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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
FYBR
176
DELISTED
Frontier Communications
FYBR
$19.9M 0.04%
522,519
+224,543
+75% +$8.49M
SUI icon
177
Sun Communities
SUI
$15B
$19.7M 0.04%
158,668
+111,910
+239% +$14M
UDR icon
178
UDR
UDR
$12.9B
$19.6M 0.04%
534,450
+125,987
+31% +$4.48M
AIG icon
179
CALL
American International
AIG
$41.9B
$19.5M 0.04%
228,300
+200,000
+707% +$16M
GDX icon
180
CALL
VanEck Gold Miners ETF
GDX
$23B
$19.3M 0.04%
225,000
+62,500
+38% +$4.94M
LLY icon
181
CALL
Eli Lilly
LLY
$1.07T
$19.1M 0.04%
17,800
+14,800
+493% +$14.2M
LLYVA icon
182
Liberty Live Group Series A
LLYVA
$8.8B
$19M 0.04%
233,632
– –
AAPL icon
183
Apple
AAPL
$4.89T
$19M 0.04%
70,013
+69,075
+7,364% +$18.5M
VIK icon
184
Viking Holdings
VIK
$44.9B
$19M 0.04%
265,500
+138,575
+109% +$8.84M
GDX icon
185
VanEck Gold Miners ETF
GDX
$23B
$18.9M 0.04%
220,733
+12,733
+6% +$1.01M
ADC icon
186
Agree Realty
ADC
$9.68B
$18.9M 0.04%
+261,995
New +$19.1M
PRA
187
DELISTED
ProAssurance
PRA
$18.8M 0.04%
779,898
-126,481
-14% -$3.04M
INSM icon
188
Insmed
INSM
$23.2B
$18.7M 0.04%
107,510
+13,598
+14% +$2.48M
AVGO icon
189
CALL
Broadcom
AVGO
$1.82T
$18.7M 0.04%
54,000
+19,900
+58% +$7.12M
ELS icon
190
Equity Lifestyle Properties
ELS
$12.8B
$18.4M 0.03%
+303,929
New +$18.8M
DELL icon
191
CALL
Dell
DELL
$283B
$18.2M 0.03%
144,200
– –
CUBE icon
192
CubeSmart
CUBE
$9.53B
$18.1M 0.03%
502,061
+179,896
+56% +$6.84M
JBLU icon
193
PUT
JetBlue
JBLU
$1.96B
$18M 0.03%
3,950,000
+1,150,000
+41% +$5.24M
ALB icon
194
CALL
Albemarle
ALB
$13.5B
$17.7M 0.03%
125,000
– –
MCD icon
195
PUT
McDonald's
MCD
$188B
$17.7M 0.03%
57,814
– –
UNIT
196
Uniti Group
UNIT
$2.63B
$17.3M 0.03%
2,470,000
-730,000
-23% -$4.62M
ABNB icon
197
CALL
Airbnb
ABNB
$83.7B
$17.3M 0.03%
127,300
+89,500
+237% +$11.1M
SNPS icon
198
CALL
Synopsys
SNPS
$71.5B
$17.2M 0.03%
36,600
+6,600
+22% +$2.93M
JOBY.WS icon
199
Joby Aviation Warrants
JOBY.WS
$17.2M 0.03%
4,337,161
+64,473
+2% +$354K
GOOG icon
200
Alphabet (Google) Class C
GOOG
$3.9T
$17.1M 0.03%
54,463
+50,463
+1,262% +$14.5M
6 7
8
9 10

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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.