Ahara Advisors LLC
CIK 2116771 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $147.9M
- Posisi
- 55
- Per tanggal
- 30 Juni 2026
#7.437 dari 9.443 berdasarkan nilai 13F · top 78.8%
Nilai portofolio QoQ: +23.6% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 59,92%
- Bobot 25 kepemilikan teratas
- 87,43%
- Posisi di atas 1%
- 27
- Jumlah posisi efektif
- 19,2
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 4,75% Perkiraan pembelian $15.958.388 · penjualan $6.347.809
- Posisi baru
- 3
- Meningkat
- 23
- Menurun
- 24
- Tertutup
- 1
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
29,6%
Communication Services
24,2%
Consumer Discretionary
10,0%
Industrials
6,5%
Retail
4,9%
Financial Services
2,3%
Diversified Consumer Services
0,7%
Financials
0,7%
Healthcare
0,3%
Energy
0,1%
Lainnya/Tidak terpetakan
20,7%
Portofolio lengkap 55 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VTI | $20.735.346 | 14,02% | 56.035 | $4.304.798 | Naik ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $12.470.558 | 8,43% | 35.294 | $1.767.763 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $9.511.054 | 6,43% | 26.614 | $677.090 | Turun ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $9.426.044 | 6,37% | 130.627 | $2.528.317 | Naik ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $8.696.744 | 5,88% | 43.464 | $3.031.199 | Naik ×2 | ||
| ABNB Airbnb, Inc. - Class A Common Stock | $7.897.832 | 5,34% | 55.191 | $1.529.910 | Naik ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $5.150.766 | 3,48% | 21.611 | $354.724 | Turun ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $5.140.458 | 3,48% | 8.849 | $3.608.020 | Naik ×2 | ||
| AAPL Apple Inc. - Common Stock | $5.019.459 | 3,39% | 17.347 | $451.374 | Turun ×1 | ||
| BRKB | $4.567.169 | 3,09% | 9.127 | $-1.100.514 | Turun ×1 | ||
| EXPE Expedia Group, Inc. - Common Stock | $4.297.121 | 2,91% | 16.794 | $735.758 | Naik ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $4.265.993 | 2,88% | 11.436 | $-243.953 | Turun ×1 | ||
| CRWV CoreWeave, Inc. - Class A Common Stock | $4.157.587 | 2,81% | 41.768 | $883.395 | Turun ×1 | ||
| RBLX Roblox Corporation Class A Common Stock | $3.347.361 | 2,26% | 61.555 | $-134.190 | |||
| RNG RingCentral, Inc. Class A Common Stock | $3.221.093 | 2,18% | 82.635 | $90.866 | Turun ×1 | ||
| STUB StubHub Holdings, Inc. Class A Common Stock | $3.019.791 | 2,04% | 234.638 | $2.085.183 | Naik ×1 | ||
| MQ Marqeta, Inc. - Class A Common Stock | $2.854.456 | 1,93% | 703.068 | $609.379 | Naik ×2 | ||
| DIS Walt Disney Company (The) Common Stock | $2.697.023 | 1,82% | 28.021 | $523.748 | Naik ×2 | ||
| RDDT Reddit, Inc. Class A Common Stock | $2.407.381 | 1,63% | 13.869 | $1.392.793 | Naik ×2 | ||
| SPY SPY | $2.011.801 | 1,36% | 2.694 | $-87.861 | Turun ×2 | ||
| OKTA Okta, Inc. - Class A Common Stock | $1.796.432 | 1,21% | 13.166 | $780.168 | Naik ×2 | ||
| FSLR First Solar, Inc. - Common Stock | $1.781.380 | 1,20% | 7.550 | $182.884 | Turun ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1.686.623 | 1,14% | 3.532 | $416.040 | Turun ×1 | ||
| CRM Salesforce, Inc. Common Stock | $1.602.313 | 1,08% | 10.228 | $153.435 | Naik ×2 | ||
