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Alamut Investment Management LLP
13F filer · CIK 0002088424Reported Aug 14, 2026
Net buyer this quarter
13F portfolio value$123MU.S. long equity reported on 13F
Positions30 new · 0 closed
Net flow last quarter+$25MBuys minus sells
Top 10 positions weight100.0%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 14, 20263 positions | |||||
| $59.1M | 48.17% | Not reported | +26.8% | Q3 2025 | |
| $32.1M | 26.10% | 1.16% | -8.1% | Q3 2025 | |
| $31.6M | 25.73% | 0.18% | +94.1% | Q3 2025 | |
| Q1 2026Reported May 15, 20263 positions | |||||
| $42.4M | 42.27% | 1.26% | +94.5% | Q3 2025 | |
| $41.7M | 41.54% | Not reported | +149.8% | Q3 2025 | |
| $16.2M | 16.19% | 0.09% | +9.3% | Q3 2025 | |
| Q4 2025Reported Feb 17, 20263 positions | |||||
| $31.6M | 38.43% | 0.65% | +68.3% | Q3 2025 | |
| $31.3M | 38.08% | 0.08% | +79.5% | Q3 2025 | |
| $19.3M | 23.49% | Not reported | +3.7% | Q3 2025 | |
| Q3 2025Reported Nov 14, 20253 positions | |||||
| $20.6M | 35.38% | 0.05% | New | Q3 2025 | |
| $19.8M | 33.93% | Not reported | New | Q3 2025 | |
| $17.9M | 30.69% | 0.39% | New | Q3 2025 | |
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