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LuminArx Capital Management LP

All holdings · as of Dec 31, 2025

57 positions

CompanyClassValueShares% of portfolio
BrightSpring Health Services, Inc.$49.7K1,3270.0%
CleanCore Solutions, Inc.$52.0K200,0000.0%
BingEx LtdFLXADR$53.4K16,7900.1%
Norwegian Cruise Line Holdings Ltd.$111.6K5,0000.1%
Solventum Corp$158.5K2,0000.2%
Robinhood Markets, Inc.$282.8K2,5000.3%
ITT INC.$347.0K2,0000.3%
TJX Cos Inc/The$384.0K2,5000.4%
ARK ETF TR$384.6K5,0000.4%
SELECT SECTOR SPDR TR$387.8K2,5000.4%
Amentum Holdings, Inc.$435.0K15,0000.4%
SELECT SECTOR SPDR TR$447.1K10,0000.4%
Lightwave Logic, Inc.$486.0K150,0000.5%
V2X, Inc.VVXCommon Stock$545.5K10,0000.5%
SELECT SECTOR SPDR TR$547.7K10,0000.5%
UPSTART HLDGS INC$632.5K500,0000.6%
SPDR SERIES TRUST$639.7K7,5000.6%
Satellogic Inc.$663.9K355,0000.6%
Camping World Holdings, Inc.$665.1K68,3540.6%
INFINITY NATURAL RESOURCES, INC.$708.0K48,0630.7%
Hudson Pacific Properties, Inc.HPPREIT$766.4K70,7670.7%
NIQ GLOBAL INTELLIGENCE PLC$777.0K47,1190.7%
UL Solutions Inc.$788.6K10,0000.8%
RAMACO RES INC$849.8K1,000,0000.8%
SPDR SERIES TRUST$914.5K7,5000.9%
Ares Management Corporation$1.01M20,0001.0%
KKR & Co. Inc.$1.03M20,0001.0%
The Boeing Company$1.04M15,0001.0%
LIVE NATION ENTERTAINMENT IN$1.05M1,000,0001.0%
VIKING HOLDINGS LTD$1.07M15,0001.0%
Alphabet Inc.$1.10M3,5001.0%
WISDOMTREE INC$1.20M1,000,0001.2%
EVERGY INC$1.22M1,000,0001.2%
UBER TECHNOLOGIES INC$1.30M1,000,0001.2%
UPSTART HLDGS INC$1.31M1,500,0001.3%
COCA COLA CO$1.40M20,0001.3%
SUNRUN INC$1.42M1,000,0001.4%
SNOWFLAKE INC$1.49M1,000,0001.4%
Flutter Entertainment plc$1.51M7,0001.4%
SNOWFLAKE INC$1.55M1,000,0001.5%
WEALTHFRONT CORPWLTHCommon Stock$1.58M116,0021.5%
SOUTHERN CO$1.60M1,500,0001.5%
Walmart Inc.$1.95M17,5001.9%
RIOT PLATFORMS INC$2.27M2,000,0002.2%
FISERV INC$2.35M35,0002.3%
Firefly Aerospace Inc.FLYCommon Stock$2.41M107,5642.3%
Tapestry Inc$2.56M20,0002.4%
ALIBABA GROUP HLDG LTD$3.11M2,000,0003.0%
Mach Natural Resources LP$3.53M319,3393.4%
TXO Partners, L.P.TXOLtd Part$3.78M354,2603.6%
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