Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Luxor Capital Group, LP 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Luxor Capital Group, LP (CIK 1316580) reported $1.43B across 29 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWM ($429.0M, 29.92%), AMZN ($209.6M, 14.62%), NRG ($86.8M, 6.06%), QQQ ($83.7M, 5.84%), GLNG ($61.9M, 4.32%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IWMISHARES TR$429.0M29.92%1.7MAdded
2AMZNAMAZON COM INC$209.6M14.62%1.0MAdded
3NRGNRG ENERGY INC$86.8M6.06%594,225Added
4QQQINVESCO QQQ TR$83.7M5.84%145,000Trimmed
5GLNGGOLAR LNG LTD$61.9M4.32%1.1MTrimmed
6TSMTAIWAN SEMICONDUCTOR MANUFAC$59.0M4.11%174,565Added
7FTAIFTAI AVIATION LTD$46.6M3.25%190,050Added
8DASHDOORDASH INC$43.2M3.01%287,397Trimmed
9NVDANVIDIA CORPORATION$42.0M2.93%240,890Added
10BKDBROOKDALE SR LIVING INC$40.1M2.79%2.9MAdded
11HROWHARROW INC$39.5M2.75%1.1MAdded
12BDXBECTON DICKINSON & CO$38.9M2.71%247,240New
13MSGESPHERE ENTERTAINMENT CO$35.8M2.50%305,021Trimmed
14PFGCPERFORMANCE FOOD GROUP CO$32.4M2.26%378,200New
15AZA2Z CUST2MATE SOLUTIONS CORP$19.2M1.34%2.9MNew
16AERAERCAP HOLDINGS NV$18.8M1.31%137,310Trimmed
17CTRICENTURI HOLDINGS INC$17.4M1.22%596,723Trimmed
18TFINTRIUMPH FINANCIAL INC$13.9M0.97%232,299Trimmed
19CPNGCOUPANG INC$12.2M0.85%644,932Trimmed
20UBERUBER TECHNOLOGIES INC$11.7M0.82%162,500Hold
21PEGAPEGASYSTEMS INC$10.5M0.73%245,983Hold
22SPYSTATE STR SPDR S&P 500 ETF T$8.5M0.59%13,000Trimmed
23MSGESPHERE ENTERTAINMENT CO$7.7M0.54%2.3MTrimmed
24LUXELUXEXPERIENCE BV$7.4M0.51%920,435Added
25CNKCINEMARK HLDGS INC$6.5M0.45%228,395Trimmed

Source: SEC Form 13F filings · as of 2026-03-31