4M
64,900,000
增持
LLY
ELI LILLY & CO
+$89.1M
162,804
+177%
清仓
NVDL
GRANITESHARES ETF TR
-$81.0M
0
-100%
减持
AAPL
APPLE INC
-$79.6M
160,382
-65%
建仓
—
SEA LTD
+$73.4M
50,000,000
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$71.9M
1,105,454
+333%
减持
BA
BOEING CO
-$66.7M
56,800
-87%
增持
TKO
TKO GROUP HOLDINGS INC
+$64.2M
748,693
+112%
增持
TSLA
TESLA INC
+$64.0M
493,500
+212%
增持
AMGN
AMGEN INC
+$62.7M
349,205
+98%
建仓
CORT
CORCEPT THERAPEUTICS INC
+$61.5M
538,800
减持
ACI
ALBERTSONS COS INC
-$57.5M
77,212
-97%
增持
XLF
SELECT SECTOR SPDR TR
+$57.0M
1,319,664
+626%
增持
BABA
ALIBABA GROUP HLDG LTD
+$56.2M
497,839
+338%
增持
FXI
ISHARES TR
+$54.7M
2,067,800
+225%
增持
—
MONEYLION INC
+$53.1M
956,662
+177%
减持
TRIP
TRIPADVISOR INC
-$51.8M
1,301,995
-73%
减持
—
FRONTIER COMMUNICATIONS PARE
-$51.4M
1,158,125
-57%
增持
NVDA
NVIDIA CORPORATION
-$50.6M
2,835,149
+6%
增持
GME
GAMESTOP CORP NEW
+$49.7M
3,203,400
+361%
增持
BP
BP PLC
+$48.8M
4,356,928
+31%
建仓
ROP
ROPER TECHNOLOGIES INC
+$48.6M
82,349
清仓
GXO
GXO LOGISTICS INCORPORATED
-$48.3M
0
-100%
增持
INTC
INTEL CORP
+$47.6M
2,661,746
+316%
建仓
TLT
ISHARES TR
+$46.9M
515,000
增持
NTNX
NUTANIX INC
+$46.2M
704,666
+1326%
清仓
GOOG
ALPHABET INC
-$44.5M
0
-100%
减持
WDC
WESTERN DIGITAL CORP
-$44.5M
986,369
-30%
增持
MARA
MARA HOLDINGS INC
+$42.9M
4,820,600
+543%
减持
SOFI
SOFI TECHNOLOGIES INC
-$42.5M
3,296,400
-37%
增持
XLV
SELECT SECTOR SPDR TR
+$41.7M
343,348
+462%
建仓
ADSK
AUTODESK INC
+$40.4M
154,405
增持
—
PARAMOUNT GLOBAL
+$39.8M
4,835,880
+180%
减持
TER
TERADYNE INC
-$38.9M
30,000
-91%
减持
GLW
CORNING INC
-$38.7M
400,017
-67%
增持
XLY
SELECT SECTOR SPDR TR
+$38.7M
209,640
+1631%
增持
CVNA
CARVANA CO
+$38.5M
206,200
+816%
增持
TXN
TEXAS INSTRS INC
+$37.8M
213,830
+6255%
增持
—
CHAMPIONX CORPORATION
+$37.0M
1,589,550
+318%
增持
XLC
SELECT SECTOR SPDR TR
+$36.7M
387,008
+5502%
清仓
—
FLEX LTD
-$36.5M
0
-100%
减持
MRVL
MARVELL TECHNOLOGY INC
-$36.1M
124,931
-68%
建仓
NOK
NOKIA CORP
+$35.8M
6,787,267
减持
—
AMEDISYS INC
-$35.1M
539,747
-42%
增持
XLP
SELECT SECTOR SPDR TR
+$34.7M
463,312
+1052%
减持
VST
VISTRA CORP
-$34.2M
20,700
-92%
减持
DE
DEERE & CO
-$33.2M
14,000
-85%
建仓
—
H & E EQUIPMENT SERVICES INC
+$32.9M
346,855
清仓
INFY
INFOSYS LTD
-$32.9M
0
-100%
增持
COIN
COINBASE GLOBAL INC
+$32.4M
233,977
+631%
减持
AMZN
AMAZON COM INC
-$31.9M
2,248
-98%
增持
SMH
VANECK ETF TRUST
+$31.7M
151,474
+10176%
增持
XLI
SELECT SECTOR SPDR TR
+$31.7M
276,634
+695%
增持
YUMC
YUM CHINA HLDGS INC
+$31.1M
616,500
+2818%
清仓
—
CENTERPOINT ENERGY INC
-$30.7M
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$30.4M
0
-100%
建仓
MCD
MCDONALDS CORP
+$30.0M
96,116
增持
—
INTERPUBLIC GROUP COS INC
+$28.0M
1,218,319
+577%
清仓
—
NCL CORP LTD
-$27.8M
0
-100%
建仓
—
SUPER MICRO COMPUTER INC
+$27.8M
28,750,000
减持
WMT
WALMART INC
-$27.6M
68,600
-82%
减持
LW
LAMB WESTON HLDGS INC
-$27.5M
14,260
-97%
清仓
—
HASHICORP INC
-$26.2M
0
-100%
增持
—
BITDEER TECHNOLOGIES GROUP
-$25.8M
21,000,000
+8%
建仓
CEG
CONSTELLATION ENERGY CORP
+$25.7M
127,662
清仓
FDX
FEDEX CORP
-$25.6M
0
-100%
清仓
ANET
ARISTA NETWORKS INC
