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Alua Capital Management LP · 13F 持仓分析
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Alua Capital Management LP

No.2551 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$11.35亿
环比变动 Q1 2026
$0+0.0%
持仓股票数
15
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
15
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕·RUSSELLIWM
19.34%19.34%$2.19亿88.5万股$2.19亿88.5万股00.00%持仓不变
亚马逊AMZN
12.59%12.59%$1.43亿68.6万股$1.43亿68.6万股00.00%持仓不变
VVALVOLINE COMVVV
10.29%10.29%$1.17亿346.6万股$1.17亿346.6万股00.00%持仓不变
汽车地带AZO
9.54%9.54%$1.08亿3.2万股$1.08亿3.2万股00.00%持仓不变
ICICI BANK LIMITEDIBN
9.37%9.37%$1.06亿410.6万股$1.06亿410.6万股00.00%持仓不变
第一资本COF
8.65%8.65%$9,809.0万53.8万股$9,809.0万53.8万股00.00%持仓不变
CADENCE DESIGN SYSTEM COMAYI
5.59%5.59%$6,337.7万22.6万股$6,337.7万22.6万股00.00%持仓不变
BURLINGTON STORES COMBURL
5.33%5.33%$6,045.6万18.6万股$6,045.6万18.6万股00.00%持仓不变
CHURCHILL DOWNSCHDN
4.27%4.27%$4,849.8万54.0万股$4,849.8万54.0万股00.00%持仓不变
ROKU COM CL AROKU
3.95%3.95%$4,486.9万47.4万股$4,486.9万47.4万股00.00%持仓不变
FIRST CTZNS BANCSHARES DFCNCA
3.85%3.85%$4,364.7万2.3万股$4,364.7万2.3万股00.00%持仓不变
NVENT ELECTRICNVT
2.41%2.41%$2,739.4万23.2万股$2,739.4万23.2万股00.00%持仓不变
OONTO INNOVATIONONTO
2.38%2.38%$2,701.2万13.2万股$2,701.2万13.2万股00.00%持仓不变
FLOOR & DECORFND
1.97%1.97%$2,239.3万44.1万股$2,239.3万44.1万股00.00%持仓不变
GGRUPO TELEVISA S A B SPON ADR REP ORDTV
0.46%0.46%$519.0万178.4万股$519.0万178.4万股00.00%持仓不变

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