Luma Capital S.A. - SPF

**Luma Capital S.A. - SPF** manages $107M across 11 concentrated positions, exhibiting a technology and growth-oriented mandate. The portfolio is significantly anchored by mega-cap tech names, with GOOGL ($18.4M) and AMZN ($18.2M) representing the two largest allocations. Further notable concentrations include MKL ($15.1M) and V ($11.9M), suggesting a focus on digital infrastructure, e-commerce, and payment ecosystems. This structure indicates a conviction-driven approach targeting established market leaders.

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