本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Alua Capital Management LP (CIK 1827442) reported $102.7M across 1 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VVV ($102.7M, 100.00%), AMZN ($0, 0.00%), AYI ($0, 0.00%), AZO ($0, 0.00%), BURL ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VVV | VALVOLINE INC | $102.7M | 100.00% | 2.6M | Trimmed |
| 2 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | Exited |
| 3 | AYI | ACUITY INC | $0 | 0.00% | 0 | Exited |
| 4 | AZO | AUTOZONE INC | $0 | 0.00% | 0 | Exited |
| 5 | BURL | BURLINGTON STORES INC | $0 | 0.00% | 0 | Exited |
| 6 | CHDN | CHURCHILL DOWNS INC | $0 | 0.00% | 0 | Exited |
| 7 | COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | Exited |
| 8 | FCNCA | FIRST CTZNS BANCSHARES INC D | $0 | 0.00% | 0 | Exited |
| 9 | FND | FLOOR & DECOR HLDGS INC | $0 | 0.00% | 0 | Exited |
| 10 | IBN | ICICI BANK LIMITED | $0 | 0.00% | 0 | Exited |
| 11 | IWM | ISHARES TR | $0 | 0.00% | 0 | Exited |
| 12 | NVT | NVENT ELEC PLC | $0 | 0.00% | 0 | Exited |
| 13 | ONTO | ONTO INNOVATION INC | $0 | 0.00% | 0 | Exited |
| 14 | ROKU | ROKU INC | $0 | 0.00% | 0 | Exited |
| 15 | TV | GRUPO TELEVISA S A B | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30