AA
Ahara Advisors LLC 13F Holdings & Position Changes (Q2 2026)
Ahara Advisors LLCCIK: 0002116771
Diversified strategyMomentum followerSector-focused
Total reported value
$147.9M
Reporting period: 2026-06-30 · Number of holdings: 55
Ahara Advisors LLC disclosed 55 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $147.9M and a quarterly turnover rate of 24.4%.
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Personality snowflake
- Concentration
- 20.87
- Portfolio Stability
- 24.42
- Momentum
- 100
- Sector conviction
- 89.11
- Diversification
- 100
- Sizing Uniformity
- 86.2
Ahara Advisors LLC's disclosed holdings carry a Herfindahl concentration index of 0.052 — mathematically equivalent to about 19 equally-sized positions, well below its 55 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.38), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd AMD
+17.5% $3.6M
Trim BRK-B
-22.8% -$1.1M
Add STUB
+56.7% $2.1M
Add NVDA
+33.8% $3.0M
Trim GOOGL
-13.4% $677.1K
Trim MSFT
-6.1% -$244.0K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 14.02% | +0.28% | +9.41% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 8.43% | -0.52% | -5.40% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.43% | -0.96% | -13.37% | |
| 4 | UBER | Uber Technologies Inc | Stock-Industrials | 6.37% | +0.60% | +36.22% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 5.88% | +1.14% | +33.79% | |
| 6 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 5.34% | +0.02% | +9.45% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.48% | -0.53% | -6.15% | |
| 8 | AMD | Advanced Micro Devices | Stock-Tech | 3.48% | +2.20% | +17.47% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.39% | -0.43% | -3.62% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.09% | -1.65% | -22.83% | |
| 11 | PATH | Uipath Inc - Class A | Stock-Tech | 2.92% | -0.12% | EXIT | |
| 12 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 2.91% | -0.07% | +8.88% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.88% | -0.89% | -6.13% | |
| 14 | CRWV | Coreweave Inc-cl A | Stock-Tech | 2.81% | +0.07% | -1.17% | |
| 15 | RBLX | Roblox CORP -class A | Stock-Comm Services | 2.26% | -0.65% | — | |
| 16 | RNG | Ringcentral Inc-class A | Stock-Tech | 2.18% | -0.44% | -1.82% | |
| 17 | STUB | Stubhub Holdings Inc-class A | Stock-Other | 2.04% | +1.26% | +56.66% | |
| 18 | MQ | Marqeta Inc-a | Stock-Other | 1.93% | +0.05% | +27.77% | |
| 19 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.82% | — | +24.27% | |
| 20 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 1.63% | +0.78% | +84.06% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.36% | -0.40% | -16.57% | |
| 22 | OKTA | Okta Inc | Stock-Tech | 1.21% | +0.36% | +1.97% | |
| 23 | FSLR | First Solar Inc | Stock-Tech | 1.20% | -0.14% | -6.84% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.14% | +0.08% | -6.06% | |
| 25 | CRM | Salesforce Inc | Stock-Tech | 1.08% | -0.13% | +31.77% | |
| 26 | INTU | Intuit Inc | Stock-Tech | 1.03% | +0.35% | +210.46% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.02% | -0.13% | -2.98% | |
| 28 | ETSY | Etsy Inc | Stock-Consumer Disc | 1.00% | +0.04% | -14.54% | |
| 29 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.78% | +0.02% | +2885.71% | |
| 30 | DUOL | Duolingo | Stock-Tech | 0.72% | +0.15% | +34.51% | |
| 31 | ASML | ASML Holding N.V. | Stock-Tech | 0.70% | +0.12% | -2.08% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.66% | -0.10% | +43.09% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | -0.01% | -0.74% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | -0.04% | — | |
