Portfolio diff
LMR Partners LLP
Q1 2026 ⇄ Q2 2026
+150Toegevoegd
−150Verwijderd
200Aangepast
290Ongewijzigd
Toegevoegd (Q2 2026)
Verwijderd (werd aangehouden in Q1 2026)
Aangepaste posities
| Effect | Q1 2026 aandelen | Q2 2026 aandelen | Wijziging |
|---|---|---|---|
| SMH VANECK ETF TRUST | 1 | 123.73K | +12373000.0% |
| ARKK ARK ETF TR | 1 | 65.64K | +6564200.0% |
| COP CONOCOPHILLIPS | 15 | 225.78K | +1505106.7% |
| FLTR.L FLUTTER ENTMT PLC | 100 | 66.57K | +66467.0% |
| REGN REGENERON… | 143 | 22.31K | +15498.6% |
| UBER UBER TECHNOLOGIES INC | 105.80K | 15.05M | +14126.9% |
| MRNA MODERNA INC | 699 | 63.05K | +8920.7% |
| GEV GE VERNOVA INC | 10 | 714 | +7040.0% |
| BMY BRISTOL-MYERS SQUIBB CO | 5.00K | 330.15K | +6501.7% |
| AMZN AMAZON COM INC | 7.33K | 464.98K | +6243.5% |
| BKNG BOOKING HOLDINGS INC | 165 | 8.24K | +4893.9% |
| ESPR ESPERION THERAPEUTICS… | 35.86K | 1.61M | +4381.9% |
| PANW PALO ALTO NETWORKS INC | 2.00K | 70.97K | +3447.0% |
| OGN ORGANON & CO | 13.21K | 396.84K | +2903.4% |
| CEG CONSTELLATION ENERGY… | 830 | 20.45K | +2363.9% |
| ASML ASML HLDG NV | 907 | 21.79K | +2301.9% |
| APGE APOGEE THERAPEUTICS INC | 2.03K | 46.46K | +2189.8% |
| KLAC KLA CORP | 4.55K | 85.49K | +1776.8% |
| GOOG ALPHABET INC | 192 | 3.59K | +1770.8% |
| HOOD ROBINHOOD MKTS INC | 10.00K | 169.46K | +1594.6% |
| MDT MEDTRONIC PLC | 19.37K | 308.55K | +1492.7% |
| MRK MERCK & CO INC | 3.00K | 44.03K | +1367.7% |
| PPL PPL CORP | 23.28K | 305.07K | +1210.7% |
| IHS IHS HOLDING LIMITED | 64.07K | 810.10K | +1164.5% |
| RUN SUNRUN INC | 3.10K | 38.14K | +1131.0% |
| WDC WESTERN DIGITAL CORP | 2.54K | 31.05K | +1122.6% |
| BE BLOOM ENERGY CORP | 6.50K | 75.50K | +1061.5% |
| NXT NEXTPOWER INC | 3.25K | 36.80K | +1032.3% |
| TALK TALKSPACE INC | 100.00K | 1.08M | +984.0% |
| CCO CLEAR CHANNEL OUTDOOR… | 260.96K | 2.46M | +843.4% |
| VRDN VIRIDIAN THERAPEUTICS… | 1.16K | 10.00K | +762.8% |
| TTWO TAKE-TWO INTERACTIVE… | 36.40K | 312.04K | +757.3% |
| VRT VERTIV HOLDINGS CO | 5.08K | 38.82K | +664.9% |
| META META PLATFORMS INC | 5.62K | 40.59K | +622.8% |
| NWE NORTHWESTERN ENERGY… | 15.85K | 103.55K | +553.2% |
| PFE PFIZER INC | 39.99K | 260.99K | +552.7% |
| XBI SPDR SERIES TRUST | 20.70K | 131.71K | +536.3% |
| ANET ARISTA NETWORKS INC | 50.00K | 306.52K | +513.0% |
| CORZZ CORE SCIENTIFIC INC NEW | 6.25K | 36.96K | +491.7% |
| GLW CORNING INC | 37.33K | 208.40K | +458.3% |
