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LMR Partners LLP

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1578621

$26.80B

disclosed book value

1,232

positions

5.3%

largest position share

Positions, as of 2026-06-30

top 100 of 1,232 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1IVVISHARES TR1.9M$1.43B5.3%
2SMHVANECK ETF TRUSTCALL1.5M$992.2M3.7%
3GLDSPDR GOLD TRPUT1.4M$518.5M1.9%
4ECHO 3.875 11/30/30ECHOSTAR CORP163.3M$508.9M1.9%
5ANGLOGOLD ASHANTI PLCCALL62,234$504.1M1.9%
6GMEGAMESTOP CORPPUT21.6M$475.9M1.8%
7QQQINVESCO QQQ TRPUT605,000$445.5M1.7%
8GLDSPDR GOLD TRCALL1.2M$430.8M1.6%
9SPYSTATE STR SPDR S&P 500 ETF T555,734$415.0M1.5%
10NVDANVIDIA CORPORATIONPUT1.8M$357.2M1.3%
11WBDWARNER BROS DISCOVERY INC13.0M$347.5M1.3%
12NVSNOVARTIS AGPUT2.1M$334.2M1.2%
13RIVNRIVIAN AUTOMOTIVE INCPUT18.8M$326.7M1.2%
14SLVISHARES SILVER TRPUT6.0M$321.2M1.2%
15MUMICRON TECHNOLOGY INCPUT261,200$301.5M1.1%
16TSLATESLA INCPUT705,500$296.7M1.1%
17HYGISHARES TRPUT3.5M$283.4M1.1%
18SLVISHARES SILVER TRCALL4.7M$252.6M0.9%
19MUMICRON TECHNOLOGY INCCALL198,800$229.5M0.9%
20NSCNORFOLK SOUTHN CORP721,895$227.1M0.8%
21NEBIUS GROUP N.V.PUT760,200$209.9M0.8%
22ROUNDHILL ETF TRUSTPUT2.6M$191.9M0.7%
23CIPHER DIGITAL INC33.5M$189.0M0.7%
24GDXVANECK ETF TRUSTPUT2.5M$186.2M0.7%
25SPCXSPACE EXPLORATION TECHN CORP1.1M$183.0M0.7%
26BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD147.1M$173.5M0.6%
27EWYISHARES INCCALL828,900$167.4M0.6%
28NVDANVIDIA CORPORATION772,195$154.5M0.6%
29BABAALIBABA GROUP HLDG LTDPUT1.5M$144.2M0.5%
30RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC122.0M$143.9M0.5%
31MSTRSTRATEGY INCPUT1.6M$142.1M0.5%
32MRNAMODERNA INCPUT1.9M$136.1M0.5%
33CORZWCORE SCIENTIFIC INC NEW7.2M$135.1M0.5%
34IBITISHARES BITCOIN TRUST ETFPUT4.0M$134.6M0.5%
35NVDANVIDIA CORPORATIONCALL658,400$131.7M0.5%
36ARMARM HOLDINGS PLCPUT370,000$131.2M0.5%
37BPBP PLC3.4M$125.3M0.5%
38SMHVANECK ETF TRUSTPUT176,200$115.6M0.4%
39ECHOECHOSTAR CORP1.1M$115.3M0.4%
40AMZNAMAZON COM INC464,979$110.8M0.4%
41NIONIO INCPUT21.9M$110.8M0.4%
42CHART INDS INC522,195$109.1M0.4%
43BMYBRISTOL-MYERS SQUIBB COPUT1.8M$106.1M0.4%
44TSLATESLA INC251,840$105.9M0.4%
45IBITISHARES BITCOIN TRUST ETFCALL3.1M$103.7M0.4%
46GAMESTOP CORP101.3M$103.2M0.4%
47TSMTAIWAN SEMICONDUCTOR MANUFAC214,827$102.6M0.4%
