# EDGAR Filing Document

**Accession Number:** 0001992915
**File Stem:** 0001992915-26-000001
**Filing Date:** 2026-2
**Character Count:** 14235
**Document Hash:** 17709a1de1826c546b10928d7cf8c97e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001992915-26-000001.hdr.sgml**: 20260217

**ACCESSION NUMBER**: 0001992915-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260217

**DATE AS OF CHANGE**: 20260217

**EFFECTIVENESS DATE**: 20260217

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** LuminArx Capital Management LP
- **CENTRAL INDEX KEY:** 0001992915

**ORGANIZATION NAME:**
- **EIN:** 921800515
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26488
- **FILM NUMBER:** 26638624

**BUSINESS ADDRESS:**
- **STREET 1:** 712 FIFTH AVENUE 23RD FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10019
- **BUSINESS PHONE:** 212-680-4579

**MAIL ADDRESS:**
- **STREET 1:** 712 FIFTH AVENUE 23RD FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10019

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** LuminArx Capital Management, LP
- **DATE OF NAME CHANGE:** 20230908

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** LuminArx Capital Management LP<br>**Address:** 712 FIFTH AVENUE 23RD FLOOR<br>NEW YORK, NY 10019

**Form 13F File Number:** 028-26488

**CRD Number (if applicable):** 000327065

**SEC File Number (if applicable):** 801-128287

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Justin Neuman<br>**Title:** Chief Compliance Officer<br>**Phone:** 212-680-4578

**Signature, Place, and Date of Signing:**

Justin Neuman  New York, NY  02-17-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 91

