Alua Capital Management LP Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$1.4T

Holdings

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (21 positions)

#	Stock	Shares	Value	% Portfolio
1	COFCAPITAL ONE FINL CORP	677,086	$143.9B	9.93%
2	SNSHARKNINJA INC	1,333,442	$137.5B	9.49%
3	VVVVALVOLINE INC	3,736,932	$134.2B	9.26%
4	IBNICICI BANK LIMITED	4,105,717	$124.1B	8.57%
5	AMZNAMAZON COM INC	540,400	$118.7B	8.19%
6	FLUTFLUTTER ENTMT PLC	421,400	$107.0B	7.39%
7	FWONALIBERTY MEDIA CORP DEL	899,368	$93.9B	6.48%
8	AZOAUTOZONE INC	18,900	$81.1B	5.60%
9	CCLCARNIVAL CORP	2,371,400	$68.6B	4.73%
10	BURLBURLINGTON STORES INC	219,200	$55.8B	3.85%
11	BIRKBIRKENSTOCK HOLDING PLC	1,187,862	$53.8B	3.71%
12	CHRCHURCHILL DOWNS INC	500,280	$48.5B	3.35%
13	MSFTMICROSOFT CORP	89,300	$46.3B	3.19%
14	FCNCAFIRST CTZNS BANCSHARES INC D	23,159	$41.4B	2.86%
15	PCORPROCORE TECHNOLOGIES INC	522,580	$38.1B	2.63%
16	WWWWOLVERINE WORLD WIDE INC	1,211,040	$33.2B	2.29%
17	ARMKARAMARK	791,226	$30.4B	2.10%
18	CRMSALESFORCE INC	103,089	$24.4B	1.69%
19	GOOGLALPHABET INC	100,000	$24.3B	1.68%
20	TLVGRUPO TELEVISA S A B	8,417,570	$22.6B	1.56%
21	PINSPINTEREST INC	650,000	$20.9B	1.44%