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LMR Partners LLP

13F filer · CIK 1578621 · London

Summary
LMR Partners LLP reported $26.80B across 1,491 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are IVV (5.3%), ECHOSTAR CORP (1.9%), SPY (1.5%). Versus 2026 Q1, leaving options aside, it opened 408 new positions, added to 225, trimmed 188 and sold out of 298.
Reported value$26.80B
Positions1,491incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions408
Added225
Trimmed188
Sold out298

Top 25 holdings

By reported value, options listed separately · change vs 2026 Q1

Weight 5.3%Value $1.43BPrice $768.93Shares 1.91M +88.04%Since Jun 30 +2.68%
ECHOSTAR CORPNo ticker matchAdd
Weight 1.9%Value $508.93MPrincipal $163.27M +16.28%
Weight 1.5%Value $415.01MPrice $765.61Shares 556K +21.36%Since Jun 30 +2.52%
Weight 1.3%Value $347.52MPrice $30.90Shares 13.04M +91.41%Since Jun 30 +15.90%
Weight 0.8%Value $227.10MPrice $313.05Shares 722K +66.04%Since Jun 30 -0.49%
CIPHER DIGITAL INCNo ticker matchHold
Weight 0.7%Value $189.04MPrincipal $33.50M
Weight 0.7%Value $183.00MPrice $145.47Shares 1.07MSince Jun 30 -14.86%
ALIBABA GROUP HLDG LTDNo ticker matchHold
Weight 0.6%Value $173.50MPrincipal $147.10M
Weight 0.6%Value $154.51MPrice $228.86Shares 772K -23.26%Since Jun 30 +14.38%
RIVIAN AUTOMOTIVE INCNo ticker matchTrim
Weight 0.5%Value $143.88MPrincipal $122.00M -6.15%
Weight 0.5%Value $135.13MPrice $9.77Shares 7.19M +2.86%Since Jun 30 -48.03%
Weight 0.5%Value $125.32MPrice $43.52Shares 3.39M -6.01%Since Jun 30 +17.78%
Weight 0.4%Value $115.26MPrice $89.22Shares 1.14M -3.06%Since Jun 30 -12.10%
Weight 0.4%Value $110.82MPrice $246.67Shares 465K +6243.51%Since Jun 30 +3.50%
Weight 0.4%Value $109.11MPrice $209.90Shares 522K +19.99%Since Jun 30 +0.46%
Weight 0.4%Value $105.92MPrice $357.45Shares 252K +23.32%Since Jun 30 -15.01%
Weight 0.4%Value $103.21MPrincipal $101.25M
Weight 0.4%Value $102.59MPrice $452.88Shares 215K +55.65%Since Jun 30 -5.17%
Weight 0.4%Value $100.94MPrice $921.51Shares 105K -23.62%Since Jun 30 -4.51%
Weight 0.4%Value $100.54MPrice $32.64Shares 2.94M +66.56%Since Jun 30 -4.62%
Weight 0.4%Value $99.52MPrice $96.47Shares 1.28M +224.10%Since Jun 30 +24.41%
JAZZ INVESTMENTS I LTDNo ticker matchNew
Weight 0.4%Value $97.97MPrincipal $57.50M
Weight 0.4%Value $96.47MPrice $452.08Shares 232K +16.14%Since Jun 30 +8.86%
Weight 0.3%Value $90.13MPrice $84.34Shares 511KSince Jun 30 -52.17%
Weight 0.3%Value $86.89MPrice $183.58Shares 430K +20.56%Since Jun 30 -9.07%

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

Largest sells in 2026 Q2

MUMUMICRON TECHNOLOGY INC≈ $149.39MTrim
AVGOAVGOBROADCOM INC≈ $115.23MTrim
SOXXSOXXISHARES TR≈ $89.72MSold
LLYLLYELI LILLY & CO≈ $82.92MTrim

Options

Notional value, listed apart from stocks · top 10 of 324

SMHSMHVANECK ETF TRUSTCALL$992.16MNew
GLDGLDSPDR GOLD TRPUT$518.46MTrim
GMEGMEGAMESTOP CORPPUT$475.94MAdd
QQQQQQINVESCO QQQ TRPUT$445.52MAdd
GLDGLDSPDR GOLD TRCALL$430.78MTrim
NVSNVSNOVARTIS AGPUT$334.21MAdd
SLVSLVISHARES SILVER TRPUT$321.16MTrim

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR