One of the most anticipated and largest hedge fund debuts of 2020 is Alua Capital Management. His hedge fund’s portfolio was worth $1.9 billion at the end of the second quarter of 2021, with the top ten holdings accounting for 89.33% of the total. The hedge fund’s portfolio is well-diversified, with a focus on the communications, information technology, healthcare, and financial sectors.
Insider Monkey discusses the list of the top 10 stock picks of Tom Purcell’s Alua Capital Management. The company’s revenue in the second quarter increased by 23.8 percent year over year to $520.9 million. With 9 million shares valued at $194.8 million, Eminence Capital is one of the largest shareholders in Dun & Bradstreet Holdings, Inc. First-Citizens Bank & Trust Company and IronStone Bank are both owned by First Citizens BancShares, Inc. The company’s revenue in the second quarter was $480.5 million, down 4.4 percent from the previous year. The New York Times Company ranks eighth on Tom Purcell’s Alua Capital Management’s top stock selections list. The company’s market capitalization is $8.3 billion. Darsana Capital Partners, with 9 million shares worth $410 million, is one of the largest shareholders. The Charles Schwab Corporation is a financial services firm situated in New York City. The company’s sales in the second quarter was $4.53 billion, up 84.9 percent year over year and $70 million higher than analysts’ expectations. Cardlytics, Inc. is a company that focuses on transaction-based marketing. The company’s market capitalization is $2.8 billion. Cardlytics announced a -$0.39 EPS in the second quarter of 2021, missing projections by $0.08. For more details, click Top 10 Stock Picks Of Tom Purcell’s Alua Capital Management.
