Alua Capital Management LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.5T
Holdings
18
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ALSALLSTATE CORP | 852,590 | $171.6B | 11.77% | |
| 2 | VVVVALVOLINE INC | 3,736,932 | $141.5B | 9.70% | |
| 3 | IBNICICI BANK LIMITED | 4,105,717 | $138.1B | 9.47% | |
| 4 | COFCAPITAL ONE FINL CORP | 642,586 | $136.7B | 9.38% | |
| 5 | SNSHARKNINJA INC | 1,333,442 | $132.0B | 9.05% | |
| 6 | FLUTFLUTTER ENTMT PLC | 421,400 | $120.4B | 8.26% | |
| 7 | FWONALIBERTY MEDIA CORP DEL | 899,368 | $94.0B | 6.44% | |
| 8 | FCNCAFIRST CTZNS BANCSHARES INC N | 40,859 | $79.9B | 5.48% | |
| 9 | APGAPI GROUP CORP | 1,458,008 | $74.4B | 5.10% | |
| 10 | AZOAUTOZONE INC | 18,900 | $70.2B | 4.81% | |
| 11 | BIRKBIRKENSTOCK HOLDING PLC | 1,110,512 | $54.6B | 3.75% | |
| 12 | NUNU HLDGS LTD | 3,489,501 | $47.9B | 3.28% | |
| 13 | ROKUROKU INC | 541,515 | $47.6B | 3.26% | |
| 14 | BURLBURLINGTON STORES INC | 174,600 | $40.6B | 2.79% | |
| 15 | ARMKARAMARK | 791,226 | $33.1B | 2.27% | |
| 16 | CRMSALESFORCE INC | 103,089 | $28.1B | 1.93% | |
| 17 | SNPSSYNOPSYS INC | 51,400 | $26.4B | 1.81% | |
| 18 | TLVGRUPO TELEVISA S A B | 9,617,056 | $21.1B | 1.44% |