Lmr Partners 13F Holdings & Latest Moves
Lmr Partners reported a 13F portfolio worth $45.43B as of Q1 2026. Latest 13F moves (filed May 15, 2026): 17 new positions, 34 added, 17 reduced. Largest change by value: reduced $AVGO ($157.98M held).
- 13F value (Q1 2026)
- $45.43B
- New positions
- 17
- Added / reduced
- 34 / 17
- Sold out
- 0
Top buys and sells in the latest 13F
Biggest new and added positions
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $CLS | Added | +7.50K (+3.23%) | 240K | $92.61M | +2.5% | +12.5% | — | ||
| $CLS | Added | +7.50K (+3.23%) | 240K | $87.55M | +2.5% | +12.5% | — | ||
| $AAPL | Added | +167.90K (+239.82%) | 237.92K | $68.30M | +2.9% | -1.3% | — | ||
| $AXTA | Added | +140K (+8.62%) | 1.76M | $59.90M | +9.0% | +26.0% | — | ||
| $AXTA | Added | +140K (+8.62%) | 1.76M | $57.65M | +9.0% | +26.0% | — |
Biggest reduced and exited positions
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $AVGO | Reduced | -49.15K (-10.46%) | 420.59K | $157.98M | -2.6% | -7.4% | — | ||
| $BP | Reduced | -133.07K (-3.56%) | 3.61M | $154.01M | 0.0% | -6.2% | — | ||
| $BP | Reduced | -133.07K (-3.56%) | 3.61M | $133.33M | 0.0% | -6.2% | — | ||
| $CIEN | Reduced | -220.76K (-81.16%) | 51.24K | $24.65M | +5.3% | -16.4% | — | ||
| $DBRG | Reduced | -211K (-14.32%) | 1.26M | $19.93M | — |
New positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $BTSG | New | +501.03K | 501.03K | $34.94M | +1.0% | +10.7% | — | ||
| $BTSG | New | +501.03K | 501.03K | $31.42M | +1.0% | +10.7% | — | ||
| $CRWD | New | +37.47K | 37.47K | $27.84M | +11.7% | +16.6% | — | ||
| $ACLX | New | +212.50K | 212.50K | $24.45M | — | ||||
| $ACLX | New | +212.50K | 212.50K | $24.45M | — | ||||
| $CRCL | New | +292.84K | 292.84K | $19.86M | -0.8% | -26.9% | — | ||
| $CCI | New | +187.16K | 187.16K | $17.23M | +5.5% | +3.6% | — | ||
| $APLS | New | +403.62K | 403.62K | $16.56M | — | ||||
| $APLS | New | +403.62K | 403.62K | $16.56M | — | ||||
| $ALAB | New | +32.26K | 32.26K | $15.95M | +31.9% | +67.3% | — | ||
| $CCI | New | +187.16K | 187.16K | $14.17M | +5.5% | +3.6% | — | ||
| $AXON | New | +23.60K | 23.60K | $13.23M | -1.5% | +13.1% | — | ||
| $APTV | New | +183.01K | 183.01K | $12.44M | +5.6% | +22.6% | — | ||
| $APTV | New | +183.01K | 183.01K | $11.23M | +5.6% | +22.6% | — | ||
| $CLSK | New | +611.45K | 611.45K | $10.51M | +21.8% | +30.7% | Read | ||
| $AACIU | New | +1M | 1M | $10.30M | — | ||||
| $AACIU | New | +1M | 1M | $10.08M | — |
Added positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $CLS | Added | +7.50K (+3.23%) | 240K | $92.61M | +2.5% | +12.5% | — | ||
| $CLS | Added | +7.50K (+3.23%) | 240K | $87.55M | +2.5% | +12.5% | — | ||
| $AAPL | Added | +167.90K (+239.82%) | 237.92K | $68.30M | +2.9% | -1.3% | — | ||
| $AXTA | Added | +140K (+8.62%) | 1.76M | $59.90M | +9.0% | +26.0% | — | ||
| $AXTA | Added | +140K (+8.62%) | 1.76M | $57.65M | +9.0% | +26.0% | — | ||
| $AES | Added | +3.67M (+3667.50%) | 3.77M | $55.31M | +1.5% | +1.5% | — | ||
