LuminArx Capital Management LP — 13F holdings

LuminArx Capital Management LP reported 118 holdings worth $224M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. SPY SPDR S&P 500 ETF TR — $60.7M (27.1%)
  2. TJX TJX COS INC NEW — $13.8M (6.2%)
  3. CIFR CIPHER MINING INC — $11.3M (5.0%)
  4. TGT TARGET CORP — $11.1M (5.0%)
  5. SNDA SONIDA SENIOR LIVING INC — $10.6M (4.7%)
  6. BCSS BAIN CAP GSS INVT CORP — $10.4M (4.7%)
  7. KFIIU K&F GROWTH ACQUISITION CORP — $7.97M (3.5%)
  8. IWM ISHARES TR — $6.46M (2.9%)
  9. IREN IREN LIMITED — $5.85M (2.6%)
  10. JBLU JETBLUE AWYS CORP — $5.54M (2.5%)