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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
GLD icon
1
CALL
SPDR Gold Trust
GLD
$131B
$31.2B 58.66%
78,656,200
+78,450,000
+38,046% +$30B
EEM icon
2
CALL
iShares MSCI Emerging Markets ETF
EEM
$28.3B
$1.09B 2.06%
20,000,000
– –
IVV icon
3
iShares Core S&P 500 ETF
IVV
$879B
$712M 1.34%
1,040,000
+890,000
+593% +$604M
MSTR icon
4
PUT
Strategy Inc
MSTR
$34.1B
$503M 0.95%
3,313,000
+44,800
+1% +$10.3M
NVDA icon
5
PUT
NVIDIA
NVDA
$5.09T
$477M 0.9%
2,559,700
+1,085,500
+74% +$202M
COIN icon
6
PUT
Coinbase
COIN
$42.1B
$395M 0.74%
1,747,600
+1,168,200
+202% +$348M
GME icon
7
PUT
GameStop
GME
$9.58B
$372M 0.7%
18,502,800
+2,480,800
+15% +$55.7M
NVDA icon
8
NVIDIA
NVDA
$5.09T
$334M 0.63%
1,792,000
+1,340,312
+297% +$249M
GLD icon
9
PUT
SPDR Gold Trust
GLD
$131B
$286M 0.54%
721,500
+621,500
+622% +$237M
IBIT icon
10
PUT
iShares Bitcoin Trust
IBIT
$47B
$276M 0.52%
5,558,600
+2,898,700
+109% +$165M
TSLA icon
11
PUT
Tesla
TSLA
$1.22T
$264M 0.5%
587,200
+434,300
+284% +$193M
META icon
12
CALL
Meta Platforms (Facebook)
META
$1.53T
$240M 0.45%
363,600
+347,500
+2,158% +$232M
RIVN icon
13
PUT
Rivian
RIVN
$23.1B
$229M 0.43%
11,599,400
+355,100
+3% +$5.64M
TLT icon
14
PUT
iShares 20+ Year Treasury Bond ETF
TLT
$42.2B
$220M 0.41%
2,522,200
+1,855,000
+278% +$166M
SLV icon
15
PUT
iShares Silver Trust
SLV
$28.3B
$177M 0.33%
2,751,300
+2,351,300
+588% +$118M
NVDA icon
16
CALL
NVIDIA
NVDA
$5.09T
$175M 0.33%
937,200
+282,100
+43% +$52.5M
AVGO icon
17
Broadcom
AVGO
$1.83T
$163M 0.31%
469,738
+134,291
+40% +$48M
MUB icon
18
iShares National Muni Bond ETF
MUB
$45.1B
$160M 0.3%
1,495,000
+1,195,000
+398% +$128M
QQQ icon
19
Invesco QQQ Trust
QQQ
$458B
$157M 0.3%
255,609
+215,880
+543% +$132M
UNH icon
20
CALL
UnitedHealth
UNH
$382B
$155M 0.29%
470,300
+136,200
+41% +$46.2M
PDD icon
21
PUT
Pinduoduo
PDD
$118B
$147M 0.28%
1,299,700
+60,400
+5% +$7.5M
FSLR icon
22
CALL
First Solar
FSLR
$22B
$144M 0.27%
549,699
+308,900
+128% +$77.9M
CYBR
23
DELISTED
CyberArk
CYBR
$138M 0.26%
309,457
+21,233
+7% +$10.2M
ECHO
24
EchoStar
ECHO
$25.3B
$132M 0.25%
1,217,245
-319,462
-21% -$26M
AZN icon
25
AstraZeneca
AZN
$262B
$130M 0.25%
708,449
+40,000
+6% +$7.02M
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.