**Form 13F Information Table Value Total:** $107560966

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALIBABA GROUP HLDG LTD | NOTE 0.500% 6/0 | 01609WBG6 | BBG01N1MQQS2 | 3111000 | 2000000 | PRN |  | SOLE |  | 2000000 | 0 | 0 |
| ALIGNMENT HEALTHCARE INC | COM | 01625V104 | BBG00ZJ0DSR6 | 16500 | 20000 | SH | Put | SOLE |  | 20000 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JX6 | 1095500 | 3500 | SH |  | SOLE |  | 3500 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JX6 | 16125 | 10000 | SH | Put | SOLE |  | 10000 | 0 | 0 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 | BBG0015CS200 | 27498 | 64700 | SH | Put | SOLE |  | 64700 | 0 | 0 |
| AMENTUM HOLDINGS INC | COM | 023939101 | BBG01NY7B734 | 435000 | 15000 | SH |  | SOLE |  | 15000 | 0 | 0 |
| AMENTUM HOLDINGS INC | COM | 023939101 | BBG01NY7B734 | 57285 | 110100 | SH | Put | SOLE |  | 110100 | 0 | 0 |
| APPLE INC | COM | 037833100 | BBG000B9XRY4 | 3806040 | 14000 | SH |  | SOLE |  | 14000 | 0 | 0 |
| APPLE INC | COM | 037833100 | BBG000B9XRY4 | 109050 | 30000 | SH | Put | SOLE |  | 30000 | 0 | 0 |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 | BBG01Q6VBGN3 | 1006400 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| ARK ETF TR | INNOVATION ETF | 00214Q104 | BBG007FJMV58 | 384600 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| ARK ETF TR | INNOVATION ETF | 00214Q104 | BBG007FJMV58 | 61800 | 30000 | SH | Put | SOLE |  | 30000 | 0 | 0 |
| BINGEX LTD | SPONSORED ADS A | 090337106 | BBG01PR6H0V7 | 53392 | 16790 | SH |  | SOLE |  | 16790 | 0 | 0 |
| BOEING CO | COM | 097023105 | BBG01QK4ZRJ2 | 1036875 | 15000 | SH |  | SOLE |  | 15000 | 0 | 0 |
| BRIGHTSPRING HEALTH SVCS INC | COM | 10950A106 | BBG0132WL1X7 | 49696 | 1327 | SH |  | SOLE |  | 1327 | 0 | 0 |
| BRIGHTSPRING HEALTH SVCS INC | COM | 10950A106 | BBG0132WL1X7 | 16000 | 70000 | SH | Put | SOLE |  | 70000 | 0 | 0 |
| CAMPING WORLD HLDGS INC | CL A | 13462K109 | BBG00D2Z7X83 | 8125 | 25000 | SH | Call | SOLE |  | 25000 | 0 | 0 |
| CAMPING WORLD HLDGS INC | CL A | 13462K109 | BBG00D2Z7X83 | 665084 | 68354 | SH |  | SOLE |  | 68354 | 0 | 0 |
| CIPHER MINING INC | NOTE 1.750% 5/1 | 17253JAA4 | BBG01V59N2T4 | 6985000 | 2000000 | PRN |  | SOLE |  | 2000000 | 0 | 0 |
| CLEANCORE SOLUTIONS INC | CLASS B COM SHS | 184492106 | BBG01JPMJ5Z1 | 52000 | 200000 | SH |  | SOLE |  | 200000 | 0 | 0 |
| COCA COLA CO | COM | 191216100 | BBG000BMX289 | 1398200 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| COCA COLA CO | COM | 191216100 | BBG000BMX289 | 36500 | 50000 | SH | Put | SOLE |  | 50000 | 0 | 0 |
| EQV VENTURES AC CORP. II | UNIT 06/30/2032 | G3106Q110 | BBG01VHGPLJ2 | 4296750 | 425000 | SH |  | SOLE |  | 425000 | 0 | 0 |
| EVERGY INC | NOTE 4.500%12/1 | 30034WAD8 | BBG01KFFYT94 | 1218875 | 1000000 | PRN |  | SOLE |  | 1000000 | 0 | 0 |
| FIREFLY AEROSPACE INC | COM | 31816X106 | BBG00NGNL3X5 | 2406207 | 107564 | SH |  | SOLE |  | 107564 | 0 | 0 |
| FISERV INC | COM | 337738108 | BBG000BJKPG0 | 2350950 | 35000 | SH |  | SOLE |  | 35000 | 0 | 0 |
| FISERV INC | COM | 337738108 | BBG000BJKPG0 | 148063 | 57500 | SH | Put | SOLE |  | 57500 | 0 | 0 |
| FLUTTER ENTMT PLC | SH | G3643J108 | BBG000P2GPN9 | 1505280 | 7000 | SH |  | SOLE |  | 7000 | 0 | 0 |
| HUDSON PAC PPTYS INC | COM | 444097406 | BBG000QC4T33 | 766407 | 70767 | SH |  | SOLE |  | 70767 | 0 | 0 |
| INFINITY NAT RES INC | COM CL A | 456941103 | BBG01Q5ST1S0 | 707968 | 48063 | SH |  | SOLE |  | 48063 | 0 | 0 |
