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AA

Ahara Advisors Portfolio holdings

AUM $148M
This Fund
S&P 500
This Quarter Est. Return
+14.06%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$148M
AUM Growth
+$28.4M
Cap. Flow
+$356M
Cap. Flow %
240.32%
Top 10 Hldgs %
59.87%
Holding
56
New
3
Increased
30
Reduced
23
Closed
–

Top Buys

Rank Stock Value
1
TSM icon
TSMC
TSM
+$109M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$57.6M
3
FSLR icon
First Solar
FSLR
+$53.1M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$51.8M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$27.5M

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18.1M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.05M
3
UBER icon
Uber
UBER
+$6.96M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.34M
5
ABNB icon
Airbnb
ABNB
+$5.85M

Sector Composition

Rank Sector Weight
1 Technology 41.82%
2 Financials 15.9%
3 Communication Services 12.54%
4 Consumer Discretionary 5.83%
5 Energy 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
26
Broadcom
AVGO
$1.87T
$1.51M 1.02%
3,580
+1,283
+56% +$514K
GOOG icon
27
Alphabet (Google) Class C
GOOG
$3.89T
$1.47M 1%
19,579
-17,731
-48% -$6.34M
RNG icon
28
RingCentral
RNG
$3.24B
$1.15M 0.78%
6,479
-77,690
-92% -$3.14M
QQQ icon
29
Invesco QQQ Trust
QQQ
$460B
$1.06M 0.72%
9,258
+8,272
+839% +$5.69M
RBLX icon
30
Roblox
RBLX
$34B
$1.03M 0.7%
518
-61,037
-99% -$3.04M
AMZN icon
31
Amazon
AMZN
$2.51T
$972K 0.66%
13,608
-9,420
-41% -$2.36M
PANW icon
32
Palo Alto Networks
PANW
$265B
$861K 0.58%
+2,280
New +$522K
UBER icon
33
Uber
UBER
$140B
$778K 0.53%
1,038
-94,857
-99% -$6.96M
AMD icon
34
Advanced Micro Devices
AMD
$880B
$742K 0.5%
35,306
+27,773
+369% +$11.4M
INTU icon
35
Intuit
INTU
$77B
$697K 0.47%
41,051
+39,167
+2,079% +$13.6M
GOOGL icon
36
Alphabet (Google) Class A
GOOGL
$3.89T
$627K 0.42%
8,343
-22,377
-73% -$8.05M
ETSY icon
37
Etsy
ETSY
$7.68B
$611K 0.41%
1,084
-21,826
-95% -$1.41M
SCHF icon
38
Schwab International Equity ETF
SCHF
$65.7B
$580K 0.39%
2,655
-6,844
-72% -$185K
STUB
39
StubHub Holdings
STUB
$3.2B
$579K 0.39%
786
-148,991
-99% -$1.31M
OKTA icon
40
Okta
OKTA
$23.7B
$552K 0.37%
325
-12,587
-97% -$1.18M
LYFT icon
41
Lyft
LYFT
$5.32B
$520K 0.35%
1,466
-27,407
-95% -$383K
MQ icon
42
Marqeta
MQ
$1.76B
$488K 0.33%
531
-137,035
-100% -$2.23M
TSM icon
43
TSMC
TSM
$2.16T
$468K 0.32%
273,569
+269,809
+7,176% +$109M
DUOL icon
44
Duolingo
DUOL
$5.62B
$449K 0.3%
10,571
+3,688
+54% +$404K
S icon
45
SentinelOne
S
$5.96B
$446K 0.3%
58,345
+16,097
+38% +$248K
BKNG icon
46
Booking.com
BKNG
$134B
$421K 0.28%
5,093
-332
-6% -$56.6K
AMPL icon
47
Amplitude
AMPL
$1.07B
$379K 0.26%
+552
New +$3.81K
AAPL icon
48
Apple
AAPL
$4.72T
$375K 0.25%
4,348
-13,651
-76% -$3.9M
EXPE icon
49
Expedia Group
EXPE
$30.9B
$367K 0.25%
13,254
-2,171
-14% -$516K
RDDT icon
50
Reddit
RDDT
$32.5B
$340K 0.23%
10,759
+3,224
+43% +$516K
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 $356M of net new capital in Q2 2026, opening 3 new positions and adding to 30 existing holdings. Its largest new stake was Datadog: 17,526 shares worth $256K.

By sector, the portfolio is most concentrated in Technology at 42% of assets, up from 35% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Vanguard Total Stock Market ETF, an estimated $18.1M trimmed.

  • Ahara Advisors's largest Q2 2026 buy was Datadog: 17,526 shares worth $256K.
  • Ahara Advisors added most to TSMC in Q2 2026, an estimated $109M increase.
  • Ahara Advisors's biggest Q2 2026 reduction was Vanguard Total Stock Market ETF, cutting an estimated $18.1M.
  • Ahara Advisors's ten largest holdings make up 60% of its $148M portfolio in Q2 2026.
  • Ahara Advisors opened 3 new positions and closed 0 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.