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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 32
增持 65
减持 36
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
XLI
SELECT SECTOR SPDR TR
+$3.08B
20,000,000
建仓
EEM
ISHARES TR
+$1.07B
20,000,000
增持
SLV
ISHARES SILVER TR
+$813.4M
20,779,192
+917%
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
GME
GAMESTOP CORP NEW
+$372.2M
16,767,546
+380%
增持
BABA
ALIBABA GROUP HLDG LTD
+$329.2M
2,280,978
+229%
增持
PDD
PDD HOLDINGS INC
+$250.0M
2,334,982
+317%
增持
COIN
COINBASE GLOBAL INC
+$226.6M
907,459
+300%
增持
ECHO
ECHOSTAR CORP
+$215.2M
3,159,007
+236%
增持
HYG
ISHARES TR
+$213.0M
8,462,400
+44%
增持
—
KELLANOVA
+$205.7M
3,441,066
+258%
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$200.6M
478,400
减持
LLY
ELI LILLY & CO
-$190.8M
4,285
-98%
减持
GLD
SPDR GOLD TR
-$183.0M
360,990
-65%
增持
—
ECHOSTAR CORP
+$177.9M
120,758,686
+19%
减持
MUB
ISHARES TR
-$152.4M
800,000
-65%
增持
NIO
NIO INC
+$133.1M
23,076,717
+85%
清仓
—
JUNIPER NETWORKS INC
-$116.5M
0
-100%
建仓
—
DUPONT DE NEMOURS INC
+$111.3M
1,428,900
减持
ENPH
ENPHASE ENERGY INC
-$108.0M
267,500
-91%
增持
—
ASTRAZENECA PLC
+$101.6M
1,436,498
+1073%
建仓
IVV
ISHARES TR
+$100.4M
150,000
减持
INFY
INFOSYS LTD
-$96.7M
587,054
-90%
增持
—
CYBERARK SOFTWARE LTD
+$96.5M
288,224
+174%
建仓
IEF
ISHARES TR
+$96.5M
1,000,000
增持
MSTR
STRATEGY INC
-$93.0M
4,103,516
+17%
减持
—
ALIBABA GROUP HLDG LTD
+$92.6M
204,600,000
-8%
增持
MARA
MARA HOLDINGS INC
+$90.5M
10,557,700
+62%
清仓
—
SEA LTD
-$88.7M
0
-100%
增持
FCX
FREEPORT-MCMORAN INC
+$88.1M
2,579,500
+757%
增持
TSLA
TESLA INC
+$82.6M
484,200
+16%
增持
AMD
ADVANCED MICRO DEVICES INC
+$82.4M
967,296
+85%
减持
VST
VISTRA CORP
-$80.9M
85,000
-83%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$78.9M
328,403
+1236%
增持
—
CIPHER MINING INC
+$76.9M
34,500,000
+73%
减持
SMH
VANECK ETF TRUST
-$75.1M
31,647
-90%
建仓
—
HALOZYME THERAPEUTICS INC
+$70.5M
50,000,000
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$69.9M
3,654,659
+33%
减持
REGN
REGENERON PHARMACEUTICALS
-$67.7M
20,574
-86%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$65.6M
451,635
+268%
建仓
—
MERUS N V
+$65.0M
690,465
清仓
—
HESS CORP
-$65.0M
0
-100%
减持
—
FRONTIER COMMUNICATIONS PARE
-$64.6M
297,976
-86%
减持
FSLR
FIRST SOLAR INC
-$63.8M
623,774
-49%
减持
VRT
VERTIV HOLDINGS CO
-$63.8M
100,000
-84%
增持
MU
MICRON TECHNOLOGY INC
+$63.0M
450,200
+350%
清仓
—
ZTO EXPRESS CAYMAN INC
-$61.2M
0
-100%
增持
—
LIVE NATION ENTERTAINMENT IN
+$60.7M
55,000,000
+197%
清仓
—
SPRINGWORKS THERAPEUTICS INC
-$60.1M
0
-100%
增持
RIVN
RIVIAN AUTOMOTIVE INC
+$59.8M
11,382,570
+46%
建仓
—
NEBIUS GROUP N.V.
