ALUA CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IBN | 4.11M | $106.34M |
 | VVV | 3.47M | $116.73M |
 | TV | 1.78M | $5.19M |
 | AMZN | 686K | $142.85M |
 | CHDN | 540K | $48.50M |
 | COF | 538K | $98.09M |
 | ROKU | 474K | $44.87M |
 | FND | 441K | $22.39M |
 | NVT | 232K | $27.39M |
 | AYI | 226K | $63.38M |
 | BURL | 186K | $60.46M |
 | ONTO | 132K | $27.01M |
 | AZO | 32K | $108.27M |
 | FCNCA | 23K | $43.65M |
ICICI Bank Limited
IBN
Shares Held
4.11M
Value
$106.34M
Valvoline Inc.
VVV
Shares Held
3.47M
Value
$116.73M
Grupo Televisa, S.A.B.
TV
Shares Held
1.78M
Value
$5.19M
Amazon.com, Inc.
AMZN
Shares Held
686K
Value
$142.85M
Churchill Downs Incorporated
CHDN
Shares Held
540K
Value
$48.50M
Capital One Financial Corporation
COF
Shares Held
538K
Value
$98.09M
Roku, Inc.
ROKU
Shares Held
474K
Value
$44.87M
Floor & Decor Holdings, Inc.
FND
Shares Held
441K
Value
$22.39M
nVent Electric plc
NVT
Shares Held
232K
Value
$27.39M
Acuity Brands, Inc.
AYI
Shares Held
226K
Value
$63.38M
Burlington Stores, Inc.
BURL
Shares Held
186K
Value
$60.46M
Onto Innovation Inc.
ONTO
Shares Held
132K
Value
$27.01M
AutoZone, Inc.
AZO
Shares Held
32K
Value
$108.27M
First Citizens BancShares, Inc.
FCNCA
Shares Held
23K
Value
$43.65M