Lmr Partners Llp Portfolio Stock Holdings

Lmr Partners Llp disclosed 1057 stock positions valued at approximately $10.7 billion in its latest SEC 13F filing. The largest holdings include ISHARES TR, STATE STR SPDR S&P 500 ETF T, and WARNER BROS DISCOVERY INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
1057
Portfolio Value
$10.7B
Holdings by Sector
Lmr Partners Llp Portfolio Holdings in Q1 2026

608 holdings in the latest reporting period.

Page 1 of 7
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRIVVOther6.18%1,016,400-23,600-2.27%$663,922,644
STATE STR SPDR S&P 500 ETF TSPYOther2.77%457,939+280,533+158.13%$297,816,049
WARNER BROS DISCOVERY INCWBDCommunication Services1.74%6,809,964+2,339,591+52.34%$187,001,611
NVIDIA CORPORATIONNVDATechnology1.63%1,006,239-785,761-43.85%$175,488,082
BP PLCBPEnergy1.58%3,608,505-133,067-3.56%$169,599,735
MICRON TECHNOLOGY INCMUTechnology1.52%483,001+156,054+47.73%$163,177,059
ECHOSTAR CORPSATSTechnology1.28%1,171,403-45,842-3.77%$137,136,149
BROADCOM INCAVGOTechnology1.21%420,590-49,148-10.46%$130,176,811
NORFOLK SOUTHN CORPNSCIndustrials1.16%434,777+126,697+41.12%$124,780,999
PENUMBRA INCPENHealthcare0.90%295,708+295,708+100.00%$97,101,636
CHART INDS INCGTLSIndustrials0.84%435,196+160,826+58.62%$89,976,773
ISHARES TRSOXXOther0.84%273,000-7,432-2.65%$89,724,180
MOTOROLA SOLUTIONS INCMSITechnology0.81%200,000+200,000+100.00%$86,794,000
KENVUE INCKVUEConsumer Defensive0.81%5,012,829+826,045+19.73%$86,421,172
ELI LILLY & COLLYHealthcare0.80%93,539+82,507+747.89%$86,034,366
TESLA INCTSLAConsumer Cyclical0.71%204,222+197,768+3064.27%$75,919,529
VANECK ETF TRUSTGDXOther0.64%749,156+528,423+239.39%$68,750,046
CELESTICA INCCLSTechnology0.63%240,000+7,500+3.23%$67,603,200
ALIBABA GROUP HLDG LTDBABAConsumer Cyclical0.59%508,282+295,961+139.39%$63,769,060
CORE SCIENTIFIC INC NEWCORZWTechnology0.57%6,987,579--$61,071,440
APPLE INCAAPLTechnology0.56%237,916+167,903+239.82%$60,380,702
NETFLIX INC.NFLXCommunication Services0.55%614,133+443,079+259.03%$59,048,888
ELECTRONIC ARTS INCEACommunication Services0.53%278,334+272,864+4988.37%$56,743,953
SMITH & NEPHEW PLCSNNHealthcare0.52%1,767,872+1,767,872+100.00%$56,182,972
GSK PLCGSKHealthcare0.50%980,479+980,479+100.00%$54,112,636
SEAGATE TECHNOLOGY HLDNGS PLSTXOther0.50%136,954+123,000+881.47%$53,653,099
AES CORPAESUtilities0.48%3,667,500+3,567,500+3567.50%$51,675,075
SILICON LABORATORIES INCSLABTechnology0.46%238,166+208,166+693.89%$49,574,253
AXALTA COATING SYS LTDAXTAOther0.46%1,764,000+140,000+8.62%$48,862,800
