Alluvium
Alluvium Global Fund Conventum
Global Mega-cap
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy and positions in 14 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Alluvium for every strategy.
What it bought and sold
so we bought more
we bought a little more to bring the Fund’s position to 6.4%.
we were forced to sell a little.
Visa Decrease Position
we were forced to sell a little.
we bought a meaningful amount.
we increased our position
we bought a little more such that it accounts for 6.8% of the Fund.
Mastercard Decrease Position