| $AES | Added | +3.67M (+3667.50%) | 3.77M | $55.16M | +1.5% | +1.5% | — | ||
| $AMAT | Added | +43.55K (+124.41%) | 78.55K | $54.94M | -0.9% | +34.3% | — | ||
| $BABA | Added | +295.96K (+139.39%) | 508.28K | $48.95M | -1.9% | -14.3% | — | ||
| $AMAT | Added | +43.55K (+124.41%) | 78.55K | $43.40M | -0.9% | +34.3% | — | ||
| $CWAN | Added | +1.23M (+545.64%) | 1.45M | $35.68M | -0.1% | -0.4% | — | ||
| $CWAN | Added | +1.23M (+545.64%) | 1.45M | $35.45M | -0.1% | -0.4% | — | ||
| $DDOG | Added | +31.80K (+32.06%) | 131K | $33.95M | +6.9% | +12.1% | — | ||
| $CORZ | Added | +92.37K (+9.90%) | 1.03M | $26.25M | +4.3% | +16.6% | — | ||
| $BIIB | Added | +107.50K (+1245.67%) | 116.13K | $25.16M | +0.4% | +2.9% | — | ||
| $BIIB | Added | +107.50K (+1245.67%) | 116.13K | $23.22M | +0.4% | +2.9% | — | ||
| $ALNY | Added | +15.64K (+26.50%) | 74.66K | $22.26M | +3.6% | +0.3% | — | ||
| $ARGX | Added | +19.68K (+517.13%) | 23.49K | $21.79M | +0.9% | +10.6% | — | ||
| $ALNY | Added | +15.64K (+26.50%) | 74.66K | $21.69M | +3.6% | +0.3% | — | ||
| $DEO | Added | +10.08K (+3.96%) | 264.38K | $21.25M | +5.4% | -1.7% | — | ||
| $ARGX | Added | +19.68K (+517.13%) | 23.49K | $21.11M | +0.9% | +10.6% | — | ||
| $BACC | Added | +365.45K (+23.58%) | 1.92M | $20.30M | — | ||||
| $BACC | Added | +365.45K (+23.58%) | 1.92M | $20M | — | ||||
| $BMRN | Added | +305.76K (+1594.33%) | 324.94K | $18.59M | +4.4% | +7.4% | — | ||
| $BMRN | Added | +305.76K (+1594.33%) | 324.94K | $18.05M | +4.4% | +7.4% | — | ||
| $CRUS | Added | +100K (+4000%) | 102.50K | $16.70M | +7.2% | +3.9% | — | ||
| $CRUS | Added | +100K (+4000%) | 102.50K | $15.22M | +7.2% | +3.9% | — | ||
| $AXTI | Added | +39.51K (+60.33%) | 105K | $11.63M | +13.8% | -10.5% | Read | ||
| $AMWD | Added | +226.18K (+4339.52%) | 231.39K | $11.13M | — | ||||
| $AMWD | Added | +226.18K (+4339.52%) | 231.39K | $11.13M | — | ||||
| $AR | Added | +294.13K (+1489.22%) | 313.89K | $11.03M | -3.9% | -11.0% | — | ||
| $ADI | Added | +12.66K (+84.39%) | 27.66K | $10.99M | -4.9% | +2.7% | — | ||
| $AR | Added | +294.13K (+1489.22%) | 313.89K | $10.74M | -3.9% | -11.0% | — | ||
| $BSX | Added | +229.47K (+6897.32%) | 232.80K | $10.20M | +9.7% | -11.2% | — |
Reduced positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $AVGO | Reduced | -49.15K (-10.46%) | 420.59K | $157.98M | -2.6% | -7.4% | — | ||
| $BP | Reduced | -133.07K (-3.56%) | 3.61M | $154.01M | 0.0% | -6.2% | — | ||
| $BP | Reduced | -133.07K (-3.56%) | 3.61M | $133.33M | 0.0% | -6.2% | — | ||
| $CIEN | Reduced | -220.76K (-81.16%) | 51.24K | $24.65M | +5.3% | -16.4% | — | ||
| $DBRG | Reduced | -211K (-14.32%) | 1.26M | $19.93M | — | ||||
| $DBRG | Reduced | -211K (-14.32%) | 1.26M | $19.82M | — | ||||
| $CSCO | Reduced | -231.76K (-60.56%) | 150.95K | $17.73M | +1.9% | +1.7% | — | ||
| $ALF | Reduced | -500K (-26.67%) | 1.38M | $14.96M | — | ||||
| $ALF | Reduced | -500K (-26.67%) | 1.38M | $14.85M | — | ||||
| $CRWV | Reduced | -254.44K (-64.69%) | 138.86K | $13.43M | -1.7% | -0.5% | — | ||
| $COIN | Reduced | -104.41K (-54.67%) | 86.58K | $13.13M | -5.3% | -13.2% | — | ||