ZOOM COMMUNICATIONS INCZMTechnology0.45%600,000+120,799+25.21%$48,234,000
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.43%138,016-162,081-54.01%$46,642,507
HOLOGIC INCHOLXHealthcare0.42%598,714+158,767+36.09%$45,256,792
JANUS HENDERSON GROUP PLCJHGOther0.42%873,327+873,327+100.00%$44,862,808
ISHARES INCEWYOther0.41%356,965+356,965+100.00%$43,910,264
TECK RESOURCES LTDTECKBasic Materials0.38%796,000+26,000+3.38%$41,193,000
TXNM ENERGY INCTXNMUtilities0.38%698,496+26,230+3.90%$40,834,077
LATTICE SEMICONDUCTOR CORPLSCCTechnology0.37%430,000+430,000+100.00%$39,886,800
UNITEDHEALTH GROUP INCUNHHealthcare0.37%145,479+131,479+939.14%$39,365,163
ILLUMINA INCILMNHealthcare0.36%311,047+311,047+100.00%$38,339,653
SHELL PLCSHELEnergy0.34%396,030+396,030+100.00%$36,830,790
INTUITIVE MACHINES INCLUNRIndustrials0.34%1,984,126+1,984,126+100.00%$36,825,379
WEBSTER FINL CORPWBSFinancial Services0.34%519,471+519,471+100.00%$36,061,677
STRATEGY INCMSTRTechnology0.32%278,042-136,910-32.99%$34,699,642
CLEARWATER ANALYTICS HLDGS ICWANTechnology0.32%1,452,700+1,227,700+545.64%$34,356,355
COHERENT CORPCOHRTechnology0.31%140,000-1,073-0.76%$33,349,400
DIGITALOCEAN HLDGS INCDOCNTechnology0.28%355,951-264,049-42.59%$30,533,477
QORVO INCQRVOTechnology0.28%393,660+103,501+35.67%$30,469,284
SANDISK CORPSNDKOther0.28%47,158-153,858-76.54%$29,961,363
REPLIGEN CORPRGENHealthcare0.28%253,060+253,060+100.00%$29,815,529
LUMENTUM HLDGS INCLITETechnology0.27%41,190-68,084-62.31%$28,946,685
INTEL CORPINTCTechnology0.26%640,017-147,395-18.72%$28,243,951
CIRCLE INTERNET GROUP INCCRCLOther0.26%292,842+292,842+100.00%$27,940,056
ELANCO ANIMAL HEALTH INCELANHealthcare0.26%1,165,358+1,165,358+100.00%$27,887,017
SPDR GOLD TRGLDOther0.25%63,309+38,059+150.73%$27,241,230
APPLIED MATLS INCAMATTechnology0.25%78,550+43,547+124.41%$26,847,604
SEMTECH CORPSMTCTechnology0.24%329,121-57,689-14.91%$25,306,114
ALNYLAM PHARMACEUTICALS INCALNYHealthcare0.23%74,661+15,639+26.50%$24,703,085
ARCELLX INCACLXHealthcare0.23%212,495+212,495+100.00%$24,398,676
MICROSOFT CORPMSFTTechnology0.22%64,794+38,294+144.51%$23,984,795
ISHARES TRTLTOther0.21%255,000+255,000+100.00%$22,105,950
ESSENTIAL UTILS INCWTRGUtilities0.20%541,120-18,412-3.29%$21,790,902
JABIL INCJBLTechnology0.20%80,983-104,313-56.30%$21,511,514
ISHARES TRIGVOther0.20%267,609+267,609+100.00%$21,422,100
BRIGHTSPRING HEALTH SVCS INCBTSGHealthcare0.20%501,029+501,029+100.00%$21,348,846
BIOGEN INCBIIBHealthcare0.20%116,131+107,501+1245.67%$21,290,296
TERNS PHARMACEUTICALS INCTERNHealthcare0.20%400,000+400,000+100.00%$21,088,000
ORACLE CORPORCLTechnology0.19%138,501+106,778+336.59%$20,374,882
CIENA CORPCIENTechnology0.19%51,241-220,759-81.16%$19,893,293
LAM RESEARCH CORPLRCXOther0.18%92,706+5,490+6.29%$19,807,564
NXP SEMICONDUCTORS N VN6596X109Other0.18%100,000+85,000+566.67%$19,686,000
DIAGEO PLCDEOConsumer Defensive0.18%264,382+10,078+3.96%$19,683,240
DIGITALBRIDGE GROUP INCDBRGReal Estate0.18%1,262,700-211,000-14.32%$19,470,834
DEXCOM INCDXCMHealthcare0.18%309,086+309,086+100.00%$19,410,601
TWILIO INCTWLOTechnology0.18%150,000-75,000-33.33%$18,873,000
MCKESSON CORPMCKHealthcare0.17%21,479+21,409+30584.29%$18,587,067
INVESCO QQQ TRQQQOther0.17%32,001-223,608-87.48%$18,470,337
BIOMARIN PHARMACEUTICAL INCBMRNHealthcare0.17%324,939+305,761+1594.33%$18,355,804
PEARSON PLCPSOCommunication Services0.17%1,373,260+567,294+70.39%$18,030,904
ALPHABET INCGOOGLCommunication Services0.16%60,402-91,001-60.11%$17,369,200
MARRIOTT INTL INC NEWMARConsumer Cyclical0.16%52,514+52,514+100.00%$17,175,754
ARGENX SEARGXHealthcare0.16%23,488+19,682+517.13%$17,152,112
TARGET CORPTGTConsumer Defensive0.16%141,225+15,799+12.60%$17,116,470
ROCKET COS INCRKTFinancial Services0.16%1,200,271+703,307+141.52%$17,103,862
MACOM TECH SOLUTIONS HLDGS IMTSITechnology0.16%75,000+75,000+100.00%$16,655,250
US FOODS HLDG CORPUSFDConsumer Defensive0.15%180,000+180,000+100.00%$16,597,800
FORTINET INCFTNTTechnology0.15%200,000+95,949+92.21%$16,344,000
APELLIS PHARMACEUTICALS INCAPLSHealthcare0.15%403,622+403,622+100.00%$16,237,713
FLUOR CORPFLRIndustrials0.15%339,580+55,929+19.72%$15,841,407
KEYSIGHT TECHNOLOGIES INCKEYSTechnology0.15%56,010+49,599+773.65%$15,815,544
DATADOG INCDDOGTechnology0.14%131,000+31,804+32.06%$15,464,550
SOLAREDGE TECHNOLOGIES INCSEDGTechnology0.14%300,567+300,567+100.00%$15,343,945
CORE SCIENTIFIC INC NEWCORZTechnology0.14%1,025,630+92,372+9.90%$15,343,425
LIVE NATION ENTERTAINMENT INLYVCommunication Services0.14%100,000+100,000+100.00%$15,251,000
CROWN CASTLE INCCCIReal Estate0.14%187,155+187,155+100.00%$15,217,573
SBA COMMUNICATIONS CORPSBACReal Estate0.14%88,266+88,266+100.00%$15,191,461
AMICUS THERAPEUTICFOLDHealthcare0.14%1,049,700-107,500-9.29%$15,178,662
OVINTIV INCOVVEnergy0.14%254,925-138,387-35.19%$15,132,348
COINBASE GLOBAL INCCOINFinancial Services0.14%86,585-104,410-54.67%$15,118,607
PDD HOLDINGS INCPDDConsumer Cyclical0.14%147,253-586,394-79.93%$15,046,312
WALMART INCWMTConsumer Defensive0.14%120,231+107,231+824.85%$14,942,309
Lmr Partners Llp Options Holdings in Q1 2026

315 options positions in the latest reporting period.

