Alua Capital Management LP Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$1.2T
Holdings
21
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FCNCAFIRST CTZNS BANCSHARES INC N | 213,963 | $208.2B | 17.50% | |
| 2 | CRMSALESFORCE INC | 600,055 | $119.9B | 10.08% | |
| 3 | IBNICICI BANK LIMITED | 5,534,668 | $119.4B | 10.04% | |
| 4 | APGAPI GROUP CORP | 5,121,830 | $115.1B | 9.68% | |
| 5 | SLBSCHLUMBERGER LTD | 1,695,015 | $83.2B | 7.00% | |
| 6 | VVVVALVOLINE INC | 1,884,539 | $65.8B | 5.53% | |
| 7 | NENOBLE CORP PLC | 1,543,767 | $60.9B | 5.12% | |
| 8 | TLVGRUPO TELEVISA S A B | 10,508,468 | $55.6B | 4.67% | |
| 9 | FLT1EURFLEETCOR TECHNOLOGIES INC | 233,994 | $49.3B | 4.15% | |
| 10 | OXYOCCIDENTAL PETE CORP | 690,849 | $43.1B | 3.63% | |
| 11 | SONYSONY GROUP CORPORATION | 467,251 | $42.4B | 3.56% | |
| 12 | HLFHERBALIFE NUTRITION LTD | 2,629,835 | $42.3B | 3.56% | |
| 13 | WFRDWEATHERFORD INTL PLC | 631,213 | $37.5B | 3.15% | |
| 14 | BBWIBATH & BODY WORKS INC | 772,700 | $28.3B | 2.38% | |
| 15 | HDBHDFC BANK LTD | 365,677 | $24.4B | 2.05% | |
| 16 | WDAYWORKDAY INC | 117,233 | $24.2B | 2.04% | |
| 17 | SESEA LTD | 266,639 | $23.1B | 1.94% | |
| 18 | FTITECHNIPFMC PLC | 1,563,176 | $21.3B | 1.79% | |
| 19 | METAMETA PLATFORMS INC | 97,700 | $20.7B | 1.74% | |
| 20 | —CAREMAX INC | 1,381,767 | $3.7B | 0.31% | |
| 21 | CDLXCARDLYTICS INC | 320,899 | $1.1B | 0.09% |