Alua Capital Management LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$1.6T
Holdings
18
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FCNCAFIRST CTZNS BANCSHARES INC N | 91,721 | $193.8B | 12.04% | |
| 2 | ALSALLSTATE CORP | 933,523 | $180.0B | 11.18% | |
| 3 | IBNICICI BANK LIMITED | 5,676,171 | $169.5B | 10.53% | |
| 4 | VVVVALVOLINE INC | 3,605,281 | $130.4B | 8.11% | |
| 5 | VRTVERTIV HOLDINGS CO | 1,000,000 | $113.6B | 7.06% | |
| 6 | CRMSALESFORCE INC | 321,955 | $107.6B | 6.69% | |
| 7 | SNSHARKNINJA INC | 1,042,489 | $101.5B | 6.31% | |
| 8 | APGAPI GROUP CORP | 2,615,900 | $94.1B | 5.85% | |
| 9 | UBERUBER TECHNOLOGIES INC | 1,428,482 | $86.2B | 5.35% | |
| 10 | FWONALIBERTY MEDIA CORP DEL | 899,368 | $83.3B | 5.18% | |
| 11 | DFSEURDISCOVER FINL SVCS | 419,100 | $72.6B | 4.51% | |
| 12 | GOOGLALPHABET INC | 332,600 | $63.0B | 3.91% | |
| 13 | COFCAPITAL ONE FINL CORP | 342,148 | $61.0B | 3.79% | |
| 14 | CPCANADIAN PACIFIC KANSAS CITY | 813,100 | $58.9B | 3.66% | |
| 15 | BGCBGC GROUP INC | 4,480,425 | $40.6B | 2.52% | |
| 16 | TLVGRUPO TELEVISA S A B | 12,617,056 | $21.2B | 1.32% | |
| 17 | CRSCARPENTER TECHNOLOGY CORP | 123,662 | $21.0B | 1.30% | |
| 18 | OKTAOKTA INC | 139,915 | $11.0B | 0.69% |