LuminArx Capital Management LP: 13F holdings
CIK 19929152026Q2
| Positions | 73 |
|---|
| Reported value | $224.4m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 73 (-10 vs prior quarter) |
|---|
| Reported value | $224.4m (+64.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY State Street SPDR S&P 500 ETF | 80,000 | $59.7m | 26.6% |
| TJX TJX Companies Inc | 85,000 | $12.9m | 5.7% |
| SNDA Sonida Senior Living Inc | 258,750 | $10.6m | 4.7% |
| TGT Target Corp | 80,000 | $10.4m | 4.7% |
| Bain Capital GSS Investment Corp | 1,003,379 | $10.3m | 4.6% |
| K&F Growth Acquisition II Corp | 750,000 | $8.0m | 3.5% |
| IWM iShares Russell 2000 ETF | 20,000 | $6.0m | 2.7% |
| EQV Ventures Acquisition Corp II | 425,000 | $4.4m | 1.9% |
| KRMN Karman Holdings Inc | 70,000 | $3.5m | 1.6% |
| Presidio Production Co | 270,098 | $3.3m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1992915")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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