2026 Q2 Portfolio Activity
In 2026 Q2, Alamut Investment Management LLP maintained a portfolio of 3 distinct positions. They heavily accumulated shares in FLUTTER ENTMT PLC, increasing the position by 94.1%.
Position History
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Total Positions
3
Quarter
2026 Q2
Top Holding
FWONK (48.2%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-3 of 3
Alamut Investment Management LLP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
FWONK
LIBERTY MEDIA C...
|
Communication Services | 48.17% | 41.54% |
#1
1
Prev: #2
|
8.5 |
—
|
131,350 | 26.8% |
P
S
|
621,673 | $59,145,969 |
$93.23
+9.2%
|
2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
N/A
NIQ GLOBAL INTE...
|
|
Unknown | 26.10% | 42.27% |
#2
1
Prev: #1
|
6.0 |
—
|
-303,242 | -8.1% |
P
S
|
3,427,873 | $32,050,613 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
FLUT
FLUTTER ENTMT P...
|
Consumer Cyclical | 25.73% | 16.19% |
#3
Prev: #3
|
8.0 |
—
|
149,900 | 94.1% |
P
S
|
309,268 | $31,597,912 |
$165.60
-38.5%
|
2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-3 of 3 holdings