Institutions / LuminArx Capital Management LP
LuminArx Capital Management LP
CIK 1992915 · Institution · as of Dec 31, 2025
Portfolio value
$104.46M
Positions
57
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 57 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $15.38M | 14.7% |
| K&F Growth Acquisition Corp | $7.84M | 7.5% |
| Cipher Mining Inc | $6.99M | 6.7% |
| Jetblue Airways Corp | $5.35M | 5.1% |
| Iren Limited | $4.91M | 4.7% |
| Eqv Ventures Ac Corp. II | $4.30M | 4.1% |
| Apple Inc. | $3.81M | 3.6% |
| TXO Partners, L.P.TXO | $3.78M | 3.6% |
| Mach Natural Resources LP | $3.53M | 3.4% |
| Alibaba Group Hldg Ltd | $3.11M | 3.0% |
| Tapestry Inc | $2.56M | 2.4% |
| Firefly Aerospace Inc.FLY | $2.41M | 2.3% |
| Fiserv Inc | $2.35M | 2.3% |
| Riot Platforms Inc | $2.27M | 2.2% |
| Walmart Inc. | $1.95M | 1.9% |
| Southern Co | $1.60M | 1.5% |
| Wealthfront CorpWLTH | $1.58M | 1.5% |
| Snowflake Inc | $1.55M | 1.5% |
| Flutter Entertainment plc | $1.51M | 1.4% |
| Snowflake Inc | $1.49M | 1.4% |
| Sunrun Inc | $1.42M | 1.4% |
| Coca Cola Co | $1.40M | 1.3% |
| Upstart Hldgs Inc | $1.31M | 1.3% |
| Uber Technologies Inc | $1.30M | 1.2% |
| Evergy Inc | $1.22M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.