Alamea Verwaltungs GmbH — 13F Holdings & Portfolio

CIK 1727645 · latest 13F-HR filed 2026-05-11

Alamea Verwaltungs GmbH manages $135.0M in 13F-reported U.S. long-equity assets across 87 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GLD (40.92%), WGS (8.85%), FBTC (5.15%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 17, added to 41, and trimmed 23.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$135.0M

Long-equity book

Holdings

87

Distinct positions

Period

2026-03-31

Filed 2026-05-11

Q/Q Activity

+7 / −17 / ↑41 / ↓23

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR GOLD TR$9.6M +20.6%
  • NISOURCE INC$270.0K +26.8%
  • OGE ENERGY CORP$232.7K +19.1%
  • CSX CORP$185.7K +20.5%
  • ENTERGY CORP NEW$184.5K +18.0%
Show all 41

Top Trims

  • GENEDX HOLDINGS CORP-$9.2M -43.4%
  • FIDELITY WISE ORIGIN BITCOIN-$4.8M -40.9%
  • ISHARES BITCOIN TRUST ETF-$3.9M -40.9%
  • GRAYSCALE BITCOIN TRUST ETF-$228.0K -15.2%
  • CHARGEPOINT HOLDINGS INC-$218.9K -55.5%
Show all 23

New Positions

  • CASEYS GEN STORES INC$1.0M
  • OREILLY AUTOMOTIVE INC$939.4K
  • AUTOZONE INC$749.9K
  • MURPHY USA INC$665.9K
  • VALVOLINE INC$659.4K
Show all 7

Exited Positions

  • MERSANA THERAPEUTICS INC$3.3M
  • TRUIST FINL CORP$856.6K
  • VULCAN MATLS CO$817.2K
  • QIAGEN NV$713.2K
  • ASSOCIATED BANC CORP$711.6K
Show all 17
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR GOLD TR GLD 78463V107 $55.2M 40.92% 128,343 SH
2 GENEDX HOLDINGS CORP WGS 81663L200 $11.9M 8.85% 185,989 SH
3 FIDELITY WISE ORIGIN BITCOIN FBTC 315948109 $7.0M 5.15% 117,771 SH
4 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $5.6M 4.12% 144,892 SH
5 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.1M 1.53% 3,180 SH
6 SPDR SERIES TRUST XAR 78464A631 $1.8M 1.32% 7,000 SH
7 ISHARES SILVER TR SLV 46428Q109 $1.6M 1.17% 23,109 SH
8 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.5M 1.11% 2,121 SH
9 OGE ENERGY CORP OGE 670837103 $1.5M 1.08% 30,290 SH
10 ISHARES TR IWM 464287655 $1.4M 1.03% 5,025 SH
11 AMEREN CORP AEE 023608102 $1.4M 1.01% 12,429 SH
12 NISOURCE INC NI 65473P105 $1.3M 0.95% 27,344 SH
13 ENTERGY CORP NEW ETR 29364G103 $1.2M 0.90% 10,773 SH
14 CME GROUP INC CME 12572Q105 $1.2M 0.86% 3,908 SH
15 SELECT SECTOR SPDR TR XLU 81369Y886 $1.1M 0.85% 25,000 SH
16 AMERICAN ELEC PWR CO INC AEP 025537101 $1.1M 0.84% 8,658 SH
17 CBOE GLOBAL MKTS INC CBOE 12503M108 $1.1M 0.84% 4,026 SH
18 CSX CORP CSX 126408103 $1.1M 0.81% 26,587 SH
19 CASEYS GEN STORES INC CASY 147528103 $1.0M 0.76% 1,410 SH
20 AMETEK INC AME 031100100 $955.4K 0.71% 4,457 SH
21 OREILLY AUTOMOTIVE INC ORLY 67103H107 $939.4K 0.70% 10,177 SH
22 STATE STR CORP STT 857477103 $912.2K 0.68% 7,208 SH
23 MOTOROLA SOLUTIONS INC MSI 620076307 $876.6K 0.65% 2,020 SH
24 CANADIAN PACIFIC KANSAS CITY CP 13646K108 $839.5K 0.62% 10,673 SH
25 LABCORP HOLDINGS INC LH 504922105 $817.2K 0.61% 3,063 SH
26 VIRTU FINL INC VIRT 928254101 $817.1K 0.61% 18,580 SH
27 QUEST DIAGNOSTICS INC DGX 74834L100 $805.1K 0.60% 4,108 SH
28 TRANE TECHNOLOGIES PLC TT G8994E103 $801.4K 0.59% 1,923 SH
29 AUTOZONE INC AZO 053332102 $749.9K 0.56% 222 SH
30 FORTIVE CORP FTV 34959J108 $741.7K 0.55% 13,418 SH
31 L3HARRIS TECHNOLOGIES INC LHX 502431109 $729.3K 0.54% 2,113 SH
32 APPLIED INDL TECHNOLOGIES IN AIT 03820C105 $719.0K 0.53% 2,710 SH
33 ISHARES SILVER TR SLV 46428Q109 $705.3K 0.52% 10,351 SH
34 GRAYSCALE BITCOIN TRUST ETF GBTC 389637109 $703.4K 0.52% 11,631 SH
35 PROSHARES TR II VIXY 74347Y730 $687.0K 0.51% 20,000 SH
36 ISHARES TR IEV 464287861 $679.4K 0.50% 10,000 SH
37 MURPHY USA INC MUSA 626755102 $665.9K 0.49% 1,348 SH
38 FERGUSON ENTERPRISES INC FERG 31488V107 $664.8K 0.49% 2,850 SH
39 VALVOLINE INC VVV 92047W101 $659.4K 0.49% 19,577 SH
40 WATSCO INC WSO 942622200 $650.8K 0.48% 1,789 SH
41 FIRST TR EXCHANGE-TRADED FD FXL 33734X176 $620.7K 0.46% 3,410 SH
42 SPDR GOLD TR GLD 78463V107 $615.5K 0.46% 1,428 SH
43 BIO RAD LABS INC BIO 090572207 $603.2K 0.45% 2,164 SH
44 SPDR SERIES TRUST NZUS 78464A573 $600.8K 0.45% 6,000 SH
45 EMERSON ELEC CO EMR 291011104 $592.3K 0.44% 4,521 SH
46 MYR GROUP INC MYRG 55405W104 $582.1K 0.43% 2,062 SH
47 MASTEC INC MTZ 576323109 $581.1K 0.43% 1,806 SH
48 QUANTA SVCS INC PWR 74762E102 $578.7K 0.43% 1,054 SH
49 GRAYSCALE BITCOIN TRUST ETF GBTC 389637109 $570.6K 0.42% 10,815 SH
50 SPDR GOLD TR GLD 78463V107 $558.5K 0.41% 1,298 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-11 $135.0M 87 0001420506-26-000913
2025-12-31 2026-02-13 $148.2M 97 0001420506-26-000362
2025-09-30 2025-11-13 $146.4M 104 0001420506-25-003153