LuminArx Capital Management LP

Q4 2025 13F Holdings Report, Stock Holdings

Signature - Title: Justin Neuman - Chief Compliance Officer
Location: New York, NY
Holdings as of: 31 Dec 2025
Value $: $101,394,215
Num holdings: 57
Filing time: 17 Feb 2026, 12:10:07 UTC
Form type: 13F-HR
Description: All US holdings of this investor are reported in this report. Top holdings included IWM, KFIIU, CIPHER MINING INC, JETBLUE AIRWAYS CORP, and IREN LIMITED.
SEC: View on sec.gov
Options Holdings: Showing stock holdings, see here for options holdings

Our algorithm has found invalid data in this filing

Sym	Weight	Trade Impact	Company	Class	Share Change	Activity	Value Change $	Value $	* Price $	Shares	Principal

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
Justin Neuman	Chief Compliance Officer	New York, New York	17 Feb 2026