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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
BP icon
26
BP
BP
$113B
$130M 0.24%
3,741,572
+17,447
+0.5% +$612K
WBD icon
27
Warner Bros
WBD
$64.6B
$129M 0.24%
4,470,373
+4,010,143
+871% +$93.7M
BABA icon
28
PUT
Alibaba
BABA
$269B
$128M 0.24%
872,400
-146,900
-14% -$23.9M
SLV icon
29
CALL
iShares Silver Trust
SLV
$28.1B
$124M 0.23%
1,926,100
-18,073,900
-90% -$905M
MSTR icon
30
CALL
Strategy Inc
MSTR
$33.5B
$124M 0.23%
815,900
+313,700
+62% +$72.2M
IWM icon
31
PUT
iShares Russell 2000 ETF
IWM
$80.9B
$123M 0.23%
+500,000
New +$123M
SPY icon
32
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$121M 0.23%
177,406
+176,900
+34,960% +$120M
NVS icon
33
PUT
Novartis
NVS
$295B
$119M 0.22%
862,800
+733,100
+565% +$96M
MSFT icon
34
CALL
Microsoft
MSFT
$2.84T
$119M 0.22%
245,900
+235,700
+2,311% +$118M
AMZN icon
35
CALL
Amazon
AMZN
$2.5T
$119M 0.22%
513,700
+302,300
+143% +$69.2M
ORCL icon
36
PUT
Oracle
ORCL
$331B
$118M 0.22%
607,500
+567,500
+1,419% +$135M
NIO icon
37
PUT
NIO
NIO
$11.3B
$112M 0.21%
21,946,300
– –
TSLA icon
38
CALL
Tesla
TSLA
$1.24T
$107M 0.2%
239,000
+11,300
+5% +$5.01M
FSLR icon
39
PUT
First Solar
FSLR
$21.8B
$102M 0.19%
389,465
+10,800
+3% +$2.72M
PDD icon
40
CALL
Pinduoduo
PDD
$118B
$100M 0.19%
885,500
-93,100
-10% -$11.6M
MARA icon
41
PUT
Marathon Digital Holdings
MARA
$4.62B
$96.6M 0.18%
10,761,600
+203,900
+2% +$3.01M
SPY icon
42
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$95.5M 0.18%
140,000
-350,000
-71% -$237M
MU icon
43
Micron Technology
MU
$1.04T
$93.3M 0.18%
326,947
+116,947
+56% +$26.8M
WBD icon
44
PUT
Warner Bros
WBD
$64.6B
$92.9M 0.17%
3,223,700
+1,800,000
+126% +$42.1M
TSM icon
45
TSMC
TSM
$2.09T
$91.2M 0.17%
300,097
+77,545
+35% +$22.8M
HYG icon
46
PUT
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$90.8M 0.17%
1,126,200
-7,336,200
-87% -$591M
EXAS
47
DELISTED
Exact Sciences
EXAS
$89.5M 0.17%
881,340
+838,407
+1,953% +$67.3M
AMZN icon
48
PUT
Amazon
AMZN
$2.5T
$89.4M 0.17%
387,100
+365,200
+1,668% +$83.6M
NSC icon
49
Norfolk Southern
NSC
$78.8B
$88.9M 0.17%
308,080
+117,201
+61% +$33.9M
SOFI icon
50
PUT
SoFi Technologies
SOFI
$21.1B
$86.3M 0.16%
3,296,400
– –
1
2
3 4 5

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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.