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Lumina Fund Management Llc - Diego Giurleo

Lumina Fund Management Llc a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
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Diego Giurleo

Diego Giurleo
Lumina Fund Management Llc

Hedge Fund Manager
Ranked #40 out of 487 Hedge Fund Managers

Portfolio Gain

+168.32%
Since Jan 2016

Sharpe Ratio

3.13
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$163.71M
Diego Giurleo manages more assets than 5% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+20.10%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
99.70% General
0.00% Technology
0.00% Healthcare
0.00% Consumer Cyclical
0.00% Industrial Goods
0.00% Communication Services
0.00% Energy
0.00% Financial
A breakdown of Lumina Fund Management Llc's portfolio by sector

Lumina Fund Management Llc Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
SPDR S&P 500 ETF Trust
Reduced
General
$443.38
($409.21-$477.55)
+11.58%
-8.24%
152.94M
93.13%
Adobe
Sold Out
Technology
$569.22
($504.55-$633.89)
-19.06%
-100.00%
0.00
0.00%
Agilent
Sold Out
Healthcare
$119.02
($96.80-$141.24)
+11.17%
-100.00%
0.00
0.00%
Amazon
Sold Out
Consumer Cyclical
$136.99
($118.35-$155.63)
+20.86%
-100.00%
0.00
0.00%
Analog Devices
Sold Out
Technology
$178.88
($154.99-$202.77)
+8.34%
-100.00%
0.00
0.00%
Apple
Sold Out
Technology
$182.65
($165.67-$199.62)
-1.14%
-100.00%
0.00
0.00%
Broadcom
Sold Out
Technology
$980.37
($808.91-$1.15K)
+27.05%
-100.00%
0.00
0.00%
Boeing
Sold Out
Industrial Goods
$221.90
($176.25-$267.54)
-29.81%
-100.00%
0.00
0.00%
Applied Materials
Sold Out
Technology
$147.11
($129.21-$165.01)
+32.28%
-100.00%
0.00
0.00%
Bristol-Myers Squibb
Sold Out
Healthcare
$53.16
($48.25-$58.06)
-12.02%
-100.00%
0.00
0.00%
See a list of Lumina Fund Management Llc's holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details

Measured Performance

Compare Lumina Fund Management Llc's performance with other Hedge Funds and the S&P 500

Lumina Fund Management Llc activity FAQ

What is Lumina Fund Management Llc’s portfolio gain since Jun 2013?
Lumina Fund Management Llc’s portfolio gain since Jun 2013 was 168.32%.
    What is Lumina Fund Management Llc’s Sharpe Ratio?
    Lumina Fund Management Llc’s Sharpe Ratio is 3.13.
      What is Lumina Fund Management Llc’s portfolio value?
      Lumina Fund Management Llc’s portfolio value is $163.71M.
        What is Lumina Fund Management Llc’s average return since the fund’s last 13F filing?
        Lumina Fund Management Llc’s average return since the fund’s last 13F filing is 11.72%.
          What was Lumina Fund Management Llc’s average return in the last 12 months?
          Lumina Fund Management Llc’s average return in the last 12 months was 30.42%.
            What was Lumina Fund Management Llc’s average return in the last 3 years?
            Lumina Fund Management Llc’s average return in the last 3 years was 20.10%.
              When was the most recent most recent 13F form submitted by Lumina Fund Management Llc?
              Lumina Fund Management Llc's most recent 13F form was submitted on Dec 31, 2023.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Diego Giurleo Net Worth?
                  Diego Giurleo is Managing Lumina Fund Management Llc which has a net worth of $163.71M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Diego Giurleo and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.