| WOLF WOLFSPEED INC | 1.39M | 6.90M | +397.9% |
| IMXI INTERNATIONAL MONEY… | 196.82K | 955.81K | +385.6% |
| INTU INTUIT | 3.70K | 16.15K | +336.5% |
| VAL VALARIS LTD | 14.50K | 60.07K | +314.1% |
| NTES NETEASE COM INC | 24.71K | 99.94K | +304.5% |
| JNJ JOHNSON & JOHNSON | 1.36K | 5.16K | +279.9% |
| DRTS ALPHA TAU MEDICAL LTD | 409.65K | 1.49M | +264.9% |
| BDX BECTON DICKINSON & CO | 2.46K | 8.89K | +261.1% |
| NVS NOVARTIS AG | 43.10K | 153.73K | +256.6% |
| BLK BLACKROCK INC | 226 | 798 | +253.1% |
| CMCSA COMCAST CORP NEW | 155.30K | 544.49K | +250.6% |
| BHF BRIGHTHOUSE FINL INC | 3.82K | 13.04K | +241.1% |
| CVX CHEVRON CORPORATION | 3.35K | 11.40K | +240.9% |
| SHEL SHELL PLC | 396.03K | 1.28M | +224.1% |
| UNP UNION PAC CORP | 6.10K | 18.57K | +204.6% |
| WTRG ESSENTIAL UTILS INC | 541.12K | 1.63M | +201.0% |
| HCAC HALL CHADWICK… | 450.00K | 1.35M | +200.0% |
| TLN TALEN ENERGY CORP | 5.14K | 15.35K | +198.5% |
| BRK-B BERKSHIRE HATHAWAY INC… | 3.40K | 10.13K | +198.0% |
| MCD MCDONALDS CORP | 17.61K | 51.55K | +192.8% |
| GE GE AEROSPACE | 40.00K | 115.55K | +188.9% |
| AIRJW AIRJOULE TECHNOLOGIES… | 559.18K | 1.61M | +187.4% |
| ON ON SEMICONDUCTOR CORP | 12.95K | 36.95K | +185.4% |
| SMMT SUMMIT THERAPEUTICS INC | 34.12K | 96.18K | +181.9% |
| ADSK AUTODESK INC | 5.41K | 15.24K | +181.6% |
| MWH SOLV ENERGY INC | 190.24K | 515.99K | +171.2% |
| AXP AMERICAN EXPRESS CO | 5.21K | 13.89K | +166.5% |
| SDRL SEADRILL LTD | 55.36K | 144.95K | +161.8% |
| PEP PEPSICO INC | 15.19K | 39.55K | +160.4% |
| INSM INSMED INC | 3.30K | 8.40K | +154.5% |
| DDOG DATADOG INC | 131.00K | 331.70K | +153.2% |
| PBR PETROLEO BRASILEIRO S A | 221.66K | 550.00K | +148.1% |
| MDLN MEDLINE INC | 27.47K | 66.30K | +141.3% |
| C CITIGROUP INC | 2.29K | 5.37K | +134.1% |
| SOLS SOLSTICE ADVANCED MATLS… | 45.40K | 105.00K | +131.3% |
| BUD ANHEUSER BUSCH INBEV SA… | 75.00K | 167.95K | +123.9% |
| EOG EOG RES INC | 1.44K | 3.19K | +121.8% |
| PTEN PATTERSON-UTI ENERGY INC | 304.33K | 649.08K | +113.3% |
| CTVA CORTEVA INC | 22.04K | 45.96K | +108.5% |
| CTAS CINTAS CORP | 15.58K | 32.39K | +107.9% |
| ROIV ROIVANT SCIENCES LTD | 16.75K | 34.77K | +107.6% |
| NKTR NEKTAR THERAPEUTICS | 48.29K | 100.00K | +107.1% |
| SYK STRYKER CORPORATION | 4.71K | 9.60K | +104.0% |
| TTD THE TRADE DESK INC | 14.33K | 29.24K | +104.0% |
| KDP KEURIG DR PEPPER INC | 108.26K | 2 | -100.0% |
