LUMINARX CAPITAL MANAGEMENT LP

PrivateCIK: 1992915
Location

NEW YORK, NY

83
Positions
$136.20M
Total AUM (reported)
29.59M
Total Shares

Allocation by class

TOTAL AUM$136.20M83 positions
RUSSELL 2000 ETF$21.08M15.5%
COM$18.64M13.7%
TR UNIT$14.63M10.7%
ORD CL A$10.15M7.4%
UNIT 99/99/9999$8.03M5.9%
NOTE 1.750% 5/1$6.19M4.5%
NOTE 3.250% 6/1$4.57M3.4%

Portfolio Concentration

Top 333.7%4–1027.3%11–2518.1%Rest21.0%TOP 1060.9%0%100%
Top 3$45.86M33.7%
4–10$37.12M27.3%
11–25$24.64M18.1%
Rest$28.59M21.0%

Top 3 weight

33.7%

Top 10 weight

60.9%

Voting Authority Distribution

Total shares with voting rights: 29.59M

Sole

Full voting authority

29.59M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole83
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings83
Rows:

ISHARES TR

SOLE
RUSSELL 2000 ETF
Shares85K
TypeSH
Market value$21.08M
15.48%
Sole
85K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares22.50K
TypeSH
Market value$14.63M
10.74%
Sole
22.50K
Shared
0.00
None
0.00

BAIN CAP GSS INVT CORP

SOLE
ORD CL A
Shares1M
TypeSH
Market value$10.15M
7.45%
Sole
1M
Shared
0.00
None
0.00

SONIDA SENIOR LIVING INC

SOLE
COM
Shares258.75K
TypeSH
Market value$8.34M
6.13%
Sole
258.75K
Shared
0.00
None
0.00

K&F GROWTH ACQUISITION CORP

SOLE
UNIT 99/99/9999
Shares750K
TypeSH
Market value$8.03M
5.89%
Sole
750K
Shared
0.00
None
0.00

CIPHER DIGITAL INC

SOLE
NOTE 1.750% 5/1
Shares2M
TypePRN
Market value$6.19M
4.54%
Sole
2M
Shared
0.00
None
0.00

IREN LIMITED

SOLE
NOTE 3.250% 6/1
Shares2M
TypePRN
Market value$4.57M
3.36%
Sole
2M
Shared
0.00
None
0.00

EQV VENTURES AC CORP. II

SOLE
UNIT 06/30/2032
Shares425K
TypeSH
Market value$4.32M
3.17%
Sole
425K
Shared
0.00
None
0.00

JETBLUE AIRWAYS CORP

SOLE
NOTE 2.500% 9/0
Shares3M
TypePRN
Market value$2.90M
2.13%
Sole
3M
Shared
0.00
None
0.00

ALIBABA GROUP HLDG LTD

SOLE
NOTE 0.500% 6/0
Shares2M
TypePRN
Market value$2.78M
2.04%
Sole
2M
Shared
0.00
None
0.00

PRESIDIO PRODTN CO

SOLE
CL A COM
Shares250K
TypeSH
Market value$2.75M
2.02%
Sole
250K
Shared
0.00
None
0.00

STANDARDAERO INC

SOLE
COM
Shares95K
TypeSH
Market value$2.45M
1.80%
Sole
95K
Shared
0.00
None
0.00

RIOT PLATFORMS INC

SOLE
NOTE 0.750% 1/1
Shares2M
TypePRN
Market value$2.31M
1.69%
Sole
2M
Shared
0.00
None
0.00

NRG ENERGY INC

SOLE
COM NEW
Shares15K
TypeSH
Market value$2.19M
1.61%
Sole
15K
Shared
0.00
None
0.00

APTIV PLC

SOLE
COM SH
Shares30K
TypeSH
Market value$1.76M
1.30%
Sole
30K
Shared
0.00
None
0.00

SOUTHERN CO

SOLE
NOTE 4.500% 6/1
Shares1.50M
TypePRN
Market value$1.67M
1.22%
Sole
1.50M
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares7.50K
TypeSH
Market value$1.36M
1.00%
Sole
7.50K
Shared
0.00
None
0.00

WISDOMTREE INC

SOLE
NOTE 3.250% 8/1
Shares1M
TypePRN
Market value$1.36M
1.00%
Sole
1M
Shared
0.00
None
0.00

MACH NATURAL RESOURCES LP

SOLE
COM UNIT LTD PAR
Shares96.84K
TypeSH
Market value$1.36M
1.00%
Sole
96.84K
Shared
0.00
None
0.00

EVERGY INC

SOLE
NOTE 4.500%12/1
Shares1M
TypePRN
Market value$1.35M
0.99%
Sole
1M
Shared
0.00
None
0.00

VERIZON COMMUNICATIONS INC

SOLE
COM
Shares25K
TypeSH
Market value$1.25M
0.92%
Sole
25K
Shared
0.00
None
0.00

SNOWFLAKE INC

SOLE
NOTE 10/0
Shares1M
TypePRN
Market value$1.23M
0.90%
Sole
1M
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
NOTE 0.875%12/0
Shares1M
TypePRN
Market value$1.20M
0.88%
Sole
1M
Shared
0.00
None
0.00

SUNRUN INC

SOLE
NOTE 4.000% 3/0
Shares1M
TypePRN
Market value$1.20M
0.88%
Sole
1M
Shared
0.00
None
0.00

SNOWFLAKE INC

SOLE
NOTE 10/0
Shares1M
TypePRN
Market value$1.18M
0.87%
Sole
1M
Shared
0.00
None
0.00
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