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LMR Partners LLP

Q2 2026 13F filing

Updated 28 days ago

1,868 disclosed positions worth $26.8B

Portfolio value
$26.8B
Total holdings
1,868
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

Value
$1.4B
Shares
1.91M
% Port
5.34%
H

VANECK ETF TRUST

Value
$664.2M
Shares
1.01M
% Port
2.48%
A
3.AU

ANGLOGOLD ASHANTI PLC

Value
$504.1M
Shares
62.2K
% Port
1.88%
G
4.GLD

SPDR GOLD TR

Value
$483.2M
Shares
1.31M
% Port
1.80%
S
5.SPY

STATE STR SPDR S&P 500 ETF T

Value
$413M
Shares
553.0K
% Port
1.54%
G
6.GLD

SPDR GOLD TR

Value
$377.4M
Shares
1.02M
% Port
1.41%
N

NOVARTIS AG

Value
$334.2M
Shares
2.13M
% Port
1.25%
H

VANECK ETF TRUST

Value
$327.9M
Shares
500.0K
% Port
1.22%
S
9.SLV

ISHARES SILVER TR

Value
$319M
Shares
5.97M
% Port
1.19%
M
10.MU

MICRON TECHNOLOGY INC

Value
$301.4M
Shares
261.1K
% Port
1.12%
Q
11.QQQ

INVESCO QQQ TR

Value
$298.2M
Shares
405.0K
% Port
1.11%
T
12.TSLA

TESLA INC

Value
$287.1M
Shares
682.5K
% Port
1.07%
E
13.ETHA

ISHARES TR

Value
$283.4M
Shares
3.54M
% Port
1.06%
E
14.ECHO

ECHOSTAR CORP

Value
$253M
Shares
81.18M
% Port
0.94%
E
15.ECHO

ECHOSTAR CORP

Value
$249.5M
Shares
80.05M
% Port
0.93%
G

GAMESTOP CORP

Value
$247.6M
Shares
11.21M
% Port
0.92%
S
17.SLV

ISHARES SILVER TR

Value
$236.6M
Shares
4.42M
% Port
0.88%
N
18.NVDA

NVIDIA CORPORATION

Value
$232.1M
Shares
1.16M
% Port
0.87%
W
19.WMT

WARNER BROS DISCOVERY INC

Value
$231.6M
Shares
8.69M
% Port
0.86%
M
20.MU

MICRON TECHNOLOGY INC

Value
$229.5M
Shares
198.8K
% Port
0.86%
N
21.NSC

NORFOLK SOUTHN CORP

Value
$213.6M
Shares
679.1K
% Port
0.80%
N
22.NBIS

NEBIUS GROUP N.V.

Value
$209.9M
Shares
760.2K
% Port
0.78%
H
23.HODL

VANECK ETF TRUST

Value
$186.2M
Shares
2.47M
% Port
0.69%
S
24.SPCX

SPACE EXPLORATION TECHN CORP

Value
$166.6M
Shares
975.1K
% Port
0.62%
R
25.RIVN

RIVIAN AUTOMOTIVE INC

Value
$163.4M
Shares
9.42M
% Port
0.61%
R
26.RIVN

RIVIAN AUTOMOTIVE INC

Value
$163.3M
Shares
9.41M
% Port
0.61%
E
27.ETHA

ISHARES INC

Value
$151.9M
Shares
752.2K
% Port
0.57%
?
28.N/A

ROUNDHILL ETF TRUST

Value
$147.7M
Shares
2.00M
% Port
0.55%
Q
29.QQQ

INVESCO QQQ TR

Value
$147.3M
Shares
200.0K
% Port
0.55%
G

GAMESTOP CORP

Value
$144M
Shares
6.52M
% Port
0.54%
B

ALIBABA GROUP HLDG LTD

Value
$137M
Shares
1.43M
% Port
0.51%
M
32.MRNA

MODERNA INC

Value
$136.1M
Shares
1.94M
% Port
0.51%
N
33.NVDA

NVIDIA CORPORATION

Value
$131.7M
Shares
658.4K
% Port
0.49%
A
34.ARM

ARM HOLDINGS PLC

Value
$131.2M
Shares
370.0K
% Port
0.49%
B

BP PLC

Value
$123M
Shares
3.33M
% Port
0.46%
N
36.NVDA

NVIDIA CORPORATION

Value
$120.1M
Shares
600.0K
% Port
0.45%
N
37.NVDA

NVIDIA CORPORATION

Value
$120.1M
Shares
600.0K
% Port
0.45%
N
38.NX

NIO INC

Value
$110.8M
Shares
21.89M
% Port
0.41%
G
39.GTLS

CHART INDS INC

Value
$106.5M
Shares
509.7K
% Port
0.40%
C

BRISTOL-MYERS SQUIBB CO

Value
$106.1M
Shares
1.84M
% Port
0.40%
I
41.IBIT

ISHARES BITCOIN TRUST ETF

Value
$103.7M
Shares
3.11M
% Port
0.39%
T
42.TSLA

TESLA INC

Value
$103.3M
Shares
245.5K
% Port
0.39%
B

ALIBABA GROUP HLDG LTD

Value
$102.7M
Shares
87.10M
% Port
0.38%
A
44.AXTA

AXALTA COATING SYS LTD

Value
$100.5M
Shares
2.94M
% Port
0.38%
R

SHELL PLC

Value
$99.5M
Shares
1.28M
% Port
0.37%
J
46.JAZZ

JAZZ INVESTMENTS I LTD

Value
$98M
Shares
57.50M
% Port
0.37%
M
47.MSFT

MICROSOFT CORP

Value
$97.3M
Shares
260.8K
% Port
0.36%
F
48.FSLR

FIRST SOLAR INC

Value
$96.1M
Shares
407.2K
% Port
0.36%
T

TAIWAN SEMICONDUCTOR MANUFAC

Value
$95.5M
Shares
200.0K
% Port
0.36%
I
50.IBIT

ISHARES BITCOIN TRUST ETF

Value
$94.8M
Shares
2.85M
% Port
0.35%