48SEAGATE TECHNOLOGY HLDNGS PL104,600$100.9M0.4%
49AXALTA COATING SYS LTD2.9M$100.5M0.4%
50FSLRFIRST SOLAR INCCALL422,599$99.7M0.4%
51SHELSHELL PLC1.3M$99.5M0.4%
52TSLATESLA INCCALL233,000$98.0M0.4%
53JAZZ 3.125 09/15/30JAZZ INVESTMENTS I LTD57.5M$98.0M0.4%
54MSFTMICROSOFT CORPCALL260,800$97.3M0.4%
55MSIMOTOROLA SOLUTIONS INC232,284$96.5M0.4%
56ECHOECHOSTAR CORPCALL938,000$95.2M0.4%
57TSMTAIWAN SEMICONDUCTOR MANUFACCALL198,300$94.7M0.4%
58APHAMPHENOL CORP511,181$90.1M0.3%
59EWYISHARES INC430,353$86.9M0.3%
60DDOGDATADOG INC331,700$86.4M0.3%
61BIIBBIOGEN INCCALL389,000$84.0M0.3%
62SLABSILICON LABORATORIES INC379,093$82.9M0.3%
63SMCISUPER MICRO COMPUTER INCPUT2.8M$82.0M0.3%
64SMHVANECK ETF TRUST123,731$81.2M0.3%
65ROUNDHILL ETF TRUST1.1M$78.1M0.3%
66TTWOTAKE-TWO INTERACTIVE SOFTWAR312,035$78.0M0.3%
67STRATEGY INC87.6M$77.3M0.3%
68UNHUNITEDHEALTH GROUP INCCALL185,800$77.2M0.3%
69ROUNDHILL ETF TRUSTCALL1.0M$77.2M0.3%
70WBDWARNER BROS DISCOVERY INCPUT2.9M$76.0M0.3%
71ABVXABIVAX SACALL566,800$75.5M0.3%
72ROKUROKU INC543,226$75.0M0.3%
73MSTRSTRATEGY INCCALL858,800$74.7M0.3%
74CLSCELESTICA INC200,729$73.2M0.3%
75AVGOBROADCOM INCPUT189,800$71.7M0.3%
76PLTRPALANTIR TECHNOLOGIES INCPUT605,900$70.7M0.3%
77GSATGLOBALSTAR INC849,611$69.1M0.3%
78PENPENUMBRA INC213,893$67.5M0.3%
79LRCXLAM RESEARCH CORPPUT152,600$66.1M0.2%
80SNDKSANDISK CORP29,009$66.0M0.2%
81HALO 1 08/15/28HALOZYME THERAPEUTICS INC45.0M$65.8M0.2%
82BABAALIBABA GROUP HLDG LTD678,227$65.1M0.2%
83EA*ELECTRONIC ARTS INC314,865$64.6M0.2%
84AMDADVANCED MICRO DEVICES INCPUT110,900$64.4M0.2%
85SPCXSPACE EXPLORATION TECHN CORPPUT376,000$64.2M0.2%
86ILMNILLUMINA INC364,307$64.1M0.2%
87WTRGESSENTIAL UTILS INC1.6M$62.4M0.2%
88AESAES CORP4.3M$62.4M0.2%
89BIIBBIOGEN INCPUT288,200$62.3M0.2%
90IONS 1.75 06/15/28IONIS PHARMACEUTICALS INC40.0M$62.0M0.2%
91SOXLDIREXION SHARES ETF TRUSTPUT232,600$62.0M0.2%
92PLTRPALANTIR TECHNOLOGIES INCCALL528,400$61.6M0.2%
93QRVOQORVO INC659,190$61.5M0.2%
94QQQINVESCO QQQ TRCALL80,000$58.9M0.2%
95GPN 1.5 03/01/31GLOBAL PMTS INC65.0M$58.5M0.2%
96WATWATERS CORP147,305$55.2M0.2%
97AAUCALLIED GOLD CORP2.3M$54.4M0.2%
98CREDO TECHNOLOGY GROUP HOLDI199,723$54.3M0.2%
99COINCOINBASE GLOBAL INCCALL369,700$54.0M0.2%
100MUBISHARES TRPUT500,000$53.8M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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