+$59.5M
530,182
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$59.0M
94,700
-83%
减持
CEG
CONSTELLATION ENERGY CORP
-$58.4M
4,621
-98%
建仓
NSC
NORFOLK SOUTHN CORP
+$57.3M
190,879
增持
LULU
LULULEMON ATHLETICA INC
+$57.1M
345,500
+1758%
增持
FLR
FLUOR CORP NEW
+$57.0M
1,845,470
+358%
增持
INTC
INTEL CORP
+$56.9M
1,786,560
+1201%
增持
ARGX
ARGENX SE
+$56.0M
136,300
+69%
建仓
APP
APPLOVIN CORP
+$55.5M
77,200
减持
—
COMPOSECURE INC
-$54.2M
22,800
-100%
增持
AMAT
APPLIED MATLS INC
+$53.7M
318,606
+405%
清仓
—
PARAMOUNT GLOBAL
-$53.7M
0
-100%
清仓
—
AMEDISYS INC
-$53.4M
0
-100%
增持
BSX
BOSTON SCIENTIFIC CORP
+$52.9M
554,457
+4860%
清仓
USO
UNITED STS OIL FD LP
-$52.6M
0
-100%
清仓
—
CHAMPIONX CORPORATION
-$52.0M
0
-100%
增持
MDB
MONGODB INC
+$51.9M
289,900
+60%
减持
GLW
CORNING INC
-$51.1M
17,693
-98%
清仓
—
BLUEPRINT MEDICINES CORP
-$50.7M
0
-100%
建仓
ETHA
ISHARES ETHEREUM TR
+$50.7M
1,607,600
建仓
BMNR
BITMINE IMMERSION TECNOLOGIE
+$49.5M
953,100
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$48.1M
3,289,310
+106%
减持
INTU
INTUIT
-$46.6M
16,700
-77%
减持
BA
BOEING CO
-$46.5M
72,600
-76%
减持
—
SPOTIFY TECHNOLOGY S A
-$46.2M
3,800
-94%
增持
CORZW
CORE SCIENTIFIC INC NEW
+$46.1M
6,987,529
+115%
增持
TLT
ISHARES TR
+$45.8M
1,157,567
+77%
增持
MSFT
MICROSOFT CORP
+$45.4M
154,059
+123%
增持
UBER
UBER TECHNOLOGIES INC
+$45.0M
716,980
+165%
增持
UNH
UNITEDHEALTH GROUP INC
+$42.8M
391,956
+32%
增持
WBD
WARNER BROS DISCOVERY INC
+$42.2M
2,896,630
+131%
减持
—
STRATEGY INC
-$42.2M
60,500,000
-17%
增持
—
MR COOPER GROUP INC
+$41.4M
297,112
+109%
建仓
—
89BIO INC
+$41.2M
2,800,000
减持
CSCO
CISCO SYS INC
-$40.8M
41,653
-93%
建仓
GTLS
CHART INDS INC
+$39.5M
197,246
建仓
—
UNITI GROUP LLC
+$38.0M
35,000,000
建仓
—
SNOWFLAKE INC
+$38.0M
25,000,000
建仓
WOLF
WOLFSPEED INC
+$38.0M
1,327,129
减持
GWW
GRAINGER W W INC
-$37.6M
9,600
-79%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$37.5M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$37.4M
490,506
-17%
清仓
—
STARWOOD PPTY TR INC
-$37.1M
0
-100%
减持
TLN
TALEN ENERGY CORP
-$36.8M
1,000
-99%
清仓
FXI
ISHARES TR
-$36.8M
0
-100%
建仓
—
HERTZ CORP
+$36.7M
26,910,479
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$36.6M
136,600
+5364%
增持
URA
GLOBAL X FDS
+$36.2M
840,000
+740%
清仓
—
AZEK CO INC
-$36.1M
0
-100%
清仓
—
SKECHERS U S A INC
-$35.8M
0
-100%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$34.5M