| INTU Intuit Inc. - Common Stock | $1.526.589 | 1,03% | 5.849 | $711.985 | Naik ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $1.505.748 | 1,02% | 3.580 | $133.990 | Turun ×2 | ||
| ETSY Etsy, Inc. - Common Stock | $1.474.891 | 1,00% | 19.579 | $329.846 | Turun ×2 | ||
| BKNG Booking Holdings Inc. - Common Stock | $1.154.820 | 0,78% | 6.479 | $241.181 | Naik ×2 | ||
| DUOL Duolingo, Inc. - Class A Common Stock | $1.064.855 | 0,72% | 9.258 | $386.398 | Naik ×2 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $1.030.860 | 0,70% | 518 | $331.922 | Turun ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $971.611 | 0,66% | 13.608 | $57.224 | Naik ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $861.136 | 0,58% | 2.280 | $150.214 | Turun ×1 | ||
| IVV | $777.676 | 0,53% | 1.038 | $99.539 | |||
| PINS Pinterest, Inc. Class A Common Stock | $742.485 | 0,50% | 35.306 | $20.292 | Turun ×1 | ||
| S SentinelOne, Inc. Class A Common Stock | $696.635 | 0,47% | 41.051 | $152.481 | Turun ×1 | ||
| IEUR | $627.143 | 0,42% | 8.343 | $40.880 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $610.656 | 0,41% | 1.084 | $-69.624 | Turun ×2 | ||
| PGR Progressive Corporation (The) Common Stock | $579.985 | 0,39% | 2.655 | $135.333 | Naik ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $578.617 | 0,39% | 786 | $9.669 | Turun ×1 | ||
| MELI MercadoLibre, Inc. - Common Stock | $551.869 | 0,37% | 325 | $-10.284 | |||
| ARM Arm Holdings plc - American Depositary Shares | $519.800 | 0,35% | 1.466 | $292.729 | Turun ×1 | ||
| FDS FactSet Research Systems Inc. Common Stock | $488.463 | 0,33% | 2.123 | $103.740 | Naik ×2 | ||
| BLND Blend Labs, Inc. Class A Common Stock | $467.803 | 0,32% | 273.569 | $-37.218 | Turun ×1 | ||
| HROW Harrow, Inc. - Common Stock | $448.950 | 0,30% | 10.571 | $-127.269 | Turun ×1 | ||
| AMPL Amplitude, Inc. - Class A Common Stock | $446.338 | 0,30% | 58.345 | Naik ×1 | |||
| WFC Wells Fargo & Company Common Stock | $420.899 | 0,28% | 5.093 | $17.288 | Naik ×1 | ||
| VOO | $379.174 | 0,26% | 552 | $90.527 | Naik ×2 | ||
| ZM Zoom Communications, Inc. - Class A Common Stock | $375.313 | 0,25% | 4.348 | $31.289 | Naik ×2 | ||
| SCHF | $367.136 | 0,25% | 13.254 | $132.036 | Naik ×1 | ||
| FXI | $339.877 | 0,23% | 10.759 | $-46.371 | |||
| LYFT Lyft, Inc. - Class A Common Stock | $256.053 | 0,17% | 17.526 | $-127.957 | Turun ×1 | ||
| VWO | $239.242 | 0,16% | 4.008 | $30.733 | Naik ×1 | ||
| DDOG Datadog, Inc. - Class A Common Stock | $213.756 | 0,14% | 821 | Naik ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $202.346 | 0,14% | 1.480 | $-67.922 | Turun ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $200.520 | 0,14% | 588 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VTI | Beli lebih banyak | +5K | +$4.3M |
| AMD | Beli lebih banyak | +1K | +$3.6M |
| NVDA | Beli lebih banyak | +11K | +$3.0M |
| UBER | Beli lebih banyak | +35K | +$2.5M |
| STUB | Beli lebih banyak | +85K | +$2.1M |
| GOOG | Dipangkas | -2K | +$1.8M |
| ABNB | Beli lebih banyak | +5K | +$1.5M |
| RDDT | Beli lebih banyak | +6K | +$1.4M |
| BRKB | Dipangkas | -3K | -$1.1M |
| CRWV | Dipangkas | -496 | +$883K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.