NASDAQ

Seeking Alpha @SeekingAlpha · 2026-07-23

Conventum - Alluvium Global Fund  Q2 2026 Report June

The Alluvium Global Fund reported a 1.4% decline in EUR terms during a volatile quarter driven by semiconductor rallies. Read the full analysis for more details.

Quick take

The Conventum Alluvium Global Fund reported a 1.4% decline in EUR terms for Q2 2026. Top performers included Alphabet, up 24.4%, and Robert Half, up 23.5%. The fund initiated a new position in Copart, a US car wrecker turned auction platform, which fell 14.4% during the quarter.

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