Luma Capital S.A. - SPF
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 8, 2026), Luma Capital S.A. - SPF reported 12 stock positions worth $112.1 million. Its top holding was Alphabet Class A (GOOGL) at 18.8% of the portfolio, followed by Amazon.com (AMZN, 16.7%) and Markel (MKL, 12.2%). Its holdings were unchanged from Q1 2026.
- Most Recent 13F
- Q2 2026
- Location
- LUXEMBOURG, N4
- CIK
- 0002087462
- Portfolio Value
- $112.1M (Q2 2026)
- SEC Filing
- 0001140361-26-027859 ↗ filed Jul 8, 2026
Holdings Value
Holdings 12 stocks · $112.1M
| GOOGL Alphabet Inc. Class A | 18.76% | 58,870 | $21.0M | No change |
| AMZN Amazon.com Inc. | 16.74% | 78,747 | $18.8M | No change |
| MKL Markel Group Inc. | 12.25% | 7,032 | $13.7M | No change |
| V Visa Inc. Class A | 10.40% | 34,000 | $11.7M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 9.09% | 20,376 | $10.2M | No change |
| NVR NVR Inc. | 8.23% | 1,354 | $9.2M | No change |
| MSFT Microsoft Corp. | 6.82% | 20,500 | $7.6M | No change |
| BKNG Booking Holdings Inc. | 4.96% | 31,175 | $5.6M | No change |
| NFLX Netflix Inc. | 4.63% | 72,680 | $5.2M | No change |
| MA Mastercard Inc. Class A | 4.31% | 9,404 | $4.8M | No change |
| FND Floor & Decor Holdings Inc. Class A | 3.19% | 60,200 | $3.6M | No change |
| GOOG Alphabet Inc. Class C | 0.63% | 2,000 | $707K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| None this quarter. | |||
Portfolio Buys Q1 2026 → Q2 2026
| None this quarter. | |||