Advaya LLP 13F Holdings · Q2 2026
Advaya LLP reported 6 securities worth $151.82M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AMZN (33.41%), WWD (16.98%), MA (16.91%). Among its top 25 positions this quarter: 1 new, 2 added, 2 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $50.7M | 33.41% | 212,800 | Added |
| 2 | WWD | WOODWARD INC | $25.8M | 16.98% | 60,600 | Trimmed |
| 3 | MA | MASTERCARD INCORPORATED | $25.7M | 16.91% | 50,000 | Added |
| 4 | HEIA | HEICO CORP NEW | $24.4M | 16.06% | 94,520 | Hold |
| 5 | LLYVK | LIBERTY LIVE HOLDINGS INC | $16.4M | 10.77% | 154,800 | Trimmed |
| 6 | SNDK | SANDISK CORP | $8.9M | 5.87% | 3,920 | New |
| 7 | LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | Exited |
| 8 | SRAD | SPORTRADAR GROUP AG | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR