Institutional Manager · CIK 0002088424
Alamut Investment Management LLP
LONDON, X0 · File #028-25858
Latest AUM
$82.3M
Positions
3
Top-10 Concentration
100.0%
Filings
2
Portfolio Value Over Time
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | FLUTTER ENTMT PLC | G3643J108 | +64,551 | +$13.9M | -$3.2M |
| ADD | NIQ GLOBAL INTELLIGENCE PLC | NIQ | +778,674 | +$12.8M | +$900,493 |
| ADD | LIBERTY MEDIA CORP DEL | FWONB | +6,908 | +$680,507 | -$1.1M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20253 pos · $82.3M
- 13F HOLDINGS REPORTQ/E Sep 20253 pos · $58.3M
Top 3 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NIQ GLOBAL INTELLIGENCE PLC | NIQ | 1,918,538 | $31.6M | 38.43% |
| 2 | FLUTTER ENTMT PLC | G3643J108 | 145,777 | $31.3M | 38.08% |
| 3 | LIBERTY MEDIA CORP DEL | FWONB | 196,311 | $19.3M | 23.49% |