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Ahara Advisors Portfolio holdings

AUM $148M
This Fund
S&P 500
This Quarter Est. Return
-9.44%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$120M
AUM Growth
+$9.57M
Cap. Flow
+$22.7M
Cap. Flow %
18.96%
Top 10 Hldgs %
62.23%
Holding
56
New
6
Increased
32
Reduced
11
Closed
3

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.4M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.26M
3
UBER icon
Uber
UBER
+$2.5M
4
MSFT icon
Microsoft
MSFT
+$2.2M
5
STUB
StubHub Holdings
STUB
+$1.56M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$868K
2
TGT icon
Target
TGT
+$307K
3
ORCL icon
Oracle
ORCL
+$299K
4
META icon
Meta Platforms (Facebook)
META
+$228K
5
GS icon
Goldman Sachs
GS
+$214K

Sector Composition

Rank Sector Weight
1 Technology 35.29%
2 Communication Services 24.63%
3 Consumer Discretionary 15.65%
4 Financials 5.77%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARM icon
51
Arm
ARM
$278B
$227K 0.19%
+1,501
New +$182K
VWO icon
52
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$209K 0.17%
3,858
-593
-13% -$33.2K
PATH icon
53
UiPath
PATH
$5.62B
$147K 0.12%
13,240
-40
-0.3% -$509
GS icon
54
Goldman Sachs
GS
$313B
– –
-243
Closed -$214K
ORCL icon
55
Oracle
ORCL
$331B
– –
-1,534
Closed -$299K
TGT icon
56
Target
TGT
$62.1B
– –
-3,136
Closed -$307K
1 2
3

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Ahara Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Ahara Advisors held 56 positions worth $120M, up 8.7% from $110M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Ahara Advisors deployed $22.7M of net new capital in Q1 2026, opening 6 new positions and adding to 32 existing holdings. Its largest new stake was StubHub Holdings: 149,777 shares worth $935K.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 31% a quarter earlier, followed by Communication Services and Consumer Discretionary.

On the sell side, the largest reduction was Tesla, an estimated $868K trimmed.

  • Ahara Advisors's largest Q1 2026 buy was StubHub Holdings: 149,777 shares worth $935K.
  • Ahara Advisors added most to Vanguard Total Stock Market ETF in Q1 2026, an estimated $3.4M increase.
  • Ahara Advisors's biggest Q1 2026 reduction was Tesla, cutting an estimated $868K.
  • Ahara Advisors fully exited Target in Q1 2026, selling an estimated $307K.
  • Ahara Advisors's ten largest holdings make up 62% of its $120M portfolio in Q1 2026.
  • Ahara Advisors opened 6 new positions and closed 3 in Q1 2026.
  • Ahara Advisors's portfolio value rose 8.7% quarter-over-quarter to $120M.

Based on Ahara Advisors's 13F filing for Q1 2026, filed 15 May 2026.