Luma Capital S.A. - SPF: 13F holdings
CIK 20874622026Q2
| Positions | 12 |
|---|
| Reported value | $112.1m |
|---|
| Filed | 2026-07-08 |
|---|
Change since last quarter
| Positions | 12 (+0 vs prior quarter) |
|---|
| Reported value | $112.1m (+7.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOGL ALPHABET INC | 58,870 | $21.0m | 18.8% |
| AMZN AMAZON COM INC | 78,747 | $18.8m | 16.7% |
| MKL MARKEL GROUP INC | 7,032 | $13.7m | 12.2% |
| V VISA INC | 34,000 | $11.7m | 10.4% |
| BRK-B BERKSHIRE HATHAWAY INC | 20,376 | $10.2m | 9.1% |
| NVR NVR INC | 1,354 | $9.2m | 8.2% |
| MSFT MICROSOFT CORP | 20,500 | $7.6m | 6.8% |
| BKNG BOOKING HOLDINGS INC | 31,175 | $5.6m | 5.0% |
| NFLX NETFLIX INC | 72,680 | $5.2m | 4.6% |
| MA MASTERCARD INCORPORATED | 9,404 | $4.8m | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2087462")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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