DOSSIER · 13F-HR · Q1 2026
Alamut Investment Management LLP
$100M in tracked AUM across 3 positions as of Q1 2026.
AI
CIK 0002088424 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Portfolio Overview
Alamut Investment Management LLP’s 13F for the quarter ended 2025-09-30 discloses a small, highly concentrated long-only equity portfolio with a total reported market value of $38.53 million and only 2 positions. The two holdings together comprise 100% of the disclosed portfolio value, so the portfolio lacks internal diversification across names. No prior 13F is available for comparison, so quarter-over-quarter activity cannot be assessed from this filing alone.
- Total por...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.