What smart money is saying about Flutter Entertainment plc
FLUT
No fund has written a full thesis on Flutter Entertainment plc in our archive, but 2 fund letters report a position in it — most recently Royal London AM Royal London US Equity Trust in June 2026.
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2
Reported positions
0
Bought
2
Sold
2
Letters
Position history
Every position in Flutter Entertainment plc on record in the archive was reported in Q2 2026, across 2 fund letters — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 2 | 0 |
Fund activity · 2 positions · 2 moves
- June 2026
“Funding for these purchases came from several lower-conviction holdings including Flutter Entertainment, Comcast, Church & Dwight, BJ's Wholesale Club and Tyson Foods, where we believe capital can be allocated more effectively elsewhere.”
Flutter Entertainment plc - June 2026
“We added to Cisco Systems and Lumentum Holdings, reflecting our improving conviction in their respective wealth creation outlooks and attractive valuations. We also initiated a position in QXO, taking advantage of share price weakness to gain exposure to what we believe could become a leading consolidator in the highly fragmented building products distribution market. We increased the portfolio's exposure to specific parts of the AI infrastructure theme through purchases of Nebius Group and Arm Holdings. Nebius is emerging as a compelling beneficiary of growing AI infrastructure demand through its neocloud platform and is increasingly moving from concept to commercial reality. Arm, meanwhile, remains a high-quality accelerator within our framework, with an expanding addressable market in data centre and AI workloads that we believe is not fully reflected in current consensus expectations. Funding for these purchases came from several lower-conviction holdings including Flutter Entertainment, Comcast, Church & Dwight, BJ's Wholesale Club and Tyson Foods, where we believe capital can be allocated more effectively elsewhere.”
Flutter Entertainment plc
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