小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 29
增持 59
减持 31
清仓 31
方向
标的
Δ市值
现股数(环比)
增持
MSTR
MICROSTRATEGY INC
+$656.8M
3,500,982
+33%
建仓
HYG
ISHARES TR
+$474.0M
5,877,600
清仓
—
INTRA-CELLULAR THERAPIES INC
-$304.0M
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。
建仓
—
ALIBABA GROUP HLDG LTD
+$283.1M
222,100,000
增持
MUB
ISHARES TR
+$229.2M
2,274,400
+2743%
建仓
—
MICROSTRATEGY INC
+$220.9M
103,000,000
增持
SPY
SPDR S&P 500 ETF TR
+$191.0M
589,330
+90%
增持
FSLR
FIRST SOLAR INC
+$154.4M
1,216,614
+227%
增持
NVDA
NVIDIA CORPORATION
+$154.1M
2,920,304
+3%
清仓
XLK
SELECT SECTOR SPDR TR
-$120.1M
0
-100%
增持
ENPH
ENPHASE ENERGY INC
+$116.7M
2,963,800
+21786%
建仓
CRWV
COREWEAVE INC
+$115.2M
706,200
增持
AVGO
BROADCOM INC
+$109.7M
440,600
+529%
建仓
INFY
INFOSYS LTD
+$106.2M
5,733,005
清仓
KWEB
KRANESHARES TRUST
-$104.5M
0
-100%
减持
TKO
TKO GROUP HOLDINGS INC
-$103.5M
60,200
-92%
清仓
—
MICROSTRATEGY INC
-$102.6M
0
-100%
清仓
HDB
HDFC BANK LTD
-$97.7M
0
-100%
增持
VST
VISTRA CORP
+$95.1M
503,100
+2330%
清仓
—
MONEYLION INC
-$82.8M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$81.7M
296,781
+1330%
建仓
REGN
REGENERON PHARMACEUTICALS
+$79.2M
150,944
减持
QQQ
INVESCO QQQ TR
-$74.8M
24,153
-87%
清仓
—
UNITED STATES STL CORP NEW
-$72.9M
0
-100%
增持
—
KELLANOVA
+$72.5M
961,906
+1866%
增持
VRT
VERTIV HOLDINGS CO
+$71.6M
614,600
+509%
增持
AMZN
AMAZON COM INC
+$71.0M
325,588
+14383%
减持
XLF
SELECT SECTOR SPDR TR
-$65.6M
2,534
-100%
减持
AMGN
AMGEN INC
-$65.3M
155,637
-55%
减持
ANSS
ANSYS INC
-$63.7M
23,551
-90%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$61.1M
650,000
建仓
—
PG&E CORP
+$59.6M
60,000,000
增持
LLY
ELI LILLY & CO
+$59.6M
248,923
+53%
减持
CORT
CORCEPT THERAPEUTICS INC
-$58.6M
40,600
-92%
减持
INTC
INTEL CORP
-$57.4M
137,300
-95%
增持
GLD
SPDR GOLD TR
+$56.9M
1,021,190
+16%
清仓
—
INFINERA CORP
-$56.2M
0
-100%
减持
COF
CAPITAL ONE FINL CORP
-$55.6M
224,902
-61%
清仓
IWM
ISHARES TR
-$55.3M
0
-100%
增持
—
SPRINGWORKS THERAPEUTICS INC
+$54.0M
1,279,700
+814%
增持
SMH
VANECK ETF TRUST
+$53.4M
306,256
+102%
建仓
USO
UNITED STS OIL FD LP
+$52.6M
720,000
增持
BA
BOEING CO
+$52.5M
296,821
+423%
清仓
XLV
SELECT SECTOR SPDR TR
-$50.1M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$50.0M
298,238
+181%
增持
—
ECHOSTAR CORP
+$49.8M
101,258,686
+64%
增持
—
BLUEPRINT MEDICINES CORP
+$49.8M
395,857
+3603%
建仓
—
NUTANIX INC
+$49.2M
35,000,000
