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§ 13F · FUND PROFILE

Lunate Capital Ltd.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.2B (13F)Positions · 10Turnover · · Q1Filed · Apr 16, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED APR 16, 2026
#TickerNameShares$ value% portΔ Q1
1RVMDREVOLUTION MEDICINES INC549K$53M44.4%−75%
2SAILSAILPOINT INC3.00M$40M33.0%±0%
3LINELINEAGE INC600K$20M16.3%±0%
4NMRANEUMORA THERAPEUTICS INC.2.12M$4M3.4%±0%
5NAVNNAVAN INC200K$3M2.2%±0%
6RVMDWREVOLUTION MEDICINES INC450K$806K0.7%±0%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE LUNATE SIGNAL

AC read

Lunate Capital Ltd is a Other fund managing $1.2 billion in assets. The fund runs a focused portfolio of just 10 positions.

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§ 04 · FILING HISTORY

Q-by-Q deltas

2 FILINGS
Q1 2026
Steady book
+0 buys · 0 exits · 0 changed
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Lunate Capital Ltd 13F Holdings & Portfolio Analysis | Acid Capitalist