DOSSIER · 13F-HR · Q1 2026

LuminArx Capital Management LP

$136M in tracked AUM across 84 positions as of Q1 2026.

LC
CIK 0001992915 · last filed Mar 31, 2026
Total AUM
$136M
as of Q1 2026
Holdings
84
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

LuminArx Capital Management LP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IWM
ISHARES TR
$21M85K15.5%
02
SPY
STATE STR SPDR S&P 500 ETF T
$15M23K10.7%
03
G0R78B106
BAIN CAP GSS INVT CORP
$10M1.0M7.4%
04
SNDA
SONIDA SENIOR LIVING INC
$8M259K6.1%
05
G52258103
K&F GROWTH ACQUISITION CORP
$8M750K5.9%
06
CIFR 1.75 05/15/30
CIPHER DIGITAL INC
$6M2.0M4.5%
07
IREN 3.25 06/15/30
IREN LIMITED
$5M2.0M3.4%
08
G3106Q110
EQV VENTURES AC CORP. II
$4M425K3.2%
09
JBLU 2.5 09/01/29
JETBLUE AIRWAYS CORP
$3M3.0M2.1%
10
BABA 0.5 06/01/31
ALIBABA GROUP HLDG LTD
$3M2.0M2.0%

Filing history

2026Q1Mar 31
$136M 26.6%
84 positionsView →
2025Q4Dec 31
$108M
91 positionsView →