Ahara Advisors LLC
Sector Allocation
- Technology64.9%$98.8M
- Other17.1%$26.1M
- Consumer Discretionary8.3%$12.7M
- Communication Services4.4%$6.7M
- Financials3.7%$5.6M
- Industrials1.1%$1.7M
- Healthcare0.3%$448,950
- Energy0.1%$202,346
AUM History
13fpro.ai/research/fund/ahara-advisors-llc-2116771
Conviction and streaks
Diversifying · top 10 = 58.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$20.7M
GOOG
$12.5MGOOGL
$9.5MUBER
$9.4MNVDA
$8.7MABNB
$7.9MAMZN
$5.2MAMD
$5.1MAAPL
$5.0MBRK.B
$4.6MEXPE
$4.3MPATH
$4.3MMSFT
$4.3MCRWV
$4.2MRBLX
$3.3MRNG
$3.2MSTUB
$3.0MMQ
$2.9MDIS
$2.7MRDDT
$2.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/ahara-advisors-llc-2116771
Ahara Advisors LLC 13F holdings — Q2 2026
$152.2M portfolio (+27.2% QoQ) · 56 holdings · Q2 2026 13F · top 10 are 58% of the stock portfolio
- 1
VANGUARD INDEX FDS - TOTAL STK MKT
$20.7M
13.6% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— $12.5M
8.2% of stocks
-5%This quarter-8.1%Since filed3+ qtrsHeld$9.5M
6.3% of stocks
-13%This quarter-8.1%Since filed3+ qtrsHeld$9.4M
6.2% of stocks
+36%This quarter-6.0%Since filed3+ qtrsHeld$8.7M
5.7% of stocks
+34%This quarter+1.9%Since filed3+ qtrsHeld$7.9M
5.2% of stocks
+9%This quarter+22.1%Since filed3+ qtrsHeld$5.2M
3.4% of stocks
-6%This quarter+1.7%Since filed3+ qtrsHeld$5.1M
3.4% of stocks
+17%This quarter-3.8%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$5.0M
3.3% of stocks
-4%This quarter+5.5%Since filed3+ qtrsHeld$4.6M
3.0% of stocks
-23%This quarter—Since filed3+ qtrsHeld
All holdings — Ahara Advisors LLC (Q2 2026)
56 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Expedia Group, Inc. | Consumer Discretionary | $4.3M | 2.8% | 17K | +9% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | UiPath, Inc. | Technology | $4.3M | 2.8% | 17K | +27% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | MICROSOFT CORP | Technology | $4.3M | 2.8% | 11K | -6% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | CoreWeave, Inc. | Technology | $4.2M | 2.7% | 42K | -1% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Roblox Corp | Technology | $3.3M | 2.2% | 62K | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | RingCentral, Inc. | Technology | $3.2M | 2.1% | 83K | -2% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | StubHub Holdings, Inc. | Communication Services | $3.0M | 2.0% | 235K | +57% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Marqeta, Inc. | Technology | $2.9M | 1.9% | 703K | +28% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Walt Disney Co | Communication Services | $2.7M | 1.8% | 28K | +24% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Reddit, Inc. | Technology | $2.4M | 1.6% | 14K | +84% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | SPDR S&P 500 ETF TRUSTetf/fund | — | $2.0M | 1.3% | 2,694 | -17% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Okta, Inc. | Technology | $1.8M | 1.2% | 13K | +2% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | FIRST SOLAR, INC. | Technology | $1.8M | 1.2% | 7,550 | -7% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $1.7M | 1.1% | 3,532 | -6% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Salesforce, Inc. | Technology | $1.6M | 1.1% | 10K | +32% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $INTU | INTUIT INC. | Technology | $1.5M | 1.0% | 5,849 | +210% | |||
| 27 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.5M | 1.0% | 3,580 | -3% | |||
| 28 | $ETSY | ETSY INC | Industrials | $1.5M | 1.0% | 20K | -15% | |||
| 29 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $1.2M | 0.8% | 6,479 | +2886% | |||
| 30 | $DUOL | Duolingo, Inc. | Technology | $1.1M | 0.7% | 9,258 | +35% | |||
| 31 | $ASML | ASML HOLDING NV | Technology | $1.0M | 0.7% | 518 | -2% | |||
| 32 | $NFLX | NETFLIX INC | Communication Services | $972K | 0.6% | 14K | +43% | |||
