Luma Capital S.A. - SPF
Latest statistics and disclosures from Luma Capital S.A. - SPF's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002087462
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Positions held by Luma Capital S.A. - SPF consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Luma Capital S.A. - SPF
Luma Capital S.A. - SPF holds 11 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 17.3 | $18M | 59k | 313.00 |
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| Amazon (AMZN) | 17.1 | $18M | 79k | 230.82 |
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| Markel Corporation (MKL) | 14.2 | $15M | 7.0k | 2149.65 |
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| Visa Com Cl A (V) | 11.2 | $12M | 34k | 350.71 |
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| Microsoft Corporation (MSFT) | 9.3 | $9.9M | 21k | 483.62 |
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| NVR (NVR) | 9.3 | $9.9M | 1.4k | 7292.77 |
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| Netflix (NFLX) | 6.4 | $6.8M | 73k | 93.76 |
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| Booking Holdings (BKNG) | 6.3 | $6.7M | 1.2k | 5355.33 |
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| Mastercard Incorporated Cl A (MA) | 5.0 | $5.4M | 9.4k | 570.88 |
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| Floor & Decor Hldgs Cl A (FND) | 3.4 | $3.7M | 60k | 60.89 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $628k | 2.0k | 313.80 |
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Past Filings by Luma Capital S.A. - SPF
SEC 13F filings are viewable for Luma Capital S.A. - SPF going back to 2025
- Luma Capital S.A. - SPF 2025 Q4 filed Jan. 23, 2026