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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

LMR Partners LLP ⇄ Alyeska Investment Group, L.P.

60Shared positions
18.3%Name overlap (Jaccard)
15+Only LMR Partners…
15+Only Alyeska…

Shared holdings · Q2 2026

SecurityLMR Partners LLP weightAlyeska Investment… weight
IVV iShares Core S&P 500 ETF 12.5% 8.8%
WBD Warner Bros. Discovery… 3.0% 0.0%
CRWV CoreWeave, Inc. Class A… 0.2% 2.8%
META Meta Platforms, Inc. 0.2% 2.2%
AMZN Amazon.com, Inc. 1.0% 1.1%
NVDA NVIDIA Corporation 1.3% 0.6%
CRM Salesforce, Inc. 0.0% 1.9%
ANET Arista Networks, Inc. 0.5% 1.4%
APH Amphenol Corporation 0.8% 1.1%
MSFT Microsoft Corporation 0.3% 1.3%
STX Seagate Technology… 0.9% 0.7%
BP BP p.l.c. 1.1% 0.3%
TTWO Take-Two Interactive… 0.7% 0.6%
TSLA Tesla, Inc. 0.9% 0.2%
ISRG Intuitive Surgical, Inc. 0.0% 1.1%
MSI Motorola Solutions, Inc. 0.8% 0.2%
ECHO EchoStar Corporation 1.0% 0.0%
SPOT Spotify Technology S.A. 0.0% 0.9%
TSM Taiwan Semiconductor… 0.9% 0.0%
SHEL Shell plc 0.9% 0.0%
MRK Merck & Co., Inc. 0.0% 0.8%
MNST Monster Beverage… 0.1% 0.8%
CLS Celestica Inc. 0.6% 0.2%
ZM Zoom Communications, Inc. 0.4% 0.4%
ILMN Illumina, Inc. 0.6% 0.3%
RVMD Revolution Medicines, Inc. 0.5% 0.3%
JNJ Johnson & Johnson 0.0% 0.8%
DY Dycom Industries, Inc. 0.4% 0.4%
DDOG Datadog, Inc. 0.8% 0.0%
USAR USA Rare Earth Inc 0.1% 0.6%
HLT Hilton Worldwide Holdings… 0.0% 0.7%
TEVA Teva Pharmaceutical… 0.2% 0.5%
MDLN Medline Inc. 0.0% 0.7%
ROKU Roku, Inc. 0.7% 0.0%
CDW CDW Corporation 0.0% 0.7%
AVGO Broadcom Inc. 0.2% 0.5%
MDB MongoDB, Inc. 0.4% 0.3%
ORLY O'Reilly Automotive, Inc. 0.0% 0.6%
ULTA Ulta Beauty, Inc. 0.0% 0.6%
TEL TE Connectivity plc 0.1% 0.4%
PM Philip Morris… 0.0% 0.6%
ASML ASML Holding N.V. 0.4% 0.2%
IBM International Business… 0.2% 0.3%
IDXX IDEXX Laboratories, Inc. 0.0% 0.5%
CMG Chipotle Mexican Grill… 0.0% 0.5%
EQIX Equinix, Inc. 0.0% 0.5%
FTNT Fortinet, Inc. 0.2% 0.4%
SBUX Starbucks Corporation 0.1% 0.4%
BIIB Biogen Inc. 0.0% 0.5%
TTD The Trade Desk, Inc. 0.0% 0.5%
UBER Uber Technologies, Inc. 0.0% 0.5%
WMB The Williams Companies… 0.1% 0.4%
AHR American Healthcare REIT… 0.0% 0.5%
TMO Thermo Fisher Scientific… 0.0% 0.5%
MU Micron Technology, Inc. 0.4% 0.1%
DVN Devon Energy Corporation 0.2% 0.3%
NET Cloudflare, Inc. 0.3% 0.2%
SNPS Synopsys, Inc. 0.0% 0.5%
PR Permian Resources… 0.1% 0.4%
LNG Cheniere Energy, Inc. 0.1% 0.4%

Distinctively LMR Partners LLP

SPY State Street SPDR S&P… 3.6%
NSC Norfolk Southern… 2.0%
SPCX Space Exploration… 1.6%
CORZW 1.2%
GTLS Chart Industries, Inc. 1.0%
AXTA Axalta Coating… 0.9%
EWY iShares MSCI South… 0.8%
SLAB Silicon Laboratories… 0.7%
SMH VanEck Semiconductor… 0.7%
DRAM Roundhill Memory ETF 0.7%
GSAT Globalstar, Inc. 0.6%
PEN Penumbra, Inc. 0.6%
SNDK Sandisk Corporation 0.6%
BABA Alibaba Group Holding… 0.6%
EA Electronic Arts Inc. 0.6%

Distinctively Alyeska Investment…

GPGI GPGI, Inc. 1.0%
ADI Analog Devices, Inc. 0.9%
BURL Burlington Stores… 0.9%
ZBRA Zebra Technologies… 0.8%
RH Rh 0.8%
IEX IDEX Corporation 0.6%
RSG Republic Services… 0.6%
WCC WESCO International… 0.6%
MKC McCormick & Company… 0.5%
LITE Lumentum Holdings Inc. 0.5%
KRMN Karman Holdings Inc. 0.5%
SBAC SBA Communications… 0.5%
CVS CVS Health Corp. 0.4%
MIR Mirion Technologies… 0.4%
AIT Applied Industrial… 0.4%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology