Vault-13

Alua Capital Management LP

NEW YORK, NY · CIK 1827442 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2020 · limited partnership

As an employer

US visa salary filings

Job titleFilingsMedianRange
Investment AnalystNew York, NY 3 $180,000 $175,000 – $230,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Alua Capital Management LP.

$102.7m reported value -88.8% vs Q1 2026
1positions
100.0%in top 10
0 new 0 added 1 reduced 13 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 VALVOLINE INC COM VVV VVV 2,597,673 $102.7m100.00% 100.00% ReducedShares held: Q3 2025 3.7m, Q4 2025 4.1m, Q1 2026 3.5m, Q2 2026 2.6m -868.1k -868,059 -25.1%

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
AMAZON COM INC AMZN AMZN 685,900 $142.9m685.9k shares
AUTOZONE INC AZO AZO 32,053 $108.3m32.1k shares
ICICI BANK LIMITED IBN IBN 4,105,717 $106.3m4.1m shares
CAPITAL ONE FINL CORP COF COF 537,686 $98.1m537.7k shares
ACUITY INC AYI AYI 226,168 $63.4m226.2k shares
BURLINGTON STORES INC BURL BURL 185,800 $60.5m185.8k shares
CHURCHILL DOWNS INC CHDN CHDN 539,890 $48.5m539.9k shares
ROKU INC ROKU ROKU 474,200 $44.9m474.2k shares
FIRST CTZNS BANCSHARES INC N FCNCA FCNCA 23,159 $43.6m23.2k shares
NVENT ELECTRIC PLC NVT NVT 231,600 $27.4m231.6k shares
ONTO INNOVATION INC ONTO ONTO 131,721 $27.0m131.7k shares
FLOOR & DECOR HLDGS INC FND FND 440,800 $22.4m440.8k shares
GRUPO TELEVISA S A B TV TV 1,783,510 $5.2m1.8m shares