-$25.5M
0
-100%
减持
CORZW
CORE SCIENTIFIC INC NEW
-$24.8M
2,447,315
-38%
减持
AVGO
BROADCOM INC
-$24.8M
70,000
-56%
建仓
—
MACOM TECH SOLUTIONS HLDGS I
+$24.2M
18,829,000
增持
CAT
CATERPILLAR INC
+$23.7M
72,802
+8346%
增持
GDX
VANECK ETF TRUST
+$23.7M
811,006
+102%
增持
QCOM
QUALCOMM INC
+$23.7M
259,679
+146%
清仓
—
GUESS INC
-$23.5M
0
-100%
建仓
DELL
DELL TECHNOLOGIES INC
+$23.2M
254,046
减持
AMD
ADVANCED MICRO DEVICES INC
-$23.0M
726,364
-10%
清仓
—
GRINDR INC
-$22.9M
0
-100%
建仓
ZM
ZOOM COMMUNICATIONS INC
+$22.9M
310,660
建仓
SIMO
SILICON MOTION TECHNOLOGY CO
+$22.8M
450,000
清仓
ULTA
ULTA BEAUTY INC
-$22.5M
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
+$22.1M
461,600
+142%
建仓
GWW
GRAINGER W W INC
+$21.9M
22,202
清仓
—
ARCADIUM LITHIUM PLC
-$21.8M
0
-100%
建仓
INTU
INTUIT
+$21.4M
34,800
建仓
AR
ANTERO RESOURCES CORP
+$21.2M
525,400
增持
GM
GENERAL MTRS CO
+$20.9M
499,515
+942%
清仓
HUBS
HUBSPOT INC
-$20.9M
0
-100%
清仓
HYD
VANECK ETF TRUST
-$20.8M
0
-100%
建仓
NTES
NETEASE INC
+$20.8M
201,655
建仓
TEAM
ATLASSIAN CORPORATION
+$20.6M
97,105
减持
CSCO
CISCO SYS INC
-$20.5M
205,572
-63%
增持
SNOW
SNOWFLAKE INC
+$20.1M
158,772
+681%
清仓
ALAB
ASTERA LABS INC
-$19.9M
0
-100%
增持
—
DUN & BRADSTREET HLDGS INC
+$19.8M
2,495,246
+1148%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$19.5M
257,700
-53%
清仓
USFD
US FOODS HLDG CORP
-$19.3M
0
-100%
清仓
—
ALTAIR ENGR INC
-$18.7M
0
-100%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$18.6M
1,300,734
+1907%
增持
—
HESS CORP
+$18.2M
432,589
+13%
减持
EXAS
EXACT SCIENCES CORP
-$18.2M
48,937
-86%
增持
MDB
MONGODB INC
+$18.1M
229,473
+142%
减持
MSI
MOTOROLA SOLUTIONS INC
-$17.9M
70,239
-33%
建仓
—
FABRINET
+$17.8M
90,000
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$17.4M
0
-100%
清仓
—
ZILLOW GROUP INC
-$17.4M
0
-100%
建仓
INDA
ISHARES TR
+$17.4M
337,028
清仓
SAP
SAP SE
-$17.2M
0
-100%
建仓
TDS
TELEPHONE & DATA SYS INC
+$17.2M
443,827
建仓
—
AZEK CO INC
+$17.0M
347,046
建仓
MELI
MERCADOLIBRE INC
+$16.9M
8,651
清仓
—
SHIFT4 PMTS INC
-$16.8M
0
-100%
增持
QRVO
QORVO INC
+$16.7M
331,194
+220%
清仓
EXTR
EXTREME NETWORKS
-$16.6M
0
-100%
减持
APH
AMPHENOL CORP NEW
-$16.5M
390,129
-36%
清仓
BURL
BURLINGTON STORES INC
-$16.5M
0
-100%
减持
HSY
HERSHEY CO
-$16.3M
18,525
-84%
减持
—
CAPRI HOLDINGS LIMITED
-$16.3M
10,000
-99%
增持
ETR
ENTERGY CORP NEW
+$16.2M
200,079
+1616%
清仓
W
WAYFAIR INC
-$16.1M
0
-100%
减持
—
KELLANOVA
-$16.1M
48,920
-80%
增持
MSTR
MICROSTRATEGY INC
+$16.0M
2,630,828
+3%
增持
MU
MICRON TECHNOLOGY INC
+$15.9M
325,424
+122%
减持
XBI
SPDR SER TR
-$15.1M
8,692
-95%
建仓
NVS
NOVARTIS AG
+$15.0M
134,700
建仓
ORCL
ORACLE CORP
+$15.0M
107,200
建仓
CRUS
CIRRUS LOGIC INC
+$14.9M
150,000
增持
—
WALGREENS BOOTS ALLIANCE INC
+$14.7M
1,601,484
+374%
清仓
—
NCL CORP LTD
-$14.7M
0
-100%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
-$14.7M
15,000
-95%
增持
APP
APPLOVIN CORP
+$14.6M
79,579
+298%
清仓
—
REDWIRE CORPORATION
-$14.6M
0
-100%
建仓
—
NEWBURY STR II ACQUISITION C
+$14.6M
1,450,000
清仓
BILL
BILL HOLDINGS INC
-$14.6M
0
-100%
清仓
—
NEWBURY STR II ACQUISITION C
-$14.5M
0
-100%
