DOSSIER · 13F-HR · Q2 2026

LuminArx Capital Management LP

$224M in tracked AUM across 118 positions as of Q2 2026.

LC
CIK 0001992915 · last filed Jun 30, 2026
Total AUM
$224M
as of Q2 2026
Holdings
118
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

LuminArx Capital Management LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
State Street SPDR S&P 500 ETF
$61M465K27.1%
02
TJX
TJX Companies Inc
$14M285K6.2%
03
CIFR
Cipher Digital Inc
$11M2.0M5.0%
04
TGT
Target Corp
$11M180K5.0%
05
SNDA
Sonida Senior Living Inc
$11M259K4.7%
06
G0R78B106
Bain Capital GSS Investment Corp
$10M1.2M4.7%
07
G52258103
K&F Growth Acquisition II Corp
$8M750K3.5%
08
IWM
iShares Russell 2000 ETF
$6M320K2.9%
09
Q4982L109
IREN Ltd
$6M2.0M2.6%
10
JBLU
JetBlue Airways Corp
$6M5.0M2.5%

Filing history

2026Q2Jun 30
$224M 64.8%
118 positionsView →
2026Q1Mar 31
$136M 26.6%
84 positionsView →
2025Q4Dec 31
$108M
91 positionsView →