Justin Neuman

Luminarx Capital Management Lp

Assets Managed

$136.203M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 1d ago

Growth Rate

26.63%(2Q avg: 13.32%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Luminarx Capital Management Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 83 positions.

Assets under management

The assets under management (AUM) of Luminarx Capital Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 136.203M in assets, with a quarterly growth rate of 26.63% and a 2-quarter average growth rate of 13.32%. The portfolio is managed by Justin Neuman, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IWM Ishares Russell 2000 Etf Recent Activity Decreased -62.63%	15.48%	$21.08M 85,000 shares@ $248.0 avg price	Decreased -62.63%
SPY Spdr S&p 500 Etf Trust Recent Activity Decreased -92.24%	10.75%	$14.633M 22,500 shares@ $650.34 avg price	Decreased -92.24%
BCSS Bain Capital Gss Inv- A Recent Activity New Position	7.45%	$10.146M 1.003M shares@ $10.12 avg price	New Position
SNDA Sonida Senior Living Inc Recent Activity New Position	6.13%	$8.345M 258,750 shares@ $32.26 avg price	New Position
KFIIU K&f Growth Acquisition Corp Recent Activity	5.9%	$8.025M 750,000 shares@ $10.7 avg price
ur-8⤦ Cipher Mining Inc Recent Activity	4.55%	$6.188M 2M shares@ $3.1 avg price
ur-1⤦ Iren Limited Recent Activity	3.36%	$4.571M 2M shares@ $2.29 avg price
EVAC⤦ Eqv Ventures Acquisition Cor Recent Activity	3.18%	$4.318M 425,000 shares@ $10.16 avg price
ur-8⤦ Jetblue Airways Corp Recent Activity Decreased -45.45%	2.13%	$2.897M 3M shares@ $0.97 avg price	Decreased -45.45%
ur-9⤦ Alibaba Group Hldg Ltd Recent Activity	2.04%	$2.777M 2M shares@ $1.39 avg price

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