13FBOX
Luma Capital S.A. - SPF · 13F Holdings
Options Calculator Rankings

Luma Capital S.A. - SPF

No.8956 Data as of 2026Q2
Latest AUM (Q2 2026)
$112.1M
QoQ Change Q1 2026
+$8.2M+7.9%
Holdings
12
New Buys
0
Adds
1
Reduces
0
Exits
0
Unchanged
11
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ALPHABET INCGOOGL
18.76%16.29%$21.0M58,870$16.9M58,87000.00%Unchanged
AMAZON COM INCAMZN
16.74%15.78%$18.8M78,747$16.4M78,74700.00%Unchanged
Markel Group Inc.MKL
12.25%12.95%$13.7M7,032$13.5M7,03200.00%Unchanged
VISA INCV
10.4%9.89%$11.7M34,000$10.3M34,00000.00%Unchanged
BERKSHIRE HATHAWAY INC DELBRK.B
9.09%9.4%$10.2M20,376$9.8M20,37600.00%Unchanged
NNVR INCNVR
8.23%8.59%$9.2M1,354$8.9M1,35400.00%Unchanged
MICROSOFT CORPMSFT
6.82%7.3%$7.6M20,500$7.6M20,50000.00%Unchanged
BOOKING HOLDINGS INC COMBKNG
4.96%5.05%$5.6M31,175$5.3M1,247+29,928+2,400.00%Add
NETFLIX INCNFLX
4.63%6.73%$5.2M72,680$7.0M72,68000.00%Unchanged
MASTERCARD INCORPORATEDMA
4.31%4.52%$4.8M9,404$4.7M9,40400.00%Unchanged
FLOOR & DECOR HLDGS INCFND
3.19%2.94%$3.6M60,200$3.1M60,20000.00%Unchanged
AAlphabet Inc Class CGOOG
0.63%0.55%$706,6602,000$573,7202,00000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow