What does Advaya LLP hold?

Advaya LLP's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include AMZN, WWD, MA. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2056686.

What is Advaya LLP's AUM?

Advaya LLP reported approximately $151.8M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities).

Where does 13F Pro source Advaya LLP's holdings?

All Advaya LLP holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2056686. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Advaya LLP's 13F data updated on 13F Pro?

Advaya LLP's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Advaya LLP

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2056686

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13F Reported Value

ⓘ

$151.8M

Holdings

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Advaya LLP disclosed 6 positions worth $151.8M in its Form 13F-HR for Q2 2026, led by $AMZN (AMAZON COM INC) at 33.4% of the equity portfolio, followed by $WWD and $MA. During the quarter the fund opened 1 new position and exited 2 — including a new stake in $SNDK and a full exit from $SRAD. The portfolio is most concentrated in Consumer Discretionary (33.4% of disclosed assets). All figures are sourced directly from Advaya LLP’s Form 13F-HR filing with the SEC under CIK 2056686.

AI Fund Analysis

Stable

$AMZN

2 quarters accumulating

Sector Allocation

Consumer DiscretionaryTechnologyFinancialsIndustrialsCommunication Services

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AUM History

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Top Equity Holdings by Value

13fpro.ai/research/fund/advaya-llp-2056686

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored

AMAZON COM INC
$AMZN
68.4#301
Quality
$50.7M212,800 sh
Woodward, Inc.
$WWD
67.1#366
Quality
$25.8M60,600 sh
Mastercard Inc
$MA
85.0#6
Quality
$25.7M50,000 sh
HEICO CORP
$HEI.A
75.4
Quality
$24.4M94,520 sh
Liberty Live Holdings, Inc.
$LLYVA
27.2
Quality
$16.4M154,800 sh
Sandisk Corp
$SNDK
87.6
Quality
$8.9M3,920 sh

Company	Quality	Value	Shares
AMAZON COM INC$AMZN	68.4#301	$50.7M	212,800
Woodward, Inc.$WWD	67.1#366	$25.8M	60,600
Mastercard Inc$MA	85.0#6	$25.7M	50,000
HEICO CORP$HEI.A	75.4	$24.4M	94,520
Liberty Live Holdings, Inc.$LLYVA	27.2	$16.4M	154,800
Sandisk Corp$SNDK	87.6	$8.9M	3,920

Unlock AI quality scores for every holding

32-signal composite ranking on each of Advaya LLP's 6 positions.

Showing top 6 of 6 holdings.

Sector Allocation

Consumer Discretionary

$50.7M

Technology

$34.7M

Financials

$25.7M

Industrials

$24.4M

Communication Services

$16.4M

Full Holdings — Advaya LLP (Q2 2026)

All 6 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$AMZN	AMAZON COM INC	$50.7M	33.4%	+12%	68.4
2	$WWD	Woodward, Inc.	$25.8M	17.0%	-29%	67.1
3	$MA	Mastercard Inc	$25.7M	16.9%	+82%	85
4	$HEI.A	HEICO CORP	$24.4M	16.1%	+0%	75.4
5	$LLYVA	Liberty Live Holdings, Inc.	$16.4M	10.8%	-16%	27.2
6	$SNDK	Sandisk Corp	$8.9M	5.9%	NEW	87.6

New Positions (1)

$SNDK Sandisk Corp$8.9M

Exited Positions (2)

$SRAD Sportradar Group AG

$LYV Live Nation Entertainment, Inc.

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Available Analysis

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Accumulation & distribution patterns

Sector allocation breakdown

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AI-Powered Hedge Fund Analysis: Advaya LLP

13F Pro is an AI hedge fund tracker and stock research platform. For Advaya LLP (SEC CIK: 2056686), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Advaya LLP's portfolio is scored on a 32-signal AI quality ranking (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.