Alamut Investment Management LLP

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...