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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
MDB icon
76
MongoDB
MDB
$24B
$57.5M 0.11%
137,000
-38,500
-22% -$14M
GOOGL icon
77
CALL
Alphabet (Google) Class A
GOOGL
$3.91T
$57.2M 0.11%
182,600
+142,700
+358% +$40.8M
GTLS
78
DELISTED
Chart Industries
GTLS
$56.6M 0.11%
274,370
+77,124
+39% +$15.6M
CRWV
79
PUT
CoreWeave
CRWV
$39.2B
$55.2M 0.1%
770,700
+261,400
+51% +$26.5M
GE icon
80
GE Aerospace
GE
$367B
$54.8M 0.1%
178,024
+107,558
+153% +$32.4M
AXTA icon
81
Axalta
AXTA
$7.01B
$52.5M 0.1%
+1,624,000
New +$47.6M
FCX icon
82
PUT
Freeport-McMoran
FCX
$90B
$52.1M 0.1%
1,025,900
– –
NBIS
83
PUT
Nebius Group N.V.
NBIS
$47.7B
$50.2M 0.09%
600,000
+166,300
+38% +$17.2M
ETHA
84
PUT
iShares Ethereum Trust ETF
ETHA
$5.25B
$49.1M 0.09%
2,188,000
+1,066,500
+95% +$27.9M
IBIT icon
85
CALL
iShares Bitcoin Trust
IBIT
$47.2B
$48.9M 0.09%
985,000
+332,900
+51% +$18.9M
SNDK
86
Sandisk
SNDK
$213B
$47.7M 0.09%
201,016
+88,016
+78% +$17.6M
GOOGL icon
87
Alphabet (Google) Class A
GOOGL
$3.91T
$47.4M 0.09%
151,403
+18,913
+14% +$5.4M
INSM icon
88
PUT
Insmed
INSM
$23.2B
$47.2M 0.09%
+271,400
New +$49.5M
AZO icon
89
CALL
AutoZone
AZO
$48.3B
$44.8M 0.08%
13,200
+11,400
+633% +$43.1M
ORCL icon
90
CALL
Oracle
ORCL
$331B
$44M 0.08%
226,000
+136,000
+151% +$32.4M
COIN icon
91
Coinbase
COIN
$41.7B
$43.2M 0.08%
190,995
-564
-0.3% -$168K
RNAM
92
DELISTED
Avidity Biosciences
RNAM
$43.2M 0.08%
+598,525
New +$38.7M
INTU icon
93
Intuit
INTU
$81.1B
$43.1M 0.08%
+65,006
New +$43M
JBL icon
94
Jabil
JBL
$32.8B
$42.3M 0.08%
+185,296
New +$39.5M
TSM icon
95
PUT
TSMC
TSM
$2.09T
$42.2M 0.08%
138,800
+61,200
+79% +$18M
CHTR icon
96
PUT
Charter Communications
CHTR
$14.7B
$42.1M 0.08%
+201,900
New +$45.4M
ZM icon
97
Zoom
ZM
$25.8B
$41.4M 0.08%
479,201
+203,181
+74% +$17.1M
WDC icon
98
Western Digital
WDC
$179B
$40.6M 0.08%
235,742
-199,180
-46% -$30.2M
LITE icon
99
Lumentum
LITE
$59.4B
$40.3M 0.08%
109,274
-81,529
-43% -$20.9M
TXNM
100
TXNM Energy Inc
TXNM
$6.47B
$39.6M 0.07%
672,266
+7,299
+1% +$421K
2 3
4
5 6

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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.