| 35 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.50% | -0.10% | -10.34% | |
| 36 | S | Sentinelone Inc -class A | Stock-Tech | 0.47% | +0.02% | -2.83% | |
| 37 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.42% | -0.07% | — | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | -0.16% | -8.83% | |
| 39 | PGR | Progressive CORP | Stock-Financials | 0.39% | +0.02% | +18.37% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.39% | -0.09% | -20.28% | |
| 41 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.37% | -0.10% | — | |
| 42 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.35% | +0.16% | -2.33% | |
| 43 | FDS | Factset Research Systems Inc | Stock-Financials | 0.33% | +0.01% | +19.74% | |
| 44 | BLND | Blend Labs Inc-a | Stock-Other | 0.32% | -0.10% | -7.91% | |
| 45 | HROW | Harrow Inc | Stock-Other | 0.30% | -0.18% | -35.31% | |
| 46 | AMPL | Amplitude Inc-class A | Stock-Other | 0.30% | +0.30% | NEW | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.28% | -0.06% | +0.45% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | +0.02% | +14.29% | |
| 49 | ZM | Zoom Communications Inc | Stock-Tech | 0.25% | -0.04% | +1.61% | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.25% | +0.05% | +39.53% |
1–50 of 56
Portfolio Performance
Performance for Q3 2026
+3.7%
Performance Last 4 Quarters
+16.8%
- Stdev
- +23.4%
- Beta
- +1.19
- Alpha
- +4.3%
- Max Drawdown
- -2.1%
- Annualized Perf
- +36.5%
- Batting Avg vs S&P
- +66.7%
- Sortino
- +4.75
- Stutzer
- +0.49
- Treynor
- +0.28
- Sterling
- —
- Calmar
- +17.27
- Information Ratio
- +1.09
- Tracking Error
- +8.3%
- Stdev Down
- +7.1%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.56
- Sharpe
- +1.44
- Stdev Sectors
- +14.7%
- Skewness
- +0.81
- Kurtosis
- -0.34
- Upside Potential
- +6.63
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Ahara Advisors LLC's most significant position changes for 2026-06-30: New buy: Amplitude Inc-class A (AMPL); New buy: Datadog Inc - Class A (DDOG); New buy: Palo Alto Networks Inc (PANW); Sold out: Uipath Inc - Class A (PATH); Add: Advanced Micro Devices (AMD) — shares +17.47%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +2.2% | +17.47% | Add |
| 2 | STUB | Stubhub Holdings Inc-class A | +1.3% | +56.66% | Add |
| 3 | NVDA | Nvidia CORP | +1.1% | +33.79% | Add |
| 4 | RDDT | Reddit Inc-cl A | +0.8% | +84.06% | Add |
| 5 | UBER | Uber Technologies Inc | +0.6% | +36.22% | Add |
| 6 | OKTA | Okta Inc | +0.4% | +1.97% | Add |
| 7 | INTU | Intuit Inc | +0.4% | +210.46% | Add |
| 8 | AMPL | Amplitude Inc-class A | +0.3% | NEW | New buy |
| 9 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +9.41% | Add |
| 10 | ARM | Arm Holdings Plc-adr | +0.2% | -2.33% | Trim |
| 11 | DUOL | Duolingo | +0.2% | +34.51% | Add |
| 12 | DDOG | Datadog Inc - Class A | +0.1% | NEW | New buy |
| 13 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 14 | ASML | ASML Holding N.V. | +0.1% | -2.08% | Trim |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -6.06% | Trim |
| 16 | CRWV | Coreweave Inc-cl A | +0.1% | -1.17% | Trim |
| 17 | MQ | Marqeta Inc-a | +0.1% | +27.77% | Add |
| 18 | SCHF | Schwab Intl Equity ETF | +0.1% | +39.53% | Add |
| 19 | ETSY | Etsy Inc | 0% | -14.54% | Trim |
| 20 | ABNB | Airbnb Inc-class A | 0% | +9.45% | Add |
| 21 | BKNG | Booking Holdings Inc | 0% | +2885.71% | Add |
| 22 | S | Sentinelone Inc -class A | 0% | -2.83% | Trim |
| 23 | PGR | Progressive CORP | 0% | +18.37% | Add |
| 24 | VOO | Vanguard S&p 500 ETF | 0% | +14.29% | Add |
