ALUA CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TV | 8.42M | $22.64M |
 | IBN | 4.11M | $124.12M |
 | VVV | 3.74M | $134.19M |
 | CCL | 2.37M | $68.56M |
 | SN | 1.33M | $137.54M |
 | WWW | 1.21M | $33.23M |
 | BIRK | 1.19M | $53.75M |
 | FWONK | 899K | $93.94M |
 | ARMK | 791K | $30.38M |
 | COF | 677K | $143.93M |
 | PINS | 650K | $20.91M |
 | AMZN | 540K | $118.66M |
 | PCOR | 523K | $38.11M |
 | CHDN | 500K | $48.53M |
 | FLUT | 421K | $107.04M |
 | BURL | 219K | $55.79M |
 | CRM | 103K | $24.43M |
 | GOOGL | 100K | $24.31M |
 | MSFT | 89K | $46.25M |
 | FCNCA | 23K | $41.44M |
Grupo Televisa, S.A.B.
TV
Shares Held
8.42M
Value
$22.64M
ICICI Bank Limited
IBN
Shares Held
4.11M
Value
$124.12M
Valvoline Inc.
VVV
Shares Held
3.74M
Value
$134.19M
Carnival Corporation & plc
CCL
Shares Held
2.37M
Value
$68.56M
SharkNinja, Inc.
SN
Shares Held
1.33M
Value
$137.54M
Wolverine World Wide, Inc.
WWW
Shares Held
1.21M
Value
$33.23M
Birkenstock Holding plc
BIRK
Shares Held
1.19M
Value
$53.75M
Formula One Group
FWONK
Shares Held
899K
Value
$93.94M
Aramark
ARMK
Shares Held
791K
Value
$30.38M
Capital One Financial Corporation
COF
Shares Held
677K
Value
$143.93M
Pinterest, Inc.
PINS
Shares Held
650K
Value
$20.91M
Amazon.com, Inc.
AMZN
Shares Held
540K
Value
$118.66M
Procore Technologies, Inc.
PCOR
Shares Held
523K
Value
$38.11M
Churchill Downs Incorporated
CHDN
Shares Held
500K
Value
$48.53M
Flutter Entertainment plc
FLUT
Shares Held
421K
Value
$107.04M
Burlington Stores, Inc.
BURL
Shares Held
219K
Value
$55.79M
Salesforce, Inc.
CRM
Shares Held
103K
Value
$24.43M
Alphabet Inc.
GOOGL
Shares Held
100K
Value
$24.31M
Microsoft Corporation
MSFT
Shares Held
89K
Value
$46.25M
First Citizens BancShares, Inc.
FCNCA
Shares Held
23K
Value
$41.44M