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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
AACBU
576
Artius II Acquisition Inc Units
AACBU
$4.24M 0.01%
400,000
– –
NOK icon
577
Nokia
NOK
$51.8B
$4.21M 0.01%
650,000
-4,350,000
-87% -$27M
CCAQU
578
Collective Acquisition Corp Units
CCAQU
$4.13M 0.01%
400,000
– –
BHVN icon
579
PUT
Biohaven
BHVN
$2.18B
$4.1M 0.01%
363,000
-253,100
-41% -$3.14M
DOW icon
580
PUT
Dow Inc
DOW
$20.8B
$4.09M 0.01%
175,000
– –
SOCAU
581
Solarius Capital Acquisition Corp Units
SOCAU
$4.08M 0.01%
400,000
– –
FIGXU
582
FIGX Capital Acquisition Corp Units
FIGXU
$4.07M 0.01%
400,000
– –
ADI icon
583
Analog Devices
ADI
$181B
$4.07M 0.01%
15,000
-8,856
-37% -$2.23M
SZZL
584
Sizzle Acquisition Corp II
SZZL
$325M
$4.06M 0.01%
400,000
– –
GRND icon
585
CALL
Grindr
GRND
$2.75B
$4.06M 0.01%
+300,000
New +$4.08M
SOUL
586
Soulpower Acquisition Corp
SOUL
$353M
$4.06M 0.01%
400,000
– –
DYORU
587
Insight Digital Partners II Units
DYORU
$4.03M 0.01%
+400,000
New +$4.04M
TDWDU
588
Tailwind 2.0 Acquisition Corp Unit
TDWDU
$4.02M 0.01%
+400,000
New +$4.02M
DNMXU
589
Dynamix Corporation III Unit
DNMXU
$177M
$4.02M 0.01%
+400,000
New +$4.04M
BLRKU
590
Bluerock Acquisition Corp Unit
BLRKU
$153M
$4M 0.01%
+400,000
New +$4M
CAEP
591
DELISTED
Cantor Equity Partners III
CAEP
$3.97M 0.01%
389,297
– –
WIT icon
592
Wipro
WIT
$18.9B
$3.97M 0.01%
1,397,631
-1,411
-0.1% -$3.85K
UPS icon
593
CALL
United Parcel Service
UPS
$96B
$3.97M 0.01%
40,000
-40,000
-50% -$3.74M
NAK
594
CALL
Northern Dynasty Minerals
NAK
$857M
$3.94M 0.01%
2,000,000
+500,000
+33% +$965K
ANET icon
595
Arista Networks
ANET
$215B
$3.93M 0.01%
30,000
-70,466
-70% -$9.7M
SLAB icon
596
Silicon Laboratories
SLAB
$7.17B
$3.92M 0.01%
+30,000
New +$3.94M
GEV icon
597
GE Vernova
GEV
$265B
$3.92M 0.01%
5,998
+3,013
+101% +$1.84M
REGN icon
598
PUT
Regeneron Pharmaceuticals
REGN
$69.9B
$3.86M 0.01%
5,000
– –
DAVEW icon
599
Dave Inc Warrants
DAVEW
$34.3M
$3.85M 0.01%
3,932,432
+422,317
+12% +$430K
GDOT icon
600
Green Dot
GDOT
$746M
$3.84M 0.01%
+300,000
New +$3.73M
22 23
24
25 26

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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.