account_balance

Investment manager · 13F filer · SEC CIK 2087462

Luma Capital S.A. - SPF

Reported value$122Mas of Sep 30, 2026
Positions13 1 new, 0 sold out
Top 10 weight93.0%GOOGL alone is 17%
FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes 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
GOOGL Alphabet Inc. 16.6% HeldAMZN Amazon.com Inc 16.1% HeldV Visa Inc. 10.0% HeldMKL Markel Group Inc. 9.9% HeldMSFT Microsoft Corp 8.6% HeldBRK-B Berkshire Hathaway Inc 8.3% HeldBN Brookfield Corp 8.1% NewNVR NVR Inc 6.8% HeldMA Mastercard Inc 4.3% HeldBKNG Booking Holdings Inc. 4.2% HeldNFLX Netflix Inc 4.2% HeldFND Floor & Decor Holdings, Inc. 2.3% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Jul 8, 2026 filing
add_circleNew
arrow_upwardAdded

None

arrow_downwardTrimmed

None

remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist