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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
LYFT icon
51
Lyft
LYFT
$6.33B
$256K 0.17%
17,526
-11,347
-39% -$159K
VWO icon
52
Vanguard FTSE Emerging Markets ETF
VWO
$129B
$239K 0.16%
4,008
+150
+4% +$8.82K
DDOG icon
53
Datadog
DDOG
$76.5B
$214K 0.14%
+821
New +$153K
XOM icon
54
ExxonMobil
XOM
$656B
$202K 0.14%
1,480
-113
-7% -$16.9K
PANW icon
55
Palo Alto Networks
PANW
$272B
$201K 0.14%
+588
New +$135K
PATH icon
56
UiPath
PATH
$7.87B
– –
-13,240
Closed -$147K
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.