Fund HoldingsLMR Partners LLP

Total Portfolio Value
$10.69B
Total Bought
$5.01B
Total Sold
$6.19B
Net Transaction
-$1.18B
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
INTRA-CELLULAR THERAPIES INC(Call)0991,100+991,1000130,746+130,746
SELECT SECTOR SPDR TR(Put)
ST STR TECHN ETF
0558,200+558,2000115,257+115,257
INTRA-CELLULAR THERAPIES INC0863,134+863,1340113,8651.07%+113,865
MICROSTRATEGY INC(MSTR)0000102,6100.96%+102,610
CAPITAL ONE FINL CORP(COF)(Call)0520,000+520,000093,236+93,236
MICROSTRATEGY INC(MSTR)000091,3870.85%+91,387
NVIDIA CORPORATION(NVDA)(Call)01,384,800+1,384,8000150,085+150,085
TESLA INC(TSLA)(Call)0413,500+413,5000107,163+107,163
SPDR GOLD TR(GLD)(Call)475,900677,800+201,900115,230195,301+80,072
ELI LILLY & CO(LLY)(Put)096,700+96,700079,865+79,865
ISHARES BITCOIN TRUST ETF(IBIT)(Put)01,650,400+1,650,400077,255+77,255
SEA LTD(SE)000073,4060.69%+73,406
ISHARES BITCOIN TRUST ETF(IBIT)(Call)01,544,700+1,544,700072,307+72,307
TKO GROUP HOLDINGS INC(TKO)(Call)325,700717,600+391,90046,285109,656+63,371
INTRA-CELLULAR THERAPIES INC(Put)0450,000+450,000059,364+59,364
GAMESTOP CORP NEW(GME)(Put)03,203,400+3,203,400071,500+71,500
SELECT SECTOR SPDR TR(Put)
ST STR FINL ETF
01,135,000+1,135,000056,534+56,534
AMGEN INC(AMGN)(Call)0178,200+178,200055,518+55,518
ROPER TECHNOLOGIES INC(ROP)082,349+82,349048,5510.45%+48,551
INTEL CORP(INTC)02,177,746+2,177,746049,4570.46%+49,457
CORCEPT THERAPEUTICS INC(CORT)(Put)0403,900+403,900046,133+46,133
SELECT SECTOR SPDR TR(Put)
ST STR CARE ETF
0300,000+300,000043,803+43,803
NUTANIX INC(NTNX)0616,666+616,666043,0490.40%+43,049
MARA HOLDINGS INC(MARA)(Put)750,0004,820,600+4,070,60012,57855,437+42,859
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0589,554+589,554050,0830.47%+50,083
SELECT SECTOR SPDR TR(Put)
ST STR DISCR ETF
0203,100+203,100040,104+40,104
KRANESHARES TRUST(Put)01,094,500+1,094,500038,209+38,209
ALIBABA GROUP HLDG LTD(BABA)(Call)0291,300+291,300038,519+38,519
ISHARES TR(Put)0415,000+415,000037,777+37,777
CHAMPIONX CORPORATION01,589,550+1,589,550047,3690.44%+47,369
SELECT SECTOR SPDR TR(Put)
ST STR SVC ETF
0380,100+380,100036,661+36,661
NOKIA CORP(NOK)06,787,267+6,787,267035,7690.33%+35,769
JUNIPER NETWORKS INC(Put)01,626,500+1,626,500058,863+58,863
KRANESHARES TRUST(Call)01,000,000+1,000,000034,910+34,910
SELECT SECTOR SPDR TR(Put)
ST STR INDL ETF
0251,000+251,000032,899+32,899
ADVANCED MICRO DEVICES INC(AMD)(Call)0447,800+447,800046,007+46,007
H & E EQUIPMENT SERVICES INC0345,955+345,955032,7930.31%+32,793
VANECK ETF TRUST(Call)
SEMICONDUCTR ETF
0150,000+150,000031,721+31,721
AUTODESK INC0120,005+120,005031,4170.29%+31,417
SELECT SECTOR SPDR TR(Put)
ST STR STAPL ETF
0381,400+381,400031,149+31,149
YUM CHINA HLDGS INC(YUMC)0616,500+616,500032,0920.30%+32,092
ISHARES TR(Put)01,033,900+1,033,900037,055+37,055
KRANESHARES TRUST0900,000+900,000031,4190.29%+31,419
ISHARES SILVER TR(SLV)(Put)01,330,500+1,330,500041,232+41,232
BP PLC(BP)03,778,628+3,778,6280127,6801.19%+127,680
PARAMOUNT GLOBAL(Put)03,381,600+3,381,600040,444+40,444
MICROSTRATEGY INC(MSTR)(Put)2,164,6002,272,500+107,900626,911655,094+28,182
INTERPUBLIC GROUP COS INC01,218,319+1,218,319033,0900.31%+33,090
SUPER MICRO COMPUTER INC(SMCI)000027,7800.26%+27,780
MONEYLION INC175,000484,962+309,96215,05241,9540.39%+26,902
MONEYLION INC(Put)170,000471,700+301,70014,62240,807+26,185
ISHARES TR(Call)01,033,900+1,033,900037,055+37,055
CARVANA CO(CVNA)0144,500+144,500030,2120.28%+30,212
MACOM TECH SOLUTIONS HLDGS I(MTSI)000024,1720.23%+24,172
AMGEN INC(AMGN)(Put)0171,000+171,000053,275+53,275
DELL TECHNOLOGIES INC(DELL)0254,046+254,046023,1560.22%+23,156
SILICON MOTION TECHNOLOGY CO(SIMO)0450,000+450,000022,7520.21%+22,752
SPDR GOLD TR(GLD)(Put)150,000203,400+53,40036,32058,608+22,288
SEAGATE TECHNOLOGY HLDNGS PL(Put)
ORD SHS
0397,400+397,400033,759+33,759
SELECT SECTOR SPDR TR(Put)
ST STR ENERG ETF
0326,400+326,400030,502+30,502
NETEASE INC(NTES)0201,655+201,655020,7540.19%+20,754
QUALCOMM INC(QCOM)(Call)0152,600+152,600023,441+23,441
DUN & BRADSTREET HLDGS INC02,495,246+2,495,246022,3070.21%+22,307
GRAINGER W W INC(GWW)(Put)020,000+20,000019,757+19,757
QORVO INC(QRVO)0331,194+331,194023,9820.22%+23,982
VANECK ETF TRUST(Put)
GOLD MINERS ETF
0400,000+400,000018,388+18,388
FABRINET(FN)090,000+90,000017,7760.17%+17,776
MCDONALDS CORP(MCD)(Put)056,214+56,214017,560+17,560
CONSTELLATION ENERGY CORP(CEG)(Call)086,400+86,400017,421+17,421
ISHARES TR
MSCI INDIA ETF
0337,028+337,028017,3500.16%+17,350
WALGREENS BOOTS ALLIANCE INC01,601,484+1,601,484017,8890.17%+17,889
TELEPHONE & DATA SYS INC(TDS)0443,827+443,827017,1940.16%+17,194
AZEK CO INC0347,046+347,046016,9670.16%+16,967
APPLE INC(AAPL)(Call)0119,700+119,700026,589+26,589
TEXAS INSTRS INC(TXN)093,830+93,830016,8610.16%+16,861
ENTERGY CORP NEW(ETR)0200,079+200,079017,1050.16%+17,105
MICROSTRATEGY INC(MSTR)0108,128+108,128031,1700.29%+31,170
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0103,348+103,348017,1560.16%+17,156
GE VERNOVA INC(GEV)(Call)052,100+52,100015,905+15,905
CORCEPT THERAPEUTICS INC(CORT)(Call)0134,900+134,900015,408+15,408
COINBASE GLOBAL INC(COIN)(Put)0103,400+103,400017,809+17,809
BP PLC(BP)(Put)0450,000+450,000015,206+15,206
UBER TECHNOLOGIES INC(UBER)(Call)0364,800+364,800026,579+26,579
FIRST SOLAR INC(FSLR)(Put)0173,465+173,465021,931+21,931
CIRRUS LOGIC INC(CRUS)0150,000+150,000014,9480.14%+14,948
NEWBURY STR II ACQUISITION C
ORD SHS CL A
01,450,000+1,450,000014,5870.14%+14,587
COINBASE GLOBAL INC(COIN)(Call)0111,600+111,600019,221+19,221
ANALOG DEVICES INC(ADI)0106,000+106,000021,3770.20%+21,377
OMNICOM GROUP INC(OMC)0166,991+166,991013,8450.13%+13,845
MONDELEZ INTL INC(MDLZ)0204,025+204,025013,8430.13%+13,843
BERRY GLOBAL GROUP INC0298,896+298,896020,8660.20%+20,866
DIREXION SHS ETF TR(Call)
DAI SEM BUL ETF
01,000,000+1,000,000015,950+15,950
GENERAL MTRS CO(GM)(Call)0276,900+276,900013,023+13,023
TRIPADVISOR INC(TRIP)(Call)0910,000+910,000012,895+12,895
WESTERN DIGITAL CORP(WDC)452,678986,369+533,69126,99339,8790.37%+12,886
KOSMOS ENERGY LTD(KOS)000012,8160.12%+12,816
ALIBABA GROUP HLDG LTD(BABA)(Put)099,000+99,000013,091+13,091
TEXAS INSTRS INC(TXN)(Call)070,000+70,000012,579+12,579
VNET GROUP INC(VNET)01,532,411+1,532,411012,5660.12%+12,566
NETFLIX INC(NFLX)(Put)015,000+15,000013,988+13,988
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