Luma Capital S.A. - SPF - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Luma Capital S.A. - SPF held in its portfolio 11 assets valued at $106,586,101 (i.e. $106.59M).

The most valuable assets in the portfolio included: ALPHABET INC ($18.43M), AMAZON COM INC ($18.18M), and MARKEL GROUP INC ($15.12M).

The chart below shows the top 10 valuable assets, and the table below shows the top 11 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Luma Capital S.A. - SPF Portfolio

ALPHABET INC

AMAZON COM INC

MARKEL GROUP INC

VISA INC

MICROSOFT CORP

NVR INC

NETFLIX INC

BOOKING HOLDINGS INC

MASTERCARD INCORPORATED

FLOOR & DECOR HLDGS INC

Luma Capital S.A. - SPF - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ALPHABET INC	58870	18426310	CAP STK CL A
AMAZON COM INC	78747	18176383	COM
MARKEL GROUP INC	7032	15116339	COM
VISA INC	34000	11924140	COM CL A
MICROSOFT CORP	20500	9914210	COM
NVR INC	1354	9874411	COM
NETFLIX INC	72680	6814477	COM
BOOKING HOLDINGS INC	1247	6678097	COM
MASTERCARD INCORPORATED	9404	5368556	CL A
FLOOR & DECOR HLDGS INC	60200	3665578	CL A
ALPHABET INC	2000	627600	CAP STK CL C