CIK: 0002116771
Total reported value
$119.6M
Reporting period: 2026-03-31 · Number of holdings: 53
Ahara Advisors LLC disclosed 53 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $119.6M and a quarterly turnover rate of 22.5%.
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Ahara Advisors LLC's disclosed holdings carry a Herfindahl concentration index of 0.053 — mathematically equivalent to about 19 equally-sized positions, well below its 53 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 1.36), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 2.1 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Trim GOOG
+0.4% -$958.2K
Trim RBLX
-0.0% -$1.5M
Add GOOGL
+51.0% $2.5M
Add VTI
+24.6% $2.7M
Trim TSLA
-36.3% -$1.2M
Add UBER
+51.1% $1.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.74% | +1.22% | +24.64% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 8.95% | -1.65% | +0.40% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.39% | +1.60% | +51.00% | |
| 4 | UBER | Uber Technologies INC | Stock-Industrials | 5.77% | +1.06% | +51.10% | |
| 5 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 5.32% | -0.37% | +9.24% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.74% | -0.65% | +0.17% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 4.74% | +0.59% | +32.55% | |
| 8 | AMZN | Amazon.com INC | Stock-Consumer Disc | 4.01% | -0.57% | +5.45% | |
| 9 | AAPL | Apple INC | Stock-Tech | 3.82% | -0.45% | +4.23% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 3.77% | +0.72% | +75.70% | |
| 11 | EXPE | Expedia Group INC | Stock-Consumer Disc | 2.98% | -0.78% | +5.59% | |
| 12 | RBLX | Roblox CORP -class A | Stock-Comm Services | 2.91% | -1.62% | -0.01% | |
| 13 | CRWV | Coreweave Inc-cl A | Stock-Tech | 2.74% | +0.54% | +24.90% | |
| 14 | RNG | Ringcentral Inc-class A | Stock-Tech | 2.62% | +0.66% | +12.44% | |
| 15 | MQ | Marqeta Inc-a | Stock-Other | 1.88% | +0.31% | +50.90% | |
| 16 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.82% | — | +17.99% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.76% | -0.34% | -4.50% | |
| 18 | FSLR | First Solar INC | Stock-Tech | 1.34% | -0.52% | +3.53% | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 1.28% | +0.61% | +117.84% | |
| 20 | CRM | Salesforce INC | Stock-Tech | 1.21% | -0.36% | +19.12% | |
| 21 | TSLA | Tesla INC | Stock-Consumer Disc | 1.15% | -1.22% | -36.34% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.06% | +0.09% | +7.28% | |
| 23 | ETSY | Etsy INC | Stock-Consumer Disc | 0.96% | -0.20% | -0.64% | |
| 24 | OKTA | Okta INC | Stock-Tech | 0.85% | +0.16% | +47.84% | |
| 25 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.85% | -0.04% | +76.96% | |
| 26 | STUB | Stubhub Holdings Inc-class A | Stock-Other | 0.78% | +0.78% | NEW | |
| 27 | NFLX | Netflix INC | Stock-Comm Services | 0.76% | +0.76% | NEW | |
| 28 | BKNG | Booking Holdings INC | Stock-Consumer Disc | 0.76% | -0.11% | +21.91% | |
| 29 | INTU | Intuit INC | Stock-Tech | 0.68% | +0.68% | NEW | |
| 30 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.60% | -0.02% | +48.87% | |
| 31 | AVGO | Broadcom INC | Stock-Tech | 0.59% | +0.59% | NEW | |
| 32 | ASML | ASML Holding N.V. | Stock-Tech | 0.58% | +0.08% | +3.12% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | -0.36% | -22.99% | |
| 34 | DUOL | Duolingo | Stock-Tech | 0.57% | +0.35% | +410.61% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | -0.16% | -11.96% | |
| 36 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.49% | — | — | |
| 37 | HROW | Harrow INC | Stock-Other | 0.48% | -0.09% | +26.67% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.48% | — | +10.91% | |
| 39 | MELI | Mercadolibre INC | Stock-Consumer Disc | 0.47% | -0.13% | — | |
| 40 | S | Sentinelone INC -class A | Stock-Tech | 0.45% | +0.12% | +73.66% | |
| 41 | BLND | Blend Labs Inc-a | Stock-Other | 0.42% | -0.12% | +53.27% | |
| 42 | PGR | Progressive CORP | Stock-Financials | 0.37% | +0.37% | NEW | |
