Alamut Investment Management LLP

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Alamut Investment Management LLP reported 3 stock positions worth $122.8 million. Its top holding was Liberty Media Class C (FWONK) at 48.2% of the portfolio, followed by Niq Global Intelligence (NIQ, 26.1%) and Flutter Entertainment PLC-Di (FLUT, 25.7%). Compared with Q1 2026, it added to 2 and reduced 1. The biggest buy was Flutter Entertainment PLC-Di (FLUT, shares +94%) and the biggest sale Niq Global Intelligence (NIQ, shares −8%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0002088424
Portfolio Value
$122.8M (Q2 2026)
SEC Filing
0002088424-26-000003 ↗ filed Aug 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q3 2025: $58.3M Q3 2025 Q4 2025: $82.3M Q4 2025 Q1 2026: $100.4M Q1 2026 Q2 2026: $122.8M $122.8M Q2 2026

Holdings 3 stocks · $122.8M
FWONK Liberty Media Corp. Class C 48.17% 621,673 $59.1M Add +26.8%
NIQ Niq Global Intelligence PLC 26.10% 3,427,873 $32.1M Reduce -8.1%
FLUT Flutter Entertainment PLC-Di 25.73% 309,268 $31.6M Add +94.1%

Portfolio Sells Q1 2026 → Q2 2026
NIQ Niq Global Intelligence PLC Reduce -8.1% 26.10% −16.17

Portfolio Buys Q1 2026 → Q2 2026
FLUT Flutter Entertainment PLC-Di Add +94.1% 25.73% +9.54
FWONK Liberty Media Corp. Class C Add +26.8% 48.17% +6.63

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$122.8MFWONK, NIQ, FLUT
Q1 2026 3$100.4MNIQ, FWONK, FLUT
Q4 2025 3$82.3MNIQ, FLUT, FWONK
Q3 2025 3$58.3MFLUT, FWONK, NIQ