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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
WMT icon
101
PUT
Walmart Inc
WMT
$871B
$39.1M 0.07%
351,100
+311,100
+778% +$33.4M
UBER icon
102
CALL
Uber
UBER
$134B
$39.1M 0.07%
478,500
+149,200
+45% +$13.4M
EXAS
103
CALL
DELISTED
Exact Sciences
EXAS
$36.9M 0.07%
363,500
+343,500
+1,718% +$27.6M
TECK icon
104
Teck Resources
TECK
$29.5B
$36.9M 0.07%
770,000
+480,000
+166% +$20.8M
BSX icon
105
CALL
Boston Scientific
BSX
$65.8B
$36.8M 0.07%
386,100
– –
MUB icon
106
CALL
iShares National Muni Bond ETF
MUB
$45.1B
$36.8M 0.07%
+343,200
New +$36.7M
XBI icon
107
State Street SPDR S&P Biotech ETF
XBI
$10.1B
$36.4M 0.07%
+298,647
New +$34.2M
GOOG icon
108
PUT
Alphabet (Google) Class C
GOOG
$3.9T
$36.4M 0.07%
115,900
+103,100
+805% +$29.5M
AL
109
DELISTED
Air Lease Corp
AL
$36.2M 0.07%
564,090
+514,090
+1,028% +$32.8M
TLT icon
110
CALL
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$36.2M 0.07%
415,000
-65,000
-14% -$5.81M
IWM icon
111
iShares Russell 2000 ETF
IWM
$80.9B
$35.7M 0.07%
+145,169
New +$35.7M
MSFT icon
112
PUT
Microsoft
MSFT
$2.84T
$35.4M 0.07%
73,300
+61,500
+521% +$30.8M
UBER icon
113
PUT
Uber
UBER
$134B
$34.2M 0.06%
418,100
+85,400
+26% +$7.69M
AVGO icon
114
PUT
Broadcom
AVGO
$1.82T
$33.6M 0.06%
97,100
+43,400
+81% +$15.5M
SLV icon
115
iShares Silver Trust
SLV
$28.1B
$33.5M 0.06%
520,800
+141,608
+37% +$7.09M
HOLX
116
DELISTED
Hologic
HOLX
$32.8M 0.06%
+439,947
New +$32.1M
NFLX icon
117
CALL
Netflix
NFLX
$292B
$32.8M 0.06%
349,300
+324,300
+1,297% +$35M
NVO
118
PUT
Novo Nordisk
NVO
$216B
$32.7M 0.06%
642,300
+232,300
+57% +$11.9M
TWLO icon
119
Twilio
TWLO
$29.1B
$32M 0.06%
225,000
+25,000
+13% +$3.1M
BILI icon
120
PUT
Bilibili
BILI
$7.18B
$31.9M 0.06%
1,297,100
– –
SRPT icon
121
PUT
Sarepta Therapeutics
SRPT
$1.66B
$31.3M 0.06%
1,452,800
+70,500
+5% +$1.49M
NKE icon
122
PUT
Nike
NKE
$61.9B
$31.2M 0.06%
490,400
+250,000
+104% +$16.3M
BABA icon
123
Alibaba
BABA
$269B
$31.1M 0.06%
212,321
-190,057
-47% -$31M
AMD icon
124
CALL
Advanced Micro Devices
AMD
$851B
$30.3M 0.06%
141,400
-346,800
-71% -$77.9M
DOCN icon
125
DigitalOcean
DOCN
$14.4B
$29.8M 0.06%
+620,000
New +$27.3M
3 4
5
6 7

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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.