| 43 | WFC | Wells Fargo & Co | Stock-Financials | 0.34% | -0.11% | -4.38% | |
| 44 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 0.32% | -0.05% | — | |
| 45 | FDS | Factset Research Systems INC | Stock-Financials | 0.32% | -0.13% | +3.68% | |
| 46 | LYFT | Lyft Inc-a | Stock-Tech | 0.32% | -0.19% | — | |
| 47 | ZM | Zoom Communications INC | Stock-Tech | 0.29% | — | +0.14% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | — | +6.39% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | — | -23.12% | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.20% | -0.07% | -24.40% |
Performance for Q3 2026
-1.3%
Performance Last 4 Quarters
+11.9%
Based on 5 months of available history
Based on 64% of reported portfolio value with available pricing
Ahara Advisors LLC's most significant position changes for 2026-03-31: New buy: Stubhub Holdings Inc-class A (STUB); New buy: Netflix INC (NFLX); New buy: Intuit INC (INTU); New buy: Broadcom INC (AVGO); New buy: Progressive CORP (PGR).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.6% | +51.00% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +1.2% | +24.64% | Add |
| 3 | UBER | Uber Technologies INC | +1.1% | +51.10% | Add |
| 4 | MSFT | Microsoft CORP | +0.7% | +75.70% | Add |
| 5 | RNG | Ringcentral Inc-class A | +0.7% | +12.44% | Add |
| 6 | AMD | Advanced Micro Devices | +0.6% | +117.84% | Add |
| 7 | NVDA | Nvidia CORP | +0.6% | +32.55% | Add |
| 8 | CRWV | Coreweave Inc-cl A | +0.5% | +24.90% | Add |
| 9 | DUOL | Duolingo | +0.4% | +410.61% | Add |
| 10 | MQ | Marqeta Inc-a | +0.3% | +50.90% | Add |
| 11 | OKTA | Okta INC | +0.2% | +47.84% | Add |
| 12 | S | Sentinelone INC -class A | +0.1% | +73.66% | Add |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +7.28% | Add |
| 14 | ASML | ASML Holding N.V. | +0.1% | +3.12% | Add |
| 15 | PINS | Pinterest Inc- Class A | 0% | +48.87% | Add |
| 16 | RDDT | Reddit Inc-cl A | 0% | +76.96% | Add |
| 17 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -13.32% | Trim |
| 18 | FXI | Ishares China Large-cap ETF | -0.1% | — | Unchanged |
| 19 | SCHF | Schwab Intl Equity ETF | -0.1% | -24.40% | Trim |
| 20 | PATH | Uipath INC - Class A | -0.1% | -0.30% | Trim |
| 21 | HROW | Harrow INC | -0.1% | +26.67% | Add |
| 22 | WFC | Wells Fargo & Co | -0.1% | -4.38% | Trim |
| 23 | BKNG | Booking Holdings INC | -0.1% | +21.91% | Add |
| 24 | BLND | Blend Labs Inc-a | -0.1% | +53.27% | Add |
| 25 | FDS | Factset Research Systems INC | -0.1% | +3.68% | Add |
| 26 | MELI | Mercadolibre INC | -0.1% | — | Unchanged |
| 27 | IVV | Ishares Core S&p 500 ETF | -0.2% | -11.96% | Trim |
| 28 | LYFT | Lyft Inc-a | -0.2% | — | Unchanged |
| 29 | ETSY | Etsy INC | -0.2% | -0.64% | Trim |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -4.50% | Trim |
| 31 | META | Meta Platforms Inc-class A | -0.4% | -22.99% | Trim |
| 32 | CRM | Salesforce INC | -0.4% | +19.12% | Add |
| 33 | ABNB | Airbnb Inc-class A | -0.4% | +9.24% | Add |
| 34 | AAPL | Apple INC | -0.5% | +4.23% | Add |
| 35 | FSLR | First Solar INC | -0.5% | +3.53% | Add |
| 36 | AMZN | Amazon.com INC | -0.6% | +5.45% | Add |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | -0.7% | +0.17% | Add |
| 38 | EXPE | Expedia Group INC | -0.8% | +5.59% | Add |
| 39 | TSLA | Tesla INC | -1.2% | -36.34% | Trim |
| 40 | RBLX | Roblox CORP -class A | -1.6% | -0.01% | Trim |
| 41 | GOOG | Alphabet Inc-cl C | -1.7% | +0.40% | Add |
| 42 | STUB | Stubhub Holdings Inc-class A | — | NEW | New buy |
| 43 | NFLX | Netflix INC | — | NEW | New buy |
| 44 | INTU | Intuit INC | — | NEW | New buy |
| 45 | AVGO | Broadcom INC | — | NEW | New buy |
| 46 | PGR | Progressive CORP | — | NEW | New buy |
| 47 | TGT | Target CORP | — | EXIT | Sold out |
| 48 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 49 | ARM | Arm Holdings Plc-adr | — | NEW | New buy |
| 50 | GS | Goldman Sachs Group INC | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-04-02 | 13F-HR | View on EDGAR |
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