| HTHT H WORLD GROUP LTD | 27.07M | 21.78K | -99.9% |
| ARRY ARRAY TECHNOLOGIES INC | 659.96K | 800 | -99.9% |
| TROW PRICE T ROWE GROUP INC | 10.75K | 21.47K | +99.8% |
| CYTK CYTOKINETICS INC | 12.50M | 34.65K | -99.7% |
| W WAYFAIR INC | 36.09M | 127.10K | -99.6% |
| SRPT SAREPTA THERAPEUTICS INC | 14.52K | 138 | -99.0% |
| SMCI SUPER MICRO COMPUTER INC | 20.01M | 197.62K | -99.0% |
| DXCM DEXCOM INC | 309.09K | 3.23K | -99.0% |
| RYAAY RYANAIR HOLDINGS PLC | 59.94K | 119.11K | +98.7% |
| MCK MCKESSON CORP | 21.48K | 323 | -98.5% |
| FLEX FLEX LTD | 100.00K | 2.34K | -97.7% |
| VICI VICI PPTYS INC | 367.89K | 10.96K | -97.0% |
| ISRG INTUITIVE SURGICAL INC | 3.26K | 6.41K | +96.9% |
| NN NEXTNAV INC | 2.06M | 65.40K | -96.8% |
| AVR ANTERIS TECHNOLOGIES… | 450.00K | 15.56K | -96.5% |
| SEDG SOLAREDGE TECHNOLOGIES… | 300.57K | 10.81K | -96.4% |
| LLY ELI LILLY & CO | 93.54K | 3.39K | -96.4% |
| PL PLANET LABS PBC | 668.28K | 25.39K | -96.2% |
| RIOT RIOT PLATFORMS INC | 654.09K | 25.00K | -96.2% |
| FSLR FIRST SOLAR INC | 31.90K | 1.30K | -95.9% |
| BIIB BIOGEN INC | 116.13K | 4.87K | -95.8% |
| WMT WALMART INC | 120.23K | 5.10K | -95.8% |
| BYND BEYOND MEAT INC | 9.04M | 467.46K | -94.8% |
| FOXA FOX CORP | 28.56K | 1.55K | -94.6% |
| ENPH ENPHASE ENERGY INC | 110.75K | 6.09K | -94.5% |
| HAL HALLIBURTON CO | 220.72K | 12.45K | -94.4% |
| TGT TARGET CORP | 141.22K | 8.90K | -93.7% |
| UNH UNITEDHEALTH GROUP INC | 145.48K | 9.21K | -93.7% |
| DNTH DIANTHUS THERAPEUTICS… | 116.44K | 224.00K | +92.4% |
| PLTR PALANTIR TECHNOLOGIES… | 86.81K | 166.53K | +91.8% |
| MU MICRON TECHNOLOGY INC | 483.00K | 40.81K | -91.6% |
| WBD WARNER BROS DISCOVERY… | 6.81M | 13.04M | +91.4% |
| CSCO CISCO SYS INC | 150.95K | 288.02K | +90.8% |
| ZIM ZIM INTEGRATED SHIPPING… | 68.40K | 130.30K | +90.5% |
| SMTC SEMTECH CORP | 329.12K | 31.98K | -90.3% |
Ruwe vergelijking van aandelenaantallen tussen de twee geselecteerde kwartalen (zoals gerapporteerd; splitsingen tussen ver uit elkaar liggende kwartalen worden hier niet gecorrigeerd — de tabbladen voor kwartaalwijzigingen op de managerpagina zijn wel gecorrigeerd voor splitsingen). Uitsluitend common-stockposities met gekoppelde tickers.
Herkomst: Beide momentopnamen zijn afkomstig uit de geparseerde 13F-informatietabellen van de manager (laatste geaccepteerde versies).
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