LuminArx Capital Management LP
All holdings · as of Dec 31, 2025
| 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% |
| WISDOMTREE INC | $1.20M | 1.2% |
| Alphabet Inc. | $1.10M | 1.0% |
| VIKING HOLDINGS LTD | $1.07M | 1.0% |
| LIVE NATION ENTERTAINMENT IN | $1.05M | 1.0% |
| The Boeing Company | $1.04M | 1.0% |
| KKR & Co. Inc. | $1.03M | 1.0% |
| Ares Management Corporation | $1.01M | 1.0% |
| SPDR SERIES TRUST | $914.5K | 0.9% |
| RAMACO RES INC | $849.8K | 0.8% |
| UL Solutions Inc. | $788.6K | 0.8% |
| NIQ GLOBAL INTELLIGENCE PLC | $777.0K | 0.7% |
| Hudson Pacific Properties, Inc.HPP | $766.4K | 0.7% |
| INFINITY NATURAL RESOURCES, INC. | $708.0K | 0.7% |
| Camping World Holdings, Inc. | $665.1K | 0.6% |
| Satellogic Inc. | $663.9K | 0.6% |
| SPDR SERIES TRUST | $639.7K | 0.6% |
| UPSTART HLDGS INC | $632.5K | 0.6% |
| SELECT SECTOR SPDR TR | $547.7K | 0.5% |
| V2X, Inc.VVX | $545.5K | 0.5% |
| Lightwave Logic, Inc. | $486.0K | 0.5% |
| SELECT SECTOR SPDR TR | $447.1K | 0.4% |
| Amentum Holdings, Inc. | $435.0K | 0.4% |
| SELECT SECTOR SPDR TR | $387.8K | 0.4% |
| ARK ETF TR | $384.6K | 0.4% |
| TJX Cos Inc/The | $384.0K | 0.4% |