Universe · entity
Alua Capital Management LP
Institutional manager (13F) · CIK 1827442
13F holdings · as of 2026-03-31 · top 14 · reported portfolio $915M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | AMAZON COM INC | $143M | 685,900 |
| 2 | VALVOLINE INC | $117M | 3,465,732 |
| 3 | AUTOZONE INC | $108M | 32,053 |
| 4 | ICICI BANK LIMITED | $106M | 4,105,717 |
| 5 | CAPITAL ONE FINL CORP | $98M | 537,686 |
| 6 | ACUITY INC | $63M | 226,168 |
| 7 | BURLINGTON STORES INC | $60M | 185,800 |
| 8 | CHURCHILL DOWNS INC | $48M | 539,890 |
| 9 | ROKU INC | $45M | 474,200 |
| 10 | FIRST CTZNS BANCSHARES INC D | $44M | 23,159 |
| 11 | NVENT ELEC PLC | $27M | 231,600 |
| 12 | ONTO INNOVATION INC | $27M | 131,721 |
| 13 | FLOOR & DECOR HLDGS INC | $22M | 440,800 |
| 14 | GRUPO TELEVISA S A B | $5M | 1,783,510 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.