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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001316580

Luxor Capital Group, LP

NEW YORK, NY · File #028-11212

Latest AUM
$1.31B
Positions
49
Top-10 Concentration
73.5%
Filings
12

Sector Allocation

Financials
14.1%$184.3M
Technology
9.8%$127.5M
Industrials
5.6%$73.7M
Utilities
5.0%$65.7M
Energy
4.7%$61.5M
Healthcare
3.4%$45.0M
Real Estate
2.2%$29.1M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1AMAZON COM INCAMZN945,000$218.1M16.70%
2INVESCO QQQ TRIVZ300,000$184.3M14.11%
3ISHARES TR464287655510,000$125.5M9.61%
4DOORDASH INCDASH482,500$109.3M8.37%
5AERCAP HOLDINGS NVAER486,100$69.9M5.35%
6GOLAR LNG LTDGLNG1,653,100$61.5M4.71%
7INTAPP INCINTA1,139,300$52.2M4.00%
8NRG ENERGY INCNRG297,600$47.4M3.63%
9TRIUMPH FINANCIAL INCTFIN-P739,958$46.3M3.55%
10HARROW INCHROW917,541$45.0M3.44%
11SPHERE ENTERTAINMENT COSPHR333,390$31.7M2.43%
12ASTRONICS CORPATROB453,305$24.6M1.88%
13NVIDIA CORPORATIONNVDA125,000$23.3M1.79%
14COMPASS INCCOMP1,864,974$19.7M1.51%
15COUPANG INCCPNG812,000$19.2M1.47%
16CENTURI HOLDINGS INCCTRI724,300$18.3M1.40%
17FTAI AVIATION LTDFTAIN92,814$18.3M1.40%
18SPDR S&P 500 ETF TRSPY25,000$17.0M1.31%
19PEGASYSTEMS INCPEGA245,983$14.7M1.12%
20SPHERE ENTERTAINMENT COSPHR4,996,000$13.7M1.05%