Page 1 of 4
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026GLDSPDR Gold TrustPUT52,003,800$22,376,715,102
Q1 2026GLDSPDR Gold TrustCALL1,777,000$764,625,330
Q1 2026SPYSPDR S&P 500CALL845,000$549,537,300
Q1 2026GMEGameStop CorporationPUT20,432,300$470,760,192
Q1 2026MSTRMicroStrategy IncorporatedPUT3,748,100$467,762,880
Q1 2026SLViShares Silver TrustPUT6,223,600$424,076,104
Q1 2026TSLATesla, Inc.PUT1,028,400$382,307,700
Q1 2026SLViShares Silver TrustCALL5,110,900$348,256,726
Q1 2026HYGiShares iBoxx $ High Yield CorpPUT4,286,100$341,002,116
Q1 2026GDXVanEck Gold Miners ETFPUT2,777,000$254,845,290
Q1 2026RIVNRivian Automotive, Inc.PUT16,355,000$246,142,750
Q1 2026NVDANVIDIA CorporationPUT1,320,800$230,347,520
Q1 2026COINCoinbase Global, Inc.PUT1,302,300$227,394,603
Q1 2026NVDANVIDIA CorporationCALL1,212,400$211,442,560
Q1 2026NVSNovartis AGPUT1,303,800$199,155,450
Q1 2026BABAAlibaba Group Holding LimitedPUT1,505,800$188,917,668
Q1 2026LLYEli Lilly and CompanyPUT180,300$165,834,531
Q1 2026IBITiShares Bitcoin Trust ETFPUT4,273,300$164,180,186
Q1 2026EEMiShares MSCI Emerging Index FunPUT2,825,500$160,460,145
Q1 2026TSLATesla, Inc.CALL395,800$147,138,650
Q1 2026NIONIO Inc.PUT21,891,000$132,002,730
Q1 2026PLTRPalantir Technologies Inc.PUT865,300$126,576,084
Q1 2026LQDiShares iBoxx $ Investment GradPUT1,147,200$125,033,328
Q1 2026APPApplovin CorporationPUT308,100$122,623,800
Q1 2026MUMicron Technology, Inc.PUT354,800$119,865,632
Q1 2026CRMSalesforce, Inc.PUT606,700$113,252,689
Q1 2026UNHUnitedHealth Group IncorporatedCALL413,200$111,807,788
Q1 2026MSFTMicrosoft CorporationCALL294,600$109,052,082
Q1 2026PLTRPalantir Technologies Inc.CALL699,600$102,337,488
Q1 2026GDXVanEck Gold Miners ETFCALL1,112,200$102,066,594
Q1 2026XLESPDR Select Sector Fund - EnergPUT1,640,000$100,466,400
Q1 2026TSMTaiwan Semiconductor ManufacturPUT279,800$94,558,410
Q1 2026ORCLOracle CorporationPUT640,400$94,209,244
Q1 2026IBITiShares Bitcoin Trust ETFCALL2,163,800$83,133,196
Q1 2026MSTRMicroStrategy IncorporatedCALL620,600$77,450,880
Q1 2026NBISNebius GroupPUT728,500$75,589,160
Q1 2026EWYiShares Inc iShares MSCI South CALL582,400$71,641,024
Q1 2026BMYBristol-Myers Squibb CompanyPUT1,114,300$67,582,295
Q1 2026EWYiShares Inc iShares MSCI South PUT512,500$63,042,625
Q1 2026IGViShares Expanded Tech-Software PUT774,900$62,030,745
Q1 2026LMTLockheed Martin CorporationPUT100,000$60,439,000
Q1 2026WBDWarner Bros. Discovery, Inc. - PUT2,199,200$60,390,032
Q1 2026AVGOBroadcom Inc.PUT191,400$59,240,214
Q1 2026NFLXNetflix, Inc.CALL610,900$58,738,035
Q1 2026HONHoneywell International Inc.CALL259,200$58,586,976
Q1 2026FSLRFirst Solar, Inc.CALL293,399$57,875,906
Q1 2026QQQInvesco QQQ Trust, Series 1PUT100,000$57,718,000
Q1 2026FBTCFidelity Wise Origin Bitcoin FuPUT958,200$56,562,545
Q1 2026CEGConstellation Energy CorporatioCALL194,200$54,230,350
