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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
SGRY icon
501
Surgery Partners
SGRY
$1.98B
$5.57M 0.01%
+360,315
New +$6.62M
FSLR icon
502
First Solar
FSLR
$22.1B
$5.56M 0.01%
21,290
+16,980
+394% +$4.28M
CHECU
503
Chenghe Acquisition III Co Units
CHECU
$5.52M 0.01%
550,000
– –
KR icon
504
CALL
Kroger
KR
$35.5B
$5.47M 0.01%
87,500
+10,000
+13% +$654K
BEBE.U
505
TGE Value Creative Solutions Corp Units
BEBE.U
$5.47M 0.01%
+550,000
New +$5.47M
CSX icon
506
CALL
CSX Corp
CSX
$96B
$5.44M 0.01%
150,000
-50,000
-25% -$1.79M
AA icon
507
CALL
Alcoa
AA
$11.6B
$5.44M 0.01%
102,300
+53,200
+108% +$2.18M
CWAN
508
DELISTED
Clearwater Analytics
CWAN
$5.43M 0.01%
225,000
-25,000
-10% -$501K
OACC
509
Oaktree Acquisition Corp III Life Sciences
OACC
$263M
$5.41M 0.01%
510,900
– –
FLUT icon
510
CALL
Flutter Entertainment
FLUT
$18.4B
$5.38M 0.01%
+25,000
New +$5.62M
GRAB icon
511
Grab
GRAB
$13.7B
$5.34M 0.01%
1,071,068
+892,188
+499% +$4.93M
SBXD
512
SilverBox Corp IV
SBXD
$276M
$5.29M 0.01%
500,000
– –
BEAG
513
Bold Eagle Acquisition Corp
BEAG
$334M
$5.29M 0.01%
500,000
– –
CHTR icon
514
Charter Communications
CHTR
$15.7B
$5.28M 0.01%
+25,276
New +$5.69M
NAVN
515
Navan Inc
NAVN
$6.56B
$5.27M 0.01%
+308,753
New +$4.91M
FUTU icon
516
CALL
Futu Holdings
FUTU
$14.6B
$5.25M 0.01%
32,000
– –
PLMK
517
Plum Acquisition Corp IV
PLMK
$257M
$5.23M 0.01%
500,000
– –
FERAU
518
Fifth Era Acquisition Corp I Units
FERAU
$5.23M 0.01%
500,000
– –
TEVA icon
519
PUT
Teva Pharmaceuticals
TEVA
$36.2B
$5.21M 0.01%
166,800
-46,900
-22% -$1.16M
JENA.U
520
Jena Acquisition Corp II Units
JENA.U
$5.2M 0.01%
500,000
– –
DMAA
521
Drugs Made In America Acquisition Corp
DMAA
$260M
$5.19M 0.01%
500,000
– –
GSHRU
522
Gesher Acquisition Corp II Units
GSHRU
$5.18M 0.01%
500,000
– –
MLAC
523
DELISTED
Mountain Lake Acquisition Corp
MLAC
$5.17M 0.01%
496,989
-3,011
-0.6% -$31.4K
ARKK icon
524
PUT
ARK Innovation ETF
ARKK
$5.74B
$5.11M 0.01%
66,400
-180,000
-73% -$14.9M
CCXIU
525
Churchill Capital Corp XI Units
CCXIU
$435M
$5.11M 0.01%
+500,000
New +$5.11M
19 20
21
22 23

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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.