本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Luma Capital S.A. - SPF (CIK 2087462) reported $112.1M across 12 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOGL ($21.0M, 18.76%), AMZN ($18.8M, 16.74%), MKL ($13.7M, 12.25%), V ($11.7M, 10.40%), BRKB ($10.2M, 9.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $21.0M | 18.76% | 58,870 | Hold |
| 2 | AMZN | AMAZON COM INC | $18.8M | 16.74% | 78,747 | Hold |
| 3 | MKL | MARKEL GROUP INC | $13.7M | 12.25% | 7,032 | Hold |
| 4 | V | VISA INC | $11.7M | 10.40% | 34,000 | Hold |
| 5 | BRKB | BERKSHIRE HATHAWAY INC | $10.2M | 9.09% | 20,376 | Hold |
| 6 | NVR | NVR INC | $9.2M | 8.23% | 1,354 | Hold |
| 7 | MSFT | MICROSOFT CORP | $7.6M | 6.82% | 20,500 | Hold |
| 8 | BKNG | BOOKING HOLDINGS INC | $5.6M | 4.96% | 31,175 | Added |
| 9 | NFLX | NETFLIX INC | $5.2M | 4.63% | 72,680 | Hold |
| 10 | MA | MASTERCARD INCORPORATED | $4.8M | 4.31% | 9,404 | Hold |
| 11 | FND | FLOOR & DECOR HLDGS INC | $3.6M | 3.19% | 60,200 | Hold |
| 12 | GOOG | ALPHABET INC | $706,660 | 0.63% | 2,000 | Hold |
来源：SEC 13F 申报文件 · 截至 2026-06-30