What LuminArx Capital Management LP reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1992915 · Filed Aug 14, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 85K |
| New |
| $12.9M |
| 5.7% |
CIFRCipher Digital Inc. | 2M | New | $11.2M | 5% |
SNDASonida Senior Living, Inc. | 258.8K | ±0% | $10.6M | 4.7% |
TGTTarget Corp | 80K | New | $10.4M | 4.7% |
BCSSBain Capital GSS Investment Corp. | 1M | ±0% | $10.3M | 4.6% |
KFIIUK&F Growth Acquisition Corp. II | 750K | ±0% | $8M | 3.5% |
iShares Russell 2000 ETFRUSSELL 2000 ETF | 20K | −76.5% | $6M | 2.7% |
IRENIREN Ltd | 2M | New | $5.9M | 2.6% |
JBLUJetBlue Airways Corp | 5M | New | $5.5M | 2.5% |
EQV Ventures Acquisition Corp IIUNIT 06/30/2032 | 425K | ±0% | $4.4M | 1.9% |
RIOTRiot Platforms, Inc. | 2M | New | $4M | 1.8% |
RUNSunrun Inc. | 3.1M | New | $3.6M | 1.6% |
KRMNKarman Holdings Inc. | 70K | New | $3.5M | 1.6% |
SNOWSnowflake Inc. | 2M | New | $3.4M | 1.5% |
FTWPRESIDIO PRODUCTION Co | 270.1K | +8.0% | $3.3M | 1.5% |
SHAZSharonAI Holdings Inc. | 36.4K | +147.6% | $3.1M | 1.4% |
BWBabcock & Wilcox Enterprises, Inc. | 205.2K | New | $2.9M | 1.3% |
QXOQXO, Inc. | 150K | New | $2.6M | 1.2% |
SOSouthern Co | 2.5M | New | $2.5M | 1.1% |
BABAAlibaba Group Holding Ltd | 2M | New | $2.4M | 1.1% |
FFord Motor Co | 165K | New | $2.3M | 1% |
WHKWhiteHawk Minerals Corp. | 77.9K | New | $2.2M | 1% |
ADTADT Inc. | 318.4K | New | $2.1M | 0.9% |
iShares Trust - iShares U.S. Real Estate ETFU.S. REAL ES ETF | 20K | New | $2M | 0.9% |
State Street Energy Select Sector SPDR ETFST STR ENERG ETF | 37.5K | New | $2M | 0.9% |
MUXMcEwen Inc. | 1M | New | $1.9M | 0.9% |
GOOGAlphabet Inc. | 37.5K | New | $1.9M | 0.8% |
GOOGLAlphabet Inc. | 37.5K | New | $1.9M | 0.8% |
XEX-Energy, Inc. | 100K | New | $1.8M | 0.8% |
HAWKHawkEye 360, Inc. | 82.5K | New | $1.7M | 0.7% |
SOSouthern Co | 1.5M | New | $1.7M | 0.7% |
State Street SPDR S&P Oil & Gas Expl & Prod ETFSP O&G EXPL PRO | 10K | New | $1.5M | 0.7% |
EVRGEvergy, Inc. | 1M | New | $1.4M | 0.6% |
UPSTUpstart Holdings, Inc. | 1.5M | New | $1.2M | 0.5% |
UBERUber Technologies, Inc | 1M | New | $1.2M | 0.5% |
LYVLive Nation Entertainment, Inc. | 1M | New | $1.2M | 0.5% |
TXOTXO Partners, L.P. | 81.7K | ±0% | $1M | 0.5% |
BABoeing Co | 15K | New | $1M | 0.4% |
| 385K | New | $974.5K | 0.4% |
| 200K | New | $960K | 0.4% |
NEENextEra Energy Inc | 20K | New | $956K | 0.4% |
ORCLOracle Corp | 20.6K | New | $921.9K | 0.4% |
JOBYJoby Aviation, Inc. | 1M | New | $912K | 0.4% |
| 160K | New | $857.6K | 0.4% |
KKRKKR & Co. Inc. | 20K | New | $780K | 0.3% |
APCARKO Petroleum Corp. | 40.4K | −8.1% | $761.9K | 0.3% |
MACMacerich Co | 30K | New | $755.7K | 0.3% |
| 200K | New | $751K | 0.3% |
METCRamaco Resources, Inc. | 1M | New | $748.4K | 0.3% |
ARESAres Management Corp | 20K | New | $720K | 0.3% |
| 100K | New | $698.1K | 0.3% |
iShares MSCI Emerging Markets ETFMSCI EMG MKT ETF | 10K | −50.0% | $684.1K | 0.3% |
FLYFirefly Aerospace Inc. | 22.5K | +12.5% | $661.5K | 0.3% |
HUMAHumacyte, Inc. | 650K | New | $507.3K | 0.2% |
EQPTEquipmentShare.com Inc | 24.6K | New | $484.6K | 0.2% |
iShares Russell 2000 ETFPUTPut option | 300K | New | $453.3K | 0.2% |
NMGNouveau Monde Graphite Inc. | 295K | New | $442.5K | 0.2% |
| 300K | New | $431.3K | 0.2% |
BTBTBit Digital, Inc | 175K | New | $315K | 0.1% |
| 25K | New | $275K | 0.1% |
| 125K | New | $267.6K | 0.1% |
Roundhill Magnificent Seven ETFCALLCall option | 75K | New | $265.6K | 0.1% |
State Street SPDR S&P Oil & Gas Expl & Prod ETFPUTPut option | 50K | New | $235.8K | 0.1% |
State Street Energy Select Sector SPDR ETFPUTPut option | 100K | New | $213K | 0.1% |
| 125K | New | $209.5K | 0.1% |
JAGUJaguar Uranium Corp. | 110.6K | New | $184.8K | 0.1% |
NUAINew ERA Energy & Digital, Inc. | 25K | New | $159.5K | 0.1% |
iShares Trust - iShares U.S. Real Estate ETFPUTPut option | 165K | New | $156.9K | 0.1% |
KraneShares CSI China Internet ETFCALLCall option | 100K | New | $138.5K | 0.1% |
| 200.7K | New | $136.5K | 0.1% |
| 7.5K | New | $118.5K | 0.1% |
iShares MSCI Emerging Markets ETFPUTPut option | 85K | New | $108.6K | 0.1% |
| 20K | New | $98K | 0.1% |
| 128.7K | New | $97.8K | 0.1% |
| 100K | New | $85K | 0.1% |
VanEck Semiconductor ETFPUTPut option | 7.5K | New | $78.4K | 0.1% |
| 50K | New | $77.5K | 0.1% |
State Street Industrial Select Sector SPDR ETFPUTPut option | 35K | New | $69.8K | 0.1% |
SPDR Series Trust - SPDR S&P Homebuilders ETFPUTPut option | 20K | New | $66K | 0.1% |
State Street Utilities Select Sector SPDR ETFPUTPut option | 85K | New | $63.8K | 0.1% |
| 75K | New | $55.5K | 0.1% |
| 30K | New | $51K | 0.1% |
BCTXBriaCell Therapeutics Corp. | 15K | ±0% | $48.6K | 0.1% |
| 15K | New | $37.3K | 0.1% |
| 25K | New | $35.6K | 0.1% |
| 25K | New | $22.3K | 0.1% |
| 25K | New | $17.8K | 0.1% |
| 30K | New | $15.8K | 0.1% |
| 2.5K | New | $4K | 0.1% |
| 15K | New | $2K | 0.1% |