| $CTRA | Reduced | -26.09K (-6.67%) | 365.26K | $11.89M | — | ||||
| $CTRA | Reduced | -26.09K (-6.67%) | 365.26K | $11.89M | — | ||||
| $CUBE | Reduced | -225.75K (-44.96%) | 276.31K | $11.53M | +4.5% | +7.7% | — | ||
| $CUBE | Reduced | -225.75K (-44.96%) | 276.31K | $10.99M | +4.5% | +7.7% | — | ||
| $ADC | Reduced | -127.03K (-48.48%) | 134.97K | $10.32M | +1.3% | +0.4% | Read | ||
| $ABVX | Reduced | -18K (-19.04%) | 76.55K | $10.17M | +6.5% | -14.2% | Read |
All tracked 13F moves by Lmr Partners
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $CTRA | Reduced | -26.09K (-6.67%) | 365.26K | $11.89M | — | ||||
| $CTRA | Reduced | -26.09K (-6.67%) | 365.26K | $11.89M | — | ||||
| $BP | Reduced | -133.07K (-3.56%) | 3.61M | $133.33M | 0.0% | -6.2% | — | ||
| $BP | Reduced | -133.07K (-3.56%) | 3.61M | $154.01M | 0.0% | -6.2% | — | ||
| $CCI | New | +187.16K | 187.16K | $14.17M | +5.5% | +3.6% | — | ||
| $CRWD | New | +37.47K | 37.47K | $27.84M | +11.7% | +16.6% | — | ||
| $CLSK | New | +611.45K | 611.45K | $10.51M | +21.8% | +30.7% | Read | ||
| $CRCL | New | +292.84K | 292.84K | $19.86M | -0.8% | -26.9% | — | ||
| $CCI | New | +187.16K | 187.16K | $17.23M | +5.5% | +3.6% | — | ||
| $BTSG | New | +501.03K | 501.03K | $31.42M | +1.0% | +10.7% | — | ||
| $BTSG | New | +501.03K | 501.03K | $34.94M | +1.0% | +10.7% | — | ||
| $AXON | New | +23.60K | 23.60K | $13.23M | -1.5% | +13.1% | — | ||
| $ALAB | New | +32.26K | 32.26K | $15.95M | +31.9% | +67.3% | — | ||
| $AACIU | New | +1M | 1M | $10.08M | — | ||||
| $ACLX | New | +212.50K | 212.50K | $24.45M | — | ||||
| $APTV | New | +183.01K | 183.01K | $12.44M | +5.6% | +22.6% | — | ||
| $APTV | New | +183.01K | 183.01K | $11.23M | +5.6% | +22.6% | — | ||
| $APLS | New | +403.62K | 403.62K | $16.56M | — | ||||
| $APLS | New | +403.62K | 403.62K | $16.56M | — | ||||
| $ACLX | New | +212.50K | 212.50K | $24.45M | — | ||||
| $AACIU | New | +1M | 1M | $10.30M | — | ||||
| $DBRG | Reduced | -211K (-14.32%) | 1.26M | $19.93M | — | ||||
| $DBRG | Reduced | -211K (-14.32%) | 1.26M | $19.82M | — | ||||
| $CUBE | Reduced | -225.75K (-44.96%) | 276.31K | $10.99M | +4.5% | +7.7% | — | ||
| $CUBE | Reduced | -225.75K (-44.96%) | 276.31K | $11.53M | +4.5% | +7.7% | — | ||
| $CRWV | Reduced | -254.44K (-64.69%) | 138.86K | $13.43M | -1.7% | -0.5% | — | ||
| $COIN | Reduced | -104.41K (-54.67%) | 86.58K | $13.13M | -5.3% | -13.2% | — | ||
| $CSCO | Reduced | -231.76K (-60.56%) | 150.95K | $17.73M | +1.9% | +1.7% | — | ||
| $CIEN | Reduced | -220.76K (-81.16%) | 51.24K | $24.65M | +5.3% | -16.4% | — | ||
| $ALF | Reduced | -500K (-26.67%) | 1.38M | $14.96M | — | ||||
| $AVGO | Reduced | -49.15K (-10.46%) | 420.59K | $157.98M | -2.6% | -7.4% | — | ||
| $ALF | Reduced | -500K (-26.67%) | 1.38M | $14.85M | — | ||||
| $ADC | Reduced | -127.03K (-48.48%) | 134.97K | $10.32M | +1.3% | +0.4% | Read | ||
| $ABVX | Reduced | -18K (-19.04%) | 76.55K | $10.17M | +6.5% | -14.2% | Read | ||
