Alamut Investment Management LLP
Alamut Investment Management LLP reported 3 US-listed holdings worth $122.8 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Liberty Media Corp. Del (48.2%), Niq Global Intelligence PLC (26.1%) and Flutter Entertainment plc (25.7%). Against the quarter before, it opened 0 positions, added to 2, trimmed 1 and sold out of 0.
The 3 largest of its 3 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -40.5% over the 3 quarters to 30 June 2026, against +12.1% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 2
- Flutter Entertainment plc FLUT+149,900 shares · +94%
- Liberty Media Corp. Del FWONK+131,350 shares · +27%
Trimmed 1
- Niq Global Intelligence PLC NIQ-303,242 shares · -8%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Liberty Media Corp. Del FWONK | 621.7K | $59.1 million | 48.17% | +131.3K |
| Niq Global Intelligence PLC NIQ | 3.4M | $32.1 million | 26.10% | -303.2K |
| Flutter Entertainment plc FLUT | 309.3K | $31.6 million | 25.73% | +149.9K |