| 25 | FDS | Factset Research Systems Inc | 0% | +19.74% | Add |
| 26 | DIS | Walt Disney Co/the | — | +24.27% | Add |
| 27 | AVGO | Broadcom Inc | 0% | -0.74% | Trim |
| 28 | VWO | Vanguard Ftse Emerging Marke | 0% | +3.89% | Add |
| 29 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 30 | ZM | Zoom Communications Inc | 0% | +1.61% | Add |
| 31 | WFC | Wells Fargo & Co | -0.1% | +0.45% | Add |
| 32 | EXPE | Expedia Group Inc | -0.1% | +8.88% | Add |
| 33 | IEUR | Ishares Core Msci Europe ETF | -0.1% | — | Unchanged |
| 34 | XOM | Exxon Mobil CORP | -0.1% | -7.09% | Trim |
| 35 | FXI | Ishares China Large-cap ETF | -0.1% | — | Unchanged |
| 36 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -20.28% | Trim |
| 37 | NFLX | Netflix Inc | -0.1% | +43.09% | Add |
| 38 | BLND | Blend Labs Inc-a | -0.1% | -7.91% | Trim |
| 39 | PINS | Pinterest Inc- Class A | -0.1% | -10.34% | Trim |
| 40 | MELI | Mercadolibre Inc | -0.1% | — | Unchanged |
| 41 | PATH | Uipath Inc - Class A | -0.1% | EXIT | Sold out |
| 42 | CRM | Salesforce Inc | -0.1% | +31.77% | Add |
| 43 | TSLA | Tesla Inc | -0.1% | -2.98% | Trim |
| 44 | FSLR | First Solar Inc | -0.1% | -6.84% | Trim |
| 45 | LYFT | Lyft Inc-a | -0.2% | -39.30% | Trim |
| 46 | META | Meta Platforms Inc-class A | -0.2% | -8.83% | Trim |
| 47 | HROW | Harrow Inc | -0.2% | -35.31% | Trim |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | -16.57% | Trim |
| 49 | AAPL | Apple Inc | -0.4% | -3.62% | Trim |
| 50 | RNG | Ringcentral Inc-class A | -0.4% | -1.82% | Trim |
1–50 of 56
Filing History
FAQ
What is Ahara Advisors LLC and what type of investor is it?
Ahara Advisors LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $147.9M, spread across 55 disclosed positions.
What are Ahara Advisors LLC's largest equity positions?
Based on the latest 13F filing, Ahara Advisors LLC's top holdings by market value are:
1. Vanguard Total Stock Mkt ETF (VTI) — $20.7M (14.0%)
2. Alphabet Inc-cl C (GOOG) — $12.5M (8.4%)
3. Alphabet Inc-cl A (GOOGL) — $9.5M (6.4%)
4. Uber Technologies Inc (UBER) — $9.4M (6.4%)
5. Nvidia CORP (NVDA) — $8.7M (5.9%)
What changes did Ahara Advisors LLC make in its most recent portfolio filing?
In the latest reported quarter, Ahara Advisors LLC made 51 notable position adjustments: 3 new positions were initiated, 23 existing holdings were added to, 24 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Amplitude Inc-class A (AMPL); New buy: Datadog Inc - Class A (DDOG); New buy: Palo Alto Networks Inc (PANW); Sold out: Uipath Inc - Class A (PATH); Add: Advanced Micro Devices (AMD) — shares +17.47%
What sectors does Ahara Advisors LLC focus on?
Ahara Advisors LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 40.1%
• Communication Services: 29.8%
• Consumer Discretionary: 20.0%
• Industrials: 8.6%
• Financials: 1.4%
• Energy: 0.2%
Investment Profile
Ahara Advisors LLC returned an annualized 36.5% over the trailing 6 months — outperforming the S&P 500 by 4.3 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.19 (more volatile than the market) and a 67% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 40.1% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 24 over the past 2 quarters — a shift toward more active trading.
It has added to its VTI position over the past two quarters (+$7.0M, now $20.7M), while trimming RBLX over the same stretch (-$1.6M, still holding $3.3M).
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Developer Access
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REST API
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