Lunate Capital Ltd quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Lunate Capital Ltd opened 1 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was FIG (+$240,416); the largest decrease was FIG (+$240,416).
- FIG: Country of operation —; Class CLASS A COM STK; Shares 2026-03-31 0; Shares 2026-06-30 13,290.
Two Form 13F-HR filings compared (SEC CIK 2056786): 2026-03-31 (filed 2026-04-16) and 2026-06-30 (filed 2026-07-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Davis Wealth Advisors, LLC | United States | $0.120B | 72 |
| Prosperity Advisers, LLC | United States | $0.120B | 39 |
| Wealth Preservation Advisors, LLC | United States | $0.120B | 1,102 |
| Goldstream Capital Management Ltd | Hong Kong | $0.120B | 30 |
| GLOBAL STRATEGIC MANAGEMENT INC | United States | $0.120B | 25 |
| Madson Wealth Advisors Inc | United States | $0.120B | 84 |
| Santa Clara Valley Transportation Authority | United States | $0.120B | 4 |
| BG Investment Services, LLC | GUAM | $0.120B | 48 |
| Approach Retirement Advisors, LLC | United States | $0.120B | 79 |
| Tenzing Global Management, LLC | United States | $0.121B | 14 |