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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
SOXX icon
51
iShares Semiconductor ETF
SOXX
$44.2B
$84.5M 0.16%
280,432
-49,568
-15% -$14.6M
PDD icon
52
Pinduoduo
PDD
$118B
$83.2M 0.16%
733,647
+616,565
+527% +$76.5M
GOOGL icon
53
PUT
Alphabet (Google) Class A
GOOGL
$3.91T
$82.6M 0.16%
264,000
+255,600
+3,043% +$73M
FCX icon
54
CALL
Freeport-McMoran
FCX
$90B
$79.8M 0.15%
1,570,700
+17,100
+1% +$741K
IBN icon
55
ICICI Bank
IBN
$106B
$79.5M 0.15%
2,666,414
+2,164,680
+431% +$66.4M
AMZN icon
56
Amazon
AMZN
$2.5T
$78.9M 0.15%
+341,797
New +$78.2M
SMCI icon
57
PUT
Super Micro Computer
SMCI
$19.5B
$77.6M 0.15%
2,651,300
+1,960,600
+284% +$80.7M
FBTC icon
58
PUT
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$73M 0.14%
958,200
– –
KVUE icon
59
Kenvue
KVUE
$37B
$72.2M 0.14%
4,186,784
+4,061,784
+3,249% +$66.4M
AAPL icon
60
PUT
Apple
AAPL
$4.89T
$71.1M 0.13%
261,600
+253,500
+3,130% +$68.1M
BABA icon
61
CALL
Alibaba
BABA
$269B
$69.6M 0.13%
475,000
-384,300
-45% -$62.6M
CLS icon
62
Celestica
CLS
$35.1B
$68.7M 0.13%
232,500
+132,485
+132% +$39.9M
TTWO icon
63
Take-Two Interactive
TTWO
$43B
$66.6M 0.13%
260,003
-35,000
-12% -$8.73M
CIEN icon
64
Ciena
CIEN
$55.3B
$63.6M 0.12%
272,000
+165,500
+155% +$32.1M
WDC icon
65
CALL
Western Digital
WDC
$179B
$63.6M 0.12%
369,000
-62,400
-14% -$9.46M
GDX icon
66
PUT
VanEck Gold Miners ETF
GDX
$23B
$63.5M 0.12%
740,000
+540,000
+270% +$42.7M
MSTR icon
67
Strategy Inc
MSTR
$33.5B
$63.1M 0.12%
414,952
+81,836
+25% +$18.8M
SOXL icon
68
CALL
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$18.7B
$63M 0.12%
1,500,000
+500,000
+50% +$20.9M
CAR icon
69
PUT
Avis
CAR
$5.63B
$62.7M 0.12%
489,000
+373,800
+324% +$52.2M
ARGX icon
70
CALL
argenx
ARGX
$57.4B
$62.2M 0.12%
74,000
-53,500
-42% -$45.8M
AAPL icon
71
CALL
Apple
AAPL
$4.89T
$61.3M 0.12%
225,400
+193,000
+596% +$51.8M
XBI icon
72
PUT
State Street SPDR S&P Biotech ETF
XBI
$10.1B
$61M 0.11%
+500,000
New +$57.3M
ECHO
73
PUT
EchoStar
ECHO
$25.5B
$59.7M 0.11%
549,600
-150,400
-21% -$12.2M
CORZW icon
74
Core Scientific Inc Tranche 1 Warrants
CORZW
$1.57B
$59.1M 0.11%
6,987,579
+50
+0% +$555
COIN icon
75
CALL
Coinbase
COIN
$41.7B
$58.5M 0.11%
258,900
+122,400
+90% +$36.5M
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.