LU
Lufax Holding LtdMarquee-fund ownership over time
This quarter's activity
New positions opened
None.
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $2.75 | $1.82 | -34% |
| Millennium Management re-entered | Q4 2024(8Q snapshot) | 6Q | $2.33 | $1.82 | -22% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Citadel Advisors | Q3 2024 | Q2 2026 | → $1.87 | -32% |
| D.E. Shaw 2× in & out | Q4 2025 | Q1 2026 | → $3.11 | +17% |
| Renaissance Technologies | Q3 2024 | Q1 2026 | → $2.76 | +2% |
| AQR Capital Management | Q3 2024 | Q3 2025 | → $2.85 | +4% |
| Bridgewater Associates 2× in & out | Q1 2024 | Q2 2024 | → $2.04 | +88% |
Fundamentals
XBRL · Lufax Holding LtdNot enough XBRL history to plot. Lufax Holding Ltdhasn't tagged revenue, net income, EPS, or operating cash flow in the SEC us-gaap taxonomy with at least two fiscal-year periods — typical for SPACs / trust vehicles, pre-revenue biotechs, recent IPOs, and foreign filers reporting under IFRS.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Lufax Holding Ltd — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 6-KFORM 6-KJun 4, 2026
- 6-KFORM 6-KJun 3, 2026
- 6-KFORM 6-KMay 8, 2026
- 6-KFORM 6-KMay 7, 2026
- 6-KFORM 6-KMay 7, 2026
- 6-KFORM 6-KApr 30, 2026
- 6-KFORM 6-KApr 30, 2026
- 20-FFORM 20-FApr 30, 2026
- 6-KFORM 6-KApr 27, 2026
- 6-KFORM 6-KApr 14, 2026
- 6-KFORM 6-KApr 13, 2026
- 6-KFORM 6-KApr 8, 2026
- 6-KFORM 6-KApr 1, 2026
- 6-KFORM 6-KMar 31, 2026
- 6-KFORM 6-KMar 27, 2026
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Two Sigma Investments | Q1 2026 | open | $3.11 | $1.82 | -41% |
| D.E. Shaw | Q4 2025 | Q1 2026 | $2.65 | $3.11 | +17% |
| Millennium Management | Q4 2025 | open | $2.65 | $1.82 | -31% |
| D.E. Shaw | Q2 2025 | Q3 2025 | $2.92 | $2.85 | -2% |
| Millennium Management | Q4 2024 | Q3 2025 | $2.33 | $2.85 | +22% |
| Citadel Advisors | Q3 2024 | Q2 2026 | $2.75 | $1.87 | -32% |
| Two Sigma Investments | Q3 2024 | Q4 2025 | $2.75 | $2.65 | -4% |
| AQR Capital Management | Q3 2024 | Q3 2025 | $2.75 | $2.85 | +4% |
| Renaissance Technologies | Q3 2024 | Q1 2026 | $2.70 | $2.76 | +2% |
| Bridgewater Associates | Q1 2024 | Q2 2024 | $1.08 | $2.04 | +88% |
| Bridgewater Associates | Q1 2021 | Q1 2024 | $0.00 | — | +0% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.