建仓
TXNM
TXNM ENERGY INC
+$48.3M
857,441
增持
WDC
WESTERN DIGITAL CORP
+$48.2M
1,375,869
+39%
增持
—
ZTO EXPRESS CAYMAN INC
+$48.1M
61,600,000
+374%
减持
ROP
ROPER TECHNOLOGIES INC
-$47.7M
1,424
-98%
增持
MARA
MARA HOLDINGS INC
+$46.9M
6,525,900
+35%
增持
—
SPOTIFY TECHNOLOGY S A
+$46.4M
63,603
+1346%
增持
—
MICROSTRATEGY INC
+$45.9M
73,000,000
+12%
清仓
XLY
SELECT SECTOR SPDR TR
-$41.4M
0
-100%
增持
LBRDK
LIBERTY BROADBAND CORP
+$40.5M
481,172
+502%
减持
COIN
COINBASE GLOBAL INC
+$39.3M
227,146
-3%
增持
—
RIVIAN AUTOMOTIVE INC
+$39.2M
80,000,000
+84%
增持
NIO
NIO INC
+$39.0M
12,471,500
+1167%
减持
NTNX
NUTANIX INC
-$38.5M
139,500
-80%
减持
QCOM
QUALCOMM INC
-$38.5M
8,912
-97%
清仓
—
STELLANTIS N.V
-$38.3M
0
-100%
增持
—
JUNIPER NETWORKS INC
+$37.6M
2,918,358
+34%
减持
FXI
ISHARES TR
-$37.3M
1,000,000
-52%
清仓
XLC
SELECT SECTOR SPDR TR
-$37.3M
0
-100%
建仓
TLN
TALEN ENERGY CORP
+$37.2M
128,000
增持
BILI
BILIBILI INC
+$36.7M
1,733,290
+7349%
增持
INTU
INTUIT
+$36.6M
73,600
+111%
清仓
XLI
SELECT SECTOR SPDR TR
-$36.3M
0
-100%
减持
ADSK
AUTODESK INC
-$35.9M
14,705
-90%
建仓
—
SKECHERS U S A INC
+$35.8M
567,187
清仓
—
FIRSTENERGY CORP
-$35.5M
0
-100%
增持
ARM
ARM HOLDINGS PLC
+$35.3M
284,862
+183%
增持
GLW
CORNING INC
+$34.3M
1,000,017
+150%
增持
—
FRONTIER COMMUNICATIONS PARE
+$34.2M
2,081,181
+80%
增持
CEG
CONSTELLATION ENERGY CORP
+$34.2M
185,630
+45%
减持
XLP
SELECT SECTOR SPDR TR
-$34.1M
46,451
-90%
建仓
FIVE
FIVE BELOW INC
+$33.9M
258,600
清仓
—
DUKE ENERGY CORP NEW
-$33.9M
0
-100%
清仓
—
UNITED STATES STL CORP
-$33.4M
0
-100%
清仓
—
ZSCALER INC
-$33.0M
0
-100%
清仓
—
H & E EQUIPMENT SERVICES INC
-$32.9M
0
-100%
增持
—
MONDAY COM LTD
+$32.7M
119,300
+497%
增持
—
MACOM TECH SOLUTIONS HLDGS I
+$31.7M
32,000,000
+70%
增持
CSCO
CISCO SYS INC
+$31.0M
629,137
+206%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$30.8M
0
-100%
建仓
—
PDD HOLDINGS INC
+$30.4M
31,035,000
增持
RIVN
RIVIAN AUTOMOTIVE INC
+$29.7M
7,812,600
+25%
增持
DG
DOLLAR GEN CORP NEW
+$29.2M
277,172
+856%
建仓
—
LIVE NATION ENTERTAINMENT IN
+$28.4M
18,500,000
增持
NFLX
NETFLIX INC
+$28.0M
34,397
+78%
增持
CORZW
CORE SCIENTIFIC INC NEW
+$27.8M
3,246,354
+33%
增持
ORCL
ORACLE CORP
+$27.6M
194,754
+82%
清仓
—
BITDEER TECHNOLOGIES GROUP
-$27.4M
0
-100%
增持
DDOG
DATADOG INC
+$26.9M
281,645
+157%
增持
SOXX
ISHARES TR
+$26.1M
330,000
+18%
增持
ECHO
ECHOSTAR CORP
+$26.0M
939,606
+93300%
清仓
—
INFINERA CORP
-$25.9M
