Holdings
Luma Capital S.A. - SPF
As of Jun 30, 2026, Luma Capital S.A. - SPF reported 11 positions worth US$112M. Largest: Alphabet Inc (google) Class C, Amazon.com, Inc. and Markel Group Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 60,847 | US$21.7M | −18 | Jun 30, 2026 |
| Amazon.com, Inc. | 78,747 | US$18.8M | no change | Jun 30, 2026 |
| Markel Group Inc. | 7,032 | US$13.7M | no change | Jun 30, 2026 |
| Visa Inc. | 34,000 | US$11.7M | no change | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 20,376 | US$10.2M | no change | Jun 30, 2026 |
| Nvr, Inc. | 1,354 | US$9.23M | no change | Jun 30, 2026 |
| Microsoft Corp. | 20,500 | US$7.65M | no change | Jun 30, 2026 |
| Booking Holdings Inc. Common Stock | 31,175 | US$5.56M | +29,928 | Jun 30, 2026 |
| Netflix, Inc. | 72,680 | US$5.19M | no change | Jun 30, 2026 |
| Mastercard Incorporated | 9,404 | US$4.83M | no change | Jun 30, 2026 |