Trade Filings

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管理人 A 管理人 B

LMR Partners LLP ⇄ Tudor Investment Corp Et Al

60共同持仓

16.8%名称重叠（Jaccard 指数）

15+仅 LMR Partners…

15+仅 Tudor…

共同持仓 · Q2 2026

证券	LMR Partners LLP 权重	Tudor Investment… 权重
IVV iShares Core S&P 500 ETF	12.5%	5.0%
SPY State Street SPDR S&P 500…	3.6%	1.3%
WBD Warner Bros. Discovery…	3.0%	0.8%
TSM Taiwan Semiconductor…	0.9%	2.7%
NVDA NVIDIA Corporation	1.3%	1.9%
MSFT Microsoft Corporation	0.3%	2.6%
NSC Norfolk Southern…	2.0%	0.8%
SPCX Space Exploration…	1.6%	0.8%
TSLA Tesla, Inc.	0.9%	1.3%
AMZN Amazon.com, Inc.	1.0%	1.2%
MU Micron Technology, Inc.	0.4%	1.6%
EA Electronic Arts Inc.	0.6%	1.2%
SNDK Sandisk Corporation	0.6%	0.8%
META Meta Platforms, Inc.	0.2%	1.0%
BP BP p.l.c.	1.1%	0.0%
KVUE Kenvue Inc.	0.3%	0.9%
PEN Penumbra, Inc.	0.6%	0.5%
TECK Teck Resources Limited	0.4%	0.7%
ROKU Roku, Inc.	0.7%	0.4%
GTLS Chart Industries, Inc.	1.0%	0.0%
WBS Webster Financial…	0.2%	0.7%
INTC Intel Corp.	0.3%	0.6%
ORCL Oracle Corporation	0.2%	0.8%
AXTA Axalta Coating Systems…	0.9%	0.0%
NFLX Netflix, Inc.	0.1%	0.8%
DDOG Datadog, Inc.	0.8%	0.1%
MSI Motorola Solutions, Inc.	0.8%	0.0%
SLAB Silicon Laboratories Inc.	0.7%	0.1%
ALAB Astera Labs, Inc. Common…	0.1%	0.7%
SMH VanEck Semiconductor ETF	0.7%	0.1%
EWY iShares MSCI South Korea…	0.8%	0.0%
PLTR Palantir Technologies Inc.	0.2%	0.6%
DRAM Roundhill Memory ETF	0.7%	0.0%
GLD SPDR Gold Shares	0.3%	0.4%
BABA Alibaba Group Holding…	0.6%	0.1%
CLS Celestica Inc.	0.6%	0.0%
AES The AES Corporation	0.5%	0.1%
WFC Wells Fargo & Company	0.0%	0.6%
CRDO Credo Technology Group…	0.5%	0.1%
WTRG Essential Utilities, Inc.	0.5%	0.0%
GOOGL Alphabet Inc.	0.1%	0.5%
UNH UnitedHealth Group…	0.0%	0.5%
MRVL Marvell Technology, Inc.	0.3%	0.3%
BLD TopBuild Corp.	0.0%	0.5%
TXNM TXNM Energy, Inc.	0.5%	0.1%
GDX VanEck Gold Miners ETF	0.5%	0.1%
XBI State Street SPDR S&P…	0.2%	0.3%
ANET Arista Networks, Inc.	0.5%	0.1%
RVMD Revolution Medicines, Inc.	0.5%	0.0%
INTU Intuit Inc.	0.0%	0.4%
PPL PPL Corporation	0.1%	0.4%
GOOG Alphabet Inc.	0.0%	0.5%
AAPL Apple Inc.	0.4%	0.1%
CBRS Cerebras Systems Inc.	0.2%	0.2%
GE GE Aerospace	0.4%	0.1%
CSCO Cisco Systems, Inc.	0.3%	0.1%
FTNT Fortinet, Inc.	0.2%	0.2%
MCK McKesson Corporation	0.0%	0.4%
MDB MongoDB, Inc.	0.4%	0.0%
LQD iShares iBoxx $…	0.4%	0.0%

独特地 LMR Partners LLP

CORZW	1.2%
ECHO EchoStar Corporation	1.0%
STX Seagate Technology…	0.9%
SHEL Shell plc	0.9%
APH Amphenol Corporation	0.8%
TTWO Take-Two Interactive…	0.7%
GSAT Globalstar, Inc.	0.6%
ILMN Illumina, Inc.	0.6%
QRVO Qorvo, Inc.	0.5%
WAT Waters Corporation	0.5%
AAUC Allied Gold…	0.5%
GLW Corning Inc	0.5%
GSK GSK plc	0.4%
SNN Smith & Nephew plc	0.4%
MPWR Monolithic Power…	0.4%

独特地 Tudor Investment Corp…

IWM iShares Russell 2000…	1.4%
XLV State Street Health…	0.6%
BA The Boeing Company	0.4%
ICE Intercontinental…	0.4%
CBRE CBRE Group, Inc.	0.3%
EEM iShares MSCI Emerging…	0.3%
PCG PG&E Corporation	0.3%
COF Capital One Financial…	0.3%
IBKR Interactive Brokers…	0.3%
HIG The Hartford…	0.3%
JKHY Jack Henry &…	0.2%
CME CME Group Inc.	0.2%
ADC Agree Realty…	0.2%
SMCIP	0.2%
MELI MercadoLibre, Inc.	0.2%

数据来源: 重叠度根据两位管理人已解析的普通股持仓实时计算，涵盖 Q2 2026. 仅含已申报多头——对冲头寸及非13F资产不可见。方法论

对比管理人

LMR Partners LLP ⇄ Tudor Investment Corp Et Al

共同持仓 · Q2 2026

独特地 LMR Partners LLP

独特地 Tudor Investment Corp…