Luxor Capital Group, LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.54 Billion distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Door Dash, Inc. with a value of $130M, Intapp, Inc. with a value of $97.1M, Triumph Bancorp, Inc. with a value of $50.9M, Ftai Infrastructure LLC with a value of $43M, and Aer Cap Holdings N.V. with a value of $42.8M.

Examining the 13F form we can see an increase of $393M in the current position value, from $1.14B to 1.54B.

Luxor Capital Group, LP is based out at New York, NY

Below you can find more details about Luxor Capital Group, LP portfolio as well as his latest detailed transactions.

Portfolio value $1.54 Billion
ETFs: $685 Million
Technology: $209 Million
Consumer Defensive: $176 Million
Communication Services: $172 Million
Consumer Cyclical: $88 Million
Financial Services: $50.9 Million
Industrials: $44.6 Million
Utilities: $41.6 Million
Other: $18.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $1.54 Billion
  • Prior Value $1.14 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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