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LMR Partners Portfolio holdings

AUM $45.4B
1-Year Est. Return 60.68%
This Fund
S&P 500
This Quarter Est. Return
+6.62%
1 Year Est. Return
+60.68%
3 Year Est. Return
+183.94%
5 Year Est. Return
+215.13%
10 Year Est. Return
+663.15%
AUM
$53.1B
AUM Growth
+$30.5B
Cap. Flow
+$28.1B
Cap. Flow %
52.87%
Top 10 Hldgs %
67.32%
Holding
1,796
New
373
Increased
325
Reduced
281
Closed
302

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$604M
2
NVDA icon
NVIDIA
NVDA
+$249M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$132M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$128M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$120M

Top Sells

Rank Stock Value
1
K
Kellanova
K
+$221M
2
HPE icon
Hewlett Packard
HPE
+$63.6M
3
MRVL icon
Marvell Technology
MRVL
+$59.7M
4
SPR
Spirit AeroSystems
SPR
+$58.3M
5
MSFT icon
Microsoft
MSFT
+$52.9M

Sector Composition

Rank Sector Weight
1 Technology 4.07%
2 Financials 1.52%
3 Communication Services 1.1%
4 Healthcare 1.09%
5 Industrials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LPCVU
351
Launchpad Cadenza Acquisition Corp I Unit
LPCVU
$201M
$9.98M 0.02%
+1,000,000
New +$9.99M
RSP icon
352
CALL
Invesco S&P 500 Equal Weight ETF
RSP
$97.1B
$9.96M 0.02%
+52,000
New +$9.87M
PLTR icon
353
PUT
Palantir
PLTR
$315B
$9.95M 0.02%
56,000
-274,200
-83% -$49.6M
RNW icon
354
ReNew
RNW
$2.2B
$9.83M 0.02%
+1,739,558
New +$12.6M
TGT icon
355
PUT
Target
TGT
$63.7B
$9.82M 0.02%
100,500
+97,000
+2,771% +$8.94M
NEE icon
356
CALL
NextEra Energy
NEE
$185B
$9.79M 0.02%
121,900
+94,000
+337% +$7.79M
SNY icon
357
PUT
Sanofi
SNY
$105B
$9.69M 0.02%
200,000
-125,000
-38% -$6.2M
BCARU
358
D. Boral ARC Acquisition I Corp Units
BCARU
$9.69M 0.02%
950,000
– –
VST icon
359
Vistra
VST
$53B
$9.67M 0.02%
+59,934
New +$10.9M
PEP icon
360
PepsiCo
PEP
$191B
$9.65M 0.02%
67,257
+43,614
+184% +$6.41M
RKT icon
361
Rocket Companies
RKT
$38.2B
$9.62M 0.02%
496,964
+496,958
+8,282,633% +$8.89M
CAR icon
362
CALL
Avis
CAR
$5.78B
$9.59M 0.02%
74,700
+4,500
+6% +$628K
TVA
363
Texas Ventures Acquisition III Corp
TVA
$316M
$9.59M 0.02%
+900,000
New +$9.78M
FAC
364
Factorial Energy Inc
FAC
$508M
$9.45M 0.02%
918,231
-81,769
-8% -$830K
KYMR icon
365
PUT
Kymera Therapeutics
KYMR
$9.05B
$9.45M 0.02%
+121,400
New +$8.2M
HUT
366
Hut 8
HUT
$11.8B
$9.42M 0.02%
+205,000
New +$9.04M
SEE
367
DELISTED
Sealed Air
SEE
$9.33M 0.02%
+225,264
New +$8.72M
NNAVW
368
DELISTED
NextNav Inc Warrant
NNAVW
$9.33M 0.02%
1,305,086
+1,024,899
+366% +$5.72M
BROS icon
369
Dutch Bros
BROS
$9.01B
$9.31M 0.02%
+152,000
New +$8.64M
MDB icon
370
CALL
MongoDB
MDB
$24.9B
$9.28M 0.02%
22,100
-27,100
-55% -$9.86M
STAA icon
371
PUT
STAAR Surgical
STAA
$1.14B
$9.24M 0.02%
+400,000
New +$10.3M
RUN icon
372
CALL
Sunrun
RUN
$2.38B
$9.23M 0.02%
501,600
-23,400
-4% -$449K
BILI icon
373
Bilibili
BILI
$7.47B
$9.22M 0.02%
374,770
-19,180
-5% -$516K
ARM icon
374
PUT
Arm
ARM
$284B
$9.21M 0.02%
84,300
-11,600
-12% -$1.69M
RUN icon
375
PUT
Sunrun
RUN
$2.38B
$9.2M 0.02%
500,100
+300,100
+150% +$5.75M
13 14
15
16 17

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LMR Partners's Q4 2025 Portfolio in Review

As of Q4 2025, LMR Partners held 1,796 positions worth $53.1B, up 134% from $22.7B the previous quarter. Its ten largest holdings account for 67% of the portfolio.

LMR Partners deployed $28.1B of net new capital in Q4 2025, opening 373 new positions and adding to 325 existing holdings. Its largest new stake was Amazon: 341,797 shares worth $78.9M.

By sector, the portfolio is most concentrated in Technology at 4.1% of assets, down from 7.2% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Hewlett Packard, an estimated $63.6M trimmed.

  • LMR Partners's largest Q4 2025 buy was Amazon: 341,797 shares worth $78.9M.
  • LMR Partners added most to iShares Core S&P 500 ETF in Q4 2025, an estimated $604M increase.
  • LMR Partners's biggest Q4 2025 reduction was Hewlett Packard, cutting an estimated $63.6M.
  • LMR Partners fully exited Kellanova in Q4 2025, selling an estimated $221M.
  • LMR Partners's ten largest holdings make up 67% of its $53.1B portfolio in Q4 2025.
  • LMR Partners opened 373 new positions and closed 302 in Q4 2025.
  • LMR Partners's portfolio value rose 134% quarter-over-quarter to $53.1B.

Based on LMR Partners's 13F filing for Q4 2025, filed 17 Feb 2026.