| 33 | $AVGO | Broadcom Inc. | Technology | $861K | 0.6% | 2,280 | -0.7% | |||
| 34 | — | ISHARES TR - CORE S&P500 ETF | — | $778K | 0.5% | 1,038 | — | |||
| 35 | $PINS | PINTEREST, INC. | Technology | $742K | 0.5% | 35K | -10% | |||
| 36 | $S | SentinelOne, Inc. | Technology | $697K | 0.5% | 41K | -3% | |||
| 37 | — | ISHARES TR - CORE MSCI EURO | — | $627K | 0.4% | 8,343 | — | |||
| 38 | $META | Meta Platforms, Inc. | Technology | $611K | 0.4% | 1,084 | -9% | |||
| 39 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $580K | 0.4% | 2,655 | +18% | |||
| 40 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $579K | 0.4% | 786 | -20% | |||
| 41 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $552K | 0.4% | 325 | — | |||
| 42 | $ARM | ARM HOLDINGS PLC /UK | Technology | $520K | 0.3% | 1,466 | -2% | |||
| 43 | $FDS | FACTSET RESEARCH SYSTEMS INC | Technology | $488K | 0.3% | 2,123 | +20% | |||
| 44 | $BLND | Blend Labs, Inc. | Technology | $468K | 0.3% | 274K | -8% | |||
| 45 | $HROW | HARROW, INC. | Healthcare | $449K | 0.3% | 11K | -35% | |||
| 46 | $AMPL | Amplitude, Inc. | Technology | $446K | 0.3% | 58K | New | |||
| 47 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $421K | 0.3% | 5,093 | +0.5% | |||
| 48 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $379K | 0.3% | 552 | +14% | |||
| 49 | $ZM | Zoom Communications, Inc. | Technology | $375K | 0.3% | 4,348 | +2% | |||
| 50 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $367K | 0.2% | 13K | +40% | |||
| 51 | — | ISHARES TR - CHINA LG-CAP ETF | — | $340K | 0.2% | 11K | — | |||
| 52 | $LYFT | Lyft, Inc. | Industrials | $256K | 0.2% | 18K | -39% | |||
| 53 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $239K | 0.2% | 4,008 | +4% | |||
| 54 | $DDOG | Datadog, Inc. | Technology | $214K | 0.1% | 821 | New | |||
| 55 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $202K | 0.1% | 1,480 | -7% | |||
| 56 | $PANW | Palo Alto Networks Inc | Technology | $201K | 0.1% | 588 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 3 new, 24 added to, 24 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
Added to (24)
now $9.4M · held 3+ qtrs, 2 adds in a row
now $8.7M · held 3+ qtrs, 2 adds in a row
- VANGUARD INDEX FDS - TOTAL STK MKT+9%
now $20.7M
$BKNGBooking Holdings Inc.+2886%
now $1.2M · held 3+ qtrs, 2 adds in a row
now $2.4M · held 3+ qtrs, 2 adds in a row
now $3.0M · held 2 qtrs, 2 adds in a row
+18 more in the Excel export
Trimmed (24)
now $9.5M · held 3+ qtrs
now $4.6M · held 3+ qtrs
now $12.5M · held 3+ qtrs
$SPYSPDR S&P 500 ETF TRUST-17%
now $2.0M · held 3+ qtrs, 2 trims in a row
now $5.2M · held 3+ qtrs
now $4.3M · held 3+ qtrs
+18 more in the Excel export
Sold out (0)
No positions sold out this quarter.
Holdings by quarter
Every 13F Ahara Advisors LLC has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Ahara Advisors?
Q2 2026 13F filed with the SEC on Jul 22, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Ahara Advisors's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+1.7%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter
Top 10 weight
58%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Ahara Advisors LLC disclosed 56 positions worth $152.2M in its Form 13F-HR for Q2 2026, followed by $GOOG and $GOOGL. During the quarter the fund opened 3 new positions and exited 0 — including a new stake in $AMPL. The portfolio is most concentrated in Technology (64.9% of disclosed assets). All figures are sourced directly from Ahara Advisors LLC’s Form 13F-HR filing with the SEC under CIK 2116771.
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AI-Powered Hedge Fund Analysis: Ahara Advisors LLC
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Every holding in Ahara Advisors LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.