| $AES | Added | +3.67M (+3667.50%) | 3.77M | $55.16M | +1.5% | +1.5% | — | ||
| $DEO | Added | +10.08K (+3.96%) | 264.38K | $21.25M | +5.4% | -1.7% | — | ||
| $DDOG | Added | +31.80K (+32.06%) | 131K | $33.95M | +6.9% | +12.1% | — | ||
| $CWAN | Added | +1.23M (+545.64%) | 1.45M | $35.45M | -0.1% | -0.4% | — | ||
| $CRUS | Added | +100K (+4000%) | 102.50K | $16.70M | +7.2% | +3.9% | — | ||
| $CORZ | Added | +92.37K (+9.90%) | 1.03M | $26.25M | +4.3% | +16.6% | — | ||
| $CLS | Added | +7.50K (+3.23%) | 240K | $92.61M | +2.5% | +12.5% | — | ||
| $CWAN | Added | +1.23M (+545.64%) | 1.45M | $35.68M | -0.1% | -0.4% | — | ||
| $CRUS | Added | +100K (+4000%) | 102.50K | $15.22M | +7.2% | +3.9% | — | ||
| $CLS | Added | +7.50K (+3.23%) | 240K | $87.55M | +2.5% | +12.5% | — | ||
| $BSX | Added | +229.47K (+6897.32%) | 232.80K | $10.20M | +9.7% | -11.2% | — | ||
| $BMRN | Added | +305.76K (+1594.33%) | 324.94K | $18.05M | +4.4% | +7.4% | — | ||
| $BACC | Added | +365.45K (+23.58%) | 1.92M | $20.30M | — | ||||
| $BMRN | Added | +305.76K (+1594.33%) | 324.94K | $18.59M | +4.4% | +7.4% | — | ||
| $BIIB | Added | +107.50K (+1245.67%) | 116.13K | $25.16M | +0.4% | +2.9% | — | ||
| $BIIB | Added | +107.50K (+1245.67%) | 116.13K | $23.22M | +0.4% | +2.9% | — | ||
| $BACC | Added | +365.45K (+23.58%) | 1.92M | $20M | — | ||||
| $AXTA | Added | +140K (+8.62%) | 1.76M | $57.65M | +9.0% | +26.0% | — | ||
| $AXTI | Added | +39.51K (+60.33%) | 105K | $11.63M | +13.8% | -10.5% | Read | ||
| $AXTA | Added | +140K (+8.62%) | 1.76M | $59.90M | +9.0% | +26.0% | — | ||
| $ARGX | Added | +19.68K (+517.13%) | 23.49K | $21.11M | +0.9% | +10.6% | — | ||
| $ARGX | Added | +19.68K (+517.13%) | 23.49K | $21.79M | +0.9% | +10.6% | — | ||
| $AR | Added | +294.13K (+1489.22%) | 313.89K | $10.74M | -3.9% | -11.0% | — | ||
| $AMAT | Added | +43.55K (+124.41%) | 78.55K | $54.94M | -0.9% | +34.3% | — | ||
| $AAPL | Added | +167.90K (+239.82%) | 237.92K | $68.30M | +2.9% | -1.3% | — | ||
| $AR | Added | +294.13K (+1489.22%) | 313.89K | $11.03M | -3.9% | -11.0% | — | ||
| $ADI | Added | +12.66K (+84.39%) | 27.66K | $10.99M | -4.9% | +2.7% | — | ||
| $AMWD | Added | +226.18K (+4339.52%) | 231.39K | $11.13M | — | ||||
| $AMWD | Added | +226.18K (+4339.52%) | 231.39K | $11.13M | — | ||||
| $AMAT | Added | +43.55K (+124.41%) | 78.55K | $43.40M | -0.9% | +34.3% | — | ||
| $ALNY | Added | +15.64K (+26.50%) | 74.66K | $22.26M | +3.6% | +0.3% | — | ||
| $ALNY | Added | +15.64K (+26.50%) | 74.66K | $21.69M | +3.6% | +0.3% | — | ||
| $BABA | Added | +295.96K (+139.39%) | 508.28K | $48.95M | -1.9% | -14.3% | — | ||
| $AES | Added | +3.67M (+3667.50%) | 3.77M | $55.31M | +1.5% | +1.5% | — |
13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.
Stocks Lmr Partners holds or traded
Frequently asked questions
What did Lmr Partners buy and sell in its latest 13F?
It opened or added to $CLS, $CLS, $AAPL, $AXTA and $AXTA; it cut or exited $AVGO, $BP, $BP, $CIEN and $DBRG.
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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