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AA

Ahara Advisors Portfolio holdings

AUM $148M
This Fund
S&P 500
This Quarter Est. Return
+22.41%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$148M
AUM Growth
+$28.3M
Cap. Flow
+$8.4M
Cap. Flow %
5.68%
Top 10 Hldgs %
59.92%
Holding
56
New
3
Increased
23
Reduced
24
Closed
1

Top Buys

Rank Stock Value
1
UBER icon
Uber
UBER
+$2.55M
2
NVDA icon
NVIDIA
NVDA
+$2.26M
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.72M
4
INTU icon
Intuit
INTU
+$1.38M
5
RDDT icon
Reddit
RDDT
+$1.01M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.48M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.3M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$720K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$388K
5
AMZN icon
Amazon
AMZN
+$356K

Sector Composition

Rank Sector Weight
1 Technology 38.75%
2 Communication Services 24.19%
3 Miscellaneous 17.62%
4 Consumer Discretionary 14.9%
5 Financials 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
1
Vanguard Morningstar Total Stock Market ETF
VTI
$693B
$20.7M 14.02%
56,035
+4,819
+9% +$1.72M
GOOG icon
2
Alphabet (Google) Class C
GOOG
$4.1T
$12.5M 8.43%
35,294
-2,016
-5% -$720K
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.14T
$9.51M 6.43%
26,614
-4,106
-13% -$1.48M
UBER icon
4
Uber
UBER
$155B
$9.43M 6.37%
130,627
+34,732
+36% +$2.55M
NVDA icon
5
NVIDIA
NVDA
$5.56T
$8.7M 5.88%
43,464
+10,978
+34% +$2.26M
ABNB icon
6
Airbnb
ABNB
$107B
$7.9M 5.34%
55,191
+4,764
+9% +$650K
AMZN icon
7
Amazon
AMZN
$2.79T
$5.15M 3.48%
21,611
-1,417
-6% -$356K
AMD icon
8
Advanced Micro Devices
AMD
$780B
$5.14M 3.48%
8,849
+1,316
+17% +$540K
AAPL icon
9
Apple
AAPL
$4.67T
$5.02M 3.39%
17,347
-652
-4% -$186K
BRK.B icon
10
Berkshire Hathaway Class B
BRK.B
$1.08T
$4.57M 3.09%
9,127
-2,700
-23% -$1.3M
EXPE icon
11
Expedia Group
EXPE
$35.8B
$4.3M 2.91%
16,794
+1,369
+9% +$325K
MSFT icon
12
Microsoft
MSFT
$3.71T
$4.27M 2.88%
11,436
-747
-6% -$302K
CRWV
13
CoreWeave
CRWV
$49.3B
$4.16M 2.81%
41,768
-496
-1% -$53.5K
RBLX icon
14
Roblox
RBLX
$30.9B
$3.35M 2.26%
61,555
– –
RNG icon
15
RingCentral
RNG
$6.13B
$3.22M 2.18%
82,635
-1,534
-2% -$62K
STUB
16
StubHub Holdings
STUB
$2.52B
$3.02M 2.04%
234,638
+84,861
+57% +$749K
MQ icon
17
Marqeta
MQ
$1.73B
$2.85M 1.93%
175,767
+38,201
+28% +$621K
DIS icon
18
Walt Disney
DIS
$182B
$2.7M 1.82%
28,021
+5,472
+24% +$558K
RDDT icon
19
Reddit
RDDT
$29.7B
$2.41M 1.63%
13,869
+6,334
+84% +$1.01M
SPY icon
20
State Street SPDR S&P 500 ETF Trust
SPY
$814B
$2.01M 1.36%
2,694
-535
-17% -$388K
OKTA icon
21
Okta
OKTA
$29.8B
$1.8M 1.21%
13,166
+254
+2% +$23.9K
FSLR icon
22
First Solar
FSLR
$22B
$1.78M 1.2%
7,550
-554
-7% -$130K
TSM icon
23
TSMC
TSM
$2.22T
$1.69M 1.14%
3,532
-228
-6% -$92.5K
CRM icon
24
Salesforce
CRM
$213B
$1.6M 1.08%
10,228
+2,466
+32% +$434K
INTU icon
25
Intuit
INTU
$91B
$1.53M 1.03%
5,849
+3,965
+210% +$1.38M
1
2 3

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Ahara Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Ahara Advisors held 56 positions worth $148M, up 24% from $120M the previous quarter. Its ten largest holdings account for 60% of the portfolio.

Ahara Advisors deployed $8.4M of net new capital in Q2 2026, opening 3 new positions and adding to 23 existing holdings. Its largest new stake was Amplitude: 58,345 shares worth $446K.

By sector, the portfolio is most concentrated in Technology at 39% of assets, up from 35% a quarter earlier, followed by Communication Services and Miscellaneous.

On the sell side, the largest reduction was Alphabet (Google) Class A, an estimated $1.48M trimmed.

  • Ahara Advisors's largest Q2 2026 buy was Amplitude: 58,345 shares worth $446K.
  • Ahara Advisors added most to Uber in Q2 2026, an estimated $2.55M increase.
  • Ahara Advisors's biggest Q2 2026 reduction was Alphabet (Google) Class A, cutting an estimated $1.48M.
  • Ahara Advisors fully exited UiPath in Q2 2026, selling an estimated $147K.
  • Ahara Advisors's ten largest holdings make up 60% of its $148M portfolio in Q2 2026.
  • Ahara Advisors opened 3 new positions and closed 1 in Q2 2026.
  • Ahara Advisors's portfolio value rose 24% quarter-over-quarter to $148M.

Based on Ahara Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.