DOSSIER · 13F-HR · Q1 2026

Lunate Capital Ltd

Lunate's family office based in Greenwich, CT $120M in tracked AUM across 6 positions as of Q1 2026.

L
Lunate·Greenwich, CT·Family Office
CIK 0002056786 · last filed Mar 31, 2026
Total AUM
$120M
12.1%
vs prior
Holdings
6
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
Top sector
Tech
29% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

Lunate Capital Ltd’s 13F filing for the period ending December 31, 2025, reveals a highly concentrated portfolio with a distinct "high-conviction" strategy. The firm manages approximately $264.26 million in assets across a mere six holdings, resulting in an exceptionally high average position size of roughly $44 million per security. The portfolio experienced significant growth during the quarter, increasing in value by 37.5% from $192.12 million in the previous quarter. ...

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
RVMD
REVOLUTION MEDICINES INC
$53M549K44.4%
02
SAIL
SAILPOINT INC
$40M3.0M33.0%
03
LINE
LINEAGE INC
$20M600K16.3%
04
NMRA
NEUMORA THERAPEUTICS INC.
$4M2.1M3.4%
05
NAVN
NAVAN INC
$3M200K2.2%
06
RVMDW
REVOLUTION MEDICINES INC
$805,500450K0.7%

Filing history

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