Luma Capital S.A. has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing lists the firm's general manager, Lizel Robat, as the authorized signatory for the report dated October 19, 2026.
The information table details the firm's holdings in 13 separate securities. The largest position disclosed is in Amazon.com Inc., where the firm holds 78,747 shares. Berkshire Hathaway Inc. Class B shares follow with 20,376 shares, and Brookfield Corp. Class A Limited Voting Shares are held in the amount of 269,562 shares.
The portfolio also includes significant positions in Visa Inc. Class A, with 34,000 shares, and Mastercard Incorporated Class A, with 9,404 shares. Technology holdings include Alphabet Inc. Class A and Class C shares, Microsoft Corp., and Netflix Inc., with share counts ranging from 5,8870 for Alphabet Class A to 72,680 for Netflix.
Other disclosed positions include Booking Holdings Inc., NVR Inc., Floor & Decor Holdings Inc., and Markel Group Inc. The filing indicates that all positions are held in a 'SOLE' capacity, meaning they are held for the account of a single person.
