Advaya LLP

CIK 2056686 · View on SEC EDGAR ↗

Portfolio value
$151.8M
#7,351 of 9,443 by 13F value · top 77.8%
Positions
6
As of
June 30, 2026

Portfolio value QoQ: +5.6% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
6
Effective number of positions
4.8

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 17.59% Est. buys $26,002,202 · sells $36,321,158

New positions
1
Increased
2
Decreased
2
Closed
2
On this page

Performance vs S&P 500

Tracked Q4 2025–Q2 2026
+4.4%
S&P 500 total return (same window)
+8.7%
Excess return
-4.3%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 86.6% · Options excluded: 0.0%

Sector breakdown

Retail
33.4%
Industrials
17.0%
Financial Services
16.9%
Communication Services
10.8%
Technology
5.9%
Other/Unmapped
16.1%

Full portfolio 6 positions

Type Streak 8Q trend
AMZN Amazon.com, Inc. - Common Stock $50,718,752 33.41% 212,800 $11,189,106 Up ×2
WWD Woodward, Inc. - Common Stock $25,781,664 16.98% 60,600 $-4,569,952 Down ×2
MA Mastercard Incorporated Common Stock $25,680,000 16.91% 50,000 $11,989,316 Up ×1
HEIA $24,377,653 16.06% 94,520 $4,425,426
LLYVK Liberty Live Holdings, Inc. - Series C Liberty Live Group Common Stock $16,353,072 10.77% 154,800 $-1,010,223 Down ×1
SNDK Sandisk Corporation - Common Stock $8,913,022 5.87% 3,920 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
SNDK $8,913,022 3,920 5.87%

Top movers (QoQ)

Security Action Shares Δ Value Δ
MA Bought more +23K +$12.0M
AMZN Bought more +23K +$11.2M
WWD Trimmed -24K -$4.6M
HEIA Price move only +0 +$4.4M
LLYVK Trimmed -30K -$1.0M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
SRAD June 30, 2026 1,329,000 $22,247,460 -11.6%
ELV March 31, 2026 55,714 $19,530,543 34.8%
SCHW March 31, 2026 145,300 $14,516,923 18.2%
LYV June 30, 2026 4,200 $640,542 1.3%