0
-100%
减持
CLS
CELESTICA INC
+$25.6M
332,035
-0%
建仓
—
CIPHER MINING INC
+$25.5M
20,000,000
减持
NOK
NOKIA CORP
-$25.4M
2,000,000
-71%
增持
GWW
GRAINGER W W INC
+$24.8M
44,971
+103%
减持
YUMC
YUM CHINA HLDGS INC
-$24.3M
173,650
-72%
清仓
—
SEAGATE HDD CAYMAN
-$24.0M
0
-100%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$23.7M
1,597,312
+174%
增持
MRVL
MARVELL TECHNOLOGY INC
+$23.6M
404,745
+224%
清仓
—
EVERGY INC
-$23.5M
0
-100%
建仓
NKE
NIKE INC
+$23.1M
325,066
减持
AAPL
APPLE INC
-$23.1M
61,212
-62%
建仓
FDX
FEDEX CORP
+$23.1M
101,418
减持
CAT
CATERPILLAR INC
-$23.0M
2,602
-96%
建仓
—
SOUTHERN CO
+$22.0M
20,000,000
减持
XLE
SELECT SECTOR SPDR TR
-$21.9M
200,000
-52%
减持
SONY
SONY GROUP CORP
-$21.5M
600,000
-59%
减持
GM
GENERAL MTRS CO
-$21.4M
42,800
-91%
增持
ARGX
ARGENX SE
+$21.3M
80,700
+106%
建仓
—
MR COOPER GROUP INC
+$21.2M
142,395
清仓
APP
APPLOVIN CORP
-$21.1M
0
-100%
清仓
—
BERRY GLOBAL GROUP INC
-$20.9M
0
-100%
建仓
FLR
FLUOR CORP NEW
+$20.7M
403,003
增持
MTCH
MATCH GROUP INC NEW
+$20.6M
1,228,371
+120%
增持
—
AMCOR PLC
+$19.7M
4,114,110
+120%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$19.6M
3,267,068
+104%
减持
CORZ
CORE SCIENTIFIC INC NEW
+$19.6M
2,043,300
-3%
减持
SIMO
SILICON MOTION TECHNOLOGY CO
-$19.4M
45,000
-90%
减持
—
DUN & BRADSTREET HLDGS INC
-$19.2M
342,680
-86%
增持
—
AZEK CO INC
+$19.2M
664,610
+92%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$19.0M
64,502
增持
CIEN
CIENA CORP
+$18.6M
285,000
+280%
建仓
—
H WORLD GROUP LTD
+$18.0M
17,000,000
减持
VZ
VERIZON COMMUNICATIONS INC
-$17.9M
113,937
-77%
清仓
INDA
ISHARES TR
-$17.4M
0
-100%
建仓
GOOGL
ALPHABET INC
+$17.3M
98,150
清仓
—
DISCOVER FINL SVCS
-$17.2M
0
-100%
清仓
ETR
ENTERGY CORP NEW
-$17.1M
0
-100%
建仓
LBRDA
LIBERTY BROADBAND CORP
+$16.9M
172,807
建仓
—
TRIP COM GROUP LTD
+$16.6M
15,000,000
减持
TXN
TEXAS INSTRS INC
-$16.5M
105,704
-51%
增持
D
DOMINION ENERGY INC
+$16.2M
410,500
+230%
清仓
—
ALLIANT ENERGY CORP
-$16.1M
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$16.0M
99,994
-69%
增持
RKT
ROCKET COS INC
+$15.4M
1,750,000
+125%
建仓
CRCL
CIRCLE INTERNET GROUP INC
+$15.1M
83,151
建仓
—
FLEX LTD
+$15.0M
300,000
清仓
CRUS
CIRRUS LOGIC INC
-$14.9M
0
-100%
增持
DLTR
DOLLAR TREE INC
+$14.9M
245,942
+96%
减持
ZM
ZOOM COMMUNICATIONS INC
-$14.9M
102,986
-67%
增持
SPR
SPIRIT AEROSYSTEMS HLDGS INC
+$14.8M
857,244
+65%
减持
IBN
ICICI BANK LIMITED
-$14.6M
846,874
-38%
