What smart money is saying about Lumine Group
LMN.V
No fund has written a full thesis on Lumine Group in our archive, but 1 fund letter reports a position in it — most recently REQ in July 2026.
1
Reported positions
1
Bought
0
Sold
1
Letter
Position history
Every position in Lumine Group on record in the archive was reported in Q3 2026, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 0 |
Fund activity · 1 position · 1 move
- AddedREQJuly 2026
“Conversely, we added to Topicus and Lumine at various points during their share price declines in the first half, where the underlying development and our long-term conviction remained strong while the valuation became more attractive.”
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Read the letters behind these Lumine Group positions
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