account_balance
Investment manager · 13F filer · SEC CIK 1992915
LuminArx Capital Management LP
Reported value$176Mas of Sep 30, 2026
Positions45 14 new, 24 sold out
Top 10 weight76.1%NBIS alone is 37%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NBISNebius Group N.V.
36.9%New
SPYSPDR S&P 500 ETF Trust
7.2%Trimmed −79%
BCSSBain Capital GSS Investment Corp.
5.9%
IWMiShares Tr
5.5%Added +75%
SNDASonida Senior Living, Inc.
5.5%
KFIIUK&F Growth Acquisition Corp. II
4.6%
IRENIREN Ltd
3.0%
EVACUEqv Ventures Ac Corp. II
2.5%
JBLUJetblue Airways Corp
2.5%
NCLHNorwegian Cruise Line Holdings Ltd.
2.4%New
SOSouthern Co
2.2%
RIOTRiot Platforms, Inc.
1.8%
NBISNebius Group N.V.
36.9%New
SPYSPDR S&P 500 ETF Trust
7.2%
BCSSBain Capital GSS Investment Corp.
5.9%
IWMiShares Tr
5.5%+75%
SNDASonida Senior Living, Inc.
5.5%
KFIIUK&F Growth Acquisition Corp. II
4.6%
IREN3.0%EVACU
JBLUNCLHSOBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NBIS Nebius Group N.V. 36.9% NewSPY SPDR S&P 500 ETF Trust 7.2% Trimmed −79%BCSS Bain Capital GSS Investment Corp. 5.9% Held
IWM iShares Tr 5.5% Added +75%
SNDA Sonida Senior Living, Inc. 5.5% HeldKFIIU K&F Growth Acquisition Corp. II 4.6% HeldIREN IREN Ltd 3.0% HeldEVACU Eqv Ventures Ac Corp. II 2.5% Held
JBLU Jetblue Airways Corp 2.5% HeldNCLH Norwegian Cruise Line Holdings Ltd. 2.4% NewSO Southern Co 2.2% HeldRIOT Riot Platforms, Inc. 1.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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