Q1 2026MUBiShares National Muni Bond ETFPUT508,600$53,987,890
Q1 2026FDXFedEx CorporationCALL150,000$53,427,000
Q1 2026LLYEli Lilly and CompanyCALL57,300$52,702,821
Q1 2026TSMTaiwan Semiconductor ManufacturCALL154,500$52,213,275
Q1 2026MUMicron Technology, Inc.CALL152,400$51,486,816
Q1 2026EWZiShares Inc iShares MSCI BrazilCALL1,322,000$50,751,580
Q1 2026SMCISuper MicroPUT2,169,500$49,399,515
Q1 2026SPYSPDR S&P 500PUT75,000$48,775,500
Q1 2026XLUSPDR Select Sector Fund - UtiliPUT1,050,000$48,184,500
Q1 2026SATSEchoStar CorporationCALL411,500$48,174,305
Q1 2026XLESPDR Select Sector Fund - EnergCALL770,000$47,170,200
Q1 2026ORCLOracle CorporationCALL314,500$46,266,095
Q1 2026CHTRCharter Communications, Inc.PUT208,900$45,097,332
Q1 2026TLTiShares 20+ Year Treasury Bond CALL500,000$43,345,000
Q1 2026MSFTMicrosoft CorporationPUT115,900$42,902,703
Q1 2026MRNAModerna, Inc.PUT843,700$42,859,960
Q1 2026AZOAutoZone, Inc.CALL12,200$41,208,916
Q1 2026XLUSPDR Select Sector Fund - UtiliCALL841,000$38,593,490
Q1 2026CRCLCirclePUT400,000$38,164,000
Q1 2026AMDAdvanced Micro Devices, Inc.CALL184,500$37,532,835
Q1 2026SPOTSpotifyCALL75,000$36,368,250
Q1 2026UALUnited Airlines Holdings, Inc.CALL380,500$35,032,635
Q1 2026WMBWilliams Companies, Inc. (The)CALL470,800$34,264,824
Q1 2026AMDAdvanced Micro Devices, Inc.PUT168,100$34,196,583
Q1 2026WMTWalmart Inc.PUT268,300$33,344,324
Q1 2026BABAAlibaba Group Holding LimitedCALL257,700$32,331,042
Q1 2026DALDelta Air Lines, Inc.CALL481,500$32,010,120
Q1 2026SRPTSarepta Therapeutics, Inc.PUT1,422,800$30,960,128
Q1 2026EAElectronic Arts Inc.CALL150,000$30,580,500
Q1 2026BSXBoston Scientific CorporationCALL484,800$30,421,200
Q1 2026REGNRegeneron Pharmaceuticals, Inc.PUT39,000$30,132,960
Q1 2026IBRXImmunityBio, Inc.CALL3,824,900$29,336,983
Q1 2026BILIBilibili Inc.PUT1,297,100$29,262,576
Q1 2026BIIBBiogen Inc.PUT154,300$28,287,819
Q1 2026NEENextEra Energy, Inc.CALL300,000$27,864,000
Q1 2026COINCoinbase Global, Inc.CALL155,000$27,064,550
Q1 2026TERNTerns Pharmaceuticals, Inc.CALL512,400$27,013,728
Q1 2026XBISPDR Series Trust SPDR S&P BioPUT200,000$25,546,000
Q1 2026COPConocoPhillipsCALL192,300$25,383,600
Q1 2026ALBAlbemarle CorporationCALL138,000$24,775,140
Q1 2026GNRCGenerac Holdlings Inc.CALL126,200$24,650,646
Q1 2026CRMSalesforce, Inc.CALL131,300$24,509,771
Q1 2026AAPLApple Inc.PUT96,000$24,363,840
Q1 2026AMATApplied Materials, Inc.PUT70,300$24,027,837
Q1 2026RCLRoyal CaribbeanCALL86,200$23,720,516
Q1 2026COSTCostco Wholesale CorporationPUT23,700$23,615,391
Q1 2026ARMArm Holdings plcPUT155,000$23,448,400
Q1 2026FLRFluor CorporationCALL500,000$23,325,000
Q1 2026BMYBristol-Myers Squibb CompanyCALL364,600$22,112,990
Q1 2026SATSEchoStar CorporationPUT183,800$21,517,466
Q1 2026AAPLApple Inc.CALL82,500$20,937,675

Notional value represents the total exposure of the options position.