958,200
+47%
增持
—
TRIP COM GROUP LTD
+$34.4M
40,000,000
+167%
清仓
FIVE
FIVE BELOW INC
-$33.9M
0
-100%
减持
NFLX
NETFLIX INC
-$33.7M
10,314
-70%
减持
—
MONDAY COM LTD
-$33.3M
21,629
-82%
增持
NTNX
NUTANIX INC
+$33.2M
589,500
+323%
建仓
HD
HOME DEPOT INC
+$33.1M
81,771
增持
ADBE
ADOBE INC
+$33.1M
109,677
+664%
清仓
DG
DOLLAR GEN CORP NEW
-$31.7M
0
-100%
增持
SRPT
SAREPTA THERAPEUTICS INC
+$29.2M
1,582,617
+1988%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$29.1M
970,588
+206%
增持
MRVL
MARVELL TECHNOLOGY INC
+$28.9M
715,964
+77%
增持
—
NIO INC
+$28.5M
45,000,000
+53%
减持
—
NORWEGIAN CRUISE LINE HLDG L
-$28.2M
196,078
-88%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$28.2M
342,752
+15%
减持
DDOG
DATADOG INC
-$27.7M
70,988
-75%
增持
SPR
SPIRIT AEROSYSTEMS HLDGS INC
+$27.5M
1,560,385
+82%
减持
CLS
CELESTICA INC
-$27.2M
100,015
-70%
增持
SMCI
SUPER MICRO COMPUTER INC
+$26.7M
749,025
+299%
增持
GOOGL
ALPHABET INC
+$26.7M
180,790
+84%
建仓
UNIT
UNITI GROUP LLC
+$26.4M
4,312,100
减持
SNOW
SNOWFLAKE INC
-$26.4M
16,500
-88%
建仓
ASHR
DBX ETF TR
+$26.2M
795,100
建仓
FIG
FIGMA INC
+$25.5M
491,648
建仓
XOP
SPDR SERIES TRUST
+$24.7M
186,800
建仓
—
ALNYLAM PHARMACEUTICALS INC
+$24.7M
15,000,000
增持
DELL
DELL TECHNOLOGIES INC
+$24.4M
273,400
+134%
增持
META
META PLATFORMS INC
+$24.4M
48,714
+216%
减持
MTCH
MATCH GROUP INC NEW
-$23.8M
400,200
-67%
减持
WDC
WESTERN DIGITAL CORP
+$23.5M
928,722
-32%
增持
ZM
ZOOM COMMUNICATIONS INC
+$23.0M
376,420
+266%
增持
MRNA
MODERNA INC
+$23.0M
1,054,009
+584%
增持
ARKK
ARK ETF TR
+$22.7M
409,859
+128%
建仓
TECK
TECK RESOURCES LTD
+$22.4M
511,400
建仓
ROK
ROCKWELL AUTOMATION INC
+$22.3M
63,693
增持
TTMI
TTM TECHNOLOGIES INC
+$22.2M
400,000
+1891%
增持
CAR
AVIS BUDGET GROUP
+$21.9M
194,213
+253%
增持
—
ALLETE INC
+$21.3M
345,613
+1257%
减持
BAC
BANK AMERICA CORP
-$21.2M
138,600
-77%
减持
RKT
ROCKET COS INC
-$20.9M
200,006
-89%
建仓
ALAB
ASTERA LABS INC
+$20.7M
105,865
减持
AMZN
AMAZON COM INC
-$20.2M
233,300
-28%
建仓
SNDK
SANDISK CORP
+$20.2M
180,000
减持
NVDA
NVIDIA CORPORATION
+$20.2M
2,580,988
-12%
增持
NKE
NIKE INC
+$20.1M
618,900
+90%
增持
—
NIO INC
+$20.0M
47,500,000
+12%
建仓
—
STEELCASE INC
+$19.9M
1,159,349
建仓
—
DRUGS MADE IN AMER ACQ II CO
+$19.9M
2,000,000
建仓
RBRK
RUBRIK INC.
+$19.8M
240,250
增持
—
USA RARE EARTH INC
+$19.6M
2,868,494
+518%
增持
CORZ
CORE SCIENTIFIC INC NEW
+$19.5M
3,032,072
+48%
