Alua Capital Management LP Purchases and Sells in Q4 2024

Alua Capital Management LP

$1.3 Billion
Q4 2024

Top Buys

Incresed Positions

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LIBERTY MEDIA CORP DEL	213K + 31.08%	N/A	899K $0
SHARKNINJA INC	156K + 17.55%	N/A	1.04M $0
UBER	195K + 15.83%	$59.93 - $86.34 $11.7M - $16.9M	1.43M $86.2M
VVV	176K + 5.13%	$36.18 - $43.41 $6.36M - $7.63M	3.61M $130M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFS	419K New	$136.3 - $182.67 $57.1M - $76.6M	419K $72.6M
GOOGL	333K New	$161.86 - $196.66 $53.8M - $65.4M	333K $63M
COF	342K New	$145.19 - $192.01 $49.7M - $65.7M	342K $61M
CRS	124K New	$149.5 - $196.14 $18.5M - $24.3M	124K $21M
CANADIAN PACIFIC KANSAS CITY	813K New	N/A	813K $0

Top Sells

Reduced Positions

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
APG	-1.92M - 42.27%	$31.48 - $39.26 $60.3M - $75.2M	2.62M $94.1M
OKTA	-524K - 78.92%	$71.81 - $86.11 $37.6M - $45.1M	140K $11M
VRT	-341K - 25.45%	N/A	1M $86.7M
TV	-1M - 7.34%	$1.68 - $2.68 $1.68M - $2.68M	12.6M $21.2M
BGC GROUP INC	-369K - 7.6%	N/A	4.48M $0

Activity Summary All Purchases 9 New Holdings 5 Increased Positions 4 All Sells 5 Reductions 5 Sold out 0 Calls 0 Puts 0

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