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Ahara Advisors 13F Portfolio

Portfolio Manager
Ahara Advisors LLC
Performance
+15.25% (2026 Q2)
AUM (13F)
$147.88M
# of Holdings
55
Performance Rank
N/A
Allocation (Top 20)
81.73%
Latest filing
Q2 2026

Ahara Advisors LLC Holdings Map

Top 50 Ahara Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTI
VANGUARD INDEX FDS
14.02%56.0K$20.7M
+9.41%(+4.82K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 41.1K shares2026-Q1: 51.2K shares2026-Q2: 56.0K shares
$331.84(+15.13%)
2026-06-30
GOOG
ALPHABET INC
8.43%35.3K$12.5M
-5.40%(-2.02K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 37.2K shares2026-Q1: 37.3K shares2026-Q2: 35.3K shares
$278.76(+25.73%)
2026-06-30
GOOGL
ALPHABET INC
6.43%26.6K$9.5M
-13.37%(-4.11K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 20.3K shares2026-Q1: 30.7K shares2026-Q2: 26.6K shares
$285.56(+23.08%)
2026-06-30
UBER
UBER TECHNOLOGIES INC
6.37%130.6K$9.4M
+36.22%(+34.73K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 63.5K shares2026-Q1: 95.9K shares2026-Q2: 130.6K shares
$81.61(-4.43%)
2026-06-30
NVDA
NVIDIA CORPORATION
5.88%43.5K$8.7M
+33.79%(+10.98K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 24.5K shares2026-Q1: 32.5K shares2026-Q2: 43.5K shares
$184.43(+19.53%)
2026-06-30
ABNB
AIRBNB INC
5.34%55.2K$7.9M
+9.45%(+4.76K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 46.2K shares2026-Q1: 50.4K shares2026-Q2: 55.2K shares
$129.15(+39.74%)
2026-06-30
AMZN
AMAZON COM INC
3.48%21.6K$5.2M
-6.15%(-1.42K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 21.8K shares2026-Q1: 23.0K shares2026-Q2: 21.6K shares
$224.90(+22.25%)
2026-06-30
AMD
ADVANCED MICRO DEVICES INC
3.48%8.8K$5.1M
+17.47%(+1.32K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 3.5K shares2026-Q1: 7.5K shares2026-Q2: 8.8K shares
$227.38(+104.96%)
2026-06-30
AAPL
APPLE INC
3.39%17.3K$5.0M
-3.62%(-652)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 17.3K shares2026-Q1: 18.0K shares2026-Q2: 17.3K shares
$263.23(+16.50%)
2026-06-30
BRK.B
BERKSHIRE HATHAWAY INC DEL
3.09%9.1K$4.6M
-22.83%(-2.70K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 11.8K shares2026-Q1: 11.8K shares2026-Q2: 9.1K shares
$493.89(+5.96%)
2026-06-30

About Ahara Advisors LLCโ€™s portfolio

Ahara Advisors LLC reports $147.88M in US-listed equity holdings across 55 positions in its most recent 13F filing. Its largest disclosed positions are VTI (14.0%), GOOG (8.4%) and GOOGL (6.4%). The top 20 holdings account for 81.73% of reported assets. Its disclosed equity book has returned +4.20% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
VTI โ€” 14.1% ($20.74M)GOOG โ€” 8.5% ($12.47M)GOOGL โ€” 6.5% ($9.51M)UBER โ€” 6.4% ($9.43M)NVDA โ€” 5.9% ($8.70M)ABNB โ€” 5.4% ($7.90M)AMZN โ€” 3.5% ($5.15M)AMD โ€” 3.5% ($5.14M)AAPL โ€” 3.4% ($5.02M)BRK.B โ€” 3.1% ($4.57M)Other โ€” 39.6% ($58.16M)
60%in top 10
  • VTI14.1%
  • GOOG8.5%
  • GOOGL6.5%
  • UBER6.4%
  • NVDA5.9%
  • ABNB5.4%
  • AMZN3.5%
  • AMD3.5%
  • AAPL3.4%
  • BRK.B3.1%
  • Other39.6%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
1
AMPLAMPLITUDE INC0.3%
Added to
22
UBERUBER TECHNOLOGIES INC+36.2%
NVDANVIDIA CORPORATION+33.8%
VTIVANGUARD INDEX FDS+9.4%
RDDTREDDIT INC+84.1%
+18 more
Trimmed
22
GOOGLALPHABET INC-13.4%
BRK.BBERKSHIRE HATHAWAY INC DEL-22.8%
GOOGALPHABET INC-5.4%
SPYSTATE STR SPDR S&P 500 ETF T-16.6%
+18 more

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Source filings

Holdings on this page are parsed from Ahara Advisors LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2116771). View Ahara Advisors LLCโ€™s 13F filings on SEC

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