| IREN LIMITED | NOTE 3.250% 6/1 | 46270CAB5 | BBG01R3YBC20 | 4906000 | 2000000 | PRN |  | SOLE |  | 2000000 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | BBG000CGC9C4 | 507600 | 165000 | SH | Put | SOLE |  | 165000 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | BBG000CGC9C4 | 15385000 | 62500 | SH |  | SOLE |  | 62500 | 0 | 0 |
| ITT INC | COM | 45073V108 | BBG00CVQZQ96 | 347020 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |
| JETBLUE AIRWAYS CORP | NOTE 2.500% 9/0 | 477143AR2 | BBG01P7DJSV1 | 5348750 | 5500000 | PRN |  | SOLE |  | 5500000 | 0 | 0 |
| K GROWTH ACQUISITION CORP | UNIT 99/99/9999 | G52258103 | BBG01QLQ71W5 | 7845000 | 750000 | SH |  | SOLE |  | 750000 | 0 | 0 |
| KKR  CO INC | COM | 48251W104 | BBG01SP62209 | 1026100 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| KRANESHARES TRUST | CSI CHI INTERNET | 500767306 | BBG004XB9HY6 | 17415 | 137400 | SH | Call | SOLE |  | 137400 | 0 | 0 |
| LIGHTWAVE LOGIC INC | COM | 532275104 | BBG000BX9GM5 | 486000 | 150000 | SH |  | SOLE |  | 150000 | 0 | 0 |
| LIVE NATION ENTERTAINMENT IN | NOTE 2.875% 1/1 | 538034BC2 | BBG01R3LF2J8 | 1053000 | 1000000 | PRN |  | SOLE |  | 1000000 | 0 | 0 |
| MACH NATURAL RESOURCES LP | COM UNIT LTD PAR | 55445L100 | BBG01JJ2Q5R3 | 3525503 | 319339 | SH |  | SOLE |  | 319339 | 0 | 0 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | BBG001NVJ6W4 | 45938 | 12500 | SH | Call | SOLE |  | 12500 | 0 | 0 |
| NIQ GLOBAL INTELLIGENCE PLC | ORDINARY SHARES | G63755105 | BBG01VV3KTK1 | 776992 | 47119 | SH |  | SOLE |  | 47119 | 0 | 0 |
| NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | BBG000BSRN78 | 7900 | 10000 | SH | Put | SOLE |  | 10000 | 0 | 0 |
| NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | BBG000BSRN78 | 111600 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG000BBJQV0 | 39000 | 10000 | SH | Call | SOLE |  | 10000 | 0 | 0 |
| PENN ENTERTAINMENT INC | COM | 707569109 | BBG000CDZLV8 | 101750 | 75000 | SH | Call | SOLE |  | 75000 | 0 | 0 |
| RAMACO RES INC | NOTE 11/0 | 75134PAB1 | BBG01YC49ZR6 | 849800 | 1000000 | PRN |  | SOLE |  | 1000000 | 0 | 0 |
| RIOT PLATFORMS INC | COM | 767292105 | BBG000BQ4512 | 7875 | 45000 | SH | Call | SOLE |  | 45000 | 0 | 0 |
| RIOT PLATFORMS INC | NOTE 0.750% 1/1 | 767292AB1 | BBG01R6JDJR6 | 2267500 | 2000000 | PRN |  | SOLE |  | 2000000 | 0 | 0 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | BBG008NMBXN8 | 282750 | 2500 | SH |  | SOLE |  | 2500 | 0 | 0 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | BBG008NMBXN8 | 241500 | 30000 | SH | Put | SOLE |  | 30000 | 0 | 0 |
| SATELLOGIC INC | COM CL A | 80401C100 | BBG0135WF1H9 | 663850 | 355000 | SH |  | SOLE |  | 355000 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 | BBG000BJ20S2 | 67500 | 100000 | SH | Put | SOLE |  | 100000 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 | BBG000BJ29X7 | 62000 | 200000 | SH | Put | SOLE |  | 200000 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 | BBG000BJ2RF7 | 72000 | 30000 | SH | Put | SOLE |  | 30000 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 | BBG000BJ20S2 | 447100 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 | BBG000BJ29X7 | 547700 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 | BBG000BJ2RF7 | 387800 | 2500 | SH |  | SOLE |  | 2500 | 0 | 0 |
| SHARKNINJA INC | COM SHS | G8068L108 | BBG01HN2K357 | 48000 | 20000 | SH | Call | SOLE |  | 20000 | 0 | 0 |
| SNOWFLAKE INC | NOTE 10/0 | 833445AB5 | BBG01PZXTX71 | 1487000 | 1000000 | PRN |  | SOLE |  | 1000000 | 0 | 0 |
| SNOWFLAKE INC | NOTE 10/0 | 833445AD1 | BBG01PZY0Y50 | 1549000 | 1000000 | PRN |  | SOLE |  | 1000000 | 0 | 0 |
| SOLVENTUM CORP | COM SHS | 83444M101 | BBG018YZH6T3 | 158480 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |
| SOLVENTUM CORP | COM SHS | 83444M101 | BBG018YZH6T3 | 53500 | 10000 | SH | Put | SOLE |  | 10000 | 0 | 0 |
| SOUTHERN CO | NOTE 4.500% 6/1 | 842587DZ7 | BBG01MRBPYK2 | 1604250 | 1500000 | PRN |  | SOLE |  | 1500000 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG000BDTBL9 | 349875 | 200000 | SH | Call | SOLE |  | 200000 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG000BDTBL9 | 525650 | 90000 | SH | Put | SOLE |  | 90000 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A714 | BBG000D80VV4 | 130500 | 60000 | SH | Put | SOLE |  | 60000 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A870 | BBG000MQQ963 | 91227 | 30100 | SH | Put | SOLE |  | 30100 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A714 | BBG000D80VV4 | 639675 | 7500 | SH |  | SOLE |  | 7500 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A870 | BBG000MQQ963 | 914475 | 7500 | SH |  | SOLE |  | 7500 | 0 | 0 |
| SUNRUN INC | NOTE 4.000% 3/0 | 86771WAD7 | BBG01LNVHK50 | 1420500 | 1000000 | PRN |  | SOLE |  | 1000000 | 0 | 0 |
| TAPESTRY INC | COM | 876030107 | BBG000BY29C7 | 2555400 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| TAPESTRY INC | COM | 876030107 | BBG000BY29C7 | 24680 | 44600 | SH | Put | SOLE |  | 44600 | 0 | 0 |
| TESLA INC | COM | 88160R101 | BBG000N9MNX3 | 13200 | 2000 | SH | Put | SOLE |  | 2000 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 | BBG000BV8DN6 | 384025 | 2500 | SH |  | SOLE |  | 2500 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 | BBG000BV8DN6 | 44350 | 30000 | SH | Put | SOLE |  | 30000 | 0 | 0 |
| TXO PARTNERS LP | COM UNIT | 87313P103 | BBG004DFHP54 | 3779954 | 354260 | SH |  | SOLE |  | 354260 | 0 | 0 |
| UBER TECHNOLOGIES INC | NOTE 0.875%12/0 | 90353TAM2 | BBG01K8CD1G5 | 1299500 | 1000000 | PRN |  | SOLE |  | 1000000 | 0 | 0 |
| UBS GROUP AG | SHS | H42097107 | BBG007DJM539 | 10625 | 125000 | SH | Put | SOLE |  | 125000 | 0 | 0 |
| UL SOLUTIONS INC | CLASS A COM SHS | 903731107 | BBG007N72M93 | 69720 | 49800 | SH | Call | SOLE |  | 49800 | 0 | 0 |
| UL SOLUTIONS INC | CLASS A COM SHS | 903731107 | BBG007N72M93 | 788600 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| UPSTART HLDGS INC | NOTE 1.000%11/1 | 91680MAF4 | BBG01QRZT707 | 1314375 | 1500000 | PRN |  | SOLE |  | 1500000 | 0 | 0 |
| UPSTART HLDGS INC | NOTE 2.000%10/0 | 91680MAD9 | BBG01PSQNBR6 | 632500 | 500000 | PRN |  | SOLE |  | 500000 | 0 | 0 |
| V2X INC | COM | 92242T101 | BBG005PG80K4 | 545500 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| VIKING HOLDINGS LTD | ORD SHS | G93A5A101 | BBG004YZ9G29 | 1071150 | 15000 | SH |  | SOLE |  | 15000 | 0 | 0 |
| VIKING HOLDINGS LTD | ORD SHS | G93A5A101 | BBG004YZ9G29 | 13125 | 35000 | SH | Put | SOLE |  | 35000 | 0 | 0 |
| WALMART INC | COM | 931142103 | BBG000BWXBC2 | 1949675 | 17500 | SH |  | SOLE |  | 17500 | 0 | 0 |
| WALMART INC | COM | 931142103 | BBG000BWXBC2 | 55500 | 50000 | SH | Put | SOLE |  | 50000 | 0 | 0 |
| WEALTHFRONT CORP | COM | 947002101 | BBG002WK8MH0 | 1576467 | 116002 | SH |  | SOLE |  | 116002 | 0 | 0 |
| WISDOMTREE INC | NOTE 3.250% 8/1 | 97717PAH7 | BBG01P6W0W96 | 1204375 | 1000000 | PRN |  | SOLE |  | 1000000 | 0 | 0 |

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