StockDriftsStockDriftsTop 6 Advaya LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 33.41% | 212.8K | $50.7M | +12.12%(+23.00K) | $223.02(+23.28%) | 2026-06-30 | |
| WWD | WOODWARD INC | 16.98% | 60.6K | $25.8M | -28.54%(-24.20K) | $277.52(+30.46%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 16.91% | 50.0K | $25.7M | +82.48%(+22.60K) | $521.05(+8.20%) | 2026-06-30 | |
| HEI-A | HEICO CORP NEW | 16.06% | 94.5K | $24.4M | +0.00%(+0) | $249.50(+7.68%) | 2026-06-30 | |
| LLYVK | LIBERTY LIVE HOLDINGS INC | 10.77% | 154.8K | $16.4M | -16.10%(-29.70K) | $90.07(+16.06%) | 2026-06-30 | |
| SNDK | SANDISK CORP | 5.87% | 3.9K | $8.9M | new | $1423.11(-10.90%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +4.23% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.01% |
Advaya LLP reports $151.82M in US-listed equity holdings across 6 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (33.4%), WWD (17.0%) and MA (16.9%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +4.23% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Advaya LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056686). View